Dylan Thorson knows what it feels like to face a financial decision you never saw coming. When Dylan lost his father at 5 years old, and at 18 he found himself managing an inheritance with no roadmap and a lot of uncertainty. That experience did not just shape who he became as an advisor. It became the reason he does this work.

With six years in financial planning and five focused on retirement, Dylan has made it his mission to help clients do something deceptively simple: actually enjoy the money they spent a lifetime earning. He has watched too many people arrive at retirement with impressive account balances and a fear of spending a single dollar. His job, as he sees it, is to give clients the confidence to live their retirement with purpose instead of anxiety.

Dylan specializes in income and investment planning, and he brings a perspective that stops clients in their tracks. The number on your statement may not be the number you actually have. For many clients with accounts where taxes are still owed, a significant portion of what they see on paper belongs to the IRS. Knowing that before you retire changes everything.

To Dylan, “More Life. Less Limits.” is not just a tagline. It is a standard. He wants his clients traveling, experiencing, and living fully, not sitting on a couch watching the days pass. He is committed to making sure the people he serves never settle for less than the retirement they imagined.

When he is not working, you will find Dylan at the gym, deep in a book, or competing in a softball league, basketball league, or on the golf course. He and his wife, married in 2022, are the proud parents of two miniature dachshunds named Nike and Larry. Yes, they race them. Larry won a wiener dog race on ice at a UW-Madison hockey game, took home a trophy, and got his photo with Bucky the Badger. Dylan has called several corners of Wisconsin home and will tell you that Sun Prairie, where he and his wife bought their first house and brought home their dogs, is the best of all of them.

Mitchell (Mitch) Hockenbury is a distinguished financial authority, industry thought leader, and decorated military veteran. As Vice President of Wealth Strategy at Triad Wealth Partners, Mitch plays a pivotal role in advising and equipping financial advisors with the strategies, tools, and insights needed to elevate their practices and maximize client success. His leadership ensures that families and business owners benefit from personalized, tax-efficient planning focused on protecting wealth, optimizing income, and achieving long-term financial goals.

Mitch’s financial career began in 1999, giving him over two decades of experience in wealth management, financial planning, and investment strategy. He has worked as an investment advisor for Ameritrade and Edward Jones, consistently exceeding client expectations and business growth benchmarks. In 2018, he founded 1440 Financial Partners, a firm dedicated to helping families and small businesses achieve financial independence. His expertise spans tax-efficient investing, retirement income strategies, risk management, and Social Security optimization.

A committed lifelong learner, Mitch holds an MBA from the Naval Postgraduate School and a Bachelor of Science in Finance and Banking from the University of Nebraska-Omaha. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), and Registered Social Security Analyst® (RSSA®) designations. His thought leadership in financial planning has been featured in MarketWatch, USA Today, CNBC, Forbes, and Barron’s.

Before transitioning to finance, Mitch served with distinction in the Marine Corps and later as an Infantry Officer in the U.S. Army, completing multiple combat tours, including leading the final fighting force out of Iraq in 2011. His military career, marked by numerous commendations, ingrained in him a disciplined, mission-focused approach that he applies to financial planning and leadership.

Mitch is also an award-winning author and international speaker, known for his books Tactical Influence: How I Countered an Insurgency with Words and If I Had Only Known About Money Then: Wisdom That Would Have Saved $1,000,000. He has delivered keynote speeches and financial education sessions to organizations, universities, and professional conferences across the U.S. and internationally.

He resides in Omaha with his daughter, and two pets. In his free time, he enjoys traveling, reading, and continually seeking new ways to empower others in their financial and personal lives.

David Seufer is the VP of Planning supporting advisors in crafting tailored financial plans and strategies that address their clients’ unique needs. His expertise spans retirement income planning, tax-efficient strategies, and investment management.

Before joining Triad Wealth Partners, David founded Gravitas Wealth Planning, where he prioritized delivering clarity and peace of mind to clients navigating the complexities of retirement. In his previous roles, David focused on building and scaling financial planning services and delivering an outstanding client experience.

As both a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, David combines deep investment expertise with comprehensive financial planning knowledge to deliver exceptional value to clients and advisors alike. When he’s not creating strategies for financial success, David enjoys family time with his wife, toddler, and two dogs. He also enjoys strategy board games, fountain pens, golfing, and everything Formula 1.

Jackson Sheputis is a Senior Financial Planning Specialist with Triad Wealth Partners. He specializes in developing personalized financial planning strategies and reports to assist financial advisors in communicating their recommendations with their clients. Jackson believes every client deserves a clear, honest, and detailed review of their financial picture and goals, and he creates plans with this idea in mind from start to finish.

Before joining Triad, Jackson had four years of experience in financial planning within the RIA industry. Prior to that, he received his bachelor’s degree in finance from Valparaiso University. He completed his Series 65 designation in 2021 and received his CFP® certification in 2023.

Jackson lives in Northwest Indiana with his girlfriend Kyra and their two dogs, Rae and Martin. He enjoys golfing, watching sports, and exploring things to do in the Chicago area.

Marketing is my passion, and turning complex financial ideas into messages that make sense is a challenge I love taking on. My background includes crafting messaging in Personal Injury Law and Real Estate, always with one goal: helping people connect with a brand that truly resonates.

At Retirement Capital, I lead our integrated marketing strategy—crafting the tone, copy, and campaign fundamentals our clients see every day. I also oversee paid advertising across channels, continuously optimizing performance to bring clarity and engagement to our brand.

What drives me? Helping people stress less and dream bigger about their future. I want pre-retirees and retirees to feel confident about what’s ahead. More life, less limits isn’t just a tagline. It’s why I do what I do.

With a background in strategic public relations and a deep passion for storytelling, I lead Retirement Capital’s content, event, and social media strategy—bringing clarity, warmth, and connection to every message we share. From vibrant Instagram reels to educational seminars and polished email campaigns, I ensure our communications resonate to serve pre-retirees and retirees ready to live with more life and less limits.

My approach blends brand integrity with creativity—aligning content with compliance, while keeping it fresh, inspiring, and people-first. I partner across teams to craft messages that reflect who we are and what we believe: that retirement should feel freeing, not confusing. My mission is simple—use storytelling to build trust and help families step into this next season with confidence.