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.

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.

Ethan Ahrens is a financial advisor at Mendota Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and has a diverse work background including roles in delivery services, education, and military service in the United States Army. Mendota Financial Group provides financial consulting and discretionary investment management to individual and institutional clients, beginning with detailed needs assessments and tailored asset allocation recommendations consistent with a long-term, buy-and-hold approach. The firm also manages sub-advisory assignments and customizes portfolios to client-specific holdings and restrictions.

Ian Joyce is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 designation with four years of industry experience. He previously worked at Hovde Capital Advisors and First Business Bank before joining Resonant Capital Advisors. 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 offers financial planning, investment management, retirement plan consulting, and advisory services, employing a five-part investment framework that integrates bottom-up equity selection with active, passive, and factor-based strategies.

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.