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.

Elaine Rich is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Enrich Financial Partners LLC since 2003, where she is part of a four-advisor team based in Madison, WI. Enrich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities through comprehensive financial planning, portfolio management, retirement plan consulting, and financial coaching. The firm emphasizes fundamental analysis and long-term investment strategies, utilizing mutual funds, ETFs, and independent managers, while providing both discretionary and non-discretionary advisory services.

Michael Arbet is a financial advisor with Milestone Investment Advisors, LLC in Middleton, WI. He holds Series 63, Series 65, and Series 66 licenses and has 11 years of industry experience, all with Milestone since 2015. Milestone Investment Advisors is a team-based SEC-registered firm managing approximately $878 million for around 408 clients. The firm serves individual and high-net-worth investors as well as retirement plan sponsors, employing a disciplined investment approach that includes discretionary portfolio management, project-based 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.

Brian Hellmer is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at Mendota Financial Group, LLC and also operates BH Admin Services, LLC. Prior to his current roles, he worked for six years at the State of Wisconsin Investment Board. Hellmer is involved with Badgers United and Badger Advocates, organizations focused on community initiatives. Mendota Financial Group provides financial consulting and discretionary investment management to individuals, including high-net-worth clients, and other entities. The firm emphasizes a documented consulting process and tailors asset allocations for long-term investing, using fundamental and cyclical analysis across a broad range of securities.

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® and Series 63 licensed advisor with 18 years of industry experience. He has worked at AZA Capital Management since 2019 and previously at Arete Wealth Advisors LLC from 2016 to 2019. Since 2002, he has owned MC Vogel LLC, an investment-related business that provides administrative and employee support functions for his advisory work. AZA Capital Management is a fee-only advisory firm serving individuals, other financial advisors, institutions, retirement plans, and charitable organizations. The firm employs a multi-factor model and proprietary trend analysis to guide tactical asset allocation, focusing on index-based ETFs and customized bond portfolios.

Richard Farmer is a CFP® with 15 years of industry experience. He has worked at Walkner Condon Financial Advisors LLC since 2020 and previously spent six years at Thun Financial Advisors, LLC. Farmer is a partner in WC Tax Services LLC, a tax preparation business affiliated with his advisory firm. Walkner Condon Financial Advisors LLC manages over $1 billion in client assets, serving individuals, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary and non-discretionary investment management and financial planning, utilizing a Modern Portfolio Theory framework with a long-term trading orientation tailored to clients' goals.

Mark Fedenia is an advisor at Atlatl Advisers with 17 years of industry experience. He has been with Atlatl Advisers since 2015 and also serves as an associate professor at the University of Wisconsin–Madison, where he has taught graduate business students since 1986. Atlatl Advisers serves individual clients, including high-net-worth households, as well as institutional clients such as retirement plans and family-owned businesses. The firm offers financial planning, consulting, and investment management using a disciplined framework that incorporates risk tolerance, financial planning, and capital markets assumptions, with an emphasis on bottom-up equity selection and ongoing due diligence.

Congying Xiang is a financial advisor at SyntheticFi LLC with one year of industry experience. She holds a Series 65 designation and previously worked for Epic Systems Corporation for five years. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring.

Noel Goeddel is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Isthmus Partners, LLC since 2016. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients, providing discretionary portfolio management, financial planning, and consulting services. The firm employs an equity-centered, committee-driven investment process that emphasizes fundamental analysis and quantitative screening, offering separate Institutional and Counseled Portfolios.

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.