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.

Bryan Sapp is a CFA® charterholder with two years of industry experience. He is currently with Exceed Advisory LLC and previously worked at Schaeffer's Investment Research for 13 years. Exceed Advisory LLC provides option-based investment strategies to a range of clients, including registered investment companies, institutions, other registered investment advisers, and individual and high-net-worth clients. The firm focuses on defined-outcome, option-based solutions using listed index and FLEX options, and commonly serves as a sub-advisor implementing tailored strategies through separately managed accounts and advised Funds and ETFs.

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.

Gary Palmer is a financial advisor with Haese Financial Group Inc in Oregon, WI, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Superior Financial Services, Inc. since 2013. Outside of his advisory work, Palmer is involved in farming activities, managing his family’s farm operations and custom farming on a part-time basis. Haese Financial Group provides investment supervisory services, financial planning, and consulting to a variety of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm manages approximately $47 million, generally on a non-discretionary basis, utilizing strategic, globally diversified asset allocations primarily implemented through no-load or low-load mutual funds and ETFs, and also offers accounting and tax 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.

Mitchell De Witt is a CFP® with 10 years of experience in the financial services industry. He is currently with Walkner Condon Financial Advisors LLC, where he has worked since 2018, and previously held positions at Bank of America and Merrill. 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 follows a Modern Portfolio Theory framework with a long-term trading orientation and offers estate-planning facilitation and tax preparation services through affiliated entities.

Brian Kopp is a financial advisor at Canopy Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Canopy Wealth Management since 2022. Prior to that, he spent 17 years with Cuna Brokerage Services, Inc. and Cuna Mutual Group. Outside of his advisory role, Kopp is involved in a family LLC partnership managing rental property. Canopy Wealth Management serves individuals, high-net-worth clients, retirement plans, and institutional accounts, providing continuous portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm manages approximately $1.15 billion in assets and emphasizes individualized investment policy statements and integrated portfolio management techniques.

Andrew Klein is a financial advisor at Walkner Condon Financial Advisors LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Gateway Financial Partners, Advisors' Pride Inc., LPL Financial LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Klein is also the owner of F Point Consulting LLC, a business consulting firm. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm manages approximately $733 million in client assets and employs a long-term, discretionary portfolio management approach incorporating modern portfolio theory and a diverse investible universe that includes mutual funds, ETFs, fixed income, real estate funds, annuities, and non-U.S. securities.

Daniel Spellman is a financial advisor at Park Capital Management, LLC in Madison, WI, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior work includes roles at UPS and American Lending Solutions. Park Capital Management, LLC is an SEC-registered advisory firm managing approximately $733 million for about 525 clients through a five-advisor team. The firm offers investment management, financial planning, and 401(k) plan consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, emphasizing discretionary portfolio management with a long-term, buy-and-hold approach supported by quantitative analysis and outside research.

David Muehl is a financial advisor with Canopy Wealth Management in Middleton, WI, holding a Series 66 designation and 24 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Muehl serves as a board member of the MCPASD Education Foundation, a charitable organization supporting students and teachers in the Middleton Cross Plains Area School District. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm focuses on individualized investment policy statements, asset allocation, and quantitative tools, offering portfolio management, comprehensive financial planning, and ERISA 3(21) retirement plan advisory services.

Ross Fedenia is a CFP® professional with 11 years of experience in financial advising. He is currently with Atlatl Advisers, where he has worked since 2021, following roles at Ameriprise Financial Services, UBS Financial Services, and Robert W. Baird. Atlatl Advisers serves both individual clients, including high-net-worth households, and institutional clients such as retirement plans and family-owned businesses. The firm offers financial planning, consulting, and investment management, using a multi-asset approach and a risk-focused framework that includes services like digital-asset management and outsourced CIO consulting.

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 14 years of industry experience, currently serving at Jacobson & Schmitt Advisors, LLC since 2012. He is based in Middleton, WI. 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 responsibility and conscious investing philosophy, emphasizing 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.