William Walsh is the sole advisor at Bridgeport Asset Management, LLC, with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Cabot Lodge Securities, CL Wealth Management LLC, and Workman Securities Corporation. He is also a licensed insurance agent who occasionally places 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 range of investment vehicles 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.

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.

Scott Nelson is the principal advisor at Nelson Financial Services in Middleton, WI. He holds Series 63 and Series 65 designations and has 26 years of experience in the financial industry. His prior roles include positions at NFP Retirement, WEA Member Benefits, Amerus, and Massmutual. Nelson Financial Services is an independent, state-registered investment adviser that serves individual and high-net-worth clients, as well as retirement accounts. The firm employs a passive, long-term buy-and-hold strategy using mutual funds and ETFs, with portfolios reviewed at least monthly and managed on a discretionary basis under ERISA fiduciary standards.

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.

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.

Jeremiah Olson is a financial advisor with Diamond Wealth Partners in Lodi, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Northwestern Mutual Investment Services LLC. Outside of advising, he operates Papa Pals, assisting individuals with household tasks such as cleaning and errands. Diamond Wealth Partners provides advisory services to individuals, high-net-worth clients, corporations, and other investment advisers, offering comprehensive financial planning, retirement planning, and discretionary portfolio management. The firm operates primarily virtually, using a tailored planning process and a mix of ETFs, mutual funds, stocks, and bonds to implement client portfolios on a discretionary basis.

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.

Gregory Jones is a financial advisor at Forward Investment Advisors, Inc. in Madison, WI, holding a Series 65 designation with 23 years of industry experience. He has been with Forward Investment Advisors since 2001. Forward Investment Advisors, Inc. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using passive index funds and ETFs as core holdings, supplemented by actively managed funds and individual securities, and offers tailored discretionary advisory relationships with periodic reviews and quarterly reporting.

Nancy Metzger is a CFP® professional with eight years of experience in financial advising. She currently works at MAPT Capital LLC, joining the firm in 2026 after eight years at Creative Planning, Inc. Metzger has a background that includes roles at Thun Financial Advisors and nonprofit work with Working Capital for Community Needs, Inc. MAPT Capital is a fee-only registered investment adviser that manages approximately $10 million in assets for individuals, families, pension plans, charitable organizations, and businesses. The firm integrates modern portfolio theory with both passive and active strategies and offers project-based financial planning, including cross-border wealth management and estate-planning services.

Robin Sherman is a Series 65-licensed financial advisor at 2nd Market Capital Advisory Corp. in Madison, WI, with 10 years of industry experience. She has been associated with 2nd Market Capital Services Corporation since 1991. Sherman serves as the Executive Director and Secretary/Treasurer of the Board of Directors for the 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corporation provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities through fundamental analysis. The firm manages multiple account types, including a Proprietary REIT Total Return Portfolio and offers public model portfolios and market commentary.

Clifford Wullschleger is a financial advisor at Wullschleger Group with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Woodbury Financial Services and Cetera Advisor Networks. He is also president of The Insurance Group, a corporation involved in fixed insurance sales. Wullschleger Group provides discretionary portfolio management and retirement-plan consulting primarily to individuals, including high-net-worth clients, and pension plans. The firm uses tailored model portfolios and a combination of long-term and technical trading strategies, and maintains a detailed operational approach for private fund investments.

Nathan Plumb is a financial advisor with Wisconsin Capital Management, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes multiple tenures at Wisconsin Capital Management as well as roles at Lincoln Financial Advisors and SVA Wealth Management. Outside of advising, he holds a Wisconsin real estate license, offers health insurance and health savings account services, operates a lodging business for vacation rentals, and serves as a board member of the Wisconsin Veterans Museum Foundation. Wisconsin Capital Management provides discretionary investment management, financial planning, and related advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and two registered investment companies. The firm employs a fundamental growth-at-reasonable-prices investment approach and manages diversified portfolios tailored to clients’ objectives and risk tolerances.

Ross Bowler is a financial advisor at 2nd Market Capital Advisory Corp. in Madison, WI, holding a Series 63 designation with 34 years of industry experience. He has been with 2nd Market Capital Advisory Corp. since 1991 and also serves as owner and president of 2nd Market Capital Services Corporation, which provides investment research and consulting services. Bowler founded and serves as president of the board for the 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corp. offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities such as REIT shares. The firm employs fundamental analysis to target discounted securities, dividend income, and capital appreciation, and it provides sub-advisory services along with publicly available model portfolios and market commentary.

Eric Wullschleger is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He is a principal at Wullschleger Group, where he has worked since 2023. He also serves as an independent insurance agent at The Insurance Group. Wullschleger Group provides discretionary portfolio management to individuals, including high-net-worth clients, and pension plans, along with retirement-plan consulting. The firm uses tailored model portfolios and a combination of long-term purchase strategies and technical analysis, with a focus on operational oversight of private fund investments and coordination with client advisors.

Katie Veloff is a CFP®-certified financial advisor with six years of industry experience. She has been with Buttonwood Partners, Inc. since 2019. Prior to her current role, she held positions in education and at the Wisconsin Energy Institute. Buttonwood Partners primarily serves high-net-worth individuals and various entities, offering discretionary portfolio management and related advisory services. The firm combines fundamental and technical analysis in managing concentrated portfolios and operates as both a registered investment adviser and affiliated broker-dealer.

Bruce Krueger is a financial advisor at Buttonwood Partners, Inc. in Madison, WI, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Buttonwood Partners since 1990. Buttonwood Partners primarily serves high-net-worth individuals and various entities, including pension and profit-sharing trusts, charitable organizations, and corporations, offering continuous discretionary portfolio management and related advisory services. The firm combines fundamental analysis with occasional technical factors to manage concentrated, discretionary portfolios and operates as both a registered investment adviser and affiliated broker-dealer.