James Byrd is a financial advisor at Midwest Asset Management, Inc. in Middleton, WI, with 39 years of industry experience. He holds a Series 63 designation and has been with Midwest Asset Management since 1987. Outside of his advisory role, he has worked part-time in the stocking department at a hardware store. Midwest Asset Management, Inc. is an independent registered investment adviser that provides quantitative portfolio management and consulting services to high-net-worth individuals, institutions, and other financial firms as a sub-advisor. The firm employs a systematic, disciplined approach focused on active equity and fixed-income strategies as well as passive multi-asset portfolios, emphasizing customized reporting and limited trading.

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.

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.

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 at Wisconsin Capital Management, LLC with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wisconsin Capital Management and Lincoln Financial Advisors. Outside of his advisory role, he is a licensed real estate agent conducting sales for friends and family, offers health insurance and health savings account services, manages lodging rentals through Airbnb, and serves as a board member of the Wisconsin Veterans Museum Foundation. Wisconsin Capital Management provides discretionary investment management, financial planning, and advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and two registered investment companies. The firm employs a growth-at-reasonable-prices investment approach and manages diversified portfolios with an emphasis on fundamental analysis tailored to client objectives and risk tolerances.

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.

Thomas Freitag is a financial advisor with Apex Fiduciary Advisors LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. He is also the owner of Apex Fiduciary Tax Advisors, LLC, where he spends significant time managing operations. Apex Fiduciary Advisors LLC provides financial planning, investment management, and qualified plan consulting to individuals, families, trusts, estates, businesses, charities, and qualified plans. The firm uses a customized strategic asset allocation framework and integrates tax and insurance services through affiliated entities, serving primarily with non-discretionary account management.

Jonathan Laventure is a financial advisor at CMG Wealth Advisors LLC in Madison, WI, with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Waddell & Reed. Outside of his advisory role, he serves as a soccer referee for the Mount Horeb Soccer Club. CMG Wealth Advisors LLC provides discretionary investment management and retirement plan consulting to retail and institutional clients. The firm manages portfolios tailored to client objectives and risk tolerances, utilizing a broad range of securities and third-party managers.

Andrew Crone is a CFP® with eight years of industry experience, currently serving as an advisor at Yahara Wealth Management LLC in Madison, WI. He has worked at Yahara Wealth Management since 2017 and previously held a position at the University of Wisconsin-Madison. Outside of his advisory role, he manages a financial education membership site called Generous Steward LLC. Yahara Wealth Management is a fee-only registered investment adviser that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes long-term, globally diversified portfolios primarily using low-cost passive investments, supplemented by third-party research and specialized strategies tailored to client needs.

Sandra Zimbric is a financial advisor at Apex Fiduciary Advisors LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Ameriprise Financial. Outside of her advisory role, she serves as Treasurer of the Waunakee Boys Kickers Club. Apex Fiduciary Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, charities, and retirement plans, providing financial planning, qualified plan consulting, and investment management. The firm builds customized portfolios aligned to target risk allocations and offers both discretionary and non-discretionary management, emphasizing coordination of investment, tax, and insurance services.

Eric Heiting is a CFP® and ChFC® with 27 years of experience in financial advisory roles. He is the managing principal of Central Wealth Management LLC in Madison, WI, and has previously worked with firms including Physician Wealth Strategies and New York Life Insurance Company. Outside of his advisory work, Heiting is involved in various investment-related activities, including serving as a board member for POLCO, Inc., managing a venture capital fund, and consulting for biopharmaceutical and real estate development companies. Central Wealth Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm offers discretionary management of accounts and access to private and alternative pooled investments, tailoring portfolios based on client objectives, time horizons, and risk tolerances.

Michael Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Cuna Brokerage Services, Inc. and CUNA Mutual Group before joining T. Anton Investment House, Inc. in 2026. T. Anton Investment House is a small SEC-registered advisory firm managing approximately $332 million for individual, high-net-worth, and business clients. The firm uses fundamental, bottom-up analysis and proprietary in-house asset-allocation models to provide discretionary portfolio management and financial planning services.

Gregory Ehlers is a financial advisor at CMG Wealth Advisors LLC in Madison, WI, holding Series 65 and Series 63 licenses with 15 years of industry experience. His prior roles include positions at LPL Financial, CMG Financial Securities, Mischler Financial Group, and Navigate Advisors, as well as over a decade at REQ Consulting. CMG Wealth Advisors LLC provides discretionary investment management and retirement plan consulting to retail and institutional clients, managing approximately $138.4 million in regulatory assets as of mid-2026. The firm offers customized portfolio construction and ongoing monitoring, utilizing a broad range of securities and third-party managers within a framework that adheres to Department of Labor guidance.

Jodie Mclellan is a financial advisor at Sycamore Investment Consulting Services, LLC with 29 years of industry experience. She holds Series 65 and Series 63 designations and has worked at Buttonwood Partners, Inc. for over two decades. Mclellan serves as a board member of the Australian Shepherd Club of America in a volunteer capacity. Sycamore Investment Consulting Services provides integrated investment management and financial planning to individuals, families, trusts, qualified pension and profit-sharing plans, and charitable organizations. The firm follows a top-down, asset-allocation approach with customized portfolios, primarily using actively managed mutual funds, and offers both discretionary portfolio management and fee-based planning services.

Shannon Bindl is a financial advisor with CMG Wealth Advisors LLC in Madison, WI, holding a Series 66 designation and seven years of industry experience. Prior to joining CMG Wealth Advisors, Bindl worked at Ameriprise Financial Services from 2017 to 2026 and at All American Coop & Progressive Ag Center from 2016 to 2017. Outside of CMG, Bindl is involved with Ikigai Operations LLC, where she manages an advisory business. CMG Wealth Advisors LLC provides discretionary investment management and retirement plan consulting to both retail and institutional clients, managing approximately $138.4 million in regulatory assets. The firm customizes portfolios based on clients’ objectives and risk tolerance, utilizing a broad range of securities and third-party managers, and maintains a common control relationship with affiliated broker-dealer and community bank entities.

Leonard Barry is a CFP® professional with 20 years of experience in financial advising. He has been with Yahara Wealth Management LLC since 2013. Outside of his advisory role, he serves as secretary and treasurer of Madison Expeditionary Learning Academy, an educational organization, and as treasurer of East Madison Little League. Yahara Wealth Management LLC is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes broadly diversified, low-cost, tax-aware portfolios primarily using passively managed mutual funds and ETFs, and it offers comprehensive financial planning and employee benefit plan consulting.

Jamie Droessler is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Direct Financial Care. Prior to founding the firm in 2020, he worked at SVA Plumb Wealth Management from 2013 to 2020. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm primarily uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, and it also offers employer-sponsored retirement plan consulting and participant education.

Gregory Rademacher is a Certified Financial Planner® with 27 years of industry experience. He is the founder of Sycamore Investment Consulting Services, LLC, where he has worked since 2003, and also has a long tenure with Buttonwood Partners, Inc. In addition to his advisory work, he serves as treasurer of Mount Olive Lutheran Church in Madison, WI, and holds board positions with the Wisconsin Association of Charitable Gift Planners and the United Way of Dane County Foundation. Sycamore Investment Consulting Services, LLC provides integrated investment management and financial planning to individuals, families, trusts, qualified pension and profit-sharing plans, and charitable organizations, with a focus on individual and high-net-worth clients. The firm uses a top-down, asset-allocation approach centered on actively managed mutual funds and customizes portfolios based on client risk tolerance and investment policy statements.