Mark Sweeney is a financial advisor with Harbour Investments, Inc. in Madison, WI, holding Series 63 and 65 licenses and bringing 44 years of industry experience. He has worked at Harbour Investments and Sweeney Financial Group since 2017, with prior experience at Capital Financial Services and MassMutual. In addition to his advisory work, he is an insurance agent with direct sales in life insurance products. 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, and multiple investment approaches tailored by individual advisors and third-party managers.

Jeffrey Day is a financial advisor at NorthRock Partners, LLC with 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of advisory services, he works as an insurance agent specializing in individual life, group life, and group health insurance. 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 periodic rebalancing, often utilizing independent managers and integrating private market allocations.

Jay Hinkens is a CFP® with 21 years of industry experience, currently affiliated with Harbour Investments, Inc. and Point B Wealth Advisors. He has worked at Harbour Investments since 2007 and at Point B Wealth Advisors since 2009. Outside of his advisory roles, he serves on the board of the Rotary Club of Madison South and operates HighwoodWorks, a company that manufactures wooden gift items. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Stephen Smith is a financial advisor at Harbour Investments, Inc. with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at LPL Financial and operating his own advisory practice. Outside of advisory work, he is also an independent insurance agent and a career agent with Ohio National Life Insurance Company. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies using a variety of instruments and offers model-based solutions through a subscription platform.

Megan Dorn is a CFP® with 15 years of industry experience, currently affiliated with Harbour Investments, Inc. and leading Dorn Wealth Management. Her prior experience includes roles at Mennenga Tax & Financial and Harbour Investments. She volunteers as a financial coach with Wings for Widows, providing pro bono support to widows navigating tax and financial changes after the loss of a spouse. Harbour Investments, Inc. serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm employs various investment approaches tailored by advisers and approved third-party managers, with ongoing monitoring and multiple execution platforms.

Donald Miller Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Madison Investment Advisors, LLC, where he has worked since 2010. Madison Investment Advisors serves a diverse client base that includes individual and institutional investors such as pension plans, foundations, municipalities, and insurance companies. The firm focuses on fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios, following a risk-sensitive investment philosophy combined with a proprietary Sustainability Scorecard for its sustainable equity strategy.

Arthur Sanger is a financial advisor with ON Investment Management Company in Madison, WI, holding the ChFC® and Series 63 designations and bringing 50 years of industry experience. His prior roles include positions at Wisconsin Financial Advisors, The O.N. Equity Sales Company, Penn Mutual Life Insurance Co., and Wisconsin Financial Group, Inc., where he also serves as president and owner, managing insurance sales and agency operations. He is additionally involved with Wealth Building Cornerstones, focusing on promoting and training in sales systems. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse clientele including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both comprehensive and modular financial plans along with access to various third-party investment programs, operating under a dual-registration model with a mix of discretionary and non-discretionary account management.

Jacob Welch is a Series 66-credentialed advisor with 11 years of industry experience, currently with ValMark Advisers, Inc. since 2019. He is also the owner of Welshire Capital, LLC, an investment-related business. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth clients, retirement plan sponsors, and institutional entities through a multi-team network. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, separate-account managers, and third-party manager programs in client solutions.

Desiree Alexander is a financial advisor at Harbour Investments, Inc. with four years of industry experience. She holds a Series 66 designation and has previously worked at Wealth Distribution Strategies, Northwestern Mutual Investment Services LLC, and Christopher Anicete. She is also a notary for the state of Wisconsin and works as an independent insurance agent, including activities related to equity indexed annuities. Harbour Investments serves a diverse client base ranging from individual to institutional investors, offering portfolio management, financial planning, and various execution platforms. The firm employs a range of investment approaches customized by individual advisors and third-party managers.

Michael Dellolio is a Series 66 licensed financial advisor at Harbour Investments, Inc. in Madison, WI, with nine years of industry experience. He has been with Harbour Management and Harbour Investments since 2015. Harbour 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 investment strategies using various instruments and also offers model-based solutions through a subscription platform.

Cara Wolenec is a financial advisor at Merit Financial Advisors in Middleton, WI, holding a Series 65 designation with 13 years of industry experience. She worked at Pillar Wealth Management Co. from 2012 to 2025. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed model portfolios overseen by an internal Investment Management team and committee.

Megan Montgomery is a financial advisor with ON Investment Management Co in Madison, WI, holding a Series 66 designation and 10 years of industry experience. She has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2016 and is also involved with Wealth and Wisdom of WI, a financial planning firm where she conducts insurance sales including life, health, and disability insurance. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company that serves individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs.

Karla Losey is a CFP® and Series 63 credentialed financial advisor with two years of experience. She currently serves as a Vice President and Wealth Advisor at Johnson Wealth Inc. and Johnson Bank in Madison, WI. Her prior experience includes roles at National Exchange Bank & Trust, Associated Investment Services, Inc., and Associated Bank. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group managing approximately $10.35 billion in assets for high-net-worth individuals, families, trusts, foundations, not-for-profits, business and government entities, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and specialized programs, applying a long-term, purpose-driven investment approach centered on asset allocation, model portfolios, and manager selection.

Kaitlyn Friant is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Middleton, WI. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining CliftonLarsonAllen in 2017, she worked at Kohl's and Capital Wealth Advisory Group and was affiliated with the University of Wisconsin Madison School of Human Ecology. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and institutional clients and qualified retirement plans. The firm provides wealth advisory and asset management services, combining RIA fiduciary services with broker-dealer and insurance activities, and employs a strategic asset allocation approach supported by model portfolios and multidisciplinary planning through its parent firm.

Scott Conwell is a CFP® professional with 17 years of industry experience, currently with Harbour Investments, Inc. in Madison, WI. His prior roles include positions at Canopy Wealth Management, Northwestern Mutual Investment Management, and the Wisconsin Department of Financial Institutions. Outside of his advisory work, he serves as an at-large board member for Capital Off-Road Pathfinders, a mountain biking advocacy group, and owns Closer To North, LLC, an outdoor recreation business focused on biking, camping, travel, and photography. 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 investment strategies and offers model-based solutions through a subscription platform.

Christa Rubenzer Schonscheck is a financial advisor at Choreo, LLC with 10 years of industry experience. She holds the CFP® and Series 66 credentials and has worked at firms including Northwestern Mutual Investment Services LLC and Ameriprise Financial Services, Inc. Outside of finance, she owns and operates a dog grooming and pet boarding business. Choreo, LLC provides investment and advisory services to a diverse client base, including individuals, family offices, endowments, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and offers specialized consulting services such as 1031 exchange and Deferred Sales Trust™ advice.

Scott Kelly is a financial advisor at ValMark Advisers, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Gallagher Fiduciary Advisors, LLC, Kestra Financial, Inc., and Triad Advisors. Outside of advising, he is involved in managing private investment entities with his brother, including joint private investments and estate planning vehicles. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party programs along with sub-advisory and consulting services.

Peter Cymbalak is a financial advisor with Trek Financial in Middleton, WI, holding a Series 65 designation and 12 years of industry experience. He has worked at Trek Financial since 2020 and previously held roles with Empowered Financial Investments, BCJ Capital Management, and Horter Investment Management. Cymbalak is also the owner of Empowered Financial Management, LLC, an insurance business based in Middleton. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm combines strategic and tactical investment approaches with a range of systematic strategies, alternative investment platforms, and advanced portfolio management techniques, including the use of artificial intelligence under human oversight.

Kyle Kopitzke is a financial advisor at Harbour Investments, Inc. in Madison, WI, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Harbour since 2014. Outside of his advisory role, he is also an independent insurance agent. Harbour Investments serves a diverse range of clients, 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 execution platforms, employing a range of investment strategies tailored by individual advisors and third-party managers.

Thomas Tibbles is a CFA® charterholder with 11 years of industry experience. He has worked at Hansberger Growth Investors, L.P. since 2014. Outside of his advisory role, he serves as a director for several corporations including a legal services website in Toronto and manages assets for a personal holding company focused on securities, real estate, and private companies. Madison Investment Advisors, LLC serves a broad range of individual and institutional clients with fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm employs a risk-sensitive investment philosophy called “Participate and Protect®” and uses a fundamental, bottom-up approach for equities, including proprietary sustainability metrics.