Jasper Vaccaro is a financial advisor at Atlatl Advisers in Madison, WI, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Waukesha State Bank, Heartland Financial, BMO Harris Financial Advisors, and M&I Brokerage Services. Atlatl Advisers serves individual and institutional clients, offering financial planning, consulting, and investment management with a focus on integrating comprehensive wealth management and a structured investment approach. The firm uses a diversified strategy that includes mutual funds, ETFs, independent managers, and alternative investments, and also provides specialized services such as digital-asset management and outsourced CIO consulting.

Nathan Condon is a financial advisor at Walkner Condon Financial Advisors LLC in Verona, WI, holding a Series 66 designation with 20 years of industry experience. He has worked at Walkner Condon Financial Advisors since 2012 and previously spent two years with WC Insurance Services LLC. Condon is a partner in WC Tax Services LLC, a tax preparation firm affiliated with his primary advisory practice. Walkner Condon Financial Advisors LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory framework to tailor portfolios and risk tolerance to individual client goals, managing just over $1 billion in assets and offering project-based estate-planning facilitation alongside tax preparation services.

Lucy Cuff is a CFP® with three years of industry experience and is currently affiliated with Jacobson & Schmitt Advisors, LLC. She is a member of the National Association of Personal Financial Advisors' Women's Initiative Committee, focusing on increasing female participation in financial advising. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes a long-term, all-cap equity investment approach combined with bond allocations and offers a multi-step financial planning process tailored to client goals and tax considerations.

Brendon De Rouin is a Chartered Financial Consultant (ChFC®) with 26 years of industry experience. He is currently with Oakwood Capital, Inc. and has previously worked at firms including The Leaders Group, Inc., Woodbury Financial Services, Inc., and Insurance Services Group. Outside of his advisory role, he operates an orchard and farm through Oliver Brooks Organics and serves as a board member of the National Association of Insurance and Financial Advisors (NAIFA) Wisconsin chapter. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm predominantly manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios combined with fundamental, technical, and cyclical analysis.

Michael Baer is a financial advisor at Harbour Investments, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Park Avenue Securities and Guardian Life Insurance Company of America. He serves on the Madison Community Foundation Professional Advisor Council and is also an Independent Insurance Agent. Harbour Investments serves a diverse clientele including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and a range of investment approaches through both in-house advisors and third-party managers.

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.

Royce Kurtz is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Harbour Investments, Inc. and Woodbury Financial Services, INC. He is also involved in tax preparation and planning through Mennenga Tax & Financial and Merit Tax Advisors. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and Investment Committee.

Marni Angus is a financial advisor at Stratos Wealth Advisors LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, LPL Financial, BMO Harris Financial Advisors, and M&I Investment Management Corp. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers customized financial planning and portfolio management services utilizing both in-house and third-party managers.

William Meland is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Merit in 2025, he spent 21 years at Pillar Wealth Management Co. Merit Financial Group, LLC is an SEC-registered advisory firm with 144 advisors managing approximately $10.6 billion. The firm serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset management, financial planning, and specialized services such as independent fiduciary and ESOP trustee work.

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.

Stephanie Thompson is a financial advisor at Integrity Advisory Solutions with one year of industry experience. She holds the Series 65 designation and previously spent 12 years at Krueger Hernandez and Thompson SC, where she served as an attorney specializing in estate planning, trust administration, probate, and long-term care planning. Integrity Advisory Solutions supports individuals, trusts, estates, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing fundamental and technical analysis, asset allocation strategies, and third-party platforms.

Emily Olson is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been with Harbour since 2014. In addition to her advisory role, Olson operates as an independent insurance agent, providing services including equity indexed annuities. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies, utilizing a range of instruments such as mutual funds, ETFs, and annuities, with ongoing monitoring and periodic reviews.

Alexander Draves is a financial advisor at Choreo, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. His background also includes roles outside finance at Lavelle Industries and Dennies Van Rossum Masonry. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Steven Reuhl is a financial advisor with Johnson Wealth Inc. in Madison, WI, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. He serves as a board member for West Madison Polar Cap Youth Hockey. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, business and government entities, and other advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots.

Joel Dykman is a financial advisor at Madison Investment Advisors, LLC with 30 years of industry experience. He 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, foundations, and municipalities. The firm employs a risk-sensitive investment philosophy with a focus on high-quality fixed income and fundamental equity analysis, offering customized multi-asset portfolios through various managed account structures.

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.

Aaron Tachon is a financial advisor at Harbour Investments, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at both Harbour Investments and Financial Innovations LLC since 2012. Outside of his advisory work, he serves as a local town board supervisor in Evansville, Wisconsin. 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 and offers model-based solutions through a subscription platform.

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.