Michael Grimes is a financial advisor at Madison Investment Advisors, LLC with 27 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Reinhart Partners for 10 years. He currently provides services through Madison Investment Holdings, Inc., supporting affiliated investment adviser firms. Madison Investment Advisors serves a diverse client base that includes individuals, institutions, municipalities, and insurance companies. The firm employs a risk-sensitive investment philosophy called “Participate and Protect®,” offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various delivery methods.

Coty Hainsey is a CFP®-certified financial advisor with 10 years of industry experience. He has worked at Madison Partners since 2021 and previously spent five years with Edward Jones. Outside of his advisory work, he is a principal of CH90 LLC, a passthrough LLC used for tax purposes. 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 employs a customized, long-term investment approach that typically incorporates ETFs, mutual funds, individual equities, fixed income, and alternatives, often using third-party sub-advisers and model portfolios.

Brent Welch is a financial advisor with ValMark Advisers, Inc. in Madison, WI, holding CFP® and ChFC® designations and over 40 years of industry experience. He has worked at ValMark Advisers and related entities since 2018 and founded Welshire Capital, where he continues in an advisory role. Welch is also involved in nonprofit activities as president of Mountain Men Revival, Inc., a religious organization promoting men's ministry events, and serves as treasurer for Great Lakes Tres Dias, Inc., a Christian men's and women's retreat organization. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients, delivering solutions through a network of representatives and utilizing diversified, goal-based model portfolios and asset allocation strategies. The firm is also noted for its involvement with investment-company products, including ETFs and index licensing arrangements.

Michael Skala is a financial advisor with Harbour Investments, Inc., holding a Series 63 designation and 31 years of industry experience. He has worked at Skala Financial, LLC and Harbour Investments since 2019 and was previously employed at H.D. Vest Investment Services for 25 years. Outside of advisory work, he is involved in farming through J&E Farms and owns and consults for Health Pharmacies Inc. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and other institutional clients. The firm offers portfolio management, financial planning, wrap-fee programs, and access to multiple investment management approaches and execution platforms.

Carl Johnson is a Series 66-licensed advisor with 23 years of experience, currently with International Assets Investment Management, LLC since 2021. He previously worked for Park Avenue Securities and Guardian Life Insurance Company of America for 20 years. Outside of advisory work, he is a 50% owner of Beans, Greens, and Screens, LLC, a business involved in selling seed and designing food plot programs. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized, long-term portfolio management and financial planning through a national network of independent advisers using a range of investment vehicles and strategies.

Gregory Davis is a CFP® professional with 18 years of industry experience, currently serving at Choreo, LLC since 2022. Prior to joining Choreo, he worked for RSM US Wealth Management LLC for 16 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Jeffrey Matthias is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Madison Investment Advisors, LLC since 2011. He holds a Series 63 license and is based in Madison, WI. Madison Investment Advisors serves a diverse client base, including individual and institutional investors such as pension plans, foundations, municipalities, and insurance companies. The firm offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios, guided by a risk-sensitive philosophy and a proprietary Sustainability Scorecard.

Richard O'Leary III is a financial advisor with Harbour Investments, Inc. in Madison, WI, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked with Harbour Investments and Harbour Management since 1999. Outside of his advisory role, he is the sole owner of MMM Trends LLC, a company that creates and sells coloring and children's books. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to develop customized strategies and offers a range of solutions including discretionary portfolio management and model-based subscription services.

Lucas Marty is a CFP® with nine years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2017. He previously worked at Cambridge Investment Research, Inc. and has been involved with Wealth Distribution Strategies, LLC, as well as holding a position at the University of Wisconsin-Madison. Marty is a board member of the Monticello Foundation, a scholarship fund where he assists in selecting recipients and supporting fundraising efforts. Harbour Investments, Inc. 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 a combination of fundamental and technical analysis to create customized strategies, offering discretionary and non-discretionary portfolio management and model-based solutions through a subscription platform.

Daniel Holdridge is a CFP® with nine years of experience in financial advising. He is currently with Wedmont Private Capital and previously worked at Savant Wealth Management, Wipfli Financial Advisors, and Hewins Financial Advisors. Wedmont Private Capital offers ongoing financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans. The firm uses a primarily passive, tax-aware investment approach grounded in modern portfolio theory and charges fixed advisory fees rather than percentage-of-assets fees.

Trevor Conti is a financial advisor with Harbour Investments, Inc. and holds a Series 66 credential. He has 12 years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Thrivent Financial. Outside of his advisory work, he is a partial owner of The Grateful Hound, LLC, a dog daycare, grooming, and spa services business, and operates Transcend, LLC, which focuses on business strategy, marketing, and life coaching. Harbour Investments serves a broad mix of individual clients, trusts, pension and 401(k) plans, and institutional entities, offering both discretionary and non-discretionary portfolio management alongside financial planning and consultation. The firm’s investment approach varies by advisor and manager, utilizing methods such as fundamental and technical analysis and providing access to multiple execution pathways including wrap programs and third-party manager platforms.

Lloyd Mennenga is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harbour Investments, Woodbury Financial Services, and Avantax Advisory Services. Outside of advisory work, he provides tax preparation and tax planning services through Merit Tax Advisors. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth management services with a focus on long-term, diversified portfolios managed through both discretionary and non-discretionary approaches.

Christopher Aleman is a Series 66 licensed financial advisor with Madison Investment Advisors, LLC, based in Madison, WI. He has 18 years of industry experience and has been involved with Madison Investment Holdings and Mfd Distributor LLC since 2015. Aleman also provides services to several affiliated advisory firms within the Madison organization. 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 employs a risk-sensitive investment philosophy with a high-quality fixed income focus and a fundamental, bottom-up approach to equities, including a proprietary Sustainability Scorecard for sustainable equity investments.

Suzanne Soriano is a financial advisor at Madison Partners with nine years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Investment Management and Wealth Distribution Strategies, LLC. Outside of advising, she has been involved with Bucky's Locker Room, a retail business in Madison, WI, where she assists customers and manages inventory. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, trusts, charitable organizations, and businesses. The firm employs a customized, long-term investment approach using ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Stuart Dybdahl is a financial advisor at Madison Investment Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Madison Investment Advisors since 2015. Dybdahl is also involved with affiliated investment advisory firms and dedicates significant time to these activities. Madison Investment Advisors serves a broad range of individual and institutional clients, including financial intermediaries, pension plans, foundations, and municipalities. The firm offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios guided by a risk-sensitive philosophy and a proprietary Sustainability Scorecard.

Patrick Sturm is a financial advisor at Merit Financial Advisors with 25 years of industry experience. He previously worked for 12 years at Pillar Wealth Management Co., which he remains involved with as a principal during its transition period. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Jesus Moreno Adame is a financial advisor at Associated Investment Services, Inc. with three years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he works part-time in retail and food service positions and serves as an Ammunition Stock Control and Accounting Specialist in the United States Army. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions, utilizing model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management.

Mc Kenna Makela is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with two years of industry experience. Makela holds a Series 65 designation and previously worked at Northwestern Mutual from 2020 to 2023. Prior to entering the financial industry, Makela has experience in the restaurant business and academic settings. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm utilizes a blend of discretionary and non-discretionary services, strategic asset allocation with model portfolios, and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Grant Moll is a CFP® with six years of industry experience, currently serving as a financial advisor at Johnson Wealth Inc. in Madison, WI. His prior experience includes six years at Fisher Investments and earlier roles in various sectors, including a moving company and catering. Johnson Wealth is an SEC-registered investment adviser managing over $10 billion in client assets for high-net-worth individuals, families, trusts, foundations, and other entities. The firm uses a long-term, purpose-driven investment approach emphasizing asset allocation, model portfolios, and manager selection through qualitative and quantitative analysis.

Shayne Fickling is a ChFC® credentialed financial advisor with 26 years of industry experience, currently practicing at Calton & Associates, Inc. since 2019. Prior to this, he worked for nine years at Capital Financial Services Inc. Outside of advisory work, he serves as Regional Vice President at E4 Insurance Services, where he is involved in recruiting and training advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both commissionable brokerage and insurance products alongside advisory services, with investment recommendations tailored to client goals through various program structures and analytic approaches.