Daniel Gresch is a CFP® and ChFC® with 27 years of industry experience, currently serving at Mendota Financial Group, LLC since 2005. He is a managing member of KUMADA, LLC, an entity established to facilitate personal investments among partners, and serves as treasurer for the Saint Francis Xavier School Committee. Mendota Financial Group provides financial consulting and discretionary investment management to individual and institutional clients, focusing on tailored asset allocation with a long-term, buy-and-hold approach that incorporates fundamental and cyclical analysis. The firm also offers sub-advisory services and manages client portfolios with customized holdings and restrictions.

Richard Vanden Boogard is a CFA® charterholder with 13 years of industry experience. He has been with Jacobson & Schmitt Advisors, LLC since 2012. Jacobson & Schmitt Advisors provides investment management, retirement planning, and financial planning services to individuals including high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm follows a responsibility and conscious investing philosophy that emphasizes fundamental analysis and a long-term, all-cap equity approach combined with bond allocations for stability.

Owen Ahrens is a financial advisor at Mendota Financial Group, LLC with a Series 65 credential and two years of industry experience. Prior to joining Mendota in 2023, he worked at Elite Retirement Group and UPS, and he also has experience at the University of Wisconsin-Stevens Point and Stevens Point Area Senior High. Mendota Financial Group offers financial consulting and discretionary investment management to individuals, including high-net-worth clients, and other entities. The firm uses a documented consulting process to tailor long-term investment strategies, employs fundamental and cyclical analysis, and serves as a sub-advisor to other advisers while maintaining independent custodial reporting.

Thomas Marini is a financial advisor at Resonant Capital Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Bank, MACC Fund, and Ironwood Drive. Outside of his advisory role, Marini serves as a board member for Pine River Pre-Pack, Inc., a company providing services to the cheese industry, and consults for Borgman Capital, a lower middle market private equity firm. 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 offers comprehensive financial planning and investment management through a five-part investment framework, combining active and passive strategies, and is notable for its affiliated accounting and tax advisory business.

Trent Hinton is a financial advisor at Canopy Wealth Management in Middleton, WI, holding a Series 65 license with one year of industry experience. Prior to joining Canopy Wealth Management, he worked at Kax Media and Terpco, Inc., and has a background including four years at Bowling Green State University. Canopy Wealth Management serves individuals, high-net-worth clients, retirement plans, and institutional accounts, managing approximately $1.15 billion in client assets. The firm offers continuous portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services, using a combination of asset-allocation frameworks and various analytical methods to develop individualized investment strategies.

Daniel Determan is a financial advisor with CLF Asset Management, Inc. in Madison, WI, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience, including roles at CLF Asset Management since 2016 and Capitol Lakes Financial, LLP since 2011. Outside of his advisory work, he is a director of the Natural Materials Technology Accelerator, a nonprofit focused on research into natural fiber technologies and carbon sequestration. He is also a founder-level investor in Driftless Extracts LLC, an industrial hemp processing company. CLF Asset Management serves individual clients, corporations, and employee benefit plans by providing financial consulting, planning, discretionary portfolio management, and pension consulting. The firm employs a combination of analytical methods and algorithmic tools alongside professional oversight to tailor investment strategies to client objectives and risk tolerances.

Cynthia Farnsworth is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Atlatl Advisers, where she has worked since 2024. Her prior experience includes roles at Ameriprise and UBS Financial Services. 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 comprehensive financial planning, consulting, and investment management using a structured approach that integrates portfolio construction with forward-looking capital-market assumptions, including specialized services like digital-asset management and outsourced CIO consulting.

Thomas Poehling is a financial advisor at Poehling Capital Management, Inc. in Madison, WI, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Poehling Capital Management since 2004. Outside of his advisory work, he serves as a board member of the Ryan Michael Poehling Foundation and owns Collectible Collection, LLC, an e-commerce business specializing in sports memorabilia. 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 to manage approximately $489.3 million in discretionary assets.

Cameron Gray is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Park Capital Management, LLC since 2018. Prior to joining Park Capital, he worked at PNC Investments and Morgan Stanley in various capacities. He is also a licensed insurance agent and may recommend life insurance products as part of his services. Park Capital Management, LLC is an SEC-registered firm managing approximately $733 million for around 525 clients. The firm offers investment management, financial planning, and 401(k) plan consulting, focusing on discretionary portfolio management tailored to individual client objectives and employing quantitative analysis and outside research in its investment process.

Nathaniel Leach is a Series 65–licensed financial advisor with Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI. He has 13 years of industry experience and has been with the firm since 2015. Outside of his advisory role, he is a managing member of HyphaWay, LLC, a financial planning software company for advisors, and LBW Consulting, LLC, a business consulting firm. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities. The firm manages approximately $115 million across about 291 clients and employs a value-oriented investment approach focused on fundamental analysis and intrinsic value assessments.

Evan Kurkowski is a financial advisor at Poehling Capital Management, Inc. in Madison, WI, holding a Series 65 designation with four years of industry experience. Prior to joining Poehling Capital Management in 2019, he worked at Northwestern Mutual and NYLIFE Securities. Outside of his advisory role, he is involved with Collectible Collection, LLC, an e-commerce business specializing in sports memorabilia. 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 to manage approximately $489.3 million in discretionary assets.

Bradley O’Loughlin is a CFP® and ChFC® with 10 years of industry experience. He has worked at Resonant Capital Advisors, LLC since 2018 and previously at Heck Capital Advisors from 2016 to 2018. Resonant Capital Advisors is an SEC-registered firm managing approximately $2.95 billion for individual and high-net-worth clients, families, institutions, and retirement plans. The firm offers financial planning, investment management, and consulting services, employing a tailored investment process that combines active, passive, and factor strategies with an emphasis on bottom-up equity selection and higher-quality fixed income.

Logan Knecht is a CFP® with four years of industry experience, currently serving as a financial advisor at Resonant Capital Advisors, LLC. Prior to joining Resonant, he worked at Ameriprise Financial Services and held multiple roles at the University of Wisconsin - Madison. 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 combining active, passive, and factor-based strategies, and is notable for its affiliated accounting and tax advisory business staffed by CPAs.

Angel Mcclarey is a CFP® and Series 63-registered financial advisor with 18 years of industry experience. She has been with Milestone Investment Advisers LLC since 2013. 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 employs a combination of fundamental and technical analysis and offers access to specialized investment instruments alongside traditional portfolios.

Peter Shulla is a financial advisor with Sentinel Advisory Group, LLC, holding Series 63, 65, and 66 licenses and 20 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. He is also involved in fixed insurance sales. Sentinel Advisory Group, LLC provides financial planning and asset management services for individuals and retirement plans, offering portfolio management, retirement-plan consulting, and employer HSA consulting. The firm utilizes Commonwealth Financial Network’s managed account programs and employs asset-allocation principles and modern portfolio theory in its investment approach.

Michael Zugan is a CFP® professional with three years of experience in financial advisory, currently serving at CLF Asset Management, Inc. in Madison, WI. His prior roles include positions at Wealth Enhancement Group and Alpha Financial Management. Outside of advisory work, he is also licensed as an independent insurance agent through Capitol Lakes Financial, LLP. CLF Asset Management provides financial consulting, comprehensive planning, portfolio management, and pension consulting to individuals, corporations, and employee benefit plans. The firm combines multiple analytical methods and technological tools with human oversight to tailor investment strategies to client objectives and risk profiles.

Brandon Cloete is a CFP®-certified financial advisor with five years of industry experience. He is currently with Isthmus Partners, LLC, where he has worked since 2022, following prior roles at Robert W. Baird & Co. Incorporated and Investec Wealth & Investment. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients with discretionary portfolio management, financial planning, and consulting services. The firm employs an equity-centered, committee-driven investment process that integrates quantitative screening and fundamental analysis, offering both Institutional and Counseled Portfolios.

Timothy Bickmore is a CFP® with 13 years of industry experience and has been with Leach, Bickmore & Weiss Wealth Management, LLC since 2015. He is a managing member of two non-investment-related businesses: HyphaWay, LLC, a financial planning SaaS for financial advisors, and LBW Consulting, LLC, a business consulting company. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million for about 291 clients. The firm uses a value-oriented investment approach based on intrinsic-value assessments and employs strategies that may include options and margin, alongside financial planning and consulting services.

Colton Tubbs is a financial advisor at Resonant Capital Advisors, LLC with a Series 65 credential and less than one year of industry experience. Prior to joining Resonant, he held roles at Lake Ridge Bank and worked in education for six years. Resonant Capital Advisors manages approximately $2.95 billion for individuals, families, institutions, and retirement plans. The firm offers financial planning, investment management, and consulting services, using a tailored investment process that combines active, passive, and factor strategies based on client risk tolerance and forward-looking market assumptions.

Jonathan Wilson is a CFP® professional with seven years of industry experience, currently serving at Milestone Investment Advisors, LLC since 2024. He previously worked at Northwestern Mutual Investment Services LLC and Ameriprise Financial Services, among other firms. Wilson is also an independent insurance agent 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 employs a mix of fundamental and technical analysis and offers access to specialized investment instruments, serving approximately 400 clients with about $824 million in assets under management.