Joel Dykman is a financial advisor at Madison Investment Advisors, LLC with 30 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Reinhart Partners, Inc. for 10 years and Optique Capital Management, Inc. for 13 years. Madison Investment Advisors serves a diverse client base including individuals, institutions, pension plans, and municipalities. The firm employs a risk-sensitive investment philosophy combining fixed-income management and fundamental equity strategies, offering customized portfolios through various delivery methods.

Zachary Morley is a financial advisor at ON Investment Management CO in Madison, WI, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The O.N. Equity Sales Company, Ohio National Financial Service, and Wisconsin Financial since 2015. Morley serves on the board of directors for Easter Seal Wisconsin, a nonprofit organization. ON Investment Management Company is an SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a mix of third-party investment programs and IAR-directed portfolios, with a significant portion of assets managed non-discretionarily.

Marva Riley is a CFP® and holds a Series 65 license with eight years of experience in the financial advisory industry. She is currently with Forvis Mazars Wealth Advisors, LLC in Madison, WI, having previously worked at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and retirement plan consulting. The firm employs a customized investment approach that integrates active and passive strategies with a focus on diversification, cost control, and long-term discipline.

Jeffrey Budzisz is a financial advisor with Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked at Johnson Wealth Inc. since 2017 and concurrently serves as Senior Vice President and Wealth Advisor at Johnson Bank since 2012. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, nonprofits, foundations, and government entities. The firm employs a long-term, goal-driven approach to asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies through model portfolios, mutual funds, ETFs, and curated private investments.

Shelley Moffatt is a financial advisor with Madison Partners in Madison, WI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously spent 25 years with 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 services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction, utilizing a mix of ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Stephen Schneider is a financial advisor at Calton & Associates, Inc. with 53 years of industry experience. He has worked at Calton & Associates since 2019 and previously spent 33 years at Capital Financial Services, Inc. Schneider holds a Series 63 designation. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, while also offering commission-based brokerage and insurance products through its dually registered representatives.

David Roasa is a financial advisor at Madison Partners in Madison, WI, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Vanguard Advisers. 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, fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers or model strategies.

Alyssa Brinkman is a financial advisor at NorthRock Partners, LLC in Madison, WI, holding a Series 66 credential with three years of industry experience. She previously worked at MML Investors Services LLC, MassMutual Life Insurance Co., and Charles Schwab & Co., Inc. Outside of her advisory role, Brinkman has experience in education operations and enrollment. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the inclusion of private market investments, supported by AI tools and human oversight.

Kiernan Haney is a financial advisor at Madison Investment Advisors, LLC in Madison, WI, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining Madison Investments in 2022, he worked at Retirement Income Strategies from 2020 to 2022. Madison Investment Advisors serves a diverse range of individual and institutional clients, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm follows a risk-sensitive investment philosophy with a focus on high-quality fixed income and fundamental equity analysis, managing assets through various discretionary and non-discretionary models.

Michael Nicholson is a financial advisor at ValMark Advisers, Inc. in Madison, WI, holding the ChFC® and Series 63 designations with 55 years of industry experience. He has been with ValMark Advisers since 2006 and also operates a separate business providing third-party administration services on qualified plans. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and provides extensive support including retirement plan consulting and sub-advisory services.

Nicholas Harenda is a financial advisor at Madison Investment Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Madison Investments and Concentrix. Madison Investment Advisors serves a broad range of individual and institutional clients, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account types. The firm applies a risk-sensitive investment philosophy and utilizes a proprietary Sustainability Scorecard for its sustainable equity strategy.

Jill Sommers is a financial advisor at Harbour Investments, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial. In addition to her advisory role, she owns Sommers Financial Services, where she operates as an independent insurance agent offering products including equity indexed annuities and various types of insurance. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm utilizes a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Carsen Strang is a financial advisor at Madison Partners in Madison, WI, holding a Series 65 designation with two years of industry experience. Prior to joining Madison Partners, he worked at WEA Member Benefits and has held roles across various sectors including property management, retail, and university administration. Outside of his advisory work, he was involved with Madison Memorial Youth Basketball for four years. Madison Partners serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing wealth management, discretionary portfolio management, and financial planning. The firm employs a customized fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and sub-advisers.

Matthew Smith is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience and holds Series 63 and Series 65 designations. His prior work includes roles at Jackson National Life Distributors, LLC and Wealth Distribution Strategies. Outside of his advisory role, he serves as an assistant hockey coach at Edgewood High School in Madison, WI. 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, offering various portfolio management options and model-based solutions through a subscription platform.

Alex Pudlo is a CFP® and ChFC® with 13 years of industry experience. He currently serves as a wealth advisor at Johnson Wealth Inc. and Johnson Bank in Madison, WI, holding dual employment since 2022. His prior experience includes roles at State Bank of Cross Plains, LPL Financial, Union Bank & Trust, and MassMutual. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, foundations, and various institutional clients. The firm emphasizes long-term, goal-driven asset allocation and manager selection through proprietary methodologies and offers specialized programs such as discretionary management for 401(k) self-directed brokerage accounts for airline pilots and curated private investment options for qualified investors.

Hahna Rada is a financial advisor at Madison Partners in Madison, WI, holding a Series 65 designation with one year of industry experience. Prior to joining Madison Partners, she worked in healthcare and education roles, including at St. Mary's Hospital and Waunakee School. Outside of financial advising, she has experience in healthcare support and education sectors. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm follows a customized, fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party advisers.

Sarah Jensen is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has been with CliftonLarsonAllen Wealth Advisors since 2012. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, combining active and passive strategies, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Mason Holin is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Innovative Financial and the University of Wisconsin Whitewater. Harbour Investments serves a broad range of individual clients, trusts, pension and 401(k) plans, as well as institutional and corporate entities. The firm offers various portfolio management and financial planning services, utilizing diverse investment approaches and multiple execution platforms.

George Carpenter is a financial advisor at Madison Partners with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Madison Partners in 2020. Outside of his advisory role, he manages two investment-related entities, including serving as president and owner of Highbury LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, and other investment strategies.

Timothy Van Pelt is a financial advisor at Madison Investment Advisors, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at National Exchange Bank & Trust for six years before joining Madison Investment Advisors in 2022. Madison Investment Advisors serves a diverse range of individual and institutional clients, employing a risk-sensitive “Participate and Protect®” philosophy and offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account structures. The firm is noted for its high client load per advisor and a client mix that includes municipalities, insurance companies, and banking institutions.