Barry Denny is the sole advisor at Denny, Barry T., an independent firm based in Lake Mills, WI. He holds a Series 63 designation and has 17 years of experience as a self-employed registered investment adviser. Prior to founding his firm, he had a long background as a senior trust officer. Denny, Barry T. provides discretionary portfolio management for individual investors, retirement accounts, trustees of personal and charitable trusts, and charitable foundations. The firm manages approximately $10.3 million across about 30 client accounts, using a conservative, fundamentals-based investment approach focused on individual stocks and investment-grade bonds while excluding futures, options, shorting, market timing, commodities, and day trading.

Savannah Warren is a financial advisor at Morling Financial Advisors, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Morling Financial Advisors since 2019. Prior to joining Morling, she held positions at Dahl Consulting, 3 M, The Escape Game, Waytek Inc, and the University of Minnesota. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management and financial planning, typically implementing portfolios using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments, while maintaining client relationships and regular account reviews.

Sara Williams is a financial advisor with Coordinated Capital Securities, Inc., holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Coordinated Capital Securities in two separate periods, totaling over 17 years, with a brief tenure at Mass Mutual Investors Services and MassMutual Wisconsin. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and utilizes a network of independent Financial Professionals to manage client accounts with various investment strategies.

Drew Williams is a financial advisor at Coordinated Capital Securities, Inc. in Fort Atkinson, WI, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Coordinated Capital Securities since 2015. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers both wrap-fee and traditional asset-based advisory programs and employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs.

Daniel Wilson is a CFP® professional with 28 years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at firms including Cedarpoint Investment Advisors and Johnson Bank. Aprio Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, and business entities, offering tailored portfolio management and financial planning services. The firm employs a multi-advisor team approach, managing approximately $2.64 billion, and provides access to private investment opportunities alongside comprehensive due diligence and ongoing client monitoring.

Mark Meier is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2020. Prior to that, he worked at R. Meier, Inc. for 14 years. He is a member of the Saint Joseph Parish Finance Council. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Nathan Littrell is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Harbour Investments, Inc. and Littrell Financial, where he serves as owner and operator. His prior experience includes roles at Northwestern Mutual and several insurance companies. Outside of his advisory work, Littrell is a volunteer firefighter and serves as a practicing attorney representing indigent defendants in criminal misdemeanor cases. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to build customized investment strategies and offers model-based solutions through a subscription platform.

Jennifer Mc Adow is a financial advisor with Eagle Strategies (NY Life) based in Jefferson, WI. She holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to her current role, she worked at Zimbrick BMW for six years. Outside of her advisory work, she is active in the Rotary Club of Lake Mills, serving as Chair of the Programs and Public Image committees, and operates an eBay resale store with her family. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than discretionary mandates.

Todd Wolff is a financial advisor with CWM, LLC in Fort Atkinson, WI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Financial Impact Advisors, Cetera Advisor Networks, LPL Financial, and Noel-Schopen Inc. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and utilizes a combination of in-house models, third-party sub-advisors, and technology partners.

Debra Ranguette is a financial advisor at CWM, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera and LPL Financial. Outside of her advisory role, she is a partner in an accounting and tax firm and serves as a director on the board of a local bank. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm employs discretionary portfolio management through an Investment Committee and partners with various technology and sub-advisory platforms.

Jonathon Frey is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 credentials. He has nine years of industry experience, including roles at Eagle Strategies, NYLIFE Securities LLC, New York Life, and Red Baron. Outside of his advisory work, he volunteers on the Economic Development Committee for Capital Off-Road Pathfinders, a nonprofit focused on developing and maintaining mountain bike trails in the Madison, WI area. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing over $25 billion in assets as of the end of 2024.

Taylor Smithyman is a CFP® and holds a Series 66 license with 10 years of industry experience. He is a partner at Business & Tax Systems, LLC, an accounting firm providing tax preparation, tax planning, accounting, and payroll services. Smithyman also serves as president of the Rotary Club in Fort Atkinson, WI. He has worked at Financial Impact Advisors, CWM, LLC, CETERA Advisor Networks LLC, and LPL Financial. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners.

Jason Arndt is a financial advisor with Ameriprise in Janesville, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a co-owner of Stone Arch Holdings L.L.C., a real estate business. Ameriprise is an institutional firm that offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered in partnership with clients’ advisors.

Aurelio Callope is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior work includes roles at Banco Services Inc. and LPL Financial. He serves as club secretary for the Whitewater Rotary Club. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering a range of portfolio management, financial planning, and fiduciary solutions.

Michael Wendt is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Investment Centers of America. Outside of his advisory role, Wendt serves on the investment committee for Badger Bank and is involved in property management and real estate resale through his own limited liability companies. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing a range of investment platforms and strategies.

Jeffrey Stein is a financial advisor with Ameriprise in Cambridge, WI, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the board of Buckets for Hunger, a nonprofit organization. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Thomas Moore is a financial advisor at Edward Jones with 21 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. Outside of his advisory role, he is the owner of Tommy Boy LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

James Allan is a financial advisor with OSAIC Wealth Inc. and Brockmann Financial Services, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones, Thrivent Financial, Ollie's Bargain Outlet, Office Depot, and Michaels Stores. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs an investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools.

Jason Fry is a financial advisor at Thrivent Investment Management in Jefferson, WI, holding a Series 66 designation. He has been with Thrivent since 2025 and has prior work experience at Safety Kleem and Rogers Behavioral Health among other roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping services distinct.

David Blend is a CFP®-credentialed financial advisor with Edward Jones in Whitewater, WI, where he has worked since 2001. He has 25 years of industry experience and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.