Lisa Andrews is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Perk Planning and has 16 years of experience in the financial advisory industry. She has been with Modern Financial Planning, doing business as Perk Planning, since 2012. Perk Planning offers financial planning and periodic investment consultation to individuals and businesses, focusing on cash-flow, retirement, education, risk management, and estate planning. The firm uses a passive, long-term investment approach with strategic asset allocation and diversified index funds, providing non-discretionary, fee-only services without managing client assets on an ongoing basis.

Jamie Droessler is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Direct Financial Care. Prior to founding the firm in 2020, he worked at SVA Plumb Wealth Management from 2013 to 2020. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm primarily uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, and it also offers employer-sponsored retirement plan consulting and participant education.

Gregory Rademacher is a Certified Financial Planner® with 27 years of industry experience. He is the founder of Sycamore Investment Consulting Services, LLC, where he has worked since 2003, and also has a long tenure with Buttonwood Partners, Inc. In addition to his advisory work, he serves as treasurer of Mount Olive Lutheran Church in Madison, WI, and holds board positions with the Wisconsin Association of Charitable Gift Planners and the United Way of Dane County Foundation. Sycamore Investment Consulting Services, LLC provides integrated investment management and financial planning to individuals, families, trusts, qualified pension and profit-sharing plans, and charitable organizations, with a focus on individual and high-net-worth clients. The firm uses a top-down, asset-allocation approach centered on actively managed mutual funds and customizes portfolios based on client risk tolerance and investment policy statements.

Nathan Byers is a financial advisor at Calculated Wealth with six years of industry experience and holds the PFS™ designation. His work history includes roles at Johnson Block and Company Inc., BMO Harris N.A., and JBC Wealth Advisors, LLC. Outside of his advisory work, he is involved in tax preparation and consultation through NKB LLC and serves as a tax supervisor at Johnson Block and Company Inc., as well as providing financial education via a dedicated website. Calculated Wealth serves individual investors, high-net-worth clients, and small businesses by offering comprehensive financial planning and discretionary portfolio management. The firm combines passive, strategic asset allocation with a systematic quantitative/tactical strategy, tailoring portfolios to client-specific investment policies and implementing decisions on a discretionary basis.

Susan Lawton is a financial advisor at Buttonwood Partners, Inc. in Madison, WI, holding a Series 66 designation with 13 years of industry experience. She has been with Buttonwood Partners since 2008. Buttonwood Partners primarily serves high-net-worth individuals and various entities, including pension and profit-sharing trusts, charitable organizations, and corporations, providing discretionary portfolio management and related advisory services. The firm combines fundamental and technical analysis to manage concentrated portfolios and operates as both a registered investment adviser and affiliated broker-dealer.

Griffin Kalepp is a CFP® professional with 11 years of industry experience, currently serving at Compound Wealth, Advisory and Tax LLC since 2025. His background includes roles at MBE Wealth Management, LLC, Cuna Mutual Group, CUNA Brokerage Services, Inc., and Wea Investment Services, Inc. Outside of advising, he is president of Strictly Sonny, LLC, and serves on the boards of SSM Health St. Clare Hospital and Blood Cancers United. Compound Wealth, Advisory and Tax LLC provides wealth management, portfolio management, financial planning, and retirement plan services to high-net-worth individuals, trusts, estates, and businesses. The firm tailors investment advice to client objectives and offers specialized programs such as the Compound Incubator for equity compensation guidance, alongside affiliated tax and accounting services and dedicated Family Office offerings.

Amy Butrymowicz is a financial advisor at John F. Suby Wealth Management LLC in Madison, WI, holding a Series 65 credential with 14 years of industry experience. She has been with John F. Suby Wealth Management since 2012 and is also involved in accounting and bookkeeping through her ownership of AJ Restaurant Accounting, LLC and as a shareholder at John F. Suby & Associates S.C. John F. Suby Wealth Management provides discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals and retirement plans. The firm manages approximately $465 million in client assets and employs an investment approach that matches diversified portfolios to client objectives and risk tolerance, often using third-party managers and platform providers, with integrated accounting services available through an affiliated practice.

Joel Yaeger is a financial advisor at Compound Wealth, Advisory and Tax LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Baker Tilly and SVA Certified Public Accountants. He is also the founder and CEO of Yaeger Advisory Services and Tax, LLC, a separate accounting and tax practice. Compound Wealth, Advisory and Tax LLC provides wealth management, financial planning, and retirement plan services to high-net-worth individuals, trusts, estates, and businesses. The firm tailors investment advice to each client’s objectives and risk tolerance and offers unique services such as equity-compensation guidance and family office services.

Brenda Sims is a financial advisor at T. Anton Investment House, Inc. in Madison, WI, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with T. Anton Investment House, Inc. since 2015. T. Anton Investment House, Inc. provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as corporations, pension plans, and charitable organizations. The firm employs a fundamental, bottom-up investment approach with proprietary model portfolios tailored to client objectives, risk tolerance, and tax considerations.

Dane Bowler is a financial advisor at 2nd Market Capital Advisory Corp. with 10 years of industry experience. He holds a Series 65 designation and has been with 2nd Market Capital Services Corporation since 2012. Bowler serves on the board of directors of 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corporation provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities such as common and preferred REIT shares. The firm emphasizes fundamental analysis to identify discounted securities, dividend income, and capital appreciation, managing approximately $40.4 million in discretionary assets.

Timothy Neuenschwander is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of experience and has been with Neuenschwander Asset Management, LLC since 2007. He holds the CFP® designation and Series 65 license. Outside of his advisory work, he is a managing member of a residential real estate business in McFarland, WI. Neuenschwander Asset Management provides wealth management services to individuals, high-net-worth clients, trusts, nonprofit organizations, small businesses, and participant-directed retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using diversified allocations primarily through passively managed index funds and ETFs, and offers comprehensive financial planning and retirement advisory services.

Thomas Plumb is a financial advisor at Wisconsin Capital Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wisconsin Capital Management since 2005, as well as previously at SVA Plumb Wealth Management. Outside of his advisory role, he is involved as a general partner in a land acquisition business and as an investor in environmental waste products and construction companies. Wisconsin Capital Management provides discretionary investment management, financial planning, and advisory services to individuals, high‑net‑worth clients, corporations, charitable organizations, and two registered investment companies. The firm emphasizes fundamental growth-at-reasonable-prices analysis and maintains diversified portfolios aligned with client objectives and risk tolerances.

Gregory Schroeder is a financial advisor at Wisco Investment Management LLC in Madison, WI, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with Wisco Investment Management since 2011. Wisco Investment Management LLC provides investment supervisory and portfolio management services to individuals, corporations, and nonprofit organizations, managing approximately $73.7 million in client assets. The firm emphasizes fundamental analysis and asset allocation, employing both long- and short-term trading strategies, and serves a high client load with two advisors managing about 440 clients.

James Murphy III is a CFP® and Series 65 registered advisor with 17 years of industry experience. He has been with Neuenschwander Asset Management, LLC since 2008. Outside of his advisory role, Murphy co-owns Pin High Properties, LLC, a residential rental business in Oregon, Wisconsin. Neuenschwander Asset Management provides wealth management services to individuals, high-net-worth clients, trusts, nonprofits, small businesses, and participant-directed retirement plans. The firm emphasizes long-term, buy-and-hold investment strategies using diversified, passively managed index funds and ETFs, and incorporates financial planning tools such as Monte Carlo simulations in its approach.

David Solheim is a financial advisor at Milestone Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LPL Financial, CUNA Brokerage Services, and CUNA Mutual Group. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan consulting to individuals, high-net-worth households, charities, and business entities. The firm uses an individualized asset-allocation model combined with fundamental and technical analysis, offering a range of investment options including specialized instruments and facilitates outside managers for larger portfolios.

Alyssa Thompson is a financial advisor at Park Capital Management, LLC in Madison, WI, holding a Series 65 license with eight years of industry experience. She has been with Park Capital Management since 2017 and previously worked at Hausmann-Johnson Insurance. In addition to her advisory role, she serves as Treasurer for the Fort Atkinson branch of the American Association of University Women. Park Capital Management provides investment consulting and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs asset-allocation frameworks and quantitative risk/return analysis with a long-term investment orientation while offering fiduciary services, 401(k) consulting, and access to specialized investment strategies.

Daniel Kauper is a CFP® with 32 years of industry experience and has been with Milestone Investment Advisors, LLC since 2013. He holds the Series 63 and Series 65 licenses and is based in Middleton, WI. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan services to individuals, high-net-worth households, charities, and business entities. The firm uses a combination of fundamental and technical analysis and offers access to specialized investment instruments, managing approximately $824 million for around 400 clients.

Daniel Weiss is a Series 65-licensed advisor at Leach, Bickmore & Weiss Wealth Management, LLC with 15 years of industry experience. He has been with the firm since 2015. Outside of his advisory work, Weiss is a managing member of HyphaWay, LLC, a financial planning software company for advisors, and LBW Consulting, LLC, a business consulting firm. He is also a licensed independent insurance agent. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million across about 291 clients through a five-advisor team. The firm employs a value-oriented investment approach using fundamental analysis and intrinsic-value assessments to manage portfolios including individual stocks, bonds, mutual funds, and ETFs, with strategies that may use options and margin.

Margaret Mcneil is a CFP® and holds a Series 66 license with three years of industry experience. She currently works at Isthmus Partners, LLC and previously held roles at BBR Partners and Charles Schwab. Before entering the financial industry, she worked in the retail and fitness sectors. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients, including trusts and pension plans. The firm employs a committee-driven, equity-centered investment process combining quantitative screening and fundamental analysis to construct portfolios, and offers both discretionary portfolio management and financial planning services.

Frank Gambino is a CFA® charterholder with 25 years of industry experience. He has been with Isthmus Partners, LLC since 2014. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients with discretionary portfolio management, performance reporting, and financial planning services. The firm employs an equity-centered, committee-driven investment process that integrates quantitative screening and fundamental analysis, offering portfolios constructed with explicit sizing and valuation rules.