Brady Storhoff is a financial advisor at Walkner Condon Financial Advisors LLC in Madison, WI, holding a Series 66 designation with six years of industry experience. He previously worked at UBS Financial Services Inc. for ten years before joining his current firm in 2025. Walkner Condon Financial Advisors LLC 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 employs a discretionary, long-term portfolio management approach grounded in modern portfolio theory and serves a client base that includes a notable number of non-U.S. investors.

Leah Halvorson is a financial advisor at Jacobson & Schmitt Advisors, LLC with a Series 65 credential and two years of industry experience. Her prior experience includes roles at London Mutual Credit Union, the University of Wisconsin-Madison, Northstar Ford, and Wheel Fun Rentals. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning to individuals, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes a long-term, all-cap equity investment approach combined with bond allocations for stability and offers a multi-step financial planning process tailored to client goals and tax considerations.

Sylvain Michelin is a CFA® charterholder with 11 years of industry experience. He is currently with Walkner Condon Financial Advisors LLC, where he has worked since 2020. His previous roles include positions at Thun Financial Advisors, LLC and CitiBank. Walkner Condon Financial Advisors LLC 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 employs a long-term, modern portfolio theory-based approach and serves a notable non-U.S. client base, incorporating international securities into its strategies.

Joseph Onopa is a financial advisor at Tactive Advisors, LLC with 22 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Park Avenue Securities and Guardian Life. Outside of his advisory role, he is involved with Arrow Advisors, a private label entity for insurance and investment business, where he serves as owner and producer. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm uses a model-driven robo-advisor platform combined with sub-advisory and TAMP services to construct blended portfolios primarily using mutual funds, ETFs, and tactical asset allocation strategies.

Keith Poniewaz is a financial advisor at Walkner Condon Financial Advisors LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Walkner Condon since 2019, following three years at Thun Financial Advisors. 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 employs a Modern Portfolio Theory framework and offers tailored asset allocation, estate-planning facilitation, and tax preparation services to a diverse client base.

Ryan Erickson is a CFA® charterholder with 24 years of industry experience. He is currently a financial advisor at SlateStone Wealth LLC, where he has worked since 2021. His prior experience includes roles at BMO Harris Wealth Management and PNC Wealth Management. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, offering personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, integrating financial planning with portfolio construction and providing access to alternative private investments through a defined sourcing and due-diligence process.

Dale Meyer is a financial advisor with Coordinated Capital Securities, Inc. in Monona, Wisconsin, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Coordinated Capital Securities since 1991 and also operates Meyer Financial Services, where he serves as an independent insurance agent selling life and long-term care insurance and fixed annuities. Coordinated Capital Securities serves individuals, trusts, plan sponsors, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and third-party manager referrals, and employs a team of 16 professionals managing approximately $137 million.

Christopher Rich is a CFP® with 31 years of industry experience and has been with EnRich Financial Partners LLC since 2003. He holds a Series 63 license and operates out of Madison, WI. In addition to his advisory role, he is an independent insurance agent for various insurance companies. EnRich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities by offering comprehensive financial planning, portfolio management, retirement plan consulting, and financial coaching. The firm emphasizes fundamental analysis and long-term investment strategies, managing client assets primarily through mutual funds, ETFs, and unaffiliated independent managers.

Daniel Blake is a financial advisor with Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 designation and seven years of industry experience. He has been with Resonant Capital Advisors since 2018 and previously worked at Healthx Ventures for three years. Outside of his advisory role, Blake serves as a director for Forest Data Network, LLC, an online publication focused on the forestry industry. 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 and combines bottom-up equity selection with a blend of active, passive, and factor-based strategies, supported by affiliated accounting and tax advisory services.

Christopher Johnson is a CFP®-designated financial advisor with 12 years of industry experience. He has worked at Jacobson & Schmitt Advisors, LLC since 2018 and previously held roles at Waddell & Reed Inc and various insurance carriers. Johnson also maintains a role as an insurance agent for multiple carriers. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a long-term, fundamental analysis approach focused on all-cap equity portfolios combined with bond allocations, and offers comprehensive planning tailored to client goals and tax considerations.

Patrick Poehling is a Series 66-licensed financial advisor with 21 years of industry experience. He has been with Poehling Capital Management, Inc. since 2004. Outside of his advisory role, he manages the Ryan Michael Poehling Foundation, which provides scholarships to students at UW-La Crosse and the University of Florida. Poehling Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations by offering financial planning, estate-planning coordination, and investment management. The firm employs a value-oriented investment approach using model portfolios and quantitative tools, focusing on large-cap equities and diversification to manage volatility.

Clinton Bauch is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Park Capital Management, LLC. He has been with Park Capital Management and Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, he is a partner in an investment LLC involved with convertible notes related to Sundial Growers Inc. 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 retirement plan consulting services, employing a long-term, buy-and-hold investment approach with portfolio construction supported by quantitative analysis and third-party managers.

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 with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Canopy in 2018, he worked at Northwestern Mutual in various capacities from 1988 to 2018. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm emphasizes asset allocation and quantitative tools in portfolio management, offering comprehensive financial planning and retirement plan advisory services.

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.