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.

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.

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.

Eric Heiting is a CFP® and ChFC® with 27 years of experience in financial advisory roles. He is the managing principal of Central Wealth Management LLC in Madison, WI, and has previously worked with firms including Physician Wealth Strategies and New York Life Insurance Company. Outside of his advisory work, Heiting is involved in various investment-related activities, including serving as a board member for POLCO, Inc., managing a venture capital fund, and consulting for biopharmaceutical and real estate development companies. Central Wealth Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm offers discretionary management of accounts and access to private and alternative pooled investments, tailoring portfolios based on client objectives, time horizons, and risk tolerances.

Michael Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Cuna Brokerage Services, Inc. and CUNA Mutual Group before joining T. Anton Investment House, Inc. in 2026. T. Anton Investment House is a small SEC-registered advisory firm managing approximately $332 million for individual, high-net-worth, and business clients. The firm uses fundamental, bottom-up analysis and proprietary in-house asset-allocation models to provide discretionary portfolio management and financial planning services.

Jodie Mclellan is a financial advisor at Sycamore Investment Consulting Services, LLC with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Buttonwood Partners, Inc. since 2003. Mclellan serves as a volunteer board member of the Australian Shepherd Club of America. Sycamore Investment Consulting Services, LLC provides investment management and financial planning to individuals, families, trusts, qualified pension and profit-sharing plans, and charitable organizations, with a focus on individual and high-net-worth clients. The firm uses a top-down, asset-allocation process emphasizing actively managed mutual funds and customizes portfolios based on client risk tolerance and investment policy statements.

Leonard Barry is a CFP® professional with 20 years of experience in financial advising. He has been with Yahara Wealth Management LLC since 2013. Outside of his advisory role, he serves as secretary and treasurer of Madison Expeditionary Learning Academy, an educational organization, and as treasurer of East Madison Little League. Yahara Wealth Management LLC is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes broadly diversified, low-cost, tax-aware portfolios primarily using passively managed mutual funds and ETFs, and it offers comprehensive financial planning and employee benefit plan consulting.

Jamie Droessler is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Direct Financial Care. Prior to founding the firm in 2020, he worked at SVA Plumb Wealth Management from 2013 to 2020. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm primarily uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, and it also offers employer-sponsored retirement plan consulting and participant education.

Gregory Rademacher is a Certified Financial Planner® with 27 years of industry experience. He is the founder of Sycamore Investment Consulting Services, LLC, where he has worked since 2003, and also has a long tenure with Buttonwood Partners, Inc. In addition to his advisory work, he serves as treasurer of Mount Olive Lutheran Church in Madison, WI, and holds board positions with the Wisconsin Association of Charitable Gift Planners and the United Way of Dane County Foundation. Sycamore Investment Consulting Services, LLC provides integrated investment management and financial planning to individuals, families, trusts, qualified pension and profit-sharing plans, and charitable organizations, with a focus on individual and high-net-worth clients. The firm uses a top-down, asset-allocation approach centered on actively managed mutual funds and customizes portfolios based on client risk tolerance and investment policy statements.

Susan Lawton is a financial advisor at Buttonwood Partners, Inc. in Madison, WI, holding a Series 66 designation with 13 years of industry experience. She has been with Buttonwood Partners since 2008. Buttonwood Partners primarily serves high-net-worth individuals and various entities, including pension and profit-sharing trusts, charitable organizations, and corporations, providing discretionary portfolio management and related advisory services. The firm combines fundamental and technical analysis to manage concentrated portfolios and operates as both a registered investment adviser and affiliated broker-dealer.

Griffin Kalepp is a CFP® with 10 years of experience in financial services. He is currently with Compound Wealth, Advisory and Tax LLC and previously worked at MBE Wealth Management, Cuna Mutual Group, CUNA Brokerage Services, and Wea Investment Services. He serves on the board of Blood Cancers United, a fundraising organization for blood cancer research, and is a board member at SSM Health St. Clare Hospital. Compound Wealth, Advisory and Tax LLC provides wealth management, portfolio management, and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm integrates tax and accounting services through an affiliated practice and uses a combination of fundamental and technical analysis along with institutional funds and third-party managers to manage portfolios.

Joel Yaeger is a financial advisor at Compound Wealth, Advisory and Tax LLC with a Series 65 credential. He has been working in the industry since 2024 and has prior experience at Baker Tilly and SVA Certified Public Accountants. Outside of advising, he founded and serves as CEO of Yaeger Advisory Services and Tax, LLC, a non-investment-related business. Compound Wealth, Advisory and Tax LLC provides wealth management, portfolio management, and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm integrates tax and accounting services through an affiliated practice and employs a combination of fundamental and technical analysis, institutional funds, ETFs, and third-party managers to manage client portfolios.

Brenda Sims is a financial advisor at T. Anton Investment House, Inc. in Madison, WI, holding Series 63 and Series 65 licenses with five years of industry experience. She has been with T. Anton Investment House since 2015. T. Anton Investment House is a small SEC-registered advisory firm managing approximately $332 million for individual, high-net-worth, and business clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing fundamental, bottom-up analysis with a focus on long-term holdings and proprietary in-house asset-allocation models tailored to client objectives and risk tolerance.