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.

Nicholas White is a financial advisor with Harbour Investments, Inc. in Oregon, Wisconsin, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Green Mountain Wealth Strategies and Harbour Investments since 2012. Outside of advising, he owns and manages a duplex rental property. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable and corporate clients. The firm employs a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

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 65 and Series 63 licenses and has a background that includes roles at WEA Member Benefits and Best Buy. In addition to his advisory work, he is employed as a benefits consultant with Aviben, a third-party administrator of employee benefits. EFS Advisors provides investment advice and portfolio management to individuals, businesses, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process and utilizes technology such as proprietary household-aggregation software and AI tools to support its service to over 21,000 clients.

Joseph Coleman is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Journey Financial Partners, LPL Financial LLC, and McFarland Investment Center. Outside of his advisory work, he is involved in a part-time office cleaning business. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple execution platforms, employing a range of investment strategies tailored by individual advisors and approved third-party managers.

Carina Moreland is a CFP® professional with 15 years of experience in the financial industry. She is currently with Harbour Investments, Inc. and previously worked at LPL Financial and McFarland State Bank. Outside of finance, she is involved with Fosdal Bakery, LLC, a business she has been part of since 2016. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple execution platforms, employing various investment strategies tailored by individual advisors and third-party managers.

Nathaniel Hedden is a financial advisor with Madison Partners in Madison, WI, holding a Series 65 designation and 17 years of industry experience. He worked at Musser Capital Advisors, LLC for 14 years before joining Madison Wealth Partners, Inc., where he has been since 2023. 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 customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and retained legacy positions, often incorporating third-party sub-advisers and model portfolios.

Susan Olson is a financial advisor with Harbour Investments, Inc. who holds the Series 63 and Series 65 designations and has 27 years of industry experience. She has worked at Harbour Investments since 2007 and also operates Susan Olson Insurance & Financial Solutions. Additionally, she is an independent insurance agent specializing in equity-indexed annuities. Harbour Investments serves a diverse clientele including individual clients, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm utilizes varied investment strategies through both individual advisors and approved third-party managers, with ongoing account monitoring and multiple execution platforms.

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.

Darren Port is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Spire Wealth Management, among others. Outside of advisory work, he is involved in non-securities insurance sales through DCP Wealth Managers and provides business consulting focused on development and community connections. Concurrent Investment Advisors, LLC is a multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management services, financial planning, and retirement plan advisory, employing a customized, long-term investment approach with ETFs, mutual funds, and other securities supported by affiliated sub-advisory arrangements and integrated platform solutions.

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., holding Series 65 and Series 63 credentials and bringing 23 years of industry experience. His prior roles include positions at Transamerica Financial Advisors and World Financial Group. Outside of advisory work, Roth operates the Weary Traveler Bar and is involved in health insurance sales as an independent agent. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers portfolio management, financial planning, and access to multiple investment strategies through various platforms and third-party managers.

Nathaniel Brinkman is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include long-term tenure at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, Brinkman is involved in providing management consulting and administrative support services to ultra-high-net-worth business owners and their families through his partnership in The Liminal Group, as well as consulting on estate, business, and personal planning. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach focused on broad asset allocation and diversification, frequently utilizing independent managers and integrating private market allocations, supported by AI tools alongside human oversight.

Brent Pahnke is a financial advisor at Harbour Investments, Inc. with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including SA Stone Wealth Management Inc. and Girard Securities, Inc. In addition to his advisory role, he owns Retirement Solutions LLC, which focuses on life and health insurance sales, and operates a tax preparation business, Cobblestone Tax Service. 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 various investment vehicles, with ongoing account monitoring and periodic reviews.

Sarah Minobe is a financial advisor with Integrity Advisory Solutions, holding a Series 65 credential and one year of industry experience. She has previously worked at Krueger Hernandez & Thompson SC, where she served as an attorney providing legal and estate planning services. Minobe is also a volunteer board secretary for AMASIAN Corporation, a nonprofit organization. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in client assets and offers portfolio management, financial planning, retirement consulting, and sub-advisory programs, utilizing a range of asset allocation strategies and third-party platforms.

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.

Schuyler Hughes is a financial advisor with Principal Advised Services in Waunakee, WI, holding a Series 66 designation and two years of industry experience. His work history includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Outside of standard advisory duties, he serves as a retirement consultant providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, employing a combination of third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, enabling integrated access to affiliated products and services.

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.