Lloyd Mennenga is a financial advisor at Merit Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Harbour Investments, Inc. and Woodbury Financial Services, Inc. In addition to his advisory role, he provides tax preparation and planning services through Merit Tax Advisors. Merit Financial Group, LLC manages approximately $10.6 billion and serves 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 sleeves, supported by a central Investment Management team and an Investment Committee.

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.

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.

Mark Sweeney is a financial advisor with Harbour Investments, Inc. and Sweeney Financial Group, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes long-term roles at Capital Financial Services, Inc. and Mass Mutual, dating back to 1981. In addition to advisory work, he is active as an insurance agent involved in direct sales with life insurance companies. 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 range of investment vehicles, and offers both discretionary and non-discretionary portfolio management options.

Brian Ericson Huneck is a CFP® with three years of industry experience, currently serving as a financial advisor at Madison Partners. His prior work includes roles at Nicolet National Bank and T. Anton Investment House. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often through third-party sub-advisers and model portfolios.

Jay Hinkens is a CFP® with 21 years of industry experience, currently affiliated with Harbour Investments, Inc. and Point B Wealth Advisors. He has worked at Harbour Investments since 2007 and at Point B Wealth Advisors since 2009. Outside of his advisory roles, he serves on the board of the Rotary Club of Madison South and operates HighwoodWorks, a company that manufactures wooden gift items. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Stephen Smith is a financial advisor at Harbour Investments, Inc. with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at LPL Financial and operating his own advisory practice. Outside of advisory work, he is also an independent insurance agent and a career agent with Ohio National Life Insurance Company. Harbour Investments 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 both fundamental and technical analysis to create customized investment strategies using a variety of instruments and offers model-based solutions through a subscription platform.

Megan Dorn is a CFP® with 14 years of experience in financial advising. She is associated with Harbour Investments, Inc. and leads Dorn Wealth Management. Her prior experience includes roles at Woodbury Financial Services, Inc. and Mennenga Tax & Financial. Outside of her advisory work, she volunteers as a financial coach for Wings for Widows, providing pro bono support to widows managing tax and financial changes. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, 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.

Donald Miller Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Madison Investment Advisors, LLC, where he has worked since 2010. Madison Investment Advisors serves a diverse client base that includes individual and institutional investors such as pension plans, foundations, municipalities, and insurance companies. The firm focuses on fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios, following a risk-sensitive investment philosophy combined with a proprietary Sustainability Scorecard for its sustainable equity strategy.

Arthur Sanger is a financial advisor with On Investment Management Company in Madison, WI, holding the ChFC® designation and Series 63 license. He has 49 years of industry experience, including roles at Wisconsin Financial Advisors, THE O.N. Equity Sales Company, Penn Mutual Life Insurance Company, and Wisconsin Financial Group, Inc. Outside of his advisory work, he serves as president and owner of Wisconsin Financial Group, Inc., where he manages insurance sales and agency operations. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based planning and third-party investment programs, with a focus on both discretionary and non-discretionary portfolio management.

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, holding a Series 66 license with six years of industry experience. She previously worked at Harbour Investments, Inc. and Mennenga Tax & Financial. In addition to her advisory role, she prepares tax returns through Merit Tax Advisors. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.