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.

Joel McNeil is a CFP® professional with 26 years of industry experience, currently serving at Isthmus Partners, LLC since 2014. He holds Series 63 and Series 66 licenses and is based in Madison, WI. McNeil is involved in community and nonprofit activities, serving on the boards of the SSM/St. Mary’s Hospital Foundation, Edgewood College Foundation advisory board, Madison Downtown Rotary Investment Committee, and Asset Builders of America. 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 with a focus on valuation and quality, offering discretionary portfolio management, financial planning, and specialized portfolio strategies.

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.

Ernest Moosherr is a financial advisor at Canopy Wealth Management in Middleton, WI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including over 30 years with Northwestern Mutual in various wealth management and investment roles before joining Canopy Wealth Management in 2018. Canopy Wealth Management serves individuals, high-net-worth clients, retirement plans, and institutional accounts by providing portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm utilizes individualized investment policy statements and combines asset-allocation frameworks with fundamental, technical, and quantitative analyses to guide portfolio construction and rebalancing.

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.

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.

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.

Michael Arbet is a financial advisor at Milestone Investment Advisors, LLC with 11 years of industry experience. He holds Series 63, Series 66, and Series 65 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 uses written investment policies and individualized asset-allocation models to implement portfolios through a combination of fundamental and technical analysis, offering discretionary portfolio management, financial consulting, and 401(k) plan 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.

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.

Michael Vogel is a ChFC® with 19 years of industry experience, currently serving as an advisor at AZA Capital Management since 2019. He previously worked at Arete Wealth Advisors LLC from 2016 to 2019 and has owned MC Vogel LLC, an investment-related business, since 2002. AZA Capital Management is a fee-only advisory firm that serves individuals, high-net-worth clients, other financial advisors, institutions, retirement plans, and charitable organizations. The firm utilizes quantitative and qualitative research to implement tactical allocation strategies, primarily using index-based ETFs and customized bond portfolios.

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.

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.

Robert Armstrong is a CFP® professional with 35 years of industry experience. He has been with Milestone Investment Advisors, LLC since 2013, where he works as part of a seven-advisor team. Milestone Investment Advisors is a team-based SEC-registered firm managing approximately $878 million for individuals, high-net-worth investors, and retirement plan sponsors. The firm employs a combination of fundamental and technical analysis to implement portfolios tailored by written investment policies and individualized asset-allocation models.

Nathan Keeling is a financial advisor with Sentinel Advisory Group, LLC, holding the CFP® and ChFC® designations and the Series 63 license, with 11 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Commonwealth Financial Network. Outside of advisory services, he is involved in fixed insurance sales. Sentinel Advisory Group, LLC provides financial planning and asset management services for individuals and retirement plans, offering portfolio management, fee-based advisory services, retirement-plan consulting, and employer HSA consulting. The firm utilizes Commonwealth Financial Network’s discretionary managed account programs and incorporates asset-allocation principles and modern portfolio theory in its investment approach.

Mark Buchanan is a CFP® professional with 10 years of industry experience. He is currently with Canopy Wealth Management, where he has worked since 2021. Prior to that, he held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of financial advising, he has been involved with the Pac 12 Conference for over a decade. Canopy Wealth Management serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm focuses on individualized investment policy statements and portfolio management using quantitative tools and a variety of investment vehicles, while also offering comprehensive financial planning and retirement plan advisory services.

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.

Kelsee Guest is a financial advisor at Sentinel Advisory Group, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Commonwealth Financial Network and Northwestern Mutual Investment Services. Sentinel Advisory Group provides financial planning and asset management services for individuals and retirement plans, offering discretionary managed accounts, retirement-plan consulting, and employer HSA consulting. The firm uses asset-allocation principles and modern portfolio theory in its portfolio management and incorporates third-party research and tax-harvesting strategies.