Zachary Kuehl is a CFP® with 14 years of industry experience currently serving at Madison Partners. He worked previously at Edward D. Jones & Co., L.P. for nine years before joining Madison Wealth Partners, Inc., where he has been since 2021. Outside of his advisory work, he serves on the school board for Peace Lutheran School in Sun Prairie, WI. 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, primarily long-term investment approach that utilizes ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Michael Rozovics is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 66 designations. He has 18 years of industry experience, including roles at Raymond James Financial Services Advisors Inc. and Next Retirement Solutions LLC. Outside of finance, he is also the owner and proprietor of Michael Roz Music, where he creates, publishes, performs, and sells his own music. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities to align with client goals and risk tolerance.

Cara Wolenec is a Series 65-licensed financial advisor at Merit Financial Advisors with 12 years of industry experience. She has worked at Pillar Wealth Management Co. from 2012 to the present. 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 approach using model portfolios and customizable sleeves, supported by an Investment Management team and committee.

Megan Montgomery is a financial advisor with On Investment Management CO in Madison, WI, holding a Series 66 credential and nine years of industry experience. She has worked with The O.N. Equity Sales Company, Ohio National Financial Services, and Wealth and Wisdom of WI for around a decade. In addition to her advisory role, she is involved with Wealth and Wisdom, a financial planning firm that also offers insurance sales. On Investment Management CO is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to a broad client base including individuals, families, trusts, and businesses. The firm offers a mix of discretionary and non-discretionary management through various third-party investment programs and maintains a dual-registration model involving broker-dealer activities.

Christian O'Connor is a financial advisor at Merit Financial Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Harbour Investments, Inc., Calton & Associates, and MPC. In addition to his advisory role, he provides tax preparation and planning services through Merit Tax Advisors. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves across various asset types, supported by a central Investment Management team and Investment Committee.

Eric Hencley is a financial advisor with Madison Partners in Madison, WI, holding a Series 66 designation and eight years of industry experience. He previously worked at Francis LLC for seven years and Smedley Financial Services, Inc. for one year before joining Madison Partners in 2026. Prior to his financial career, he served in the U.S. Air Force for 21 years. 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 emphasizes a customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

Karla Losey is a CFP® with one year of experience, currently serving as Vice President and Wealth Advisor at Johnson Wealth Inc. and its affiliate Johnson Bank in Madison, WI. Her prior experience includes roles at National Exchange Bank & Trust and Associated Investment Services, Inc. She holds a Series 63 license. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional entities. The firm employs a long-term, goal-driven investment approach featuring proprietary screening methodologies and offers tailored strategies through various investment vehicles and curated private investments.

Kaitlyn Friant is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. She has worked at CliftonLarsonAllen since 2017, with prior roles at Kohl's, Capital Wealth Advisory Group, and the University of Wisconsin Madison School of Human Ecology. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory and asset management services, combining fiduciary RIA services with broker-dealer and insurance capabilities. The firm employs strategic asset allocation through firm-constructed model portfolios and integrates multidisciplinary planning by collaborating with tax, estate, and risk professionals at its parent company.

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 with Harbour Investments, Inc. in Madison, WI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with Harbour Management, LLC and Harbour Investments, Inc. since 2014. In addition to his advisory role, he is also an independent insurance agent. 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 create customized investment strategies and offers model-based solutions through a subscription platform.

Thomas Tibbles is a CFA® charterholder with 11 years of industry experience. He has worked at Hansberger Growth Investors, L.P. since 2014. Outside of his advisory role, he serves as a director for several corporations including a legal services website in Toronto and manages assets for a personal holding company focused on securities, real estate, and private companies. Madison Investment Advisors, LLC serves a broad range of individual and institutional clients with fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm employs a risk-sensitive investment philosophy called “Participate and Protect®” and uses a fundamental, bottom-up approach for equities, including proprietary sustainability metrics.

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 with Madison Partners in Madison, WI. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at WEA Member Benefits and Equitable Advisors. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services 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, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

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 Series 65 licensed advisor at Madison Partners with one year of industry experience. Her prior work includes roles at RBC Wealth Management and University Health Services, among others. Outside of finance, she has been involved with the YMCA and worked in hospitality and retail settings. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.

Mark Mc Farland is a CFP® with 16 years of industry experience and is currently with Madison Partners, where he has worked since 2020. Prior to that, he spent 10 years at Edward Jones. Outside of advisory work, he owns and operates Stratus Tax & Consulting, a tax preparation business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base including individuals, 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 retained legacy positions, often integrating third-party sub-advisers and model portfolios.