Jeffrey Larson

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.

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.

Mark Ziety is a CFP®-certified financial advisor with 18 years of industry experience. He is the sole advisor at WisMed Financial, Inc., where he has worked since 2020. Prior to that, he was with Ellenbecker Investment Group, Inc. and Shakespeare Wealth Management, Inc. from 2009 to 2020. WisMed Financial, Inc. is a fee-only registered investment adviser serving individuals, employer-sponsored retirement plans, and institutional clients. The firm combines tailored asset allocation with both passive and active strategies, integrating financial planning and portfolio management while accommodating socially conscious investing and client-specific restrictions.

Jesse Melichar is a financial advisor at Castle Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including T Rowe Price, Gwfs Equities, and Fisher Investments. He is also an independent insurance agent, which may include work with equity indexed annuities. Castle Financial provides portfolio management, pension consulting for employee retirement plans, and standalone financial planning. The firm serves individuals and pension and profit-sharing plans, applying fundamental, quantitative, and modern portfolio theory analysis within a long-term trading framework.

Andrew Voeltner is a CFP® and holds a Series 66 license, with 14 years of experience in the financial services industry. He is the sole advisor at Omni Financial LLC, where he has served since 2021, and has also been affiliated with LPL Financial since 2014. Outside of his advisory roles, Voeltner serves on the boards of the Wisconsin Builders' Association and Impact Christian Academy, where he is involved in managing investments and school governance. Omni Financial LLC provides investment advisory and financial planning services to individuals and high net worth clients through discretionary and non-discretionary managed accounts as well as standalone planning engagements. The firm’s investment approach is tailored to client time horizons, risk tolerance, and goals, incorporating various strategies including asset allocation and technical analysis, with accounts reviewed at least quarterly by Voeltner.

Roy Neuenschwander is a Series 65-licensed advisor with 17 years of experience at Neuenschwander Asset Management, LLC, where he has worked since 2003. The firm serves individual clients, retirement plans, trusts, not-for-profits, and small businesses, providing discretionary investment management and financial planning services. Neuenschwander Asset Management emphasizes diversified, passively managed portfolios based on Modern Portfolio Theory, employing no-load index funds and ETFs with a buy-and-hold strategy. The firm utilizes institutional platforms, Dimensional Fund Advisors’ software, and maintains unique practices such as locking in advisory fee tiers and leaving proxy voting decisions to clients.