Paulina Price is a financial advisor at Walkner Condon Financial Advisors LLC in Madison, WI, holding a Series 65 designation with three years of industry experience. Prior to joining Walkner Condon in 2021, she worked at PBS Wisconsin and was involved with Rotary International. Walkner Condon Financial Advisors 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 uses individualized Investment Policy Statements and a discretionary, long-term investment approach that includes a diverse investible universe and may involve third-party money managers.

Michael Vaubel is a financial advisor with CLF Asset Management, Inc. in Madison, WI, holding a Series 65 credential and nine years of industry experience. He has been employed at Capitol Lakes Financial since 2016. Outside of his advisory work, Vaubel serves on the Alumni Association board for Wayland Academy and provides unpaid support to Alpenhaus Market, a business focused on vintage and artisan goods. CLF Asset Management serves individual clients, corporations, and employee benefit plans, offering financial consulting, comprehensive planning, discretionary portfolio management, and pension consulting. The firm uses a combination of analytical methods and algorithmic tools to tailor portfolios based on client objectives, risk tolerances, and liquidity needs.

Kathryn Schaller is a CFP® credentialed advisor at Jacobson & Schmitt Advisors, LLC with eight years of industry experience. She has been with Jacobson & Schmitt Advisors since 2016. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm focuses on a long-term, all-cap equity investment approach combined with bond allocations and offers tailored financial planning and retirement-plan advisory services.

Jacob Soener is a CFP® professional with seven years of industry experience, currently serving at CLF Asset Management, Inc. in Madison, WI. His prior roles include positions at Mass Mutual and UW-Madison. He also serves as treasurer for the Lussier Community Education Center, a nonprofit organization, providing budgeting advice and board oversight in an unpaid capacity. CLF Asset Management serves individuals, corporations, and employee benefit plans by providing financial consulting, comprehensive planning, discretionary portfolio management, and pension consulting. The firm combines fundamental and technical analysis, modern portfolio theory, and algorithmic tools with human oversight to tailor investment strategies to clients’ objectives and risk profiles.

Geoffrey Dunmore is a CFP® professional with six years of industry experience, currently with Keating Financial Advisory Services. His prior roles include positions at Raymond James Financial Services, Filbrandt Wealth Management, and Wells Fargo. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, financial planning, and consulting services, with a focus on mutual funds, ETFs, equities, and fixed income investments.

Angela Behm is a financial advisor with Jacobson & Schmitt Advisors, LLC in Middleton, WI, holding a Series 65 designation and 15 years of industry experience. She has been with Jacobson & Schmitt Advisors since 2008. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning to individuals, trusts, estates, retirement plans, and charitable organizations. The firm follows a long-term, all-cap equity approach combined with bond allocations and offers a multi-step financial planning process tailored to clients' goals and tax considerations.

Tahlia Micoley is a financial advisor at Walkner Condon Financial Advisors LLC in Madison, WI, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at First American Financial Corporation and various positions outside the financial sector. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and retirement plans, managing approximately $733 million in assets. The firm employs a discretionary, long-term approach guided by individualized Investment Policy Statements and offers a broad investible universe including mutual funds, ETFs, fixed income, real estate funds, annuities, and international securities.

Bryce Schuster is a financial advisor at Poehling Capital Management, Inc. with a Series 65 designation and two years of industry experience. His background includes roles in recreation and wellbeing at UW-Madison and work with the Madison School & Community Recreation. Poehling Capital Management provides financial planning, estate-planning coordination, and investment management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a value-oriented investment approach using model portfolios and quantitative tools to manage approximately $489 million in discretionary assets.

Cary Grunder is a financial advisor at Sentinel Advisory Group, LLC with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include long tenures at Northwestern Mutual Wealth Management Company and its affiliated entities. Sentinel Advisory Group provides financial planning and asset management services to individuals and retirement plans, offering portfolio management, retirement-plan consulting, and employer HSA consulting. The firm utilizes discretionary managed accounts through Commonwealth Financial Network’s PPS programs, employing asset-allocation principles and modern portfolio theory with ongoing portfolio monitoring and tax-harvesting.

Anne Laube is a CFP® professional at Poehling Capital Management, Inc. with three years of industry experience. Before joining Poehling, she worked at Fidelity Brokerage Services LLC and has a background that includes time outside the financial sector. Poehling Capital Management is an independent advisory firm managing approximately $591 million in discretionary assets, serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach focused on large-capitalization companies trading below intrinsic value and offers financial planning, estate-planning coordination, and portfolio management through a multi-advisor team.

Richard Martin is a financial advisor at Googins Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Asset Allocation Strategies, LLC and GLP Investment Services. Outside of his advisory role, he co-owns Martin Hops Farm LLC, a hops farming business that supplies breweries. 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 with a long-term buy-and-hold investment approach.

Brenton Cashore is a financial advisor at Sentinel Advisory Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network and Northwestern Mutual in various capacities between 2009 and 2025. Sentinel Advisory Group provides financial planning and asset management services for individuals and retirement plans, offering portfolio management, fee-based advisory services, and retirement-plan consulting. The firm uses asset-allocation principles and modern portfolio theory in its managed accounts and provides employer-focused services alongside traditional wealth management.

Nathan Condon is a financial advisor at Walkner Condon Financial Advisors LLC in Verona, WI, holding a Series 66 designation with 20 years of industry experience. He has worked at Walkner Condon Financial Advisors since 2012 and previously spent two years with WC Insurance Services LLC. Condon is a partner in WC Tax Services LLC, a tax preparation firm affiliated with his primary advisory practice. Walkner Condon Financial Advisors LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework to tailor portfolios and risk tolerance to individual client goals, managing just over $1 billion in assets and offering project-based estate-planning facilitation alongside tax preparation services.

Lucy Cuff is a CFP® with three years of industry experience and is currently affiliated with Jacobson & Schmitt Advisors, LLC. She is a member of the National Association of Personal Financial Advisors' Women's Initiative Committee, focusing on increasing female participation in financial advising. 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 a multi-step financial planning process tailored to client goals and tax considerations.

Brendon De Rouin is a Chartered Financial Consultant (ChFC®) with 26 years of industry experience. He is currently with Oakwood Capital, Inc. and has previously worked at firms including The Leaders Group, Inc., Woodbury Financial Services, Inc., and Insurance Services Group. Outside of his advisory role, he operates an orchard and farm through Oliver Brooks Organics and serves as a board member of the National Association of Insurance and Financial Advisors (NAIFA) Wisconsin chapter. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm predominantly manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios combined with fundamental, technical, and cyclical analysis.

William Meland is a financial advisor with Merit Financial Advisors in Middleton, WI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He worked at Pillar Wealth Management Co. from 2004 to 2025 before joining Merit Financial Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through centrally overseen model portfolios and offers both discretionary and non-discretionary account arrangements.

Stephanie Thompson is a financial advisor at Integrity Advisory Solutions with one year of industry experience. She holds the Series 65 designation and previously spent 12 years at Krueger Hernandez and Thompson SC, where she served as an attorney specializing in estate planning, trust administration, probate, and long-term care planning. Integrity Advisory Solutions supports individuals, trusts, estates, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing fundamental and technical analysis, asset allocation strategies, and third-party platforms.

Marva Riley is a CFP® and holds a Series 65 license with eight years of experience in the financial advisory industry. She is currently with Forvis Mazars Wealth Advisors, LLC in Madison, WI, having previously worked at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and retirement plan consulting. The firm employs a customized investment approach that integrates active and passive strategies with a focus on diversification, cost control, and long-term discipline.

Stephen Schneider is a financial advisor at Calton & Associates, Inc. with 53 years of industry experience. He has worked at Calton & Associates since 2019 and previously spent 33 years at Capital Financial Services, Inc. Schneider holds a Series 63 designation. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, while also offering commission-based brokerage and insurance products through its dually registered representatives.

Alyssa Brinkman is a financial advisor at NorthRock Partners, LLC in Madison, WI, holding a Series 66 credential with three years of industry experience. She previously worked at MML Investors Services LLC, MassMutual Life Insurance Co., and Charles Schwab & Co., Inc. Outside of her advisory role, Brinkman has experience in education operations and enrollment. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the inclusion of private market investments, supported by AI tools and human oversight.