Brent Welch is a CFP® and ChFC® with 40 years of industry experience. He is currently with ValMark Advisers, Inc., where he has worked since 2018, and is also the founder of Welshire Capital, a wealth advisory firm. Welch serves as president of Mountain Men Revival, Inc., a nonprofit focused on men's ministry, and is treasurer of Great Lakes Tres Dias, Inc., a Christian retreat organization. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation, delivering services through a network of advisory representatives using both proprietary and third-party platforms.

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.

Chad Millar is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Lincoln Investment since 2014 and operates Chad Millar Photography LLC alongside his advisory career. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

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.

Suzanne Soriano is a financial advisor at Madison Partners with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual Investment Management and Wealth Distribution Strategies, LLC. Outside of her advisory role, she is involved in a retail business, Bucky's Locker Room, in Madison, WI. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individual and high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often integrating 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 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Pillar Wealth Management Co., Russell Investments, Allspring Funds Management, and Strong Capital Management. He continues to be involved in the transition of Pillar Wealth Management, which was integrated into Merit Financial 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 provides a range of wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios overseen by an internal 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.

Michael Swenson is a financial advisor at Merit Financial Advisors in Madison, WI, holding Series 63 and Series 65 licenses with 33 years of industry experience. His prior roles include positions at Mennenga Tax & Financial Services, Woodbury Financial, Harbour Investments, Inc., and PKS Investments. In addition to his advisory work, he is involved in tax preparation and planning through 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 strategy using model portfolios and customizable modular sleeves, overseen by a central Investment Management team and Investment Committee.