Chris Swenson is a financial advisor with Wisconsin Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has been affiliated with Wisconsin Wealth Advisors since 2009 and previously worked with Harbour Investments, Inc. Swenson also serves on the boards of the Sun Prairie Business and Education Partnership and the Sun Prairie Education Foundation. Wisconsin Wealth Advisors offers investment advice and financial planning primarily to individual and high-net-worth clients, managing approximately $158 million across three advisors. The firm employs client-specific Investment Policy Statements and combines fundamental and technical analysis in portfolio construction, providing both discretionary and non-discretionary management.

Gregory Ehlers is a financial advisor with CMG Wealth Advisors LLC in Madison, WI. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His work history includes roles at LPL Financial, CMG Financial Securities, Mischler Financial Group, and REQ Consulting. CMG Wealth Advisors LLC provides discretionary investment management to retail and institutional clients, offering retirement plan consulting and fiduciary services. The firm manages portfolios tailored to client objectives using a broad range of securities and operates in connection with affiliated entities including a broker-dealer and a community bank.

Jodie McLellan is a financial advisor at Sycamore Investment Consulting Services, LLC with 29 years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Buttonwood Partners, Inc. since 2003. Outside of her advisory role, she serves as a volunteer board member of the Australian Shepherd Club of America. 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 emphasizing primarily actively managed mutual funds and customizes portfolios based on risk tolerance and investment policy statements.

Shannon Curtis is a financial advisor at CMG Wealth Advisors LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC for six years. Outside her advisory role, Curtis is involved with Ikigai Operations LLC, where she manages an advisory business as a registered team member. CMG Wealth Advisors LLC provides discretionary investment management and retirement plan consulting services to retail and institutional clients. The firm manages portfolios tailored to client objectives and risk tolerance, utilizes a broad range of securities, and operates with an affiliated broker-dealer and community bank while maintaining operational independence.

Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. I first met Oak Wealth Advisors founder, Mike Walther, when Mike guest lectured about special needs financial planning in one of my classes at the University of Wisconsin. In the decade that has followed, I have taught courses at the University of Wisconsin while deepening my knowledge and experience in financial planning and wealth management. I am a CFP® practitioner. I also obtained the Certified Private Wealth Advisor® designation issued by the Investments & Wealth Institute after completing the course work at the University of Chicago Booth School of Business. In addition to my personal experiences living with a sister with special needs, I have increased my technical knowledge of special needs financial planning. I earned the Chartered Special Needs Consultant®(ChSNC®) designation from the American College in 2018, and in 2020, was admitted as a member of the Academy of Special Needs Planners. I served on the Board of Directors of Wispact, Inc., an organization that manages pooled Special Needs Trusts for over 3,000 individuals in Wisconsin. At the appointment of Wisconsin Governor Tony Evers, I serve on the Wisconsin Board for Persons with Developmental Disabilities and the state College Savings Board. At Oak Wealth Advisors, in addition to advising clients, I lead the innovation efforts to ensure that new opportunities for client service are implemented seamlessly to support the delivery of the best possible client experience with the firm.

Matthew Suby is a financial advisor at John F Suby Wealth Management LLC in Madison, WI, with 27 years of industry experience. He has worked at John F Suby & Associates SC and John F Suby Wealth Management LLC since 2009. Outside of advisory services, he is a shareholder and CPA at John F. Suby & Associates, providing accounting and tax services to individuals and businesses. John F. Suby Wealth Management offers discretionary asset management, financial planning, investment consulting, and retirement plan services for individuals and retirement plans. The firm emphasizes efficient, diversified portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisers and third-party managers, and it provides integrated accounting services through its affiliated accounting practice.

Leonard Barry is a CFP® professional with 20 years of experience in financial advising. He has been with Yahara Wealth Management LLC since 2013. Outside of his advisory role, he serves as secretary and treasurer of Madison Expeditionary Learning Academy, an educational organization, and as treasurer of East Madison Little League. Yahara Wealth Management LLC is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes broadly diversified, low-cost, tax-aware portfolios primarily using passively managed mutual funds and ETFs, and it offers comprehensive financial planning and employee benefit plan consulting.

Nicholas Moore is a financial advisor at Trinity Financial Planning with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including North Star Resource Group, CRI Securities, Securian Financial Services Inc, Edward Jones, Anchor Bank, and LPL Financial LLC. Trinity Financial Planning provides fee-only financial planning, tax planning, and discretionary investment management for individuals, families, trusts, and retirement plans. The firm serves both high-net-worth and non-HNW clients, emphasizing disciplined asset allocation and a long-term, market-efficient approach.

Francisco Aguilar Puyol is a CFP® with eight years of experience in financial advisory. He is currently with MAPT Capital in Madison, WI, having previously worked at Creative Planning and Thun Financial. His background includes academic experience at Northwestern University. MAPT Capital is a fee-only advisory firm serving U.S. and cross-border clients, including individuals, families, and organizations. The firm employs a modern portfolio theory approach that combines passive and active strategies, with an emphasis on international wealth management and integrated financial planning.

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.

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.

Joseph Hoffart is a financial advisor at Wealth Planning Advisors LLC in Stoughton, WI. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Wealth Planning Advisors, he worked at the University of Wisconsin - Eau Claire and in retail and education roles. Wealth Planning Advisors LLC is a small, fee-only advisory practice serving individual investors and employer plan sponsors. The firm offers investment management, financial planning, retirement-plan consulting, and educational seminars, with an affiliated accounting business providing tax, bookkeeping, and payroll services. Their investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing stocks, bonds, mutual funds, and ETFs, including passive and ESG strategies.

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.