Brent Pahnke is a financial advisor at Harbour Investments, Inc. with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including SA Stone Wealth Management Inc. and Girard Securities, Inc. In addition to his advisory role, he owns Retirement Solutions LLC, which focuses on life and health insurance sales, and operates a tax preparation business, Cobblestone Tax Service. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles, with ongoing account monitoring and periodic reviews.

Sarah Minobe is a financial advisor with Integrity Advisory Solutions, holding a Series 65 credential and one year of industry experience. She has previously worked at Krueger Hernandez & Thompson SC, where she served as an attorney providing legal and estate planning services. Minobe is also a volunteer board secretary for AMASIAN Corporation, a nonprofit organization. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in client assets and offers portfolio management, financial planning, retirement consulting, and sub-advisory programs, utilizing a range of asset allocation strategies and third-party platforms.

Daniel Meier is a financial advisor with Ashton Thomas Private Wealth in Middleton, WI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Advisornet Financial Partners, Wealth Management International Ltd., and Insight Financial Group, as well as operating his own sole proprietorship. Outside of his advisory work, Meier serves as President of the Board of Directors for the Camp Randall Rowing Club in Madison, WI. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan consulting, employing a range of investment strategies and operating the Amplify Platform for adviser support and model management.

Schuyler Hughes is a financial advisor with Principal Advised Services in Waunakee, WI, holding a Series 66 designation and two years of industry experience. His work history includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Outside of standard advisory duties, he serves as a retirement consultant providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, employing a combination of third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, enabling integrated access to affiliated products and services.

Caleb Cymbalak is a financial advisor at Trek Financial with a Series 65 designation and five years of industry experience. He has worked at Trek Financial since 2021 and is also involved with Empowered Financial Management, where he holds a paraplanner and Medicare representative role. Prior to his financial career, Caleb held various roles including positions in public safety, carpentry, and pet care. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical investment approaches, utilizes artificial-intelligence tools under governance, and offers a broad range of portfolio models and alternative investment options.

Samuel Anhalt is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 credentials with 11 years of industry experience. His prior roles include positions at Northwestern Mutual and Scott Wedige. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing over $10 billion in assets for high-net-worth individuals and various institutional clients. The firm employs a long-term, purpose-driven investment approach based on asset allocation, model portfolios, and manager selection supported by qualitative and quantitative analysis.

Tony Mennenga is a financial advisor at Merit Financial Advisors in Madison, WI, holding a Series 66 designation with 19 years of industry experience. His prior experience includes roles at Harbour Investments, Woodbury Financial Services, and his own firm, Mennenga Tax and Financial Services. He is also involved in tax preparation and planning through Merit Tax Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach overseen by an internal investment management team and offers customizable model portfolios along with various account options.

Brian Cleven is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds the Series 66 designation and previously worked at Pillar Wealth Management Co for 14 years, Madison Investment Advisors, LLC for one year, and Madison Investment Holdings, Inc. for nine years. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed portfolios and offers a range of services including financial planning, retirement plan consulting, and employee financial-wellness programs.

Marshall Mennenga is a financial advisor with Merit Financial Advisors in Madison, WI, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Mennenga Tax & Financial Service, Harbour Investments, Woodbury Financial Services, and Madsen & Mennenga Income Tax Service. He serves on the board of the Madison College Foundation, participating on its Governance and Finance and Investments committees. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach with both internal and third-party management, offering a range of account options and financial wellness services.

James Tarp is a financial advisor with Harbour Investments, Inc. in Middleton, WI, holding a Series 66 designation and eight years of industry experience. He has worked at Harbour Investments since 2018 and previously held positions at Legacy Wealth Advisors and Mennenga Tax & Financial. Outside of his advisory role, he is an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers various portfolio management and financial planning services, employing multiple investment approaches tailored by advisors and third-party managers.

Jacob Schiessl is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at JL3 Financial, UW Madison, SECURA, Pick n Save, and Kimberly High School. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies across various asset classes and offers model-based solutions through a subscription platform.

Julie Grosso is a Series 65-licensed financial advisor with nine years of industry experience. She has been with Johnson Wealth Inc. and Johnson Bank since 2017, serving as a full-time advisor and dual employee of both firms. Johnson Wealth is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing approximately $10.35 billion in client assets across a diverse clientele including high-net-worth individuals, families, trusts, foundations, and institutions. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection supported by qualitative and quantitative analysis.

Brett Staaland is a financial advisor with Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at United Bankers' Bank, Bankers' Bank of Madison, Raymond James Financial Services, and B. Riley Wealth Management. Staaland is a dual employee and full-time Wealth Advisor at Johnson Bank and Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser and a subsidiary of Johnson Financial Group, managing approximately $10.35 billion in assets for a diverse client base including high-net-worth individuals, families, trusts, and institutions. The firm emphasizes a long-term, purpose-driven investment approach focusing on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analyses, and offers specialized programs such as a pre-retirement pilot program and access to private investments.

David Mcevoy is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 licenses with nine years of industry experience. He has served as a Vice President Wealth Portfolio Manager at Johnson Bank since 2013 and has worked at Johnson Wealth Inc. since 2016. Johnson Wealth Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing over $10 billion in assets for a diverse range of clients, including high-net-worth individuals, trusts, foundations, and institutions. The firm’s investment approach is long-term and purpose-driven, combining qualitative and quantitative analysis to guide asset allocation, model portfolios, and manager selection.

Robert Sawicki is a financial advisor with Harbour Investments, Inc. and Innovative Financial, Inc., holding Series 63 and Series 66 licenses with 26 years of industry experience. He also operates a small tax and accounting service focused on personal and business tax return preparation and small business consulting. Additionally, Sawicki serves as a volunteer board member of the nonprofit Work Plus, Inc. Harbour Investments serves a diverse client base that includes individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Michelle Slawny is a CFP® with 31 years of industry experience, currently affiliated with Associated Investment Services, Inc. in Madison, WI. Her career includes roles at Associated Trust Company, U.S. Bank, TIAA-CREF, and WEA Financial Advisors. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm delivers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating with an integrated platform supported by affiliations with Associated Banc-Corp and its subsidiaries.

William Gardner is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2013 to 2024. Gardner is also an independent insurance agent, which may include activities related to equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to construct customized portfolios and offers model-based solutions through a subscription platform.

Mitchell Mancusi is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of industry experience. Prior to his current role, Mancusi worked for the Oregon School District and has been involved with Dairy Queen since 2018. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary and non-discretionary management, and access to proprietary and third-party advisory solutions.

Nicholas Parker is a financial advisor with Creative Planning, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services.

Nicholas Fink is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Everlight Solar and American Marine, as well as experience in education at Middleton High School and the University of Wisconsin-La Crosse. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a combination of passive and active investment managers guided by an internal Investment Committee.