WALKNER CONDON FINANCIAL ADVISORS LLC

FORM ADV PART 2B – INDIVIDUAL DISCLOSURE BROCHURE FOR Clinton Thomas Walkner Personal CRD Number: 4285175 Managing Partner | Financial Advisor 3418 Monroe St. Madison, WI 53711 (608) 234-4127 clint@walknercondon.com walknercondon.com This brochure supplement provides information about Clinton Thomas Walkner that supplements the WALKNER CONDON FINANCIAL ADVISORS LLC brochure. You should have received a copy of that brochure. Please contact Clinton Thomas Walkner if you did not receive WALKNER CONDON FINANCIAL ADVISORS LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Clinton Thomas Walkner is also available on the SEC’s website at www.adviserinfo.sec.gov. UPDATED: 06/18/2025  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE NAME: Clinton Thomas Walkner BORN: 1976 EDUCATIONAL BACKGROUND AND PROFESSIONAL DESIGNATIONS: EDUCATION: BBA Accounting and Marketing, University of Wisconsin-Madison - 1999 BUSINESS BACKGROUND: 01/2012 - Present Managing Partner WALKNER CONDON FINANCIAL ADVISORS LLC ITEM 3: DISCIPLINARY INFORMATION There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. ITEM 4: OTHER BUSINESS ACTIVITIES Clinton Thomas Walkner is a partner in Walkner Condon Financial Advisors LLC which is the majority owner of WC Tax Services LLC, a tax preparation service offered to Walkner Condon Financial Advisors LLC (“WCFA”) clients. This is an optional service that is offered at an additional cost, and WCFA clients are under no obligation to use WC Tax Services LLC for their tax preparation. ITEM 5: ADDITIONAL COMPENSATION Clinton Thomas Walkner does not receive any economic benefit from any person, company, or organization, other than WALKNER CONDON FINANCIAL ADVISORS LLC in exchange for providing clients advisory services through WALKNER CONDON FINANCIAL ADVISORS LLC. ITEM 6: SUPERVISION As the Chief Compliance Officer of WALKNER CONDON FINANCIAL ADVISORS LLC, Clinton Thomas Walkner supervises all activities of the firm. Clinton Thomas Walkner’s contact information is on the cover page of this disclosure document. Clinton Thomas Walkner adheres to applicable regulatory requirements, together with all policies and procedures outlined in the firm’s code of ethics and compliance manual. 2  FORM ADV PART 2B – INDIVIDUAL DISCLOSURE BROCHURE FOR Nathan Michael Condon Personal CRD Number: 5052879 Managing Partner | Financial Advisor 3418 Monroe St. Madison, WI 53711 (608) 234-4127 nate@walknercondon.com walknercondon.com This brochure supplement provides information about Nathan Michael Condon that supplements the WALKNER CONDON FINANCIAL ADVISORS LLC brochure. You should have received a copy of that brochure. Please contact Nathan Michael Condon if you did not receive WALKNER CONDON FINANCIAL ADVISORS LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Nathan Michael Condon is also available on the SEC’s website at www.adviserinfo.sec.gov. UPDATED: 06/18/2025  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE NAME: Nathan Michael Condon BORN: 1977 EDUCATIONAL BACKGROUND AND PROFESSIONAL DESIGNATIONS: EDUCATION: Bachelor’s of Arts - Finance and Management, University of Wisconsin - Whitewater - 1999 BUSINESS BACKGROUND: 01/2012 - Present Managing Partner WALKNER CONDON FINANCIAL ADVISORS LLC ITEM 3: DISCIPLINARY INFORMATION There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. ITEM 4: OTHER BUSINESS ACTIVITIES Nathan Michael Condon is a partner in Walkner Condon Financial Advisors LLC which is the majority owner of WC Tax Services LLC, a tax preparation service offered to Walkner Condon Financial Advisors LLC (“WCFA”) clients. This is an optional service that is offered at an additional cost, and WCFA clients are under no obligation to use WC Tax Services LLC for their tax preparation. ITEM 5: ADDITIONAL COMPENSATION Nathan Michael Condon does not receive any economic benefit from any person, company, or organization, other than WALKNER CONDON FINANCIAL ADVISORS LLC in exchange for providing clients advisory services through WALKNER CONDON FINANCIAL ADVISORS LLC. ITEM 6: SUPERVISION As a representative of WALKNER CONDON FINANCIAL ADVISORS LLC, Nathan Michael Condon is super- vised by Clinton Walkner, the firm’s Chief Compliance Officer. Clinton Walkner is responsible for ensuring that Nathan Michael Condon adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Clinton Walkner is (608) 234-4127. 4  FORM ADV PART 2B – INDIVIDUAL DISCLOSURE BROCHURE FOR Mitchell Timothy Dewitt Personal CRD Number: 6607866 Partner | Financial Advisor 3418 Monroe St. Madison, WI 53711 (608) 234-4127 mitch@walknercondon.com walknercondon.com This brochure supplement provides information about Mitchell Timothy Dewitt that supplements the WALKNER CONDON FINANCIAL ADVISORS LLC brochure. You should have received a copy of that brochure. Please contact Mitchell Timothy Dewitt if you did not receive WALKNER CONDON FINANCIAL ADVISORS LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Mitchell Timothy Dewitt is also available on the SEC’s website at www.adviserinfo.sec.gov. UPDATED: 01/19/2024  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE NAME: Mitchell Timothy Dewitt BORN: 1989 EDUCATIONAL BACKGROUND AND PROFESSIONAL DESIGNATIONS: EDUCATION: Master’s of Business Administration, University of Wisconsin- Madison – 2018 Bachelor’s of Science - Engineering Industrial & Operations Engineering, University of Michigan – 2012 DESIGNATIONS CFP® - Certified Financial Planner The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredit- ed United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; • Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances; • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks: 12  i. Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and ii. Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification. BUSINESS BACKGROUND: 01/2018 - Present Partner | Financial Advisor WALKNER CONDON FINANCIAL ADVISORS LLC 01/2016 – 10/2017 Financial Advisor MERRILL LYNCH, PIERCE, FENNER & SMITH INC. 07/2012 –10/2015 Account Manager ROCKWELL AUTOMATION ITEM 3: DISCIPLINARY INFORMATION There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. ITEM 4: OTHER BUSINESS ACTIVITIES Mitchell Timothy Dewitt is not engaged in any investment-related business or occupation (other than this advisory firm). ITEM 5: ADDITIONAL COMPENSATION Mitchell Timothy Dewitt does not receive any economic benefit from any person, company, or organization, other than WALKNER CONDON FINANCIAL ADVISORS LLC in exchange for providing clients advisory services through WALKNER CONDON FINANCIAL ADVISORS LLC. 13  ITEM 6: SUPERVISION As a representative of WALKNER CONDON FINANCIAL ADVISORS LLC, Mitchell Timothy Dewitt is supervised by Clinton Walkner, the firm’s Chief Compliance Officer. Clinton Walkner is responsible for ensuring that Mitchell Timothy Dewitt adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Clinton Walkner is (608) 234-4127. 14  FORM ADV PART 2B – INDIVIDUAL DISCLOSURE BROCHURE FOR Richard Stanton Farmer Personal CRD Number: 4775911 Partner | Financial Advisor 3418 Monroe St. Madison, WI 53711 (608) 234-4127 stan@walknercondon.com walknercondon.com This brochure supplement provides information about Richard Stanton Farmer that supplements the Walkner Condon Financial Advisors LLC brochure. You should have received a copy of that brochure. Please contact Richard Stanton Farmer if you did not receive Walkner Condon Financial Advisors LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Richard Stanton Farmer is also available on the SEC’s website at www.adviserinfo.sec.gov. UPDATED: 06/18/2025  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE NAME: Richard Stanton Farmer BORN: 1968 EDUCATIONAL BACKGROUND AND PROFESSIONAL DESIGNATIONS: EDUCATION: MGA Government Administration, University of Pennsylvania - 1995 JD Law, University of Iowa - 1994 Bachelor’s of Arts - Economics, Northwestern University - 1990 DESIGNATIONS CFP® - Certified Financial Planner The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; • Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances; • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks: 16  i. Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and ii. Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification. BUSINESS BACKGROUND: 09/2020 - Present Partner | Financial Advisor WALKNER CONDON FINANCIAL ADVISORS LLC 09/2020 - Present Director of International Planning WALKNER CONDON FINANCIAL ADVISORS LLC 10/2014 - 08/2020 Financial Advisor Thun Financial Advisors LLC 12/2013 - 10/2014 Financial Advisor Morgan Stanley 09/2009 - 11/2011 Chief Legal Officer Ridge Solutions International ITEM 3: DISCIPLINARY INFORMATION There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. ITEM 4: OTHER BUSINESS ACTIVITIES Richard Stanton Farmer is a partner in Walkner Condon Financial Advisors LLC which is the majority owner of WC Tax Services LLC, a tax preparation service offered to Walkner Condon Financial Advisors LLC (“WCFA”) clients. This is an optional service that is offered at an additional cost, and WCFA clients are under no obligation to use WC Tax Services LLC for their tax preparation. ITEM 5: ADDITIONAL COMPENSATION Richard Stanton Farmer does not receive any economic benefit from any person, company, or organization, 17  other than WALKNER CONDON FINANCIAL ADVISORS LLC in exchange for providing clients advisory services through WALKNER CONDON FINANCIAL ADVISORS LLC. 18  ITEM 6: SUPERVISION As a representative of WALKNER CONDON FINANCIAL ADVISORS LLC, Richard Stanton Farmer is supervised by Clinton Walkner, the firm’s Chief Compliance Officer. Clinton Walkner is responsible for ensuring that Richard Stanton Farmer adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Clinton Walkner is (608) 234-4127. 19  FORM ADV PART 2B – INDIVIDUAL DISCLOSURE BROCHURE FOR Keith Alan Poniewaz Personal CRD Number: 6365199 Partner | Financial Advisor 3418 Monroe St. Madison, WI 53711 (608) 234-4127 keith@walknercondon.com walknercondon.com This brochure supplement provides information about Keith Alan Poniewaz that supplements the WALKNER CONDON FINANCIAL ADVISORS LLC brochure. You should have received a copy of that brochure. Please contact Keith Alan Poniewaz if you did not receive WALKNER CONDON FINANCIAL ADVISORS LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Keith Alan Poniewaz is also available on the SEC’s website at www.adviserinfo.sec.gov. UPDATED: 01/19/2024  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE NAME: Keith Allan Poniewaz BORN: 1978 EDUCATIONAL BACKGROUND AND PROFESSIONAL DESIGNATIONS: EDUCATION: Ph.D. Comparative Literature, University of Pennsylvania - 2009 Master’s Comparative Literature, University of Pennsylvania - 2004 Bachelor’s Comparative Literature, University of Chicago - 2001 BUSINESS BACKGROUND: 02/2019 - Present Financial Advisor | Director Intl. Advisory Services WALKNER CONDON FINANCIAL ADVISORS LLC 03/2016 - 01/2019 Financial Advisor Thun Financial 07/2014 - 02/2016 Financial Advisor Merrill Lynch ITEM 3: DISCIPLINARY INFORMATION There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. ITEM 4: OTHER BUSINESS ACTIVITIES Keith Alan Poniewaz is not engaged in any investment-related business or occupation (other than this advisory firm). ITEM 5: ADDITIONAL COMPENSATION Keith Alan Poniewaz does not receive any economic benefit from any person, company, or organization, other than WALKNER CONDON FINANCIAL ADVISORS LLC in exchange for providing clients advisory services through WALKNER CONDON FINANCIAL ADVISORS LLC. 20  ITEM 6: SUPERVISION As a representative of WALKNER CONDON FINANCIAL ADVISORS LLC, Keith Alan Poniewaz is supervised by Clinton Walkner, the firm’s Chief Compliance Officer. Clinton Walkner is responsible for ensuring that Keith Alan Poniewaz adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Clinton Walkner is (608) 234-4127. 21  FORM ADV PART 2B – INDIVIDUAL DISCLOSURE BROCHURE FOR Sylvain Ernest Michelin Personal CRD Number: 6354880 Partner | Financial Advisor 3418 Monroe St. Madison, WI 53711 (608) 234-4127 syl@walknercondon.com walknercondon.com This brochure supplement provides information about Sylvain Ernest Michelin that supplements the WALKNER CONDON FINANCIAL ADVISORS LLC brochure. You should have received a copy of that brochure. Please contact Sylvain Ernest Michelin if you did not receive WALKNER CONDON FINANCIAL ADVISORS LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Sylvain Ernest Michelin is also available on the SEC’s website at www.adviserinfo.sec.gov. UPDATED: 01/19/2024  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE NAME: Sylvain Ernest Michelin BORN: 1981 EDUCATIONAL BACKGROUND AND PROFESSIONAL DESIGNATIONS: EDUCATION: Bachelor’s of Art - Communication Arts, New York Institute of Technology - 2003 DESIGNATIONS CFA – Chartered Financial Analyst The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute - the largest global association of investment professionals. There are currently more than 90,000 CFA charterholders working in 134 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Profession- al Conduct. High Ethical Standards The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active professional conduct program, require CFA charterholders to: • Place their clients’ interests ahead of their own • Maintain independence and objectivity • Act with integrity • Maintain and improve their professional competence • Disclose conflicts of interest and legal matters Global Recognition Passing the three CFA exams is a difficult feat that requires extensive study (successful candidates report spending an average of 300 hours of study per level). Earning the CFA charter demonstrates mastery of many of the advanced skills needed for investment analysis and decision making in today’s quickly evolving global financial industry. As a result, employers and clients are increasingly seeking CFA charterholders often making the charter a prerequisite for employment. Additionally, regulatory bodies in 22 countries and territories recognize the CFA charter as a proxy for meeting certain licensing requirements, and more than 125 colleges and universities around the world have incorporated a majority of the CFA Program curriculum into their own finance courses. 23  Comprehensive and Current Knowledge The CFA Program curriculum provides a comprehensive framework of knowledge for investment decision making and is firmly grounded in the knowledge and skills used every day in the investment profession. The three levels of the CFA Program test a proficiency with a wide range of fundamental and advanced in- vestment topics, including ethical and professional standards, fixed-income and equity analysis, alternative and derivative investments, economics, financial reporting standards, portfolio management, and wealth planning. The CFA Program curriculum is updated every year by experts from around the world to ensure that candidates learn the most relevant and practical new tools, ideas, and investment and wealth management skills to reflect the dynamic and complex nature of the profession. To learn more about the CFA charter, visit www.cfainstitute.org. BUSINESS BACKGROUND: 09/2020 - Present Partner | Financial Advisor WALKNER CONDON FINANCIAL ADVISORS LLC 02/2018 - 08/2020 Financial Advisor Thun Financial Advisors 06/2014 - 01/2018 Private Banker Citibank 08/2012 - 12/2013 Private Banker Citibank N.A London 04/2004 - 08/2012 Private Banker Citibank Switzerland A.G ITEM 3: DISCIPLINARY INFORMATION There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. ITEM 4: OTHER BUSINESS ACTIVITIES Sylvain Ernest Michelin is not engaged in any investment-related business or occupation (other than this advisory firm). 24  ITEM 5: ADDITIONAL COMPENSATION Sylvain Ernest Michelin does not receive any economic benefit from any person, company, or organization, other than WALKNER CONDON FINANCIAL ADVISORS LLC in exchange for providing clients advisory services through WALKNER CONDON FINANCIAL ADVISORS LLC. ITEM 6: SUPERVISION As a representative of WALKNER CONDON FINANCIAL ADVISORS LLC, Sylvain Ernest Michelin is supervised by Clinton Walkner, the firm’s Chief Compliance Officer. Clinton Walkner is responsible for ensuring that Sylvain Ernest Michelin adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Clinton Walkner is (608) 234-4127. 25  FORM ADV PART 2B – INDIVIDUAL DISCLOSURE BROCHURE FOR Paulina Hadley Price Personal CRD Number: 7596583 Financial Advisor 3418 Monroe St. Madison, WI 53711 (608) 234-4127 polly@walknercondon.com walknercondon.com This brochure supplement provides information about Paulina Hadley Price that supplements the WALKNER CONDON FINANCIAL ADVISORS LLC brochure. You should have received a copy of that brochure. Please contact Paulina Hadley Price if you did not receive WALKNER CONDON FINANCIAL ADVISORS LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Paulina Hadley Price is also available on the SEC’s website at www.adviserinfo.sec.gov. UPDATED: 01/19/2024  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE NAME: Paulina Hadley Price BORN: 1989 EDUCATIONAL BACKGROUND AND PROFESSIONAL DESIGNATIONS: EDUCATION: Bachelor’s of Art - History, University of Wisconsin- Madison- 2011 BUSINESS BACKGROUND: 05/2021 - Present Financial Advisor WALKNER CONDON FINANCIAL ADVISORS LLC 10/2018 - 04/2021 Legacy Giving Manager PBS Wisconsin 11/2017 – 09/2018 Development Coordinator Supervisor Rotary International 07/2015 - 11/2017 Donor Relations Specialist Rotary International 07/2014 – 07/2015 Auxiliary Board Liaison Lincoln Park Zoo ITEM 3: DISCIPLINARY INFORMATION There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. ITEM 4: OTHER BUSINESS ACTIVITIES Paulina Hadley Price is not engaged in any investment-related business or occupation (other than this advisory firm). 27  ITEM 5: ADDITIONAL COMPENSATION Paulina Hadley Price does not receive any economic benefit from any person, company, or organization, other than WALKNER CONDON FINANCIAL ADVISORS LLC in exchange for providing clients advisory services through WALKNER CONDON FINANCIAL ADVISORS LLC. ITEM 6: SUPERVISION As a representative of WALKNER CONDON FINANCIAL ADVISORS LLC, Paulina Hadley Price is supervised by Clinton Walkner, the firm’s Chief Compliance Officer. Clinton Walkner is responsible for ensuring that Paulina Hadley Price adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Clinton Walkner is (608) 234-4127. 28  FORM ADV PART 2B – INDIVIDUAL DISCLOSURE BROCHURE FOR Alicia Nora Vande Ven Personal CRD Number: 7604614 Financial Advisor 3418 Monroe St. Madison, WI 53711 (608) 234-4127 alicia@walknercondon.com walknercondon.com This brochure supplement provides information about Alicia Vande Ven that supplements the WALKNER CONDON FINANCIAL ADVISORS LLC brochure. You should have received a copy of that brochure. Please contact Alicia Vande Ven if you did not receive WALKNER CONDON FINANCIAL ADVISORS LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Alicia Vande Ven is also available on the SEC’s website at www.adviserinfo.sec.gov. UPDATED: 06/18/2025  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE NAME: Alicia Vande Ven BORN: 1984 EDUCATIONAL BACKGROUND AND PROFESSIONAL DESIGNATIONS: EDUCATION: Master’s of Science - Personal Financial Planning, Kansas State University- Manhatten- 2022 Bachelor’s of Science - Marketing, University of Wisconsin- La Crosse- 2006 DESIGNATIONS CFP® - Certified Financial Planner The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredit- ed United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; • Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances; • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks: 12  i. Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and ii. Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification. BUSINESS BACKGROUND: 07/2022 - Present Financial Advisor WALKNER CONDON FINANCIAL ADVISORS LLC 07/2015 - 04/2022 Asha’s Homemade Candles ITEM 3: DISCIPLINARY INFORMATION There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. ITEM 4: OTHER BUSINESS ACTIVITIES Alicia Vande Ven is an employee of WC Tax Services LLC, a tax preparation service offered to Walkner Condon Financial Advisors LLC (“WCFA”) clients. This is an optional service that is offered at an additional cost, and WCFA clients are under no obligation to use WC Tax Services LLC for their tax preparation. ITEM 5: ADDITIONAL COMPENSATION Alicia Vande Ven does not receive any economic benefit from any person, company, or organization, other than WALKNER CONDON FINANCIAL ADVISORS LLC in exchange for providing clients advisory services through WALKNER CONDON FINANCIAL ADVISORS LLC. ITEM 6: SUPERVISION As a representative of WALKNER CONDON FINANCIAL ADVISORS LLC, Alicia Vande Ven is supervised by Clinton Walkner, the firm’s Chief Compliance Officer. Clinton Walkner is responsible for ensuring that Alicia Vande Ven adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Clinton Walkner is (608) 234-4127. 30  FORM ADV PART 2B – INDIVIDUAL DISCLOSURE BROCHURE FOR Mary Jo Staniszewski Personal CRD Number: 3160323 Financial Advisor 3418 Monroe St. Madison, WI 53711 (608) 234-4127 maryjo@walknercondon.com walknercondon.com This brochure supplement provides information about Mary Jo Staniszewski that supplements the WALKNER CONDON FINANCIAL ADVISORS LLC brochure. You should have received a copy of that brochure. Please contact Mary Jo Staniszewski if you did not receive WALKNER CONDON FINANCIAL ADVISORS LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Mary Jo Staniszewski is also available on the SEC’s website at www.adviserinfo.sec.gov. UPDATED: 05/02/2023  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE NAME: Mary Staniszewski BORN: 1972 EDUCATIONAL BACKGROUND AND PROFESSIONAL DESIGNATIONS: BUSINESS BACKGROUND: 04/2023 - Present Client Service Specialist WALKNER CONDON FINANCIAL ADVISORS LLC 06/2014 - 04/2023 Associate Agent Matthew M Heckmann 06/2014 – 04/2023 Registered Representative Northwestern Mutual Investment Services LLC 06/2014 – 04/2023 Representative Northwestern Mutual Wealth Management Company 04/2014 – 06/2014 Agent Assistant Matthew M Heckmann 12/2013 – 05/2014 Registered Support Assistant Ameriprise Financial Services Inc ITEM 3: DISCIPLINARY INFORMATION There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. ITEM 4: OTHER BUSINESS ACTIVITIES Mary Jo Staniszewski is not engaged in any investment-related business or occupation (other than this advisory firm). ITEM 5: ADDITIONAL COMPENSATION Mary Jo Staniszewski does not receive any economic benefit from any person, company, or organization, other than WALKNER CONDON FINANCIAL ADVISORS LLC in exchange for providing clients advisory services through WALKNER CONDON FINANCIAL ADVISORS LLC. 32  ITEM 6: SUPERVISION As a representative of WALKNER CONDON FINANCIAL ADVISORS LLC, Mary Jo Staniszewski is supervised by Clinton Walkner, the firm’s Chief Compliance Officer. Clinton Walkner is responsible for ensuring that Mary Jo Staniszewski adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Clinton Walkner is (608) 234-4127. 33  FORM ADV PART 2B – INDIVIDUAL DISCLOSURE BROCHURE FOR Evan Waltz Personal CRD Number: 7671277 3418 Monroe St. Madison, WI 53711 (608) 234-4127 evan@walknercondon.com walknercondon.com This brochure supplement provides information about Evan Waltz that supplements the WALKNER CONDON FINANCIAL ADVISORS LLC brochure. You should have received a copy of that brochure. Please contact Evan Waltz if you did not receive WALKNER CONDON FINANCIAL ADVISORS LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Evan Waltz is also available on the SEC’s website at www.adviserinfo.sec.gov. UPDATED: 02/21/2024  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE NAME: Evan Waltz BORN: 1999 EDUCATIONAL BACKGROUND AND PROFESSIONAL DESIGNATIONS: EDUCATION: Bachelors - University of Wisconsin- Milwaukee - 2020 BUSINESS BACKGROUND: 01/2024 - Present Client Service Specialist WALKNER CONDON FINANCIAL ADVISORS LLC 03/2022 – 11/2023 Analytic Consultant Wells Fargo and Co. 01/2021 – 03/2022 Crew Associate Turnberry Solutions 05/2020 – 12/2020 Project Management Intern TeamLogic IT 05/2019 – 05/2020 Sales Support Associate Fastenal 05/2018 - 08/2018 Team Member Prairieville Park 02/2014 – 12/2020 Full-Time Student ITEM 3: DISCIPLINARY INFORMATION There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. ITEM 4: OTHER BUSINESS ACTIVITIES Evan Waltz is not engaged in any investment-related business or occupation (other than this advisory firm). 35  ITEM 5: ADDITIONAL COMPENSATION Evan Waltz does not receive any economic benefit from any person, company, or organization, other than WALKNER CONDON FINANCIAL ADVISORS LLC in exchange for providing clients advisory services through WALKNER CONDON FINANCIAL ADVISORS LLC. ITEM 6: SUPERVISION As a representative of WALKNER CONDON FINANCIAL ADVISORS LLC, Evan Waltz is supervised by Clinton Walkner, the firm’s Chief Compliance Officer. Clinton Walkner is responsible for ensuring that Evan Waltz adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Clinton Walkner is (608) 234-4127. 36  FORM ADV PART 2B – INDIVIDUAL DISCLOSURE BROCHURE FOR Andrew Klein Personal CRD Number: 6399086 3418 Monroe St. Madison, WI 53711 (608) 234-4127 andrew@walknercondon.com walknercondon.com This brochure supplement provides information about Andrew Klein that supplements the WALKNER CONDON FINANCIAL ADVISORS LLC brochure. You should have received a copy of that brochure. Please contact Andrew Klein if you did not receive WALKNER CONDON FINANCIAL ADVISORS LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Andrew Klein is also available on the SEC’s website at www.adviserinfo.sec.gov. UPDATED: 07/16/2024  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE NAME: Andrew Klein BORN: 1978 EDUCATIONAL BACKGROUND AND PROFESSIONAL DESIGNATIONS: EDUCATION: Bachelors of Science - Education - University of Wisconsin- La Crosse - 2002 BUSINESS BACKGROUND: 07/2024 - Present Financial Advisor WALKNER CONDON FINANCIAL ADVISORS LLC 10/2022 – 07/2024 Investment Advisor Representative Gateway Financial Partners, LLC 04/2021 – 07/2024 Registered Representative LPL Financial LLC 05/2021 – 10/2022 Investment Advisor Representative Advisors’ Pride Inc. 10/2014 – 04/2021 Registered Representative MML Investors Services 09/2014 – 04/2021 Agent Mass Mutual Life Insurance Company ITEM 3: DISCIPLINARY INFORMATION There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business.  38 ITEM 4: OTHER BUSINESS ACTIVITIES Andrew Klein is the owner of F Point Consulting, LLC, located in Madison, WI. Mr. Klein’s duties include providing business consulting services. Mr. Klein spends a total of 4 hours per month (1 hour per month during securities trading hours) on this activity. ITEM 5: ADDITIONAL COMPENSATION Andrew Klein does not receive any economic benefit from any person, company, or organization, other than WALKNER CONDON FINANCIAL ADVISORS LLC in exchange for providing clients advisory services through WALKNER CONDON FINANCIAL ADVISORS LLC. ITEM 6: SUPERVISION As a representative of WALKNER CONDON FINANCIAL ADVISORS LLC, Andrew Klein is supervised by Clinton Walkner, the firm’s Chief Compliance Officer. Clinton Walkner is responsible for ensuring that Andrew Klein adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Clinton Walkner is (608) 234-4127. 39  FORM ADV PART 2B – INDIVIDUAL DISCLOSURE BROCHURE FOR Ian Beardsley Personal CRD Number: 8025508 3418 Monroe St. Madison, WI 53711 (608) 234-4127 ian@walknercondon.com walknercondon.com This brochure supplement provides information about Ian Beardsley that supplements the WALKNER CONDON FINANCIAL ADVISORS LLC brochure. You should have received a copy of that brochure. Please contact Ian Beardsley if you did not receive WALKNER CONDON FINANCIAL ADVISORS LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Ian Beardsley is also available on the SEC’s website at www.adviserinfo.sec.gov. UPDATED: 06/18/2025  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE NAME: Ian Beardsley BORN: 1984 EDUCATIONAL BACKGROUND AND PROFESSIONAL DESIGNATIONS: EDUCATION: Master of Science in Accountancy - Baruch College - New York – 2016 Bachelor of Arts in English – Wesleyan University - Connecticut - 2008 BUSINESS BACKGROUND: 10/2024 - Present Financial Advisor WALKNER CONDON FINANCIAL ADVISORS LLC 08/2018 – 10/2024 Senior Financial Analyst Madison Gas and Electric Company 09/2016 – 06/2018 Assurance Staff EY 09/2014 – 06/2016 Student Baruch College ITEM 3: DISCIPLINARY INFORMATION There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. 41  ITEM 4: OTHER BUSINESS ACTIVITIES Ian Beardsley is a Board Member of Kikiaola Land Company, Ltd, located in Waimea, HI. Mr. Beardsley’s duties include conducting board meetings. Ian Beardsley is an employee of WC Tax Services LLC, a tax preparation service offered to Walkner Condon Financial Advisors LLC (“WCFA”) clients. This is an optional service that is offered at an additional cost, and WCFA clients are under no obligation to use WC Tax Services LLC for their tax preparation. ITEM 5: ADDITIONAL COMPENSATION Ian Beardsley does not receive any economic benefit from any person, company, or organization, other than WALKNER CONDON FINANCIAL ADVISORS LLC in exchange for providing clients advisory services through WALKNER CONDON FINANCIAL ADVISORS LLC. ITEM 6: SUPERVISION As a representative of WALKNER CONDON FINANCIAL ADVISORS LLC, Ian Beardsley is supervised by Clinton Walkner, the firm’s Chief Compliance Officer. Clinton Walkner is responsible for ensuring that Ian Beardsley adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Clinton Walkner is (608) 234-4127. 42  FORM ADV PART 2B – INDIVIDUAL DISCLOSURE BROCHURE FOR Tahlia Marie Micoley Personal CRD Number: 7983833 3418 Monroe St. Madison, WI 53711 (608) 234-4127 tahlia@walknercondon.com walknercondon.com This brochure supplement provides information about Tahlia Marie Micoley that supplements the WALKNER CONDON FINANCIAL ADVISORS LLC brochure. You should have received a copy of that brochure. Please contact Tahlia Marie Micoley if you did not receive WALKNER CONDON FINANCIAL ADVISORS LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Tahlia Maria Micoley is also available on the SEC’s website at www.adviserinfo.sec.gov. UPDATED: 01/08/2025  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE NAME: Tahlia Marie Micoley BORN: 2001 EDUCATIONAL BACKGROUND AND PROFESSIONAL DESIGNATIONS: EDUCATION: B.B.A. in Finance – University of Wisconsin - Madison – 2023 BUSINESS BACKGROUND: 07/2024 – Present Client Service Specialist WALKNER CONDON FINANCIAL ADVISORS LLC 04/2023 – 06/2024 Extended Travel 06/2022 – 03/2023 Escrow Intern First American Financial Corporation 09/2014 – 05/2023 Student Highschool - College ITEM 3: DISCIPLINARY INFORMATION There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. 44  ITEM 4: OTHER BUSINESS ACTIVITIES Tahlia Marie Micoley is not engaged in any investment-related business or occupation (other than this advisory firm). ITEM 5: ADDITIONAL COMPENSATION Tahlia Marie Micoley does not receive any economic benefit from any person, company, or organization, other than WALKNER CONDON FINANCIAL ADVISORS LLC in exchange for providing clients advisory services through WALKNER CONDON FINANCIAL ADVISORS LLC. ITEM 6: SUPERVISION As a representative of WALKNER CONDON FINANCIAL ADVISORS LLC, Tahlia Marie Micoley is supervised by Clinton Walkner, the firm’s Chief Compliance Officer. Clinton Walkner is responsible for ensuring that Tahlia Marie Micoley adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Clinton Walkner is (608) 234-4127. 45  FORM ADV PART 2B – INDIVIDUAL DISCLOSURE BROCHURE FOR Andrew Timothy King Personal CRD Number: 1517044 3418 Monroe St. Madison, WI 53711 (608) 234-4127 andy@walknercondon.com walknercondon.com This brochure supplement provides information about Andrew Timothy King that supplements the WALKNER CONDON FINANCIAL ADVISORS LLC brochure. You should have received a copy of that brochure. Please contact Andrew Timothy King if you did not receive WALKNER CONDON FINANCIAL ADVISORS LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Andrew Timothy King is also available on the SEC’s website at www.adviserinfo.sec.gov. UPDATED: 07/08/2025  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE NAME: Andrew Timothy King BORN: 1962 EDUCATIONAL BACKGROUND AND PROFESSIONAL DESIGNATIONS: EDUCATION: B.B.A. – University of Wisconsin - Madison – 1984 DESIGNATIONS CFP® - Certified Financial Planner The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredit- ed United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; • Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances; • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks: 47  i. Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and ii. Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification. BUSINESS BACKGROUND: 06/2025 – Present Financial Advisor WALKNER CONDON FINANCIAL ADVISORS LLC 02/2000 – 06/2025 Registered Representative Coordinated Capital Securities 08/1987 – 02/2000 Not Provided Coltrane Securities Network, Inc. ITEM 3: DISCIPLINARY INFORMATION There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. 48  ITEM 4: OTHER BUSINESS ACTIVITIES Andrew Timothy King is not engaged in any investment-related business or occupation (other than this advisory firm). ITEM 5: ADDITIONAL COMPENSATION Andrew Timothy King does not receive any economic benefit from any person, company, or organization, other than WALKNER CONDON FINANCIAL ADVISORS LLC in exchange for providing clients advisory services through WALKNER CONDON FINANCIAL ADVISORS LLC. ITEM 6: SUPERVISION As a representative of WALKNER CONDON FINANCIAL ADVISORS LLC, Andrew Timothy King is supervised by Clinton Walkner, the firm’s Chief Compliance Officer. Clinton Walkner is responsible for ensuring that Andrew Timothy King adheres to all required regulations regarding the activities of an Investment Adviser Representative, as well as all policies and procedures outlined in the firm’s Code of Ethics and compliance manual. The phone number for Clinton Walkner is (608) 234-4127. 49