Verona, WI Enterprise Drive Office

Mitchell De Witt is a CFP® with 10 years of experience in the financial services industry. He is currently with Walkner Condon Financial Advisors LLC, where he has worked since 2018, and previously held positions at Bank of America and Merrill. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm follows a Modern Portfolio Theory framework with a long-term trading orientation and offers estate-planning facilitation and tax preparation services through affiliated entities.

Brady Storhoff is a financial advisor at Walkner Condon Financial Advisors LLC in Verona, WI, holding a Series 66 credential with seven years of industry experience. He previously worked at UBS Financial Services Inc. before joining Walkner Condon. The firm provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. Walkner Condon employs a Modern Portfolio Theory framework to tailor asset allocation and risk tolerance and manages just over $1 billion in client assets.

Sylvain Michelin is a CFA® charterholder with 11 years of industry experience. He is currently with Walkner Condon Financial Advisors LLC, where he has worked since 2020. His previous roles include positions at Thun Financial Advisors, LLC and CitiBank. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $733 million in assets. The firm employs a long-term, modern portfolio theory-based approach and serves a notable non-U.S. client base, incorporating international securities into its strategies.

Keith Poniewaz is a financial advisor at Walkner Condon Financial Advisors LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Walkner Condon since 2019, following three years at Thun Financial Advisors. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework and offers tailored asset allocation, estate-planning facilitation, and tax preparation services to a diverse client base.

Richard Farmer is a CFP® with 15 years of industry experience. He has worked at Walkner Condon Financial Advisors LLC since 2020 and previously spent six years at Thun Financial Advisors, LLC. Farmer is a partner in WC Tax Services LLC, a tax preparation business affiliated with his advisory firm. Walkner Condon Financial Advisors LLC manages over $1 billion in client assets, serving individuals, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary and non-discretionary investment management and financial planning, utilizing a Modern Portfolio Theory framework with a long-term trading orientation tailored to clients' goals.

Alicia Vande Ven is a CFP® professional with four years of experience at Walkner Condon Financial Advisors LLC in Verona, WI. Prior to joining the firm, she operated Asha's Homemade Candles for seven years. She is also a partner in WC Tax Services LLC, a tax preparation business affiliated with her firm. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework and offers integrated tax preparation and estate-planning facilitation through affiliated entities.

Ian Beardsley is a financial advisor at Walkner Condon Financial Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Walkner Condon in 2024, he worked at Madison Gas and Electric Company for six years and EY for two years. He serves as a board member for Kikiaola Land Company, Ltd., a real estate development firm in Hawaii, and is a partner in WC Tax Services LLC, a tax preparation business. Walkner Condon Financial Advisors LLC provides investment management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages over $1 billion in client assets, employing a Modern Portfolio Theory framework and offering tailored asset allocation and risk management through a diverse mix of investment vehicles.

Mary Jo Staniszewski is a financial advisor at Walkner Condon Financial Advisors LLC with 24 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Wealth Management Company, Matthew M Heckmann, and Northwestern Mutual Investment Services LLC. Walkner Condon Financial Advisors LLC manages approximately $733 million in client assets for individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term, discretionary investment approach guided by individualized Investment Policy Statements and offers services including portfolio management, financial planning, and estate planning through a partnership with Wealth, Inc.

Clinton Walkner is a financial advisor with Walkner Condon Financial Advisors LLC in Madison, WI, holding a Series 66 designation and 21 years of industry experience. He has worked with Walkner Condon Financial Advisors since 2012 and has prior experience at Emerging RIA Consulting LLC, Walkner Condon Tax Services LLC, and WC Insurance Services LLC. Outside of his advisory role, he serves as a board member of Nakoma Golf Club and is involved in a private restaurant investment through ManBearPig Industries LLC. Walkner Condon Financial Advisors LLC manages approximately $733 million in client assets for individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term, discretionary investment approach grounded in modern portfolio theory and offers services including portfolio management, financial planning, third-party adviser selection, and estate planning.

Felipe Quaassdorff Molina is a CFA® charterholder with one year of industry experience. He currently works at Walkner Condon Financial Advisors LLC and previously held roles at Terrace Wealth, Washington University St Louis, Inversiones Security, Arauco, and Citi-Banchile Inversiones. Walkner Condon Financial Advisors LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework tailored to individual goals and manages just over $1 billion in client assets.

Paulina Price is a financial advisor at Walkner Condon Financial Advisors LLC in Madison, WI, holding a Series 65 designation with three years of industry experience. Prior to joining Walkner Condon in 2021, she worked at PBS Wisconsin and was involved with Rotary International. Walkner Condon Financial Advisors provides investment management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $733 million in assets. The firm uses individualized Investment Policy Statements and a discretionary, long-term investment approach that includes a diverse investible universe and may involve third-party money managers.

Tahlia Micoley is a financial advisor at Walkner Condon Financial Advisors LLC in Madison, WI, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at First American Financial Corporation and various positions outside the financial sector. Walkner Condon Financial Advisors LLC provides investment management and advisory services to individuals, high-net-worth clients, and retirement plans, managing approximately $733 million in assets. The firm employs a discretionary, long-term approach guided by individualized Investment Policy Statements and offers a broad investible universe including mutual funds, ETFs, fixed income, real estate funds, annuities, and international securities.

Nathan Condon is a financial advisor at Walkner Condon Financial Advisors LLC in Verona, WI, holding a Series 66 designation with 20 years of industry experience. He has worked at Walkner Condon Financial Advisors since 2012 and previously spent two years with WC Insurance Services LLC. Condon is a partner in WC Tax Services LLC, a tax preparation firm affiliated with his primary advisory practice. Walkner Condon Financial Advisors LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework to tailor portfolios and risk tolerance to individual client goals, managing just over $1 billion in assets and offering project-based estate-planning facilitation alongside tax preparation services.