Robert Packard is a financial advisor with Harbour Investments, Inc. in Oregon, WI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Harbour Investments and Stone Arch Financial since 1991 and also operates as a tax preparer outside of his advisory work. 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 strategies across various asset classes and offers model-based solutions through a subscription platform.

Ryan Keshemberg is a CFP® with 18 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. He has been involved with Advisornet Insurance, Keshemberg Advisory, and Advisornet Financial, Inc. since 2013. In addition to his advisory work, he acts as an agent for fixed insurance sales. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to a diverse client base including individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios composed of equities, fixed income, mutual funds, and ETFs, and may engage sub-advisors or internal models to meet client objectives.

Aaron Hager is a financial advisor at Harbour Investments, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Harbour Investments and its affiliated entities since 2005. Outside of his advisory role, he is also an independent insurance agent, which may include work with 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 employs a combination of fundamental and technical analysis to create customized strategies using a variety of investment instruments and also offers model-based solutions through a subscription platform.

James Ewing is a financial advisor at Merit Financial Advisors in Madison, WI, with 12 years of industry experience. He previously worked at Harbour Investments, Inc., Woodbury Financial Services Inc., and Mennenga Tax & Financial. Outside of his advisory role, he serves as treasurer for the 7591 Foundation, a nonprofit supporting veteran organizations. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and adaptable by advisors to meet client needs.

Leslie Oliversen is a financial advisor at Madison Investment Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Madison Investment Advisors since 2011. Oliversen is also involved with affiliated entities including Madison Investment Holdings, Inc. and Mfd Distributor LLC. Madison Investment Advisors serves a diverse client base, including individuals, institutions, and financial intermediaries, providing fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm follows a risk-sensitive investment philosophy with a focus on high-quality fixed income and fundamental equity analysis, supporting its strategies through a range of separately managed accounts, wrap programs, and model portfolios.

Jessica O'Shea is a financial advisor with UMB Financial Services, Inc. in Madison, WI. She holds Series 65 and Series 63 licenses and has 10 years of industry experience. Her prior work includes roles at Heartland Financial, Ameriprise, Wells Fargo Clearing, and Wells Fargo Bank. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account options and combines bank affiliation with municipal advisory and investment management capabilities.

Natalie Johnson is a financial advisor at Madison Investment Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC and CUNA Mutual Group. Johnson is employed by Madison Investment Holdings, Inc., providing services to its affiliated investment adviser firms. 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. The firm follows a risk-sensitive investment philosophy and manages assets through various account structures, including separately managed accounts and model portfolios.

John Cress IV is a CFP® professional with 28 years of industry experience, currently serving at Madison Partners since 2024. He previously worked at Practical Portfolios LLC for 17 years and Access Investment Advisors Inc for 9 years. Outside of his advisory work, he is president of Access Management Corp, a real estate holding company, and serves as treasurer for the Lakeshore Amateur Radio Service Club. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a customized fiduciary approach focused on long-term portfolio construction with ETFs, mutual funds, individual securities, alternative investments, and third-party strategies.

Lukas Mcelhenie is a CFP® with six years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC. His prior experience includes roles at MML Investor Services, MassMutual Life Insurance Company, Principal Securities Inc, Principal Life Insurance Company, and CUNA Mutual Group. Outside of his advisory work, he is a partner and owner of Rome Homes LLC, a business involved in acquiring and marketing rental properties. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, while incorporating private market investments and AI-supported portfolio monitoring.

Katherine Megna is a financial advisor with ON Investment Management Co in Middleton, WI, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. She has worked with the ON Equity Sales Company, Madison 56er's, Ohio National Financial Services, and operates Megna Financial, LLC. Outside of advising, she coaches youth soccer players and has been involved in developing training programs for youth and Olympic team initiatives in the Wisconsin region. ON Investment Management Company is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs through third-party managers and maintains a dual-registration model with broker-dealer activities.

Bailey Buhr is a financial advisor at Harbour Investments, Inc. with two years of industry experience. Prior to joining Harbour Investments in 2023, Buhr worked at Menards as a plumbing sales associate and has additional experience in retail. At Menards, Buhr assisted customers with plumbing needs outside of trading hours. Harbour Investments serves a wide range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through both internal and third-party managers.

Kyle French is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. He has worked at Harbour Investments and Wealth Distribution Strategies LLC since 2017 and previously spent two years at Cambridge Investment Research Advisors, Inc. French is also an independent insurance agent, which includes activities related to equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, 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.

Elena Bonilla is a financial advisor at Merit Financial Advisors with one year of industry experience. She holds the Series 66 designation and has worked at Merit Financial Advisors, Mennenga Tax & Financial, and Harbour Investments, Inc. Outside of her advisory role, she is involved in tax return preparation and tax planning through Mennenga Tax & Financial. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plans, 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.

Nicholas Schreck is a financial advisor at AlphaStar Capital Management with nine years of industry experience. He holds a Series 65 designation and has been involved with Expedition Retirement and The Retirement Classroom, the latter of which provides free educational classes on retirement-related topics. Schreck co-owns The Retirement Classroom and operates Expedition Retirement with licensed down-line agents. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and advisor-directed strategies incorporating various asset types and third-party technology, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Mark Zierath is a financial advisor at Merit Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, Inc. and Mennenga Tax & Financial Services. In addition to his advisory role, he provides tax planning and filing services at Merit Tax Advisors. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable modular sleeves, supported by an investment management team and committee.

Matthew Swietlik Jr. is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding a Series 65 designation. He joined Johnson Wealth in 2026 and has previous experience at Johnson Bank along with roles in athletics equipment and construction prior to entering the financial industry. Johnson Wealth is an SEC-registered investment adviser managing over $10 billion in assets for a diverse clientele including high-net-worth individuals, families, trusts, and institutions. The firm employs a long-term, purpose-driven investment approach focused on asset allocation and manager selection, supported by both qualitative and quantitative analyses.

Jeremy Argue is a financial advisor with Harbour Investments, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. Prior to joining Harbour in 2017, he worked at Cambridge Investment Research Advisors, Inc. from 2012 to 2017. He is also an independent insurance agent, selling and servicing life insurance, long-term care insurance, and 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 employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Thomas Brien is a financial advisor at Harbour Investments, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Massmutual and MML Investors Services, Inc. before joining Harbour Investments in 2017. He is also an independent insurance agent through Wealth Distribution Strategies. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Kevin Linsmeier is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and previously worked at Retirement Plan Advisors, LLC and Cambridge Investment Research Inc. Prior to his financial advisory career, he served as a police officer and detective with the City of Madison Police Department for over 30 years. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Christopher Ridberg is a financial advisor at Madison Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Madison Investment Advisors in 2018, he worked at Van Eck Associates Corporation and Van Eck Securities Corporation from 2015 to 2018. Madison Investment Advisors serves a broad mix of individual and institutional clients, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account structures. The firm follows a risk-sensitive investment philosophy and employs a proprietary Sustainability Scorecard for its sustainable equity strategy.