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.

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.

Michael Grimes is a financial advisor with Madison Investment Advisors, LLC in Madison, WI. He holds Series 63 and Series 66 registrations and has 27 years of industry experience. His prior experience includes roles at Reinhart Partners and Robert Baird & Co. Madison Investment Advisors serves a diverse client base, including individual and institutional investors such as pension plans, foundations, and municipalities. The firm employs a risk-sensitive investment philosophy with a focus on high-quality fixed income and fundamental equity strategies, offering services through separately managed accounts, wrap programs, model portfolios, and sub-advisory arrangements.

Connor Stewart is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and four years of industry experience. He also serves as a financial advisor at Crystal Lake Tax and Financial. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans with asset management, financial planning, ERISA plan services, and co-/sub-advisory arrangements. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, actively managing portfolios and allocating to third-party managers when appropriate.

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® professional with nine years of industry experience, currently serving as an advisor at Wedmont Private Capital. His prior roles include five years at Savant Wealth Management and positions at Wipfli Financial Advisors and Hewins Financial Advisors. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive investment approach based on modern portfolio theory, using diversified, asset-class-weighted portfolios with low-cost index funds and periodic rebalancing.

Trevor Conti is a financial advisor with Harbour Investments, Inc. in Madison, WI, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Thrivent Financial, Waddell and Reed, and Edward Jones. Outside of advising, he is a 50% owner of The Grateful Hound, LLC, a dog daycare, grooming, and spa services business. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and approved third-party managers.

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.