Jennifer Ridley Hanson is a CFP® professional with 24 years of industry experience. She is currently with SlateStone Wealth LLC, where she has worked since 2022, following nine years at BMO Wealth Management. SlateStone Wealth LLC provides discretionary and non-discretionary investment management and comprehensive financial planning services to high-net-worth and ultra-high-net-worth clients, including families, trusts, estates, and business entities. The firm employs a multi-asset approach combining fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and a range of internally developed and third-party strategies.

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.

Andrew King is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Walkner Condon Financial Advisors LLC since 2025. Prior to this, he worked for 25 years at Coordinated Capital Securities. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm manages approximately $733 million in client assets, employing a discretionary, long-term investment approach that includes a diversified investible universe with non-U.S. securities and partnerships for estate planning and tax services.

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 Madison, WI, holding a Series 66 designation and 21 years of industry experience. He has worked with Walkner Condon Financial Advisors since 2012 and has prior experience at Emerging RIA Consulting LLC, Walkner Condon Tax Services LLC, and WC Insurance Services LLC. Outside of his advisory role, he serves as a board member of Nakoma Golf Club and is involved in a private restaurant investment through ManBearPig Industries 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 grounded in modern portfolio theory and offers services including portfolio management, financial planning, third-party adviser selection, and estate planning.

Eric Raether is a Certified Financial Planner® with over 31 years of experience in the financial services industry. He has worked at Canopy Wealth Management since 2018 and previously spent more than two decades with Northwestern Mutual in various roles. Raether serves as a board member for Semper Fidelis, participating in governance and investment decisions for the organization. Canopy Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities with approximately $1.47 billion in assets under management. The firm focuses on individualized portfolio management and comprehensive financial planning, utilizing quantitative tools and a range of investment vehicles to meet client objectives.

Melodie Ace is a financial advisor at Canopy Wealth Management with 24 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Canopy in 2023, she worked for Ameriprise Financial Services and Northwestern Mutual Wealth Management Company. Outside of advising, she is the owner of Ivy's Guest House, LLC. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm emphasizes individualized investment policy statements and portfolio management using quantitative tools and a diversified mix of investment vehicles, while also offering comprehensive financial planning and retirement plan advisory services.

Gary Grosskopf is a CFP® with four years of industry experience, currently serving as a financial advisor at Leach, Bickmore & Weiss Wealth Management, LLC since 2021. His work history includes roles at Third Coast Advisors, the University of Wisconsin - Madison, and Accumoto Motorsport LLC. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million for around 291 clients. The firm employs a value-oriented investment approach using fundamental analysis and intrinsic-value assessments to construct and manage portfolios, with strategies that may include options, margin, and third-party sub-advisers.

David Devito is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding Series 63 and Series 65 credentials with 23 years of industry experience. His prior roles include positions at the State of Wisconsin Investment Board and Madison Investment Advisors. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients such as pension plans and insurance companies. The firm employs a five-part investment framework and combines bottom-up equity selection with blended active, passive, and factor-based strategies, supported by affiliated accounting and tax advisory services.

Dayton Hoffmann is a financial advisor at Googins Advisors, Inc. with a Series 65 credential and two years of industry experience. He has held positions at Googins Advisors since 2022, and previously worked at Belmark Inc., UW Madison Badger Market, and Flexo Imaging Inc. 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.

Felipe Quaassdorff Molina is a CFA® charterholder with one year of industry experience. He currently works at Walkner Condon Financial Advisors LLC and previously held roles at Terrace Wealth, Washington University St Louis, Inversiones Security, Arauco, and Citi-Banchile Inversiones. 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 tailored to individual goals and manages just over $1 billion in client assets.

Hunter Klus Wedel is a financial advisor with Atlatl Advisers in Madison, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones and M3 Insurance, as well as a position at Orange Theory Fitness. Atlatl Advisers serves individual clients, including high-net-worth households, and institutional clients such as retirement plans and family-owned businesses. The firm offers comprehensive financial planning, consulting, and both discretionary and non-discretionary investment management, using a multi-faceted approach that includes mutual funds, ETFs, independent managers, and alternative investments.

Trent Tredinnick is a CFP® and ChFC® with 11 years of industry experience. He currently works at EnRich Financial Partners LLC and previously held roles at CUNA Brokerage Services, Inc. and Cuna Mutual Group. In addition to his advisory work, he is an independent insurance agent for various companies. EnRich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities with comprehensive financial planning and portfolio management, employing a fundamental, long-term investment approach primarily through mutual funds, ETFs, and independent managers.

Louise Googins is a financial advisor at Googins Advisors, Inc. with 48 years of industry experience. She holds the Series 63 designation and has been with Googins & Co., Inc. since 1983. Googins Advisors provides discretionary portfolio management and financial planning to individuals, businesses, and institutional clients, managing approximately $565.5 million in assets. The firm uses a fundamental, bottom-up investment approach with a long-term buy-and-hold strategy and offers portfolio decisions under discretionary authority for most new clients.

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.

David Hackworthy is a financial advisor at Isthmus Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Isthmus Partners since 2014. Outside of his advisory role, he serves on the University of Wisconsin Carbone Cancer Center Advisory Board and is a partner in a fitness studio holding company. Isthmus Partners 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, offering discretionary portfolio management and financial planning services.

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.

Kurt Ahrens is a financial advisor at Mendota Financial Group, LLC in Madison, WI, holding a ChFC® designation along with Series 63, 65, and 66 licenses. He has 22 years of industry experience and has been with Mendota Financial Group since 2005. Ahrens is a managing member of KUMADA, LLC, an entity formed to facilitate personal investments alongside two partners. Mendota Financial Group provides financial consulting and discretionary investment management to individual and institutional clients. The firm focuses on tailored asset allocation with a long-term, buy-and-hold approach and utilizes fundamental and cyclical analysis, offering both initial financial consulting and ongoing portfolio management.