Barry Denny is the sole advisor at Denny, Barry T., an independent registered investment adviser based in Lake Mills, WI. He holds a Series 63 designation and has five years of industry experience, with 17 years as a self-employed registered investment adviser. Prior to his current role, he worked as a senior trust officer. Denny, Barry T. provides discretionary portfolio management to individuals, trustees of personal and charitable trusts, and charitable foundations. The firm follows a conservative, fundamentally driven investment approach focused on U.S.-registered stocks and investment-grade bonds, emphasizing transparency and quality through selective securities and avoidance of speculative strategies.

Hello and welcome to Entirement Financial Planning LLC, we are so glad you're here! Entirement is your passport to financial planning that’s effective and enjoyable! We're a virtual fee-only financial advisory firm that provides tax-efficient planning for your life today as well as your retirement and investment management. Our specialty is to help you with your entire financial life as your Chief Entirement Financial Officer. What does that mean? It means we take a comprehensive approach to your financial picture- investments, taxes, insurance, financial goals, estate planning, and anything that is top of mind for you. Our services depends on your needs and can include: Comprehensive financial planning for today Comprehensive retirement planning Tax-Coordinated Portfolios (tax-efficient asset location) Tax planning advice Risk Management-life insurance, disability, long-term care, etc. Estate Planning Coordination Retirement Income Distribution Planning Education on all topics along the way Ready to learn more? Please check out our website to schedule a complimentary financial review or give us a call at (262) 207-4353. We look forward to meeting you.

Frederick Hohensee is a financial advisor at Hohensee Financial Services, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at Abacus Investments, Inc. since 1993. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, primarily serving retail customers. The firm combines discretionary management with tailored planning across multiple financial areas and employs a variety of security analysis techniques and strategies.

John Gering is a financial advisor with Hohensee Financial Services, Inc., holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Abacus Investments, Inc. since 1996 and Eastbay Inc. since 1988. Hohensee Financial Services provides investment supervisory and financial planning services primarily to individuals and small institutional clients, focusing on retail clients rather than high-net-worth households. The firm combines discretionary portfolio management with a range of strategies including technical and fundamental security analysis, and is affiliated with Abacus Investments, Inc., integrating advisory services with broker-dealer and insurance product capabilities.

Jonathan Wojciechowski is a financial advisor with Packerland Brokerage Services, Inc. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Packerland Brokerage Services since 2006 and also owns and operates a beauty salon through Full Circle Enterprises. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various platforms and manages over $900 million in client assets.

Gary Mutz is a financial advisor at Packerland Brokerage Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Packerland since 1999. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, disability, and Medicare health plans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of account management options and manages over $900 million in client assets.

Robert Pulaski is a CFP® with 33 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 1999. His career includes over 27 years at Packerland, where he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in insurance sales and manages a commercial office building rental in Oconomowoc, WI. Packerland Brokerage Services, Inc. provides financial planning, portfolio management, and advisory program access to individuals, charities, corporations, and retirement plan sponsors. The firm offers both discretionary and non-discretionary account management through firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform, and is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer.

Benjamin Mee is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. He has worked at Stephens since 2021 and previously held roles at Generac Holdings, Inc. Outside of his advisory career, Mee was involved with the Milwaukee Kickers Soccer Club and Trinity Three Irish Pubs. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by equity research and committee-driven asset allocation.

Fred Marshall is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been associated with Packerland Brokerage Services, Inc. since 2005 and also operates Marshall Financial and FHM Investments. Outside of his advisory role, he is involved in fundraising activities for the Rhumba 4 Rainbow charity. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a mix of direct management and third-party managers via the Hilltop/Hilltop-cleared Envestnet platform, providing a range of account structures and investment solutions.

Daniel Wilson is a CFP® with 29 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. His prior roles include positions at Johnson Bank, Raymond James Financial Services, Cedarpoint Investment Advisors, and J.P. Morgan Securities. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with techniques such as dollar-cost averaging, technical analysis, and trading strategies, and is notable for its affiliation with a third-party administrator/pension consulting business and its role as a 3(21) adviser.

Casey O'Leary is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He has held positions at Trinity Wealth Management LLC, J.P. Morgan Securities, and Chase Investment Services Corp. O'Leary serves on the board of Youth Five O’s, a youth baseball organization, overseeing its budget and fundraising activities. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing a platform that supports both direct and third-party managed investment solutions.

Kurt Zipp is a CFP® professional with 19 years of industry experience, currently serving at Belpointe Asset Management LLC and D.H. Hill Securities. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, Waddell & Reed Inc, and various insurance carriers. Outside of his advisory work, he holds public service positions as a trustee for the Village of Darien and as a member of the ORLC Board of Education, and he is involved in engineering consulting and sports officiating through his own businesses. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Andrew Hughes is a Series 66 licensed advisor with Lifemark Securities Corp. in Oconomowoc, WI, and has 11 years of industry experience. He has worked at Lifemark since 2023 and operates Hughes Financial Services since 2019. Outside of his advisory role, Hughes volunteers as a high school basketball official and coach, serves on a church finance council, and teaches investing basics at St. Joan of Arc School. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering various managed account programs and tailored, suitability-driven advice through both discretionary and non-discretionary account management.

Edward Noll is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 designation and four years of industry experience. His work history includes roles at Navigation Wealth Management, UW-Whitewater, The Bikesmiths, and Arrowhead High School. Outside of advising, he is involved in residential rental property management in Oconomowoc, WI. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolio strategies and a range of affiliated services.

Thomas Barton is a financial advisor with Packerland Brokerage Services, Inc. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Packerland since 2010 and concurrently at Blue Cross Blue Shield and Anthem Blue Cross and Blue Shield since 2007. In addition to his advisory role, Barton is licensed as an insurance agent involved in life, health, long-term care, disability insurance, and fixed indexed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm offers both discretionary and non-discretionary account management and combines brokerage and advisory services as a dually registered SEC investment adviser and FINRA broker-dealer managing over $900 million in client assets.

Tucker Johnson is a Series 65–licensed financial advisor with McAdam LLC, based in Oconomowoc, WI, and has four years of industry experience. His background includes roles in realty, education, and banking prior to joining McAdam LLC in 2022. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm employs discretionary portfolio management with a diversified approach that includes traditional and alternative investments, along with innovative offerings such as a tiered subscription planning product and AI-integrated advisory services.

Dena Jerschefske is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at ITG Brands, LLC from 2015 to 2019. Outside of her advisory role, she manages two small residential rental properties. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various platforms, including firm-managed portfolios and third-party arrangements. The firm offers both discretionary and non-discretionary account management with routine client reviews and manages approximately $909 million in client assets.

Jacob Falkenthal is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 designation and beginning his advisory career in 2021. Prior to joining Belpointe in 2025, he worked at Navigation Wealth Management and Northwestern Mutual, and spent 14 years at ProAmpac. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Michael Schrank is a financial advisor at Packerland Brokerage Services, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and worked previously at RBC Capital Markets for 10 years before joining Packerland in 2012. Schrank is also licensed as an insurance agent, dedicating part of his time to life and fixed annuities sales. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, managing approximately $1.358 billion in assets. The firm provides financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers, offering investment solutions via both direct and third-party platforms including SMAs, ETF/mutual fund strategist portfolios, and unified managed accounts.

Joseph Biwer is a financial advisor at Belpointe Asset Management LLC and holds a Series 65 credential. He has prior experience at Navigation Wealth Management and Corporate Valuation Advisors, as well as roles in education at the University of Wisconsin-Whitewater and Arrowhead High School. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and consulting services. The firm employs a range of investment strategies tailored to client objectives and risk tolerance and supports various affiliated businesses and product sponsorships alongside its advisory practice.