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.

Sara Williams is a financial advisor at Coordinated Capital Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Coordinated Capital Securities in two separate periods totaling 17 years, with additional experience at Mass Mutual Investors Services and MassMutual Wisconsin. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers a range of discretionary and non-discretionary management programs and employs a team of 16 professionals managing approximately $137 million for around 186 clients.

Traci Peterson is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. She has been with Great Valley Advisor Group and LPL Financial since 2015. Outside of her advisory role, she is a co-owner of a home-building business focused on spec homes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers.

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.

Nathan Littrell is a CFP® with 12 years of industry experience, currently affiliated with Harbour Investments, Inc. He has previously worked at Northwestern Mutual and several related firms. Outside of his advisory role, Littrell serves as a volunteer firefighter and practices law as a public defender representing indigent clients. Harbour Investments serves a broad client base including individuals, trusts, and institutional entities, offering a variety of portfolio management and financial planning services. The firm’s investment approach varies by adviser and manager, with ongoing account monitoring and multiple execution options for clients.

William Oswald is a CFP® professional with 28 years of industry experience, currently serving at Commonwealth Financial Network since 2009. He holds Series 63 and Series 65 licenses and is based in Watertown, WI. Oswald is a 50% owner of Oswald Konz Financial Group, an entity created for securities business, and co-owns OKG Properties, LLC, which operates the building housing his branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, while offering advisors access to a broad range of securities and insurance products alongside discretionary model portfolios managed by its Investment Management and Research team.

Valerie Jones is a ChFC® credentialed advisor with six years of experience at CWM, LLC in Fort Atkinson, WI. Her prior roles include positions at Financial Impact Advisors and Cetera Advisor Networks, as well as experience in academic settings at the University of Wisconsin-La Crosse. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee and offers a wide range of services including portfolio management, financial planning, and retirement-plan solutions.

Jennifer Mc Adow is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has seven years of industry experience. She previously worked at Zimbrick BMW for six years before focusing on financial services since 2019. Outside of her advisory role, she is chair of the Programs and Public Image committees for the Rotary Club of Lake Mills and operates an eBay resale store with her family. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Brian Konz is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Commonwealth since 2009. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Todd Wolff is a financial advisor with CWM, LLC in Fort Atkinson, WI, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Noel-Schopen Inc. Wolff is also an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions with a focus on discretionary account management using model portfolios overseen by an in-house Investment Committee.

Debra Ranguette is a financial advisor at CWM, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera and LPL Financial. Outside of advising, she is a partner at an accounting and tax firm and serves as a director on the board of Badger Bank. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary management with model portfolios governed by an in-house Investment Committee and access to alternative investments.

Mark Meier is a CFP® with 23 years of experience in the financial industry. He is currently with Beacon Pointe Advisors, LLC and previously worked at Advisory Services Network LLC and his own firm, R. Meier, Inc. Meier serves as a council member for the Saint Joseph Parish Finance Council. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Taylor Smithyman is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has worked at several firms including Financial Impact Advisors, CETERA Advisor Networks LLC, and LPL Financial. In addition to his advisory role, Smithyman is a partner at Business & Tax Systems, LLC, an accounting firm, and serves as president of his local Rotary Club. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary, model-portfolio approach supported by an in-house Investment Committee, third-party sub-advisors, and advanced customization tools.

James Gehring II is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. Based in Watertown, WI, he holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Wendy Petersen is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Keller Williams and has experience with Door Dash and Cielo Talent. Outside of finance, she is involved in managing vacation rental properties and serves as a Sunday School co-director at St. Paul's Lutheran Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, along with affiliated mutual funds and tax-efficient services.

Michael Williams is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving at their Watertown, WI office. Williams also serves on the Board of Directors for Buckets for Hunger in Oregon, WI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Wendt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors and Investment Centers of America. Outside of advisory work, he serves as a board member on the Badger Bank Investment Committee and is involved in several independent insurance agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Jeffrey Stein is a financial advisor with Ameriprise in Cambridge, WI, holding a Series 63 designation and 35 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Stein serves on the board of directors for Buckets for Hunger, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with enrollment criteria requiring a minimum level of investable assets.

Thomas Moore is a Series 66 licensed advisor at Edward Jones with 22 years of industry experience. He has worked at Edward Jones since 2007 and was previously with Thrivent Investment Management from 2005 to 2007. Outside of his advisory role, he is the owner of Tommy Boy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers both discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and specialized tax-efficient services, supported by a large network of advisors and branch offices nationwide.