Christopher Johnson is a CFP®-designated financial advisor with 12 years of industry experience. He has worked at Jacobson & Schmitt Advisors, LLC since 2018 and previously held roles at Waddell & Reed Inc and various insurance carriers. Johnson also maintains a role as an insurance agent for multiple carriers. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a long-term, fundamental analysis approach focused on all-cap equity portfolios combined with bond allocations, and offers comprehensive planning tailored to client goals and tax considerations.

Patrick Poehling is a Series 66-licensed financial advisor with 21 years of industry experience. He has been with Poehling Capital Management, Inc. since 2004. Outside of his advisory role, he manages the Ryan Michael Poehling Foundation, which provides scholarships to students at UW-La Crosse and the University of Florida. Poehling Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations by offering financial planning, estate-planning coordination, and investment management. The firm employs a value-oriented investment approach using model portfolios and quantitative tools, focusing on large-cap equities and diversification to manage volatility.

Karly Costanzo is a CFP® with seven years of industry experience, currently serving as a financial advisor at Sentinel Advisory Group, LLC. Her prior experience includes roles at Northwestern Mutual Investment Services, LLC, Commonwealth Financial Network, and Bronfman E. L. Rothschild. Outside of advisory work, she has involvement in fixed insurance sales. Sentinel Advisory Group provides financial planning and asset management services for individuals and retirement plans. The firm uses asset-allocation principles and modern portfolio theory in its discretionary managed accounts and offers retirement-plan consulting and employer HSA advice alongside traditional wealth management.

Ernest Moosherr is a financial advisor at Canopy Wealth Management with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Canopy in 2018, he worked at Northwestern Mutual in various capacities from 1988 to 2018. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm emphasizes asset allocation and quantitative tools in portfolio management, offering comprehensive financial planning and retirement plan advisory services.

Terri Van Den Einde is a financial advisor at Jacobson & Schmitt Advisors, LLC with over 8 years of industry experience, including roles at Thun Financial Advisors and Jacobson & Schmitt Advisors. She holds a Series 65 credential. Outside of her advisory work, she serves as a sewer administrator for the Village of Rockdale. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes a long-term, all-cap equity investment approach combined with bond allocations and offers retirement-plan advisory services alongside estate-planning facilitation through a third-party partner.

Simon Liegel is an investment adviser representative at CLF Asset Management, Inc. with 19 years of industry experience. He holds the Series 63, Series 65, and Enrolled Agent (EA) designations. Prior to joining CLF Asset Management in 2016, he was affiliated with Capitol Lakes Financial, LLP, where he continues to have common control and ownership. Outside of his advisory role, Mr. Liegel has a founder-level investment in an industrial hemp processing company and serves as one of four directors of the Natural Materials Technology Accelerator, a nonprofit focused on research into commercial fiber separation and carbon sequestration. CLF Asset Management serves individual clients, corporations, and employee benefit plans, offering financial consulting, comprehensive planning, discretionary portfolio management, and pension consulting. The firm employs a blend of analytical methods and intelligent systems to tailor portfolios to client objectives, risk tolerances, and liquidity needs, while providing both modular and comprehensive financial planning options.

Daniel Zawidowski II is a financial advisor at Jacobson & Schmitt Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Jacobson & Schmitt Advisors since 2019, following five years at SJA Financial Advisory. Jacobson & Schmitt Advisors provides investment management, retirement planning, and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm follows a long-term, all-cap equity approach combined with bond allocations and emphasizes fundamental analysis and conscious investing.

Elaine Rich is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Enrich Financial Partners LLC since 2003, where she is part of a four-advisor team based in Madison, WI. Enrich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities through comprehensive financial planning, portfolio management, retirement plan consulting, and financial coaching. The firm emphasizes fundamental analysis and long-term investment strategies, utilizing mutual funds, ETFs, and independent managers, while providing both discretionary and non-discretionary advisory services.

Michael Arbet is a financial advisor with Milestone Investment Advisors, LLC in Middleton, WI. He holds Series 63, Series 65, and Series 66 licenses and has 11 years of industry experience, all with Milestone since 2015. Milestone Investment Advisors is a team-based SEC-registered firm managing approximately $878 million for around 408 clients. The firm serves individual and high-net-worth investors as well as retirement plan sponsors, employing a disciplined investment approach that includes discretionary portfolio management, project-based consulting, and 401(k) plan services.

Jason Joanis is a CFA® charterholder with 23 years of industry experience. He is currently with SlateStone Wealth LLC, where he has worked since 2022, following a nine-year tenure at Harris Investment Management Inc. SlateStone Wealth serves high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, and corporations. The firm provides personalized investment management and comprehensive wealth planning, employing a fiduciary, goals-oriented approach that combines macro analysis with fundamental and quantitative research.

Frederick Genz is a CFP® professional at Poehling Capital Management, Inc. in La Crosse, WI, with 10 years of industry experience. He has been with Poehling Capital Management since 2015. Outside of his advisory work, he is a partner in a local LLC that owns undeveloped property in La Crosse County. Poehling Capital Management provides financial planning, estate-planning coordination, and investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach using model portfolios and quantitative tools, managing approximately $489.3 million in discretionary assets.

Robert Armstrong is a CFP® professional with 35 years of industry experience. He has been with Milestone Investment Advisors, LLC since 2013, where he works as part of a seven-advisor team. Milestone Investment Advisors is a team-based SEC-registered firm managing approximately $878 million for individuals, high-net-worth investors, and retirement plan sponsors. The firm employs a combination of fundamental and technical analysis to implement portfolios tailored by written investment policies and individualized asset-allocation models.

Nathan Keeling is a financial advisor with Sentinel Advisory Group, LLC, holding the CFP® and ChFC® designations and the Series 63 license, with 11 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Commonwealth Financial Network. Outside of advisory services, he is involved in fixed insurance sales. Sentinel Advisory Group, LLC provides financial planning and asset management services for individuals and retirement plans, offering portfolio management, fee-based advisory services, retirement-plan consulting, and employer HSA consulting. The firm utilizes Commonwealth Financial Network’s discretionary managed account programs and incorporates asset-allocation principles and modern portfolio theory in its investment approach.

Mark Buchanan is a CFP® professional with 10 years of industry experience. He is currently with Canopy Wealth Management, where he has worked since 2021. Prior to that, he held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of financial advising, he has been involved with the Pac 12 Conference for over a decade. Canopy Wealth Management serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm focuses on individualized investment policy statements and portfolio management using quantitative tools and a variety of investment vehicles, while also offering comprehensive financial planning and retirement plan advisory services.

Lynne Goldsmith is a CFP® with 20 years of industry experience, currently serving at Googins Advisors, Inc. since 2021. She previously retired from the financial industry for five years before joining her current firm. Outside of her advisory role, she manages an agricultural property and operates an online sales business. Googins Advisors provides discretionary portfolio management and investment advisory services to individuals, corporations, and institutional accounts. The firm focuses on fundamental, bottom-up analysis and a long-term buy-and-hold investment strategy across a range of securities.

Kelsee Guest is a financial advisor at Sentinel Advisory Group, LLC in Middleton, WI, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Sentinel Advisory Group, Guest worked at Commonwealth Financial Network and several other firms. Sentinel Advisory Group provides financial planning and asset management services to individuals and retirement plans, offering portfolio management, fee-based advisory services, and retirement-plan consulting. The firm utilizes Commonwealth Financial Network’s discretionary managed account programs and emphasizes employer-focused services alongside traditional wealth management.

Neil Dinndorf is a CFP® professional with 18 years of industry experience. He has been with Enrich Financial Partners LLC in Madison, WI since 2013. Enrich Financial Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial consulting, portfolio management, manager search and monitoring, and retirement plan consulting, utilizing long-term, fundamentally driven investment strategies primarily through mutual funds and ETFs.

Erik Barker is a CFP® with five years of industry experience, currently serving as an advisor at Jacobson & Schmitt Advisors, LLC since 2023. Prior to joining Jacobson & Schmitt, he worked at T. Anton Investment House, Inc. from 2018 to 2023. Jacobson & Schmitt Advisors provides investment management, retirement planning, and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm follows a long-term, all-cap equity investment approach combined with bond allocations and offers retirement-plan advisory services and estate-planning facilitation through a third-party partner.

Michael Harmelink is a CFA® charterholder affiliated with Sentinel Advisory Group, LLC and has over two decades of experience in investment management. Prior to joining Sentinel Advisory Group in 2025, he worked at the State of Wisconsin Investment Board from 2001 to 2025. He also serves as a consultant for Global Advisory Partners, providing corporate investor relations consulting. Sentinel Advisory Group offers financial planning and asset management services for individuals and retirement plans, including discretionary managed accounts based on asset-allocation principles and modern portfolio theory. The firm provides retirement-plan consulting, employer HSA consulting, and uses third-party research and wrap programs to support portfolio construction and rebalancing.

Jennifer Ridley Hanson is a CFP® professional with 24 years of experience in financial advising. She is currently with SlateStone Wealth LLC, where she has worked since 2022, following nine years at BMO Wealth Management. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, providing personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, offering both discretionary portfolio management and standalone planning tailored to complex, multi-generational needs.