Zachary Morley is a financial advisor with ON Investment Management Company in Madison, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He 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 a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary investment programs, with advisers often acting as registered representatives of the affiliated broker-dealer and recommending third-party managers.

Marva Riley is a CFP® and holds a Series 65 license with eight years of industry experience. She currently works at Forvis Mazars Wealth Advisors, LLC and previously spent seven years at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with financial planning, investment management, and consulting services. The firm manages approximately $12.0 billion in assets and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.

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 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.

Stephen Schneider is a financial advisor at Calton & Associates, Inc. in Madison, WI, holding a Series 63 designation with 52 years of industry experience. He previously worked at Capital Financial Services, Inc. for 33 years before joining Calton & Associates in 2019. Outside of his advisory role, he is a partner in Schneider Financial Services, a business managing client accounts and handling life insurance and fixed annuities, though he no longer places new insurance policies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides multiple program structures and uses a variety of analytic approaches, combining fee-based and commissionable brokerage and insurance products through its dual registration.

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.

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 with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Retirement Income Strategies. 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 and utilizes a proprietary Sustainability Scorecard for sustainable equity strategies.

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 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.

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 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.

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 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.

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.

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.