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.

Amy Thomas is a financial advisor at Merit Financial Advisors in Madison, WI, with six years of industry experience. She holds a Series 66 designation and has worked previously at Harbour Investments, Inc. and Mennenga Tax & Financial. In addition to her advisory role, Amy prepares tax returns through Merit Tax Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centrally overseen model portfolios, combining internal management and third-party sub-advisers, and offers a range of account types alongside affiliated tax preparation and fiduciary services.

Zachary Kuehl is a CFP® professional with 14 years of industry experience, currently advising at Madison Partners since 2021. Prior to this, he worked for nine years at Edward D. Jones & Co., L.P. He serves on the school board of Peace Lutheran School in Sun Prairie, WI. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers or model strategies.

Cara Wolenec is a financial advisor at Merit Financial Advisors with 13 years of industry experience. She holds a Series 65 designation and previously worked for Pillar Wealth Management Co. for a combined total of 13 years. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal investment team and committee, offering both discretionary and non-discretionary account options through a network of advisers operating under local DBA names.

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.

Christian O’Connor is a financial advisor at Merit Financial Advisors in Madison, WI, holding a Series 66 license with six years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Harbour Investments, Inc., Calton & Associates, and MPC. In addition to his advisory duties, he provides tax preparation and planning services through Merit Tax Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios and supports both discretionary and non-discretionary account arrangements.

Eric Hencley is a financial advisor at Madison Partners with nine years of industry experience. He holds the Series 66 designation and has a background that includes seven years at Francis LLC, one year at Smedley Financial Services, Inc., and 21 years of service in the U.S. Air Force. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction using a range of investment strategies and manages approximately $1.3 billion through a multi-advisor team.

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, holding Series 65 and Series 63 licenses and having seven years of industry experience. She has worked at CliftonLarsonAllen since 2017 and previously held positions at Kohl's, Capital Wealth Advisory Group, and 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, financial and estate planning, and business succession consulting, utilizing a combination of RIA fiduciary services alongside broker-dealer and insurance activities.

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 12 years of industry experience, currently serving at Madison Investment Advisors, LLC. He has been with Hansberger Growth Investors, L.P. since 2014. Outside of his advisory role, he serves as a director for corporations including a legal services website in Canada and a personal holding company managing investments in securities, real estate, and private companies. Madison Investment Advisors serves a diverse client base including individual and institutional investors such as pension plans, foundations, municipalities, and insurance companies. The firm employs a risk-sensitive investment philosophy with a focus on fixed income and fundamental equity analysis, offering customized portfolios through various managed account structures.

Bradley Mueller is a financial advisor with ValMark Advisers, Inc. in Middleton, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has held various roles in financial advisory and insurance services, including positions at Wipfli Financial Advisors and Hewins Financial Advisors. Outside of his advisory work, Mueller is involved in several business activities, including serving as Managing Principal of Monarch Insurance Agency, shareholder in Skate Armor LLC, sole member of Monarch Ridge LLC providing outdoor guiding services, and holds leadership roles as President of the Madison Estate Council and the West Middleton Lutheran Church Council. 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 multi-asset allocation portfolios and offers proprietary and third-party investment solutions, including its ACCESS wrap platform and TOPS® ETF portfolios.

Steven Kelley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked for RSM US Wealth Management LLC and RSM US LLP from 1999 to 2022. He holds a Series 66 license. Choreo, LLC 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 focuses on strategic asset allocation and diversified model portfolios, with a centralized portfolio management team and oversight by an Investment Committee.

Aidan Donahue is a financial advisor at Madison Partners with a Series 66 credential and one year of industry experience. Prior to joining Madison Partners, he held roles at WEA Member Benefits and Equitable Advisors. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction using a range of investment vehicles, including ETFs, mutual funds, individual securities, alternative investments, and third-party strategies.