Louise Googins is a financial advisor at Googins Advisors, Inc. with 47 years of industry experience. She has been with Googins & Co., Inc. since 1983. Googins Advisors manages approximately $501 million in client assets, providing discretionary portfolio management and investment advice to individuals, businesses, and institutional accounts. The firm emphasizes fundamental, bottom-up analysis and a long-term buy-and-hold investment approach.

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® with three years of industry experience, currently serving as a financial advisor at Poehling Capital Management, Inc. in Madison, WI. Her prior experience includes roles at Fidelity Brokerage Services LLC and Turnkey Financial Management, as well as a background outside finance at Velvet Waxing Studio and in education. Poehling Capital Management is an independent investment adviser managing approximately $591 million in discretionary assets for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment strategy focused on large-capitalization companies trading below intrinsic value, offering customized portfolios, financial planning, and estate-planning coordination through a multi-advisor team.

Richard Martin is a financial advisor with Googins Advisors, Inc., holding Series 63 and Series 65 designations and bringing 22 years of industry experience. His prior roles include positions at ASSET ALLOCATION STRATEGIES, llc and GLP Investment Services. Outside of advising, he is a 50% owner of Martin Hops Farm LLC, a hops farming business that sells crops to breweries. Googins Advisors manages approximately $501 million in client assets, providing discretionary portfolio management and investment advice to individuals, businesses, and institutional accounts. 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® and Series 65 holder with two years of industry experience, currently serving as an advisor at Jacobson & Schmitt Advisors, LLC. Prior to her advisory role, she was a full-time student for eleven years. She is a member of the Women's Initiative Committee at the National Association of Personal Financial Advisors, focusing on increasing female participation in financial advising. Jacobson & Schmitt Advisors provides investment management, retirement planning, and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a long-term, all-cap equity investment strategy combined with bond allocations and emphasizes responsibility and conscious investing.

William Meland is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Merit in 2025, he spent 21 years at Pillar Wealth Management Co. Merit Financial Group, LLC is an SEC-registered advisory firm with 144 advisors managing approximately $10.6 billion. The firm serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset management, financial planning, and specialized services such as independent fiduciary and ESOP trustee work.

Stephanie Thompson is a Series 65-licensed financial advisor at Integrity Advisory Solutions with over a decade of experience, including 12 years at Krueger Hernandez and Thompson SC where she practiced law specializing in estate planning, trust administration, probate, and long-term care planning. She also holds a role as an agent with Ash Brokerage, focusing on life insurance sales. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios tailored to client needs.

Joel Dykman is a financial advisor with Madison Investment Advisors, LLC in Madison, WI, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Reinhart Partners, Inc. for 15 years. Dykman is employed by the firm's parent company, Madison Investment Holdings, Inc., providing services to affiliated adviser firms. Madison Investment Advisors serves a diverse client base including individuals, institutions, and financial intermediaries, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm employs a risk-sensitive investment philosophy with a focus on high-quality fixed income and a fundamental bottom-up equity approach.

Brian Waelti is a financial advisor at Harbour Investments, Inc. with 36 years of industry experience. He has been with Harbour Investments since 2004 and previously operated Waelti Investment Services for over two decades. Outside of his advisory work, he is also an independent insurance agent offering equity-indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm provides various portfolio management and financial planning services, employing multiple investment approaches tailored by individual advisors and third-party managers.

Marva Riley is a CFP® and holds a Series 65 license with eight years of industry experience. She currently works at Forvis Mazars Wealth Advisors, LLC and previously spent seven years at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with financial planning, investment management, and consulting services. The firm manages approximately $12.0 billion in assets and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.