CFP®-certified, private / alternative investments financial advisors in Madison, WI

Sandeep Brion is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He previously worked at Wealthspire Advisors and Morgan Dempsey Capital Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Brennan Gott is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at LPL Financial and Wells Fargo. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. I first met Oak Wealth Advisors founder, Mike Walther, when Mike guest lectured about special needs financial planning in one of my classes at the University of Wisconsin. In the decade that has followed, I have taught courses at the University of Wisconsin while deepening my knowledge and experience in financial planning and wealth management. I am a CFP® practitioner. I also obtained the Certified Private Wealth Advisor® designation issued by the Investments & Wealth Institute after completing the course work at the University of Chicago Booth School of Business. In addition to my personal experiences living with a sister with special needs, I have increased my technical knowledge of special needs financial planning. I earned the Chartered Special Needs Consultant®(ChSNC®) designation from the American College in 2018, and in 2020, was admitted as a member of the Academy of Special Needs Planners. I served on the Board of Directors of Wispact, Inc., an organization that manages pooled Special Needs Trusts for over 3,000 individuals in Wisconsin. At the appointment of Wisconsin Governor Tony Evers, I serve on the Wisconsin Board for Persons with Developmental Disabilities and the state College Savings Board. At Oak Wealth Advisors, in addition to advising clients, I lead the innovation efforts to ensure that new opportunities for client service are implemented seamlessly to support the delivery of the best possible client experience with the firm.

John Handy Jr. is a financial advisor at Farther with Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at SignalPoint Asset Management since 2013 and joined Farther Finance Advisors in 2024. Outside of finance, he serves as a strategic advisor and board member for CodaWorx, a company focused on tools for managing applications for commissioned art projects, and owns Jay Handy Ink, LLC, which sells his personally created artwork. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform that offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory applied through bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Zachary Pearsall is a financial advisor at Choreo, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BDO Wealth Advisors, LLC and Taiber Kosmala & Associates. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.