Julie Nelles is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds a Series 66 designation and has been with Harbour Investments and its affiliated entities since 2004. In addition to her advisory work, she is an independent insurance agent, including activities related to equity indexed annuities. 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 uses a combination of fundamental and technical analysis to create customized investment strategies, offering a range of products and model-based solutions monitored and reviewed regularly.

James Tarp is a financial advisor with Harbour Investments, Inc. and holds a Series 66 designation. He has seven years of industry experience, including roles at Dorn Wealth Management and Legacy Wealth Advisors. Outside of his advisory work, he is an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, as well as institutional and corporate entities. The firm offers a range of investment management and financial planning services with varying investment approaches tailored by individual advisors and third-party managers.

Matthew Weiss is a financial advisor at Madison Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Investacorp Inc and Klaas Financial Asset Advisors LLC. His background also includes academic experience at the University of Wisconsin–Madison. Madison Investment Advisors serves a diverse client base including individual investors, institutions, and financial intermediaries. The firm employs a risk-sensitive investment approach with a focus on high-quality fixed income and fundamental equity analysis, offering customized multi-asset portfolios through various managed account and model programs.

Manjula Hettiarachchi is a CFP® and CFA® charterholder with 15 years of experience in the financial services industry. She is currently affiliated with Harbour Investments, Inc. and Wealth Distribution Strategies. Her prior experience includes roles at Northwestern Mutual and BMO Harris Bank. In addition to her advisory work, she 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 portfolio management, financial planning, wrap-fee programs, and access to various investment strategies and execution platforms.

Michelle Slawny is a CFP® with 30 years of industry experience, currently with Associated Investment Services, Inc. and Associated Trust Company since 2024. Her prior experience includes roles at U.S. Bank and U.S. Bancorp Investments, Inc. from 2020 to 2024 and TIAA-CREF from 2014 to 2020. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform.

Kelsey Berndt is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Northwestern Mutual Wealth Management Company. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent advisor representatives and offers a range of portfolio management options, financial planning, and retirement plan consulting services.

Mitchell Mancusi is a financial advisor with Guardian Life, holding a Series 66 designation and currently in his first year in the industry. His prior work experience includes roles at Park Avenue Securities and Guardian Life Insurance Company of America, as well as non-financial positions at Dairy Queen and the Oregon School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory 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.

Colleen Johnson is a CFP® professional with eight years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2021. She has prior experience with SVA Wealth Management, Johnson Wealth Inc., and Johnson Bank, where she held roles focused on wealth management and relationship management. Outside of her advisory role, she is licensed for insurance product sales and makes insurance referrals as appropriate. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Brett Christensen is a CFP® with 27 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent seven years at SVA Plumb Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Jared Schumacker is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Alpha Baking. Outside of advising, he manages a hotel valet service and works as a delivery driver. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, nonprofit organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary management, along with financial planning and retirement plan consulting.

A Olsen is a financial advisor with Benjamin F. Edwards & Company, Inc. in Madison, WI, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Benjamin F. Edwards since 2009. Outside of his advisory role, Olsen serves as a trustee for a friend. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management services that combine firm-developed and third-party strategies with ongoing oversight.

Keith Voogd is a financial advisor at Primerica Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities since 2019 and Guardian Life Insurance Company of America since 2018. Outside of his advisory work, he operates Dominus Nerd Shop LLC, selling collectibles primarily through eBay, and has served as an executor and power of attorney in personal estate matters. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both transaction-based brokerage and fee-based advisory services. The firm employs a variety of proprietary and third-party investment strategies and provides financial planning, retirement-plan consulting, and other wealth management services.

Michael Dubis is a CFP® with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously led Michael A Dubis Financial Planning, LLC for 19 years. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other institutions. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes.

Trisha Arndt is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Verona, WI, with 28 years of industry experience. She has been with Commonwealth since 2000 and is also the president and sole owner of Wealth Strategies of Wisconsin, Ltd., a securities and insurance business. Outside of her advisory work, she holds a majority ownership in a construction company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Joel Sauer is a CFP® and ChFC® with 13 years of experience in the financial services industry. He has worked at Savant Wealth Management since 2024, following five years at Milestone Investment Advisors and six years at Thrivent Financial, including its investment management division. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Ashley Haubrich is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. She has been with Private Advisor Group since 2014 and also has a longstanding affiliation with LPL Financial. Outside of her advisory roles, she is involved in administrative and investment advisory activities through various Private Advisor Group hybrid DBA entities. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and retirement consulting services through both proprietary and third-party platforms.

Daniel Frederickson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 registrations and six years of industry experience. He has worked at several firms, including Johnson Wealth Inc and Wisconsin Reinsurance Corporation. Based in Madison, WI, he has been with Wealth Enhancement Advisory Services since 2022. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee and multiple implementation tools and services.

Daniel Murphy is a CFA® charterholder with 30 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Northern Capital Management LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and other investment vehicles.

Carrie Dorman is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 16 years of industry experience. She has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.