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.

Alicia Vande Ven is a CFP® professional with four years of experience at Walkner Condon Financial Advisors LLC in Verona, WI. Prior to joining the firm, she operated Asha's Homemade Candles for seven years. She is also a partner in WC Tax Services LLC, a tax preparation business affiliated with her firm. 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 integrated tax preparation and estate-planning facilitation through affiliated entities.

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.

Evan Waltz is a CFP® and Series 65-licensed advisor at Walkner Condon Financial Advisors LLC with two years of industry experience. Prior to joining Walkner Condon, he worked at Wells Fargo and Co and Turnberry Solutions. Evan is based in Madison, WI. 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 with a long-term orientation and offers estate-planning facilitation and tax preparation services through affiliated entities.

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.

Neil Dinndorf is a CFP® professional with 18 years of industry experience. He has been with Enrich Financial Partners LLC in Madison, WI since 2013. Enrich Financial Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial consulting, portfolio management, manager search and monitoring, and retirement plan consulting, utilizing long-term, fundamentally driven investment strategies primarily through mutual funds and ETFs.

Erik Barker is a CFP® with six years of industry experience, currently serving at Jacobson & Schmitt Advisors, LLC since 2023. Prior to this, he worked for five years at T. Anton Investment House, Inc. He holds a Series 65 license and is based in Middleton, WI. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a “responsibility” and “conscious investing” philosophy, focusing on fundamental analysis and a long-term, all-cap equity approach combined with bond allocations for stability.

Kevin Kearney is a financial advisor with Coordinated Capital Securities, Inc. in Waunakee, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Coordinated Capital Securities since 1999 and also operates Kearney Tax & Financial Services, where he serves as an independent insurance agent and accountant providing tax preparation and accounting services. Coordinated Capital Securities is a team of 16 financial professionals offering investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm provides both discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, managing approximately $137 million for around 186 clients.

Keturah Cox is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 credential with five years of industry experience. She previously worked at Trek Financial and Empowered Financial Investments, LLC. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm employs a five-part investment framework combining bottom-up equity selection with active, passive, and factor-based strategies, and offers financial planning, investment management, retirement consulting, and family-office advisory services.

Ian Beardsley is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Walkner Condon Financial Advisors LLC since 2024. Prior to this, he worked at Madison Gas and Electric Company for six years and EY for two years. He is a board member of Kikiaola Land Company, Ltd, a real estate development firm. 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 with a long-term trading approach and offers additional services including estate-planning facilitation and tax preparation through an affiliated entity.

Benjamin Dickey is a financial advisor with Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 credential and 16 years of industry experience. He has worked at Resonant Capital Advisors since 2018 and previously at Madison Investment Advisors, LLC from 2012 to 2018. Outside of his advisory role, he serves as president of a family investment vehicle, Metonga Investment Holdings, LLC. 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 active, passive, and factor-based strategies, supported by an affiliated accounting and tax advisory business.

Michael Harmelink is a CFA® charterholder affiliated with Sentinel Advisory Group, LLC and has over two decades of experience in investment management. Prior to joining Sentinel Advisory Group in 2025, he worked at the State of Wisconsin Investment Board from 2001 to 2025. He also serves as a consultant for Global Advisory Partners, providing corporate investor relations consulting. Sentinel Advisory Group offers financial planning and asset management services for individuals and retirement plans, including discretionary managed accounts based on asset-allocation principles and modern portfolio theory. The firm provides retirement-plan consulting, employer HSA consulting, and uses third-party research and wrap programs to support portfolio construction and rebalancing.

Britton Reynolds is a financial advisor at Rothschild Wealth LLC with 16 years of industry experience. He holds the Series 66 designation and has been with Rothschild Wealth since 2012. Outside of his advisory role, Reynolds is involved in nonprofit leadership, serving as president of the Yahara Lakes Association and as a board member of the Spread Eagle Chain of Lake Association. He also provides software solutions to registered investment advisors through a separate business and sells photographs on a part-time basis. Rothschild Wealth LLC offers investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients. The firm’s investment process emphasizes asset allocation models supported by quantitative analysis and uses a variety of investment vehicles and third-party platforms to implement and monitor client portfolios.

Jennifer Ridley Hanson is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. She has worked at SlateStone Wealth LLC since 2022 and previously spent nine years at BMO Wealth Management. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach combining fundamental, quantitative, technical, and cyclical analysis, with services including strategic asset allocation, customized portfolios, Private Client and Family Office offerings, and access to alternative private investments.

Darrin Sharp is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He currently works at Milestone Investment Advisors, LLC and has previously held positions at Northwestern Mutual and Ameriprise. Milestone Investment Advisors is a seven-advisor team managing approximately $878 million for individual and high-net-worth clients as well as retirement plan sponsors. The firm employs a written investment policy and individualized asset-allocation models, utilizing a combination of fundamental and technical analysis to manage portfolios that may include mutual funds, ETFs, and other investment vehicles.

Mary Jo Staniszewski is a financial advisor at Walkner Condon Financial Advisors LLC with 24 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Wealth Management Company, Matthew M Heckmann, and Northwestern Mutual Investment Services LLC. Walkner Condon Financial Advisors LLC manages approximately $733 million in client assets for individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term, discretionary investment approach guided by individualized Investment Policy Statements and offers services including portfolio management, financial planning, and estate planning through a partnership with Wealth, Inc.

Clinton Walkner is a financial advisor with Walkner Condon Financial Advisors LLC in Verona, WI, holding a Series 66 designation and 22 years of industry experience. He has worked at several firms including Securities America Advisors, Inc. and Cetera Wealth Services, LLC, and has been with Walkner Condon Financial Advisors since 2012. Outside of his advisory role, he serves on the board of directors for Nakoma Golf Club and is a member of an LLC involved in a private restaurant investment. Walkner Condon Financial Advisors LLC provides discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages just over $1 billion in client assets and combines Modern Portfolio Theory with tailored asset allocation and risk tolerance, also offering estate-planning facilitation and tax preparation services through affiliated entities.