Advisors at this firm
Ross F
CFP®, Series 66
Madison, WI
ATLATL Advisers
Ross Fedenia is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Atlatl Advisers. He previously worked at Ameriprise Financial Services, UBS Financial Services, and Robert W. Baird. Ross is based in Madison, WI, and holds the Series 66 designation. Atlatl Advisers serves individuals, retirement plans, trusts, and closely held businesses, providing financial planning, wealth management, discretionary investment management, and consulting services. The firm’s investment process incorporates individualized plans, risk-tolerance assessments, and diversified asset allocation strategies, including digital-asset and cryptocurrency portfolio management with regulated custodians and a documented selection process.
Cynthia F
CFP®, Series 66
Madison, WI
ATLATL Advisers
Cynthia Farnsworth is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Atlatl Advisers, having previously worked at Ameriprise Financial Services and UBS Financial Services. Atlatl Advisers serves individuals, retirement plans, trusts, and closely held businesses with financial planning, wealth management, discretionary investment management, and consulting services. The firm’s investment approach integrates individualized financial plans with risk-tolerance assessments and employs a combination of in-house, systematic, and external portfolio management strategies, including digital-asset and cryptocurrency portfolio management.
Hunter K
Series 66
Madison, WI
ATLATL Advisers
Hunter Klus Wedel is a financial advisor at Atlatl Advisers with three years of industry experience. He holds a Series 66 designation and has prior experience at Edward Jones. Atlatl Advisers serves individuals, retirement plans, trusts, and closely held businesses, providing financial planning, wealth management, discretionary investment management, and consulting services. The firm uses individualized financial plans and third-party risk-tolerance assessments to construct diversified portfolios, including digital-asset and cryptocurrency management with regulated custodians and a documented suitability process.
Mary P
Series 63, Series 65
Dubuque, IA
ATLATL Advisers
Mary Patch is a financial advisor at Atlatl Advisers with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including IFP and Williams Group, LLC. Outside of her advisory role, she is involved in ERISA consulting through her own firm, Patch Investment Solutions, and serves on the Stewardship Committee for the Sister of Charity of the Blessed Virgin Mary. She also acts as a representative payee managing financial affairs for disabled family members and volunteers as co-chair of the ASPPA Plan Consultant Magazine. Atlatl Advisers serves individuals, retirement plans, trusts, and closely held businesses by providing financial planning, wealth management, discretionary investment management, and consulting services. The firm’s investment approach combines individualized financial plans with third-party risk-tolerance assessments and employs a mix of in-house security selection, systematic equity strategies, and external managers. Atlatl also offers specialized services such as digital-asset and cryptocurrency portfolio management, institutional OCIO services, and retirement-plan fiduciary consulting.
Johnny J
Series 63, Series 65
Chicago, IL
ATLATL Advisers
Johnny Jones is a financial advisor at ATLATL Advisers with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Charles Schwab Investment Advisory, Charles Schwab Trust Bank, and WisdomTree Asset Management. ATLATL Advisers serves individuals, retirement plans, trusts, and closely held businesses by providing financial planning, wealth management, discretionary investment management, and consulting services. The firm’s investment process uses individualized financial plans and third-party risk assessments to construct diversified portfolios, including digital-asset management with regulated custodians and a documented selection process.
Jasper V
Series 63, Series 65
Madison, WI
ATLATL Advisers
Jasper Vaccaro is a financial advisor at ATLATL Advisers with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Waukesha State Bank dba Prairie Trust, Heartland Financial, Inc., BMO Harris Financial Advisors, Inc., and M&I Brokerage Services, Inc. Outside of his advisory work, he and his spouse manage a short-term rental condo. ATLATL Advisers serves individuals, retirement plans, trusts, and closely held businesses, providing financial planning, wealth management, discretionary investment management, and consulting services. The firm’s investment process incorporates individualized financial plans and third-party risk assessments, utilizing a mix of in-house and external management, and offers specialized services including digital-asset portfolio management and institutional consulting.