Jahanguir Azodi is the sole advisor at Virtual Investment Planning LLC, holding Series 65 and Series 66 licenses with 27 years of industry experience. His prior experience includes roles at Aspire Wealth Management, Berthel Fisher & Company, and operating his own CPA and investment practice. He is also an author of a published accounting and tax book and manages a wealth management, insurance, and tax services firm. Virtual Investment Planning LLC provides wealth management and financial planning primarily to individual clients, focusing on retirement accounts and diversified portfolio construction using mutual funds, ETFs, and individual securities. The firm combines fundamental and technical analysis with a long-term investment approach and utilizes both direct management and third-party Independent Managers.

It's my passion to offer complete financial advice to everyone, no matter their age, job, or wealth. I aim to make a difference by promoting a meaningful financial future through fee-only services based on purposeful financial planning. It was back in 2007 when I embarked on the journey of setting up my first 401(k) account. Admittedly, I was quite ignorant about the significance of those characters and how the funds I was allocating would impact my financial future. It was the seasoned advice of my experienced colleagues that nudged me to seize this benefit. As my curiosity grew, I stumbled upon invaluable resources such as the Bogleheads forum , an expansive hub for all things related to personal finance. I eagerly delved into the realm of personal finance, devouring every piece of information I could lay my hands on. I was so enticed by the potential of this idea that I made the decision to leave my position with the Wisconsin Department of Financial Institutions. My goal was to pursue a master's degree in Family Financial Planning at the University of Nebraska, and ultimately fulfill all the requirements to become a CERTIFIED FINANCIAL PLANNER®. This journey not only led me to academic success, but also provided me with a diverse work background. During this time, I gained valuable experience in various areas such as retirement planning, tax services, investment management, and workplace benefits, all of which were acquired from some of the most reputable companies in the financial services industry. When I’m not nose deep in spreadsheets, I enjoy spending time on the lake with my family, hiking, running, and cheering on our beloved Green Bay Packers. I LOVE visiting national parks. If I ever need less of an adventurous getaway, I enjoy visiting wine countries in northern California and the valleys of Northwest Oregon.

William Walsh is a financial advisor with Bridgeport Asset Management, LLC in Madison, WI, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Cabot Lodge Securities since 2013 and CL Wealth Management LLC since 2011. Walsh is also a licensed insurance agent, occasionally placing fixed insurance products. Bridgeport Asset Management provides investment management and advisory services to individuals, corporations, trusts, estates, and employer-sponsored retirement plans. The firm manages model portfolios using a variety of securities and employs fundamental, technical, and cyclical analysis to guide investment decisions.

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.

Hi there! My passion and strengths lie in helping people achieve holistic financial well-being and live more meaningfully through personalized, expert financial planning and investment management. In addition to being a CFP® professional, I'm proud to have completed my Master of Science degree in Personal Financial Planning. I am also an Accredited Wealth Management Advisor™ professional, which is a specialized credential in the unique needs of high-net-worth clients, and hold my Accredited Behavioral Finance Professional™ certificate, which is a specialized credential in the the psychology of investor behaviors. Why did I open Lindenwood Financial? I observed a unique set of challenges in the financial services industry: overly complicated investment products, confusing financial terminology, outdated philosophies, and unclear fees. I saw how these obstacles can not only hinder people's financial progress, but cause stress and frustration. So, I envisioned offering a modern, transparent, and simplified but full-service experience to put people at ease and help them reach financial goals they didn't know were possible. Thus, Lindenwood Financial was born. Lindenwood Financial stands out as an independent, fee-only fiduciary financial services firm exclusively dedicated to serving your best interests. We have no affiliations or ties (translation: no loyalty and no bias) to any financial companies, products, or third parties. We also don’t receive sales commissions, ensuring there are no hidden incentives to influence our recommendations. We are not paid by anyone but our clients. Our custom-tailored financial guidance, strategies, and investment recommendations are based on merit and your best interests — period. Interested in learning more? I'd love to hear from you. We offer a complimentary consultation & process to answer all of your questions and show you what we do. With no cost or obligation, it's an easy way to educate yourself, evaluate us, and decide if you'd like to work with us.

James Byrd is the sole advisor at Midwest Asset Management, Inc. in Middleton, WI, holding a Series 63 designation with 38 years of industry experience. He has worked at Midwest Asset Management since 1987. Outside of his advisory work, he has been employed part-time in the stocking department at a hardware store since 2018. Midwest Asset Management serves institutional clients, high-net-worth individuals, trusts, estates, and other financial institutions as a sub-advisor. The firm uses a quantitative, systematic approach across equity and fixed-income strategies and offers both discretionary portfolio management and project-based consulting services.

I am Sue Peck, CFP®, RLP®, CeFT®. I founded Evolution Financial to provide fee-only comprehensive financial planning and investment management for people of all backgrounds who aspire to live their best lives now and into the future. I am also a fiduciary. A fiduciary is, as defined on Investopedia: a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests. Our lives can be filled with transitions, some of them involving the added complication of wealth movement. Life experiences, such as a divorce or the loss of a loved one, are filled with emotions and feelings of loss, grief, and overwhelm, and can leave one feeling unable to move forward. I’m here to listen and help sort out what next steps are needed to help you move through and forward into the life you want to live. I graduated from the University of Wisconsin-Madison with a BS in psychology, and was also a proud member of the University of Wisconsin Marching Band (Trombone). Community is important to me. I am a member of the Northside Business Association, and a board member on the Northside Planning Council. My husband Nathan and I live on the north side of Madison, Wisconsin with our Border Collie mix dogs Harley Quinn and Lydia, as well as our chickens. As a landscaper, Nathan has transformed our yard to be welcoming to pollinators such as bees and butterflies.

Michael Greiber is the sole advisor at Greiber Capital Management in Wauankee, WI, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in masonry before founding his advisory firm in 2016. Greiber Capital Management provides portfolio management primarily for individual clients, with services extending to institutional and accredited investors. The firm employs a bottom-up value investing approach focused on public secondary-market instruments and customizes portfolios with client input, utilizing long and short positions as well as derivatives and leverage.

Vincent Marchi is the sole advisor at Marchi Investments LLC in Waunakee, WI. He holds a Series 65 credential and has prior work experience at SquareTrade / Allstate Protection Plans from 2011 to 2024. Marchi Investments LLC provides investment management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental security analysis and modern portfolio theory, focusing on low-cost indexing and long-term strategies with periodic rebalancing and tactical adjustments.

Having spent the first decade of my career with a large wealth management firm in Seattle, I launched Kindness Financial Planning in 2021 to work with fewer clients and focus on widows, widowers, caregivers, and families affected by major health events. Their stories resonate with me because my dad was diagnosed with Stage IV Lung Cancer on July 18, 2016. He has had brain radiation, chemotherapy, and immunotherapy. We have navigated oncologists, surgeons, palliative care doctors, neurologists, endocrinologists, pain clinics, psychiatrists, social workers, pain clinics, nutritionists, and more. Since then, I’ve been drawn to people going through similar situations. I enjoy our conversations, hearing what is important, and helping them navigate the uncertainty life throws at them. Through these conversations, I have learned that when faced with loss and grief, brain fog usually takes over. What was once easy becomes challenging. Sometimes, only one person was involved in the financial decisions and the survivor needs another layer of support. I meet people where they are, listen, and organize what needs to be done to build financial security. I help people make sense of what is urgent and what can wait. Together, we’ll do tax planning, review estate plans, build customized investment portfolios to create the income they need, and more. Then, I am with them every step of the way. I graduated Summa Cum Laude from Seattle University. I hold the CERTIFIED FINANCIAL PLANNER™ designation, Chartered Life Underwriter® designation, and I am a Registered Life Planner®. Outside of work, you can find me playing tennis, running with my wife, biking, hiking, attempting to play the guitar, or cooking.

Konrad Zagzebski is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently the sole advisor at ShellCrest Financial LLC, where he has worked since 2025. His prior experience includes roles at Capital Point Financial Group, LPL Financial, and other firms. Zagzebski serves as a director of the D. Zagzebski Family Foundation, a family foundation unrelated to his investment work. ShellCrest Financial LLC provides investment management, financial planning, and retirement plan consulting primarily to institutional clients such as pension plans and charitable organizations. The firm combines passive and active investment strategies, often using outside managers while maintaining ongoing oversight, and offers fiduciary services for ERISA-covered plans as well as project-based financial planning engagements.

Eric Adler is a financial advisor at Adler Financial in Oregon, WI, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services and Coordinated Capital Securities. Outside of his advisory role, Adler serves as Director of Finance for AFLatex Technologies, a company specializing in technology for processing natural rubber and latex. Adler Financial provides discretionary investment management and financial planning to individuals, governmental entities, pension and profit-sharing plans, charitable organizations, corporations, trusts, and estates. The firm uses both fundamental and quantitative analysis to build tailored portfolios and offers institutional-style services including pension consulting and tax preparation.

Scott Nelson is the principal of Nelson Financial Services, LLC, an independent advisory firm based in Middleton, WI. He holds Series 63 and Series 65 licenses and has 25 years of experience in the financial services industry, including roles at NFP Retirement, WEA Member Benefits, Amerus, and MassMutual. Nelson Financial Services, LLC offers discretionary investment management and tailored portfolio services primarily to individual clients, including some high-net-worth households. The firm employs long-term, passive asset-allocation strategies using mutual funds, ETFs, stocks, and bonds, with portfolio management guided by Modern Portfolio Theory and regular reviews.

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.

Stephen Tone is the principal of Tone Financial Advisors, LLC in Stoughton, WI, with 19 years of industry experience. He holds a Series 65 designation and has operated Tone Financial Advisors since 2006. In addition to his advisory work, he develops software for managing poultry shows through Tone Software Solutions, LLC. Tone Financial Advisors provides portfolio management services to individuals, families, churches, and nonprofit institutions, offering biblically responsible, socially responsible, or values-neutral investment options. The firm emphasizes long-term asset allocation, broad diversification, and periodic rebalancing while applying a conservative Christian stewardship framework for values-based mandates.

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.

Rex Jones is the sole advisor at Rex Leigh Jones, an independent investment advisory firm based in Madison, WI. He holds a Series 63 designation and has 30 years of experience operating his advisory firm, with a total of 4 years of industry experience under his current registration. Prior to founding his firm, he has been involved in investment activities since 1975. Rex Leigh Jones provides investment advisory services to individuals, trusts, charitable organizations, and small businesses, focusing on mutual funds, ETFs, individual stocks and bonds, municipal and U.S. government securities, and certificates of deposit. The firm manages client accounts on a non-discretionary basis, using primarily fundamental analysis and recommending long-term holding periods.

Shannon Wegner is a CFP® professional with 27 years of industry experience and has been the sole advisor at Wegner Asset Management, LLC since 1998. Based in Middleton, WI, he holds Series 63 and Series 65 licenses. Wegner Asset Management provides discretionary investment management and integrated financial planning to individuals, families, trusts, and estates, managing approximately $68 million across about 51 client relationships. The firm employs a strategic asset allocation approach focused on low-cost, passively managed ETFs and no-load mutual funds, offering fee-only services with quarterly reviews and formal ethics oversight.

Craig Peterman is a CFP® and CFA® with 25 years of industry experience. He has been the sole advisor at Prism Wealth Management since 2016. Prism Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, family foundations, corporations, and retirement plan sponsors. The firm sponsors its own wrap-fee program and offers fiduciary 3(21) plan consulting, managing a range of accounts including institutional relationships and pension/profit-sharing plans.