William Walsh is a financial advisor with Bridgeport Asset Management, LLC in Madison, WI, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Cabot Lodge Securities since 2013 and CL Wealth Management LLC since 2011. Walsh is also a licensed insurance agent, occasionally placing fixed insurance products. Bridgeport Asset Management provides investment management and advisory services to individuals, corporations, trusts, estates, and employer-sponsored retirement plans. The firm manages model portfolios using a variety of securities and employs fundamental, technical, and cyclical analysis to guide investment decisions.

Long before I knew what CFP® meant, I was very interested in money and personal finance. Although I was unsure what my career would ultimately look like, I wanted to be confident and secure in my family's finances and future. In my final year of college, I was fortunate to study under the head of the finance department, who was also a practicing financial planner. From that point forward, the idea of being an independent financial advisor— a trusted partner serving people just like my parents— was my dream job. The first decade-plus of my career was dedicated to building the experience, knowledge, and credentials required to best serve my clients. In 2021, I founded Kardinal Financial to continue this pursuit and to deliver the ideal financial planning experience, unshackled by the status quo and constraints of "this is how it's always been done." Everything at Kardinal Financial—the relationship structure, the investment philosophy, the technology, the fees, everything—is designed to best serve my clients. I have over a decade of experience in financial services. My experience includes serving as the Director of Investment Research at a $2.5 billion wealth management firm and an investment portfolio manager to individuals and families. I have obtained the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. When I'm not working, you'll likely find me spending time with my wife (Maggie) and kids (Rose & Calvin), playing soccer, watching Manchester United, or on a walk with a good podcast.

James Byrd is the sole advisor at Midwest Asset Management, Inc. in Middleton, WI, holding a Series 63 designation with 38 years of industry experience. He has worked at Midwest Asset Management since 1987. Outside of his advisory work, he has been employed part-time in the stocking department at a hardware store since 2018. Midwest Asset Management serves institutional clients, high-net-worth individuals, trusts, estates, and other financial institutions as a sub-advisor. The firm uses a quantitative, systematic approach across equity and fixed-income strategies and offers both discretionary portfolio management and project-based consulting services.

Michael Greiber is the principal of Greiber Capital Management, an independent firm based in Wauankee, WI. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has led Greiber Capital Management since 2016. Greiber Capital Management provides portfolio management services primarily for individual clients, with a focus on retirement assets, asset distribution, and short-term money management. The firm employs a bottom-up value investing approach combining qualitative and financial analysis, offering customized portfolios that include long and short exposures as well as derivatives and leverage.

Vincent Marchi is the sole advisor at Marchi Investments LLC in Waunakee, WI. He holds a Series 65 credential and has prior work experience at SquareTrade / Allstate Protection Plans from 2011 to 2024. Marchi Investments LLC provides investment management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental security analysis and modern portfolio theory, focusing on low-cost indexing and long-term strategies with periodic rebalancing and tactical adjustments.

Having spent the first decade of my career with a large wealth management firm in Seattle, I launched Kindness Financial Planning in 2021 to work with fewer clients and focus on widows, widowers, caregivers, and families affected by major health events. Their stories resonate with me because my dad was diagnosed with Stage IV Lung Cancer on July 18, 2016. He has had brain radiation, chemotherapy, and immunotherapy. We have navigated oncologists, surgeons, palliative care doctors, neurologists, endocrinologists, pain clinics, psychiatrists, social workers, pain clinics, nutritionists, and more. Since then, I’ve been drawn to people going through similar situations. I enjoy our conversations, hearing what is important, and helping them navigate the uncertainty life throws at them. Through these conversations, I have learned that when faced with loss and grief, brain fog usually takes over. What was once easy becomes challenging. Sometimes, only one person was involved in the financial decisions and the survivor needs another layer of support. I meet people where they are, listen, and organize what needs to be done to build financial security. I help people make sense of what is urgent and what can wait. Together, we’ll do tax planning, review estate plans, build customized investment portfolios to create the income they need, and more. Then, I am with them every step of the way. I graduated Summa Cum Laude from Seattle University. I hold the CERTIFIED FINANCIAL PLANNER™ designation, Chartered Life Underwriter® designation, and I am a Registered Life Planner®. Outside of work, you can find me playing tennis, running with my wife, biking, hiking, attempting to play the guitar, or cooking.

Konrad Zagzebski is a CFP® and holds a Series 66 license, currently serving as the sole advisor at ShellCrest Financial LLC with seven years of industry experience. His prior roles include positions at Capital Point Financial Group, LPL Financial, and VS Networks LLC. He is also a director of the D. Zagzebski Family Foundation. ShellCrest Financial LLC provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers discretionary portfolio management alongside recommendations of outside managers and third-party professionals, with a focus on client-specific policies that combine passive and active investment vehicles.

Eric Adler is a financial advisor at Adler Financial in Oregon, WI, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services and Coordinated Capital Securities. Outside of his advisory role, Adler serves as Director of Finance for AFLatex Technologies, a company specializing in technology for processing natural rubber and latex. Adler Financial provides discretionary investment management and financial planning to individuals, governmental entities, pension and profit-sharing plans, charitable organizations, corporations, trusts, and estates. The firm uses both fundamental and quantitative analysis to build tailored portfolios and offers institutional-style services including pension consulting and tax preparation.

Scott Nelson is the principal of Nelson Financial Services in Middleton, WI. He holds Series 65 and Series 63 licenses and has 26 years of industry experience. His prior work includes roles at NFP Retirement, Inc., WEA Member Benefits, Amerus, and Massmutual. Nelson Financial Services is an independent, state-registered investment adviser serving individual clients, including high-net-worth individuals, and retirement accounts. The firm employs a passive, long-term buy-and-hold investment approach based on asset allocation using mutual funds and ETFs, with discretionary management and regular portfolio reviews.

Kathryn Hankard is a CFP® with 19 years of industry experience and the principal advisor at Fiscal Fitness, LLC in Verona, WI. She has been with Fiscal Fitness since 2006 and has additional experience with Supreme Health & Fitness and the YMCA. Outside of her advisory role, she serves as a part-time lecturer at UW-Madison, is a board member of the non-profit GPN Alliance, and is involved in SIMPLE IRA administration through Hankard Environmental Inc. Fiscal Fitness, LLC provides fee-only, as-needed financial planning and investment advice to individuals, couples, families, and some small businesses without income or asset minimums. The firm employs a structured planning process and favors a long-term, passive investment approach using low-cost index funds, offering project-based engagements that conclude with written recommendations rather than ongoing portfolio management.

Mark Ziety is a CFP®-certified financial advisor with 18 years of industry experience. He is the sole advisor at WisMed Financial, Inc., where he has worked since 2020. Prior to that, he was with Ellenbecker Investment Group, Inc. and Shakespeare Wealth Management, Inc. from 2009 to 2020. WisMed Financial, Inc. is a fee-only registered investment adviser serving individuals, employer-sponsored retirement plans, and institutional clients. The firm combines tailored asset allocation with both passive and active strategies, integrating financial planning and portfolio management while accommodating socially conscious investing and client-specific restrictions.

Jesse Melichar is a financial advisor with Castle Financial in Verona, WI, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at T Rowe Price, Harbour Investments, and Gwfs Equities. In addition to advisory services, he is involved as an independent insurance agent. Castle Financial provides investment advisory and financial planning services to individuals and employer-sponsored retirement plans. The firm customizes investment strategies based on client goals and constraints, employing fundamental analysis and modern portfolio theory with a focus on mutual funds, ETFs, fixed income securities, and TIPS.

Rex Jones is the sole advisor at Rex Leigh Jones, an independent investment advisory firm based in Madison, WI. He holds a Series 63 designation and has 30 years of experience operating his advisory firm, with a total of 4 years of industry experience under his current registration. Prior to founding his firm, he has been involved in investment activities since 1975. Rex Leigh Jones provides investment advisory services to individuals, trusts, charitable organizations, and small businesses, focusing on mutual funds, ETFs, individual stocks and bonds, municipal and U.S. government securities, and certificates of deposit. The firm manages client accounts on a non-discretionary basis, using primarily fundamental analysis and recommending long-term holding periods.

Brandon Ben Hanania is a CFP®-designated financial advisor with independent firm Spruce Hill Capital in Madison, WI. He has two years with Spruce Hill Capital and prior experience at firms including American Family Insurance and Creative Planning. Hanania holds the Series 65 and has a background that includes both insurance and asset management roles. Spruce Hill Capital serves individuals, couples, and families with tailored investment advice and discretionary portfolio management, emphasizing ETF-based portfolios and a combination of macroeconomic and technical analysis for tactical allocation. The firm offers ongoing asset management as well as standalone financial planning and hourly consulting services.

Shannon Wegner is a CFP® professional with 27 years of industry experience and has been the sole advisor at Wegner Asset Management, LLC since 1998. Based in Middleton, WI, he holds Series 63 and Series 65 licenses. Wegner Asset Management provides discretionary investment management and integrated financial planning to individuals, families, trusts, and estates, managing approximately $68 million across about 51 client relationships. The firm employs a strategic asset allocation approach focused on low-cost, passively managed ETFs and no-load mutual funds, offering fee-only services with quarterly reviews and formal ethics oversight.

R. Philip Petrowski is a CFP®-designated financial advisor with over 23 years of industry experience. He is the principal of Blackhorn Partners, where he has worked since 2026, following a 15-year tenure at Cambridge Investment Research and its affiliates. Petrowski serves as a board member of the Phi Kappa Sigma International Fraternity and its foundation. Blackhorn Partners provides ongoing portfolio management and financial planning primarily for individuals, including high-net-worth clients, and small businesses. The firm emphasizes long-term, diversified portfolios based on modern portfolio theory, utilizing mutual funds and ETFs with systematic strategies, periodic rebalancing, and regular portfolio reviews.

Craig Peterman is a CFP® and CFA® charterholder with 26 years of industry experience. He has led Prism Wealth Management since 2016 as its sole advisor. Prism Wealth Management offers investment advisory services to individuals, trusts, charitable organizations, and business entities, including fiduciary pension consulting for plan sponsors. The firm manages portfolios through its proprietary wrap fee program, utilizing a range of strategies that include derivatives and options, and provides regular reporting and compliance monitoring.

Stephen Lewis is a Series 65-licensed financial advisor with one year of industry experience. He is the sole advisor at Future First Finance, LLC in Madison, WI. Prior to founding his firm, he gained experience at Nordic Consulting, TekSystems, and Tasman Global. Future First Finance, LLC serves individual and high-net-worth clients, managing approximately $5.3 million in assets across six client relationships. The firm employs fundamental analysis, tactical asset allocation, Modern Portfolio Theory, and a formal carbon assessment in its investment approach.

As a Small Business Owner himself (and with his wife Allison being a nurse), Matt specializes in working with Small Business Owners, those in Healthcare, along with those who fall under the State of Wisconsin Retirement System (WRS) Benefit Plan. Matt's firm is fee-only, and has no investment minimum. He works virtually with clients all across the country for their financial planning needs. He holds a Bachelor's Degree in Personal Finance from the University of Wisconsin-Madison, and frequently appears at his Alma Mater as a guest lecturer in his spare time. Voted as one of Investopedia.com's Top 100 Most Influential Advisors in 2020, Matt has been quoted in serveral large publications such as The New York Times, The Wall Street Journal, Forbes, and CNBC. Matt prefers to work with fewer clients, and provide in-depth, comprehensive advice on Cash Flow Analysis, Business Planning, Investment Analysis and Management, Risk Management and Insurance, Tax Planning, and Estate Planning. He is a Certified Financial Planner (CFP®). In his spare time, he enjoys getting out on Lake Mendota and Monona, hiking the local State Parks, and enjoying a craft beer at one of Madison's many breweries. He is also a member at Door Creek Church near his home.

Andrew Voeltner is a CFP® and holds a Series 66 license, with 14 years of experience in the financial services industry. He is the sole advisor at Omni Financial LLC, where he has served since 2021, and has also been affiliated with LPL Financial since 2014. Outside of his advisory roles, Voeltner serves on the boards of the Wisconsin Builders' Association and Impact Christian Academy, where he is involved in managing investments and school governance. Omni Financial LLC provides investment advisory and financial planning services to individuals and high net worth clients through discretionary and non-discretionary managed accounts as well as standalone planning engagements. The firm’s investment approach is tailored to client time horizons, risk tolerance, and goals, incorporating various strategies including asset allocation and technical analysis, with accounts reviewed at least quarterly by Voeltner.