Daniel Meier is a financial advisor with Ashton Thomas Private Wealth in Middleton, WI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Advisornet Financial Partners, Wealth Management International Ltd., and Insight Financial Group, as well as operating his own sole proprietorship. Outside of his advisory work, Meier serves as President of the Board of Directors for the Camp Randall Rowing Club in Madison, WI. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan consulting, employing a range of investment strategies and operating the Amplify Platform for adviser support and model management.

Steven Carl is a financial advisor with Madison Investment Advisors, LLC in Madison, WI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Madison Investment Advisors, Inc. since 2003. Carl also provides services to affiliated investment adviser firms within the Madison Investment Holdings organization. Madison Investment Advisors serves a diverse client base, including individual and institutional investors such as pension plans, endowments, municipalities, and insurance companies. The firm employs a risk-sensitive investment philosophy with a focus on high-quality fixed income and fundamental equity analysis, offering customized portfolios across various account types.

Caleb Cymbalak is a financial advisor at Trek Financial with a Series 65 designation and five years of industry experience. He has worked at Trek Financial since 2021 and is also involved with Empowered Financial Management, where he holds a paraplanner and Medicare representative role. Prior to his financial career, Caleb held various roles including positions in public safety, carpentry, and pet care. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical investment approaches, utilizes artificial-intelligence tools under governance, and offers a broad range of portfolio models and alternative investment options.

Jacob Marty is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has been with Harbour since 2022. Outside of his advisory role, he owns and operates Green Fire Farm, LLC, which produces and sells various meats and eggs. Harbour Investments, Inc. provides investment advisory and financial planning services to 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 it offers model-based solutions through a subscription platform.

Anthony Smith is a financial advisor with Harbour Investments, Inc. in Madison, WI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with Harbour Management LLC and Harbour Investments, Inc. since 2004. Outside of his advisory role, Smith is also an independent insurance agent. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and various account management services. The firm employs a range of investment approaches tailored to individual advisors and approved third-party managers, with ongoing account monitoring and multiple execution options.

Daniel Stafford is a financial advisor with AssuredPartners Investment Advisors, holding a Series 63 license and bringing 42 years of industry experience. He has previously worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Stafford has also held leadership roles in consulting related to employee benefits and life insurance placement. 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 team of advisors across multiple offices.

Samuel Anhalt is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 credentials with 11 years of industry experience. His prior roles include positions at Northwestern Mutual and Scott Wedige. 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 and various institutional clients. The firm employs a long-term, purpose-driven investment approach based on asset allocation, model portfolios, and manager selection supported by qualitative and quantitative analysis.

Tony Mennenga is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds a Series 66 designation 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 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 modular sleeves, with oversight by a central investment team and committee.

Brian Cleven is a Series 66 credentialed advisor with 23 years of industry experience. He has worked at Pillar Wealth Management Co since 2011. Brian is based in Middleton, WI, and is affiliated with Merit Financial Advisors. 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 modular sleeves, with a centralized Investment Management team overseeing standard models and rebalancing while allowing advisors flexibility in portfolio customization.

Roger Hellenbrand is a financial advisor with Harbour Investments, Inc. in Verona, WI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Hart & Associates since 2002 and has been involved with Triangle Investments, Insurance & Taxes and Harbour Investments since 1997. Outside of his advisory roles, he is the owner of an independent insurance agency that includes equity indexed annuities. 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 various management programs and model-based solutions.

Ricki Wilson is a financial advisor at Prospera Financial Services, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Prospera since 2021. Prior to this, he worked at CETERA Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services, Inc. He has also operated Wilson Crone as a registered representative since 1990. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, offering financial planning and portfolio management through multiple advisory programs and third-party platforms.

Ayden Hall is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and one year of industry experience. His prior work includes positions at Wealth Distribution Strategies, Bank First, and roles at the University of Wisconsin-Madison and Milwaukee. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm offers customized portfolio management strategies and model-based solutions using a variety of investment instruments and platforms.

Marshall Mennenga is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked at firms including Woodbury Financial Services, Inc., Harbour Investments, Inc., and Mennenga Tax & Financial Service. He serves on the board of the Madison College Foundation, participating in its Governance and Finance and Investments committees. 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 modular sleeves, with oversight by a central Investment Management team and an Investment Committee.

Marisa Menzel is a financial advisor at ON Investment Management Company with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has been with ON Investment Management and its affiliated firms since 2013. In addition to her advisory role, she is also involved in insurance sales and provides administrative and sales support through Wealth Building Cornerstones LLC. ON Investment Management Company serves individuals, families, trusts, charitable organizations, businesses, and retirement-plan sponsors, offering financial planning, portfolio management, and access to various third-party investment programs. The firm operates under a dual-registration model, combining advisory and broker-dealer services.

Jason Sanger is a financial advisor at ON Investment Management Company with 18 years of industry experience. He holds a Series 66 designation and has worked at Wisconsin Financial Advisors, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of advisory work, he is involved in insurance sales and training agents on a sales system through Wealth Building Cornerstone, LLC. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of third-party investment programs and both discretionary and non-discretionary account management.

Julie Nelles is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds a Series 66 designation and has been with Harbour Investments and its affiliated entities since 2004. In addition to her advisory work, she is an independent insurance agent, including activities related to equity indexed annuities. 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 uses a combination of fundamental and technical analysis to create customized investment strategies, offering a range of products and model-based solutions monitored and reviewed regularly.

James Tarp is a financial advisor with Harbour Investments, Inc. in Middleton, WI, holding a Series 66 designation and eight years of industry experience. He has worked at Harbour Investments since 2018 and previously held positions at Legacy Wealth Advisors and Mennenga Tax & Financial. Outside of his advisory role, he is an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers various portfolio management and financial planning services, employing multiple investment approaches tailored by advisors and third-party managers.

Matthew Weiss is a financial advisor at Madison Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Investacorp Inc and Klaas Financial Asset Advisors LLC. His background also includes academic experience at the University of Wisconsin–Madison. Madison Investment Advisors serves a diverse client base including individual investors, institutions, and financial intermediaries. The firm employs a risk-sensitive investment approach with a focus on high-quality fixed income and fundamental equity analysis, offering customized multi-asset portfolios through various managed account and model programs.

Jacob Schiessl is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at JL3 Financial, UW Madison, SECURA, Pick n Save, and Kimberly High School. 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 develop customized investment strategies across various asset classes and offers model-based solutions through a subscription platform.

Julie Grosso is a Series 65-licensed financial advisor with Johnson Wealth Inc. in Madison, WI, where she has worked since 2017. She has eight years of industry experience, including four years at SVA Plumb Trust Company prior to joining Johnson Wealth. Grosso also serves as an officer and wealth advisor at Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth clients, foundations, and other institutions, emphasizing long-term, goal-driven asset allocation and manager selection through proprietary methodologies. The firm offers a range of strategies, including model portfolios and private investment options, and supports specialized programs such as discretionary management for airline pilots’ 401(k) accounts.