Victor Rodriguez is a financial advisor at Isthmus Partners, LLC in Madison, WI, holding a Series 66 designation with 22 years of industry experience. He has been with Isthmus Partners since 2014. Outside of his advisory role, he serves as a non-fiduciary member of the advisory board for the American Family Children's Hospital, affiliated with the University of Wisconsin. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients, including trusts, pension plans, and business entities. The firm employs an equity-centered, committee-driven investment process that combines quantitative screening and fundamental analysis to construct portfolios with explicit sizing and valuation rules.

Samantha Williams is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 credential with two years of industry experience. She has worked at Resonant Capital Advisors since 2024 following a decade as a student. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individual, high-net-worth, family, institutional, and retirement plan clients. The firm offers customized financial planning and investment management services, employing a mix of active, passive, and factor strategies guided by forward-looking capital markets assumptions.

Richard Thompson is a CFP® and CFA® charterholder with 29 years of experience in the financial industry. He has been with Resonant Capital Advisors, LLC since 2018 and previously worked at First Business Trust & Investments for six years. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individuals, families, institutions, and retirement plans. The firm employs a client-tailored investment process combining active, passive, and factor strategies, with a focus on due diligence and monitoring across various asset classes and alternative investments.

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.

Eric Knudson is a CFP® professional with five years of industry experience, currently with Isthmus Partners, LLC. Prior to joining Isthmus Partners in 2021, he worked at Park Bank from 2016 to 2021. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients such as trusts and pension plans. The firm employs an equity-centered, committee-driven investment process combining quantitative screens and fundamental analysis, and offers discretionary portfolio management, performance reporting, and financial planning services.

Brian Hellmer is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at Mendota Financial Group, LLC and also operates BH Admin Services, LLC. Prior to his current roles, he worked for six years at the State of Wisconsin Investment Board. Hellmer is involved with Badgers United and Badger Advocates, organizations focused on community initiatives. Mendota Financial Group provides financial consulting and discretionary investment management to individuals, including high-net-worth clients, and other entities. The firm emphasizes a documented consulting process and tailors asset allocations for long-term investing, using fundamental and cyclical analysis across a broad range of securities.

Mark Fedenia is an advisor at Atlatl Advisers with 17 years of industry experience. He has been with Atlatl Advisers since 2015 and also serves as an associate professor at the University of Wisconsin–Madison, where he has taught graduate business students since 1986. Atlatl Advisers serves individual clients, including high-net-worth households, as well as institutional clients such as retirement plans and family-owned businesses. The firm offers financial planning, consulting, and investment management using a disciplined framework that incorporates risk tolerance, financial planning, and capital markets assumptions, with an emphasis on bottom-up equity selection and ongoing due diligence.

Congying Xiang is a financial advisor at SyntheticFi LLC with one year of industry experience. She holds a Series 65 designation and previously worked for Epic Systems Corporation for five years. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring.

Noel Goeddel is a CFA® charterholder with 23 years of industry experience. He has worked at Isthmus Partners, LLC since 2016 and previously spent 12 years at Holt-Smith Advisors. He holds a Series 65 license and is based in Madison, WI. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients, including trusts and pension plans. The firm uses an equity-centered, committee-driven investment process that combines quantitative screening with fundamental analysis, emphasizing quality and intrinsic value in portfolio construction.

Evan Waltz is a CFP® and Series 65-licensed advisor at Walkner Condon Financial Advisors LLC with two years of industry experience. Prior to joining Walkner Condon, he worked at Wells Fargo and Co and Turnberry Solutions. Evan is based in Madison, WI. Walkner Condon Financial Advisors LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework with a long-term orientation and offers estate-planning facilitation and tax preparation services through affiliated entities.

Lynne Goldsmith is a CFP® with 20 years of industry experience and currently serves at Googins Advisors, Inc. She previously worked at Fidelity for 10 years and MetLife Investment Fund Services LLC for one year. Outside of her advisory role, she manages an agricultural business and an online sales venture. Googins Advisors provides discretionary portfolio management and financial planning to individuals, businesses, and institutional clients, managing approximately $565.5 million in assets. The firm emphasizes fundamental, bottom-up analysis and a long-term buy-and-hold investment approach.

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.

Keturah Cox is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 credential with five years of industry experience. She previously worked at Trek Financial and Empowered Financial Investments, LLC. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework combining bottom-up equity selection with active, passive, and factor-based strategies, and offers financial planning, investment management, retirement consulting, and family-office advisory services.

Benjamin Dickey is a financial advisor with Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 credential and 16 years of industry experience. He has worked at Resonant Capital Advisors since 2018 and previously at Madison Investment Advisors, LLC from 2012 to 2018. Outside of his advisory role, he serves as president of a family investment vehicle, Metonga Investment Holdings, LLC. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework and combines bottom-up equity selection with active, passive, and factor-based strategies, supported by an affiliated accounting and tax advisory business.

Britton Reynolds is a Series 66-licensed financial advisor with 15 years of industry experience, currently serving at Rothschild Wealth LLC since 2012. He has also been involved with Premise Capital, LLC for over a decade. Outside of advisory work, Reynolds is active in nonprofit lake associations, holding leadership roles as President of the Yahara Lakes Association and board member of the Spread Eagle Chain of Lake Association, and he provides software solutions to RIAs through AdvisorOp LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm employs asset-allocation models and quantitative methods to manage portfolios across various investment vehicles while offering services that include financial planning, retirement plan consulting, and coordination of tax and estate planning.

Gary Grosskopf is a CFP® with four years of industry experience, currently serving as a financial advisor at Leach, Bickmore & Weiss Wealth Management, LLC since 2021. His work history includes roles at Third Coast Advisors, the University of Wisconsin - Madison, and Accumoto Motorsport LLC. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million for around 291 clients. The firm employs a value-oriented investment approach using fundamental analysis and intrinsic-value assessments to construct and manage portfolios, with strategies that may include options, margin, and third-party sub-advisers.

David Devito is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding Series 63 and Series 65 credentials with 23 years of industry experience. His prior roles include positions at the State of Wisconsin Investment Board and Madison Investment Advisors. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients such as pension plans and insurance companies. The firm employs a five-part investment framework and combines bottom-up equity selection with blended active, passive, and factor-based strategies, supported by affiliated accounting and tax advisory services.

Dayton Hoffmann is a financial advisor at Googins Advisors, Inc. with a Series 65 credential and two years of industry experience. He has held positions at Googins Advisors since 2022, and previously worked at Belmark Inc., UW Madison Badger Market, and Flexo Imaging Inc. Googins Advisors provides discretionary portfolio management and financial planning to individuals, businesses, and institutional clients, managing approximately $565.5 million in assets. The firm emphasizes fundamental, bottom-up analysis and a long-term buy-and-hold investment approach.

Hunter Klus Wedel is a financial advisor with Atlatl Advisers in Madison, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones and M3 Insurance, as well as a position at Orange Theory Fitness. Atlatl Advisers serves individual clients, including high-net-worth households, and institutional clients such as retirement plans and family-owned businesses. The firm offers comprehensive financial planning, consulting, and both discretionary and non-discretionary investment management, using a multi-faceted approach that includes mutual funds, ETFs, independent managers, and alternative investments.

Trent Tredinnick is a CFP® and ChFC® with 11 years of industry experience. He currently works at EnRich Financial Partners LLC and previously held roles at CUNA Brokerage Services, Inc. and Cuna Mutual Group. In addition to his advisory work, he is an independent insurance agent for various companies. EnRich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities with comprehensive financial planning and portfolio management, employing a fundamental, long-term investment approach primarily through mutual funds, ETFs, and independent managers.