Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.

Provident Trust Company is an SEC-Registered Investment Advisor and State of Wisconsin Chartered Trust Company with more than $1 billion of assets under management. Provident manages separate portfolios of $1 million or more and a proprietary mutual fund. Provident provides integrated financial forecasting, portfolio management and trust services for our clients. Our investment management expertise and fiduciary powers combine to provide what we believe is a great value to families and businesses seeking a stable group of experienced professionals to manage their financial affairs.

Wind River Financial is a Wisconsin based business partner that powers payments acceptance for customers of all sizes. We empower customers to accept credit & debit card payments for e-commerce, mobile payments, mobile applications, mobile wallets (Android Pay, Apple Pay), wireless, virtual terminals, integrated POS systems, EMV/chip cards and terminals. Our white glove level of customer service, state-of-the-art secure payment solutions, and highly experienced staff differentiate us from our competitors. Talk to us about how to design your payments acceptance to meet your business needs and accept the forms of payment that your customers want to use.

At Ellenbecker Investment Group, our goal is to help you understand what you need to do to achieve your goals so you can relax and enjoy your life. We believe a whole-person approach is the best way to find that kind of true wealth. Our advisors will help you focus on three of the most important human dimensions: financial, personal and social well-being. We will take the time to understand what matters to you now and through all of life’s transitions. And most importantly, we will involve you along the way so you can gain both financial confidence and knowledge. We will take a look at your current investments and apply financial best practices to determine which parts of your plan are working for you – and which parts can use some improvement. Your personalized plan will include everything that you and your spouse or significant other have accumulated. The result will be complete integration of all your investment and financial disciplines into a single strategy, anchored by our high standards. Through regular meetings, ongoing updates and individualized attention, we will keep you on the right path – and make sure you are always familiar with where your plan is taking you.  Advisory services offered through Ellenbecker Investment Group, Inc. (EIG), a Registered Investment Advisor. EIG does not provide tax or legal advice; please consult your tax or legal advisor regarding your particular situation. Diversification and asset allocation do not guarantee positive results. Loss, including loss of principal may result.

Canopy Wealth Management is a fee-based firm that adheres to the highest fiduciary standards, providing our clients with advice that is truly unbiased. We are an independent wealth management firm providing customized portfolio management and wealth planning services for clients in all phases of life. Our advisors always put client needs first and have helped them achieve long-term financial success and security.

Broker Dealer Offering Investments and Advisory Services: Harbour was founded in 1987, with the goal to create a full-service broker dealer that would provide outstanding, personalized service to our representatives. Now, more than 35 years later, we remain rooted in the same midwestern values that are the foundation for our success. At the heart of those values are honesty, integrity and service. At Harbour Investments, it's the people who make the difference and we strive to make long lasting personal relationships. Award Winning Broker Dealer Celebrating More Than 30 years of Success and Independence!

Total Farm Marketing helps farmers develop strategies to harvest a better average price for their products. Regardless of size, location or type of operation our all-inclusive approach helps tame the volatility of the markets by delivering and supporting strategic hedging and cash decisions. Total Farm Marketing’s deep breadth of services include: Stewart-Peterson Inc., a publishing company that prepares farmers for the markets with data analytics on current commodities. Stewart-Peterson Group Inc. delivers experienced brokerage expertise helping you prepare for the markets. Stewart-Peterson Group Inc. is registered with the Commodity Futures Trading Commission (CFTC) as an introducing broker and is a member of National Futures Association. SP Risk Services helps dairy farmers efficiently protect revenue through insurance advice. SP Risk Services, LLC is an insurance agency and an equal opportunity provider. The TFM Managed pricing program delivers simple access to professional marketing through a managed contract. The TFM Managed Pricing Program and the managed contracts of which it is comprised, are offered by Indigo Ag. Recommendations for the TFM Managed Program are provided to Indigo Ag from Stewart-Peterson Inc. SP Risk Services LLC and Stewart-Peterson Inc. are wholly owned by Stewart-Peterson Group Inc. Unless otherwise noted, services referenced are services of Stewart-Peterson Group Inc. Past performance is not indicative of future results. No representation is being made that scenario planning, strategy, consistency or discipline will guarantee success or profits. Futures and options trading involve significant risk of loss and may not be suitable for everyone. Carefully consider whether such trading is suitable for your financial condition. Any decisions you may make to buy, sell or hold a futures or options position on such research are entirely your own and not in any way deemed to be endorsed by or attributed to Total Farm Marketing.

$66,000,000 assets

As a co-founder and CEO of Provident Financial Consultants, I make it a priority to ensure we are delivering only the highest level of personalized financial service to clients; a company based on trust, integrity, and commitment. I specialize in pre- and post-divorce planning. My others areas of focus include of tax planning, retirement planning and financial portfolio management.

At Jacobson & Schmitt Advisors, we strive to have a positive impact in your life by acting as trusted advisors to deliver purposeful financial planning services, conscious investment guidance, and thoughtful advice – all with a personal touch. Our core services are giving you sound financial planning advice and managing your investment portfolio in ways that help you attain your goals and create a more successful future. What’s more, we invest in companies we are proud to own ourselves. We are always searching for companies with forward-looking management and industry-leading performance that contribute to our world’s social and environmental well-being. Over the years, we’ve found these are the kind of companies that deliver long-term, above-average returns.

Full service financial planning firm serving individuals, families, and business owners with all aspects of financial planning and wealth management. Securities offered through LPL Financial, Member SIPC sipc.org Investment advice offered through IAG WEALTH PARTNERS, LLC, a registered investment advisor and separate entity from LPL Financial. The financial professionals associated with IAG Wealth Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Wispact Inc. is one of the largest non-profit organizations of its kind in the United States that manages pooled and community special needs trusts for people with disabilities. Wispact was created in 2003 and serves more than 4,000 beneficiaries throughout Wisconsin.