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.

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.

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.

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.

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.

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.

Gregory Jones is a financial advisor at Forward Investment Advisors, Inc. in Madison, WI, holding a Series 65 designation with 23 years of industry experience. He has been with Forward Investment Advisors since 2001. Forward Investment Advisors, Inc. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using passive index funds and ETFs as core holdings, supplemented by actively managed funds and individual securities, and offers tailored discretionary advisory relationships with periodic reviews and quarterly reporting.

Robin Sherman is a Series 65-licensed financial advisor at 2nd Market Capital Advisory Corp. in Madison, WI, with 10 years of industry experience. She has been associated with 2nd Market Capital Services Corporation since 1991. Sherman serves as the Executive Director and Secretary/Treasurer of the Board of Directors for the 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corporation provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities through fundamental analysis. The firm manages multiple account types, including a Proprietary REIT Total Return Portfolio and offers public model portfolios and market commentary.

Clifford Wullschleger is a financial advisor at Wullschleger Group with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Cetera Advisor Networks. Outside of advisory work, he serves as president of The Insurance Group, a corporation involved in fixed insurance sales. Wullschleger Group provides discretionary portfolio management and retirement-plan consulting to individuals—including high-net-worth clients—and pension plans. The firm uses tailored model portfolios combining long-term purchase strategies and technical analysis, and it maintains a detailed operational process for private fund investments.

Nathan Plumb is a financial advisor at Wisconsin Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors. Outside of his advisory role, Plumb is a licensed real estate agent and serves as a board member of the Wisconsin Veterans Museum Foundation. Wisconsin Capital Management provides discretionary investment management primarily for individual and high-net-worth clients and serves as adviser to two SEC-registered mutual funds. The firm employs a fundamental, growth-at-reasonable-prices approach and manages client assets across multiple platforms, including wrap fee programs and trade-signaling services.

Ross Bowler is a financial advisor at 2nd Market Capital Advisory Corp. in Madison, WI, holding a Series 63 designation with 34 years of industry experience. He has been with 2nd Market Capital Advisory Corp. since 1991 and also serves as owner and president of 2nd Market Capital Services Corporation, which provides investment research and consulting services. Bowler founded and serves as president of the board for the 2nd Market Capital Economic Opportunity Foundation, a nonprofit organization. 2nd Market Capital Advisory Corp. offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on real-estate equities such as REIT shares. The firm employs fundamental analysis to target discounted securities, dividend income, and capital appreciation, and it provides sub-advisory services along with publicly available model portfolios and market commentary.

Eric Wullschleger is a CFA® charterholder with eight years of experience in the financial services industry. He is currently with Wullschleger Group, where he has worked since 2023. Prior to this, he held roles at Woodbury Financial Services, The Insurance Group, Value Line, and Cetera Advisor Networks. Outside of his advisory work, he is an independent insurance agent with The Insurance Group. Wullschleger Group provides discretionary portfolio management and retirement-plan consulting to individuals, including high-net-worth clients, and pension plans. The firm employs tailored model portfolios combining long-term purchase strategies and technical analysis, and it maintains a detailed operational workflow for private fund investments.

Katie Veloff is a CFP®-certified financial advisor with five years of industry experience, currently serving at Buttonwood Partners, Inc. since 2019. Her prior work includes roles in education and positions at the Wisconsin Energy Institute and MENARDS. Buttonwood Partners primarily serves high-net-worth individuals and various entities, providing discretionary portfolio management and advisory services. The firm employs fundamental analysis and manages concentrated portfolios, operating as both a registered investment adviser and affiliated broker-dealer.

Bruce Krueger is a financial advisor at Buttonwood Partners, Inc. in Madison, WI, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Buttonwood Partners since 1990. Buttonwood Partners primarily serves high-net-worth individuals and various entities, including pension and profit-sharing trusts, charitable organizations, and corporations, offering continuous discretionary portfolio management and related advisory services. The firm combines fundamental analysis with occasional technical factors to manage concentrated, discretionary portfolios and operates as both a registered investment adviser and affiliated broker-dealer.

Thomas Freitag is a financial advisor at Apex Fiduciary Advisors LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. In addition to his advisory role, he owns and operates Apex Fiduciary Tax Advisors, LLC. Apex Fiduciary Advisors serves individuals, families, trusts, businesses, and charities by providing financial planning, qualified plan consulting, and customized investment management. The firm builds portfolios aligned to target risk allocations using strategic asset allocation, offering both discretionary and non-discretionary management.

Andrew Crone is a CFP® with seven years of industry experience, currently serving as an advisor at Yahara Wealth Management LLC since 2018. His prior experience includes a role at Robert W Baird & Co Inc and five years at the University of Wisconsin-Madison. Outside of advising, he manages a financial education membership site, Generous Steward LLC. Yahara Wealth Management LLC is a fee-only firm that provides comprehensive financial planning and portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on broadly diversified, low-cost, tax-aware portfolios using primarily passive mutual funds and ETFs, managing accounts mostly on a discretionary basis while limiting trading activity to reduce costs and tax impact.

Sandra Zimbric is a financial advisor at Apex Fiduciary Advisors LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Ameriprise Financial. Outside of her advisory role, she serves as Treasurer of the Waunakee Boys Kickers Club. Apex Fiduciary Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, charities, and retirement plans, providing financial planning, qualified plan consulting, and investment management. The firm builds customized portfolios aligned to target risk allocations and offers both discretionary and non-discretionary management, emphasizing coordination of investment, tax, and insurance services.