Michael Nickel is a financial advisor with Associated Investment Services, Inc. in Madison, WI, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Associated Investment Services since 2006. Outside of his advisory role, he co-owns Copper Mule Designs, a custom woodworking and furniture design business primarily operated by his spouse. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and affiliated entities, delivering primarily non-discretionary investment management supported by its affiliation with Associated Banc-Corp and related financial services.

Katherine Bublitz is a financial advisor at Choreo, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Hilltop Wealth Advisors, Bank of America - Merrill Lynch, and other organizations. Outside of finance, her background includes roles in wellness and recreation as well as experience in the brewing industry. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios overseen by a centralized management team and an Investment Committee.

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 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Icma Rc since 2017 and at Valic Financial Advisors from 2016 to 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 Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Ian Smith is a financial advisor at AssuredPartners Investment Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and IFP Securities, LLC. Outside of his advisory role, he is involved with Stafford Financial Consulting Group, LLC as an insurance agent. 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 offers both discretionary and non-discretionary portfolio management using model and custom portfolios, with services delivered through multiple offices.

Valerie Miller is a financial advisor at Harbour Investments, Inc. with 23 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Kms Financial Services, Inc., Securities America Advisors, Inc., and OSAIC. She is the owner of Nocturnal Sun LLC, which operates as the business account for Ben Cain & Associates, where she provides comprehensive financial planning and manages various client accounts. 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, utilizing a range of investment approaches tailored by advisers and third-party managers.

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 financial advisor at Madison Partners in Madison, WI, holding a Series 65 designation with two years of industry experience. His prior work includes five years at Mennenga Tax & Financial and six years at Deja Food Group. 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 primarily long-term, customized investment approach utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives.

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.

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 six years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining EFS Advisors, he worked at WEA Member Benefits and Best Buy. Outside of advising, he works as a benefits consultant with Aviben, providing third-party employee benefits services. EFS Advisors provides investment advice and portfolio management to individuals, businesses, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring process and proprietary technology to support portfolio recommendations and manages approximately $2.4 billion across discretionary and non-discretionary accounts.

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.

Matthew Niermeyer is a financial advisor with Harbour Investments, Inc. in Middleton, WI, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked with Harbour Investments since 2014 and was also associated with Zaddack & Associates and Horizon Wealth Advisors. Outside of advisory work, he operates as an independent insurance agent through Point B Wealth Advisors, specializing in equity indexed annuities. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, employing multiple investment approaches and providing clients with several execution platforms.

Susan Olson is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour since 2007. Olson also operates Susan Olson Insurance & Financial Solutions and works as an independent insurance agent specializing in equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized investment strategies, offering a range of services including portfolio management, wrap-fee programs, and model-based solutions.