Erik Barker is a CFP® with five years of industry experience, currently serving as an advisor at Jacobson & Schmitt Advisors, LLC since 2023. Prior to joining Jacobson & Schmitt, he worked at T. Anton Investment House, Inc. from 2018 to 2023. 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 investment approach combined with bond allocations and offers retirement-plan advisory services and estate-planning facilitation through a third-party partner.

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 financial advisor at Walkner Condon Financial Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Walkner Condon in 2024, he worked at Madison Gas and Electric Company for six years and EY for two years. He serves as a board member for Kikiaola Land Company, Ltd., a real estate development firm in Hawaii, and is a partner in WC Tax Services LLC, a tax preparation business. 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 manages over $1 billion in client assets, employing a Modern Portfolio Theory framework and offering tailored asset allocation and risk management through a diverse mix of investment vehicles.

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.

Stephanie Imhoff is a financial advisor at Friday Financial with 12 years of industry experience. She holds a Series 65 designation and has worked previously at Avantax Planning Partners, Inc. She is also a CPA with Honkamp Krueger & Co., where she provides tax and audit services to individual clients and businesses. Friday Financial offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, buy-and-hold portfolios with passive mutual funds and ETFs, supplemented by model portfolios and portfolio-allocation software.

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 Series 66-licensed financial advisor with 15 years of industry experience, currently serving at Rothschild Wealth LLC since 2012. He has also been involved with Premise Capital, LLC for over a decade. Outside of advisory work, Reynolds is active in nonprofit lake associations, holding leadership roles as President of the Yahara Lakes Association and board member of the Spread Eagle Chain of Lake Association, and he provides software solutions to RIAs through AdvisorOp LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm employs asset-allocation models and quantitative methods to manage portfolios across various investment vehicles while offering services that include financial planning, retirement plan consulting, and coordination of tax and estate planning.

Jennifer Ridley Hanson is a CFP® professional with 24 years of experience in financial advising. She is currently with SlateStone Wealth LLC, where she has worked since 2022, following nine years at BMO Wealth Management. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, providing 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, offering both discretionary portfolio management and standalone planning tailored to complex, multi-generational needs.

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 Series 65-licensed financial advisor at Googins Advisors, Inc. with one year of industry experience. His prior roles include positions at Belmark Inc., UW Madison Badger Market, and Flexo Imaging Inc. Googins Advisors manages approximately $501 million in client assets, providing discretionary portfolio management and investment advice to individuals, businesses, and institutional accounts. The firm uses a fundamental, bottom-up investment approach with a long-term buy-and-hold strategy and offers tailored portfolio services across mutual funds, individual stocks and bonds, and other securities.

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.