Jacobson & Schmitt Advisors LLC

Poehling Capital Management is a private money management firm providing customized investment portfolios to both individuals and organizations. We are independent thinkers that perform our own investment research. Our equity research efforts are focused on identifying and monitoring companies possessing sustainable competitive advantages within their particular industry. These companies represent a small subset of the overall market. We also seek to exploit special investment situations involving corporate spin-offs, reorganizations, restructurings, and merger activities. Our investment portfolios are managed using a contrarian investment philosophy and the holdings are concentrated into our best ideas. We place a strong emphasis on investor education. We firmly believe that our investors can achieve improved investment results by being more informed and educated as to the strategies being employed in the management of their money.

2nd Market Capital Advisory Corp, located in Madison, WI, specializes in active portfolio management for publicly traded real estate equities, catering to individuals, retirement accounts, and corporations. They also offer sub-advisory services for advisors and broker dealers, focusing on curated investment strategies within the exchange-traded REIT spectrum. With a commitment to identifying the best investment opportunities, 2nd Market Capital provides tailored asset management solutions, including their proprietary investment portfolios and research services. Registered as an investment advisor in Wisconsin, the firm is dedicated to delivering comprehensive financial strategies to their clients. Generated from the website

We offer a full menu of services that takes the burden from our busy, successful clients. We know that you have achieved a significant level of success and wealth. You deserve a level of know-how and service commensurate with your accomplishments. We become the quarterback for all of your financial management needs. We unzip your portfolio, examine it and reconfigure it. We provide value-added services that turn a basic financial plan into a wealth management strategy. Pillar Wealth Management understands that you are trusting us with more than your money. You're trusting us with your legacy. That's a responsibility we take very seriously. Because you've earned it. Mr. Meland is the founder, president and chief executive officer of Pillar Wealth Management Co, an independent Registered Investment Advisory firm based in Madison, Wisconsin. Bill has more than 20 years of investment and insurance industry experience. He oversees the firm's investment advisory services, guided by his extensive knowledge of portfolio management, mutual funds, individual stocks and individualized portfolio design. Mr. Meland, an investment specialist, holds a degree in finance and uses his expertise to evaluate client risk profiles, review and select investment management options, and monitor investment managers. Mr. Meland works to meet client principal preservation, growth and liquidity needs, while working to reduce risk and volatility. He also works with clients to ensure that their wealth is protected through strategies like tax harvesting, which provides outstanding tax efficiency through the use of offsetting investment gains and losses. Mr. Meland's technical background and practical experience result in comprehensive and integrated wealth management solutions that benefit not just our clients, but the generations that follow them.