Taylor Robson is a CFP® with 13 years of experience in the financial services industry, currently affiliated with Harbour Investments, Inc. He has also worked at Legacy Wealth Advisors and Mennenga Tax & Financial. Robson is additionally 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 varied investment approaches and portfolio management services tailored by individual advisors and approved third-party managers.

Carly Burgess is a financial advisor at Madison Partners with one year of industry experience. She holds a Series 65 designation and has previously worked at RBC Wealth Management and University Health Services. Outside of finance, she has held roles at organizations including the YMCA and Bona Fide Juicery. Madison Partners provides 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.

Mark Mc Farland is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Madison Partners since 2020. Prior to this, he worked at Edward Jones for ten years. Outside of his advisory role, he is the owner of Stratus Tax & Consulting, a tax preparation business. 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 fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party strategies.

Michael Nickel is a financial advisor at Associated Investment Services, Inc. in Madison, WI, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Associated Investment Services since 2006. Outside of his advisory role, he is co-owner and designer at Copper Mule Designs, a custom woodworking and furniture business. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services primarily on a non-discretionary basis.

Laurie Ellis Mcleod is a financial advisor with Harbour Investments, Inc. in Madison, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with firms including Aerie Preferred Financial Group and H. Beck, Inc. Outside of advising, she volunteers on local boards and teaches educational programs at public libraries. Harbour Investments serves a diverse client base including individual investors, 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 and multiple execution platforms.

James Smith is a financial advisor at MissionSquare Retirement with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining MissionSquare, he worked at Valic Financial Advisors for one year and has been with Icma Rc since 2017. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and nondiscretionary Fund Advice supported by Morningstar Investment Management’s model portfolios and asset allocation strategies.

Ian Smith is a financial advisor with AssuredPartners Investment Advisors in Madison, WI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at IFP Securities, LLC and LPL Financial. Outside of his advisory work, he is active as an insurance agent with Stafford Financial Consulting Group, LLC. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary portfolio management along with fiduciary plan services and educational programs.

Timothy Foht is a financial advisor at Johnson Wealth Inc. in Madison, WI, with 20 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at Johnson Wealth Inc. since 2016. He is also a Senior Vice President and Wealth Portfolio Manager at Johnson Bank, where he has been employed since 2012. Johnson Wealth is an SEC-registered investment adviser and a subsidiary of Johnson Financial Group, managing approximately $10.35 billion in assets for a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm’s investment approach emphasizes long-term, purpose-driven strategies focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative methods.

Michael Mc Kersie is a CFP® professional with 23 years of industry experience, currently serving at Level Four Advisory Services since 2014. He also has a role at LPL Financial and is involved with Ann Arbor Annuity Exchange, providing non-variable annuity options to clients. Additionally, he owns MJM Wealth Management, LLC, which he uses for business expense management. Level Four Advisory Services is an SEC-registered enterprise adviser managing approximately $5.32 billion across 115 advisors and about 13,865 client relationships. The firm serves a diverse client base and offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and unaffiliated sub-advisers.

Aaron Johnson is a Series 65-licensed financial advisor with Madison Partners in Madison, WI, where he has worked since 2022. He has three years of industry experience, including five years at Mennenga Tax & Financial and six years at Deja Food Group. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to a diverse client base that includes individuals, trusts, 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 managers.

Kyle Pahnke is a financial advisor at Harbour Investments, Inc. with four years of industry experience. He holds a Series 66 designation and has been with Harbour since 2021. Outside of advisory work, he has experience as a bartender. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans, using a combination of fundamental and technical analysis to create customized portfolio strategies.

Sandra Eichel is a financial advisor at Harbour Investments, Inc. in Madison, WI, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual in various roles from 2012 to 2021. Outside of finance, she has been giving voice lessons at Andersen Vocal Arts since 1994 and participates in diversity and inclusion consulting and speaking engagements. 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.

Timothy Luchsinger is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Middleton, WI. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 14 years at CliftonLarsonAllen. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios combining mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Benjamin Motiff is a CFP® professional with 15 years of industry experience, currently with Harbour Investments, Inc. in Madison, WI. His prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of financial advising, he is involved in tax preparation and accounting through his firm Motiff & Fayram, Ltd. 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 blend of fundamental and technical analysis to create customized investment strategies and offers model-based solutions via a subscription platform.

Shobi Samuel is a financial advisor at EFS Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at WEA Member Benefits and Best Buy. Outside of advising, he works as a benefits consultant with Aviben, focusing on employee benefit plans including 403(b), 457(b), and various health-related accounts. EFS Advisors provides investment advice and portfolio management to a broad client base, including individuals, businesses, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring process and integrates technology such as proprietary household-aggregation software and AI tools to support portfolio management.

Nathaniel Hedden is a financial advisor at Madison Partners with 17 years of industry experience. He holds the Series 65 designation and previously worked at Musser Capital Advisors, LLC for 14 years before joining Madison Wealth Partners, Inc. Nathaniel is based in Madison, WI. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and sub-advisers or model strategies as appropriate.

Michael Glatkowski is a financial advisor at Madison Investment Advisors, LLC with 26 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Madison Investment Advisors since 2016. Glatkowski is also associated with MFD Distributor, LLC and provides services to affiliated advisory firms within the Madison organization. Madison Investment Advisors serves a diverse client base that includes individuals, institutions, and financial intermediaries. The firm employs a risk-sensitive investment approach called “Participate and Protect®,” offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account types.

David Geisler is a financial advisor at Madison Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Corvara Capital, LLC and Lateef Investment Management. Madison Investment Advisors serves a diverse range of individual and institutional clients, including 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 services through separately managed accounts, wrap programs, and model portfolios.

Noah Recker is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding a Series 65 credential with one year of industry experience. Prior to joining Johnson Wealth, he worked at Johnson Bank and Morgan Stanley. He serves as a Wealth Portfolio Analyst with dual roles at Johnson Bank and Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing over $10 billion in assets for high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Shane Roth is a financial advisor with Harbour Investments, Inc. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. Prior to joining Harbour Investments in 2021, he worked at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of advisory work, he operates the Weary Traveler Bar and is active in Business Networking International. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers portfolio management and financial planning services with varied investment approaches tailored by advisors and third-party managers.