Shane Kieler is a CFP®-credentialed financial advisor at Madison Partners with 15 years of industry experience. He worked at Edward Jones for 10 years before joining Madison Partners in 2020. Kieler is also involved in owning and managing several real estate entities and a tax preparation business outside of his advisory role. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Shyan Moayedi is a financial advisor at Madison Partners with 14 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Madison Partners in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing Services for five years, followed by roles at Charles Schwab and Morgan Stanley. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach is customized and primarily long-term focused, using a mix of ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.

Mary Morrow is a financial advisor at Madison Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Guardian Financial and Cedar Hill Associates. In addition to her advisory work, she is a licensed insurance agent. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives when appropriate.

Altug Dincturk is a CFA® charterholder with 20 years of industry experience. He has been with Madison Partners since 2026 and previously worked for Schwab Wealth Advisory Inc for 13 years. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm takes a customized, long-term approach to investing, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

Shelley Moffatt is a financial advisor at Madison Partners with 29 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Madison Partners in 2023, she spent 25 years at Edward D. Jones & Co., L.P. Moffatt is principal of Dreammaker LLC, a passthrough LLC established for tax purposes. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, long-term focused investment strategies using ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing client portfolios through third-party sub-advisers and model portfolios.

David Roasa is a financial advisor with Madison Partners in Madison, WI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at LPL Financial and Vanguard Advisers, with extensive tenure at Vanguard Marketing Corporation. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions as appropriate.

Laura Nash is a financial advisor at Madison Partners with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and Pruco Securities, LLC. Nash also has experience outside finance, including a role at International Laboratory Supply. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives.

Carsen Strang is a financial advisor at Madison Partners with a Series 65 credential and two years of industry experience. Prior to joining Madison Partners, he worked at WEA Member Benefits and has held various roles outside the financial sector, including positions at Apex Property Management and Freshfin Poke. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Hahna Rada is a financial advisor at Madison Partners with a Series 65 credential and one year of industry experience. Prior to joining Madison Partners, she held roles in healthcare and education, including positions at St. Mary's Hospital in Madison and Waunakee School. She is also affiliated with Purdue University Global and UW Whitewater - Madison College. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is primarily long-term and customized, typically utilizing ETFs, mutual funds, and other securities, while employing third-party sub-advisers and model portfolios.

George Carpenter is a financial advisor with Madison Partners in Madison, WI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for eight years before joining Madison Partners in 2020. Outside of his advisory role, Carpenter is president and owner of Highbury LLC, a real estate investment company. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individual and high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Cole Mc Ilroy is a financial advisor with Madison Partners in Madison, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Madison Partners in 2026, he worked at LPL Enterprise LLC for one year and has a background that includes roles related to education and various part-time positions. He is involved with the Lambda Chi Alpha Fraternity Alumni nonprofit organization. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term, customized investment approach utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Julia Ellisor is a financial advisor at Madison Partners with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill, OpenArc Corporate Advisory, LLC, Equitable Advisors, AXA Advisors LLC, and Gateway Mortgage Group LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implemented through third-party sub-advisers and model portfolios.

Kai Schuster is a financial advisor at Madison Partners in Tampa, FL, holding Series 65 and Series 66 licenses with 10 years of industry experience. His prior roles include positions at Fisher Investments, Pacific Select Distributors, LLC, and Edward Jones. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes a customized, long-term investment approach that incorporates ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often utilizing third-party sub-advisers and model portfolios.

Keaton Hamilton is a financial advisor at Madison Partners in Colorado Springs, CO, with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at LotusGroup Advisors, Bonfire Financial, First Foundation Advisors, Cerity Partners LLC, and Deutsche Bank Securities Inc. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and retained legacy positions as appropriate.

John Cress IV is a CFP® with 28 years of industry experience, currently serving as an advisor at Madison Partners since 2024. Prior to this, he spent 17 years at Practical Portfolios LLC. Outside of his advisory work, he is the president of Access Management Corp, a real estate holding company, and serves as treasurer for the Lakeshore Amateur Radio Service Club. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm’s investment approach is customized and primarily long-term oriented, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often through third-party sub-advisers and model portfolios.

Richard Precious is a financial advisor at Madison Partners in Houston, TX, with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Enterprise, Bank of America, Merrill, Frost Brokerage Services, and Wells Fargo. He serves as a board member for the Eado Edge Homeowners Association. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

Coty Hainsey is a CFP®-certified financial advisor with 10 years of industry experience. He has worked at Madison Partners since 2021 and previously spent five years with Edward Jones. Outside of his advisory work, he is a principal of CH90 LLC, a passthrough LLC used for tax purposes. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, long-term investment approach that typically incorporates ETFs, mutual funds, individual equities, fixed income, and alternatives, often using third-party sub-advisers and model portfolios.

Paul Valente is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Madison Partners. His prior roles include positions at Fisher Investments, LPL Financial, CETERA Advisor Networks, and Community Financial Services Group. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on a customized, long-term investment approach that incorporates ETFs, mutual funds, individual equities, fixed income, and alternatives, often utilizing third-party sub-advisers and model portfolios.

Patrick Ihnken is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He began his career at Fidelity as a Financial Representative in 2018 and served as an Investment Consultant in 2020 before his current position. Patrick is a CERTIFIED FINANCIAL PLANNER™ Professional and draws on his experience as a former Army Officer to collaborate with clients in creating simple and adaptable financial plans aimed at helping them pursue their retirement goals. He holds a California Insurance License, which supports his work in financial consulting. Outside of his professional life, Patrick engages in family activities, fitness, and traveling, and he has interests in food, reading, and military service.

Thomas Dohogne Jr. is a CFP® with 19 years of industry experience, currently serving at Madison Partners. His prior roles include positions at Charles Schwab and Jackson National Life Distributors LLC. He holds insurance licenses in life and health. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implemented through third-party sub-advisers and model portfolios.

Daniel Machado is a financial advisor at Madison Partners with 19 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities LLC for 13 years. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives as appropriate.

Brian Anania is a financial advisor with Madison Partners, holding CFP® and Series 66 designations and nine years of industry experience. He previously worked at Morgan Stanley for nine years, Gibbons and Kawash, A.C. for one year, and Acushnet Company for two years. He serves on the finance committee of Ascension Catholic Church in Hurricane, West Virginia. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individual and high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a customized, primarily long-term investment approach that includes ETFs, mutual funds, individual equities, fixed income, alternatives, and other investments, often implemented through third-party sub-advisers and model portfolios.

Suzanne Soriano is a financial advisor at Madison Partners with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual Investment Management and Wealth Distribution Strategies, LLC. Outside of her advisory role, she is involved in a retail business, Bucky's Locker Room, in Madison, WI. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individual and high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often integrating third-party sub-advisers and model portfolios.

Brian Ericson Huneck is a CFP® professional with four years of industry experience. He is currently an advisor at Madison Partners, where he has worked since 2023. Prior to joining Madison Partners, he held positions at Nicolet National Bank and T. Anton Investment House. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Frank Diliberto is a financial advisor with Madison Partners in Palos Park, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms, including LPL Enterprise, The Prudential Insurance Company of America, Edward Jones, and Merrill Lynch. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Zachary Kuehl is a CFP® with 14 years of industry experience currently serving at Madison Partners. He worked previously at Edward D. Jones & Co., L.P. for nine years before joining Madison Wealth Partners, Inc., where he has been since 2021. Outside of his advisory work, he serves on the school board for Peace Lutheran School in Sun Prairie, WI. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach that utilizes ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

James Mc Comb is a financial advisor with Madison Partners, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes positions at J.P. Morgan Securities, Charles Schwab, TD Ameritrade, and HSBC Securities. Madison Partners delivers wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implemented through third-party sub-advisers and model portfolios.

Eric Hencley is a financial advisor with Madison Partners in Madison, WI, holding a Series 66 designation and eight years of industry experience. He previously worked at Francis LLC for seven years and Smedley Financial Services, Inc. for one year before joining Madison Partners in 2026. Prior to his financial career, he served in the U.S. Air Force for 21 years. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes a customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

Rosemary Barnes is a CFP® professional with four years of experience at Madison Partners in Wausau, WI. She previously operated her own advisory business, Rosemary Barnes CFP, for 39 years. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Christopher McCoy is a Vice President and Financial Consultant at Fidelity Investments. He brings a comprehensive approach to his role by combining an in-depth understanding of financial markets with holistic financial planning to assist clients in navigating markets and developing financial plans tailored to their unique needs. His professional experience spans several roles within the financial services industry. Christopher has been with Fidelity Investments since 2020, progressing from Investment Consultant to Financial Consultant, and currently holds the position of Vice President, Financial Consultant. Prior to that, he worked as a Financial Advisor at UBS Financial Services from 2017 to 2020, and at Hefren Tillotson from 2016 to 2017. He began his career as a Trader at Hefren Tillotson from 2014 to 2016.

Aidan Donahue is a financial advisor with Madison Partners in Madison, WI. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at WEA Member Benefits and Equitable Advisors. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individual and high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Carly Burgess is a Series 65 licensed advisor at Madison Partners with one year of industry experience. Her prior work includes roles at RBC Wealth Management and University Health Services, among others. Outside of finance, she has been involved with the YMCA and worked in hospitality and retail settings. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.

Mark Mc Farland is a CFP® with 16 years of industry experience and is currently with Madison Partners, where he has worked since 2020. Prior to that, he spent 10 years at Edward Jones. Outside of advisory work, he owns and operates Stratus Tax & Consulting, a tax preparation business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and retained legacy positions, often integrating third-party sub-advisers and model portfolios.

Michael Gross is a CFP® with 26 years of industry experience, currently serving as an advisor at Madison Partners. He previously worked at Wells Fargo Clearing, Schwab Wealth Advisory Inc., and Charles Schwab in various capacities. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is primarily long-term and customized, often utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, with ongoing monitoring and annual reviews to align with client objectives.

Aaron Johnson is a financial advisor with Madison Partners in Madison, WI, holding a Series 65 designation and three years of industry experience. His prior work includes five years at Mennenga Tax & Financial and six years at Deja Food Group. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, businesses, and retirement plans. The firm emphasizes a customized, long-term investment approach using ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Mark Schaffer is a financial advisor at Madison Partners with 31 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Madison Partners in 2026, he worked at Armstrong Advisory Group Inc., Securities America Advisors, Inc., and SCOTTRADE, Inc. Mr. Schaffer maintains active individual insurance licenses but does not conduct insurance business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is primarily long-term and customized, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.

Nathaniel Hedden is a financial advisor with Madison Partners in Madison, WI, holding a Series 65 designation and 17 years of industry experience. He worked at Musser Capital Advisors, LLC for 14 years before joining Madison Wealth Partners, Inc., where he has been since 2023. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individual and high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and retained legacy positions, often incorporating third-party sub-advisers and model portfolios.

John Frigeri is a financial advisor at Madison Partners with 20 years of industry experience. He previously worked at Voya Financial Advisors for 12 years. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, using a customized, primarily long-term investment approach that incorporates ETFs, mutual funds, individual equities, fixed income, and alternatives.

Callie Perallon is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing 12 years of experience in the financial industry. She joined Merrill Lynch in 2019. Her expertise areas include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and retirement income. Callie holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Exit Planning Advisor (CEPA®) designation, along with being a Personal Investment Advisor (PIA). She earned a Bachelor's degree from Boise State University. Callie utilizes tools such as the Personalized Wealth Analysis® (PWA), a comprehensive wealth planning process that helps clients understand how their finances support life goals and adapt to life events and decisions. Originally from the Northwest, she relocated to San Diego after completing her education. Callie is married with children and leads an active lifestyle. She has participated in endurance events including the Pacific Coast Trail Ultra 50 mile race and the Los Cabos Ironman. Her personal interests include biking, cooking, golfing, running marathons, spending time with family, and practicing yoga.

Andrew Page is a Series 65-licensed financial advisor with Madison Partners in Gladwin, MI, and has 12 years of industry experience. His prior roles include positions at VERTA Consulting, LLC, Limitless Global, and YPM Interests, LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions as appropriate.

Ronald Demers Jr. is a financial advisor at Madison Partners in Scottsdale, AZ, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Robert Baird & Co., Wells Fargo Clearing, and Saratoga Capital Management LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individual and high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, long-term investment approach, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and retained legacy positions, often through third-party sub-advisers and model portfolios.

Ralph Nicosia II is a financial advisor at Madison Partners in Sarasota, FL, holding Series 63 and Series 66 designations with five years of industry experience. His prior roles include positions at AE Wealth Management, CreativeOne Wealth, Candor Wealth Strategies, and T Rowe Price. He is also the president of an insurance sales business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individual and high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives as appropriate.

Dina Tupper is a financial advisor at Madison Partners with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Charles Schwab & Co., Provident Wealth Advisors, Platinum Tax & Wealth Management, and Merrill. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often through third-party sub-advisers and model portfolios.

Yu Li is a Financial Advisor at Merrill Lynch Wealth Management. With 12 years of experience in the industry, Yu has managed a range of investments including private placement funds, municipal bonds, upstream oil and gas drilling programs, and real estate development projects. Yu applies deep knowledge of investment and business operations to daily strategy development, focusing on analysis across different industries and company evaluations. Yu's expertise covers family wealth planning, corporate cash flow management, and tax efficiency in investments. Areas of client focus include divorce transition planning, employee benefits planning, family wealth management strategies, institutional investment consulting, international wealth management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Yu provides number-driven investment advice to develop customized strategies tailored to clients' unique financial goals. Yu holds a Master's Degree in Engineering from Saint Martin's University and holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. Yu is fluent in English, Chinese, Mandarin, and Wu, and is affiliated with Merrill Lynch Wealth Management. Personal interests include reading, scuba diving, table tennis, traveling, and woodworking.