Adam Sweet is a CFP® and CFA® with seven years of experience in the financial industry. He has worked at Jacobson & Schmitt Advisors, LLC since 2019 and previously spent ten years at Madison Investment Advisors. Jacobson & Schmitt Advisors, LLC provides investment management, retirement planning, and ongoing financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm follows a “responsibility” and “conscious investing” philosophy, combining fundamental analysis with a long-term, all-cap equity strategy alongside bond allocations for stability.

Brady Storhoff is a financial advisor at Walkner Condon Financial Advisors LLC in Verona, WI, holding a Series 66 credential with seven years of industry experience. He previously worked at UBS Financial Services Inc. before joining Walkner Condon. The firm provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. Walkner Condon employs a Modern Portfolio Theory framework to tailor asset allocation and risk tolerance and manages just over $1 billion in client assets.

Leah Halvorson is a financial advisor at Jacobson & Schmitt Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at London Mutual Credit Union and the University of Wisconsin-Madison. 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 paired with bond allocations and offers a multi-step financial planning process tailored to client goals and tax considerations.

Sylvain Michelin is a CFA® charterholder with 11 years of industry experience. He is currently with Walkner Condon Financial Advisors LLC, where he has worked since 2020. His previous roles include positions at Thun Financial Advisors, LLC and CitiBank. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $733 million in assets. The firm employs a long-term, modern portfolio theory-based approach and serves a notable non-U.S. client base, incorporating international securities into its strategies.

Joseph Onopa is a financial advisor at Tactive Advisors, LLC with 22 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Park Avenue Securities and Guardian Life. Outside of his advisory role, he is involved with Arrow Advisors, a private label entity for insurance and investment business, where he serves as owner and producer. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm uses a model-driven robo-advisor platform combined with sub-advisory and TAMP services to construct blended portfolios primarily using mutual funds, ETFs, and tactical asset allocation strategies.

Keith Poniewaz is a financial advisor at Walkner Condon Financial Advisors LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Walkner Condon since 2019, following three years at Thun Financial Advisors. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework and offers tailored asset allocation, estate-planning facilitation, and tax preparation services to a diverse client base.

Ryan Erickson is a CFA® charterholder with 25 years of industry experience. He has worked at SlateStone Wealth LLC since 2021 and previously held positions at BMO Harris Wealth Management and PNC Wealth Management. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis through internally developed equity strategies, model portfolios, and third-party managers.

Christopher Rich is a CFP® with 31 years of industry experience and has been with EnRich Financial Partners LLC since 2003. He holds a Series 63 license and operates out of Madison, WI. In addition to his advisory role, he is an independent insurance agent for various insurance companies. EnRich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities by offering comprehensive financial planning, portfolio management, retirement plan consulting, and financial coaching. The firm emphasizes fundamental analysis and long-term investment strategies, managing client assets primarily through mutual funds, ETFs, and unaffiliated independent managers.

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 at Milestone Investment Advisors, LLC with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Milestone since 2015. Milestone Investment Advisors is a seven-advisor team managing approximately $878 million for individual and high-net-worth investors as well as retirement plan sponsors. The firm offers discretionary portfolio management, financial consulting, and 401(k) plan services, employing a written investment policy and individualized asset-allocation models with a blend of fundamental and technical analysis.

Jason Joanis is a CFA® charterholder with 24 years of industry experience. He is a financial advisor at SlateStone Wealth LLC, where he has worked since 2022. Prior to that, he spent nine years at Harris Investment Management Inc. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm’s investment process integrates fundamental, quantitative, technical, and cyclical analysis across internally developed equity strategies, model portfolios, and third-party managers.

Richard Farmer is a CFP® with 15 years of industry experience. He has worked at Walkner Condon Financial Advisors LLC since 2020 and previously spent six years at Thun Financial Advisors, LLC. Farmer is a partner in WC Tax Services LLC, a tax preparation business affiliated with his advisory firm. Walkner Condon Financial Advisors LLC manages over $1 billion in client assets, serving individuals, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary and non-discretionary investment management and financial planning, utilizing a Modern Portfolio Theory framework with a long-term trading orientation tailored to clients' goals.

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.