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 Spire Wealth Management, LLC in Madison, WI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Spire Investment Partners since 2017 and previously was with Waddell & Reed, Inc. for 12 years. In addition to his advisory role, he is involved in insurance sales and operates a sole proprietorship focused on non-variable insurance products. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a broad range of strategies including passive, active, and tax-aware allocations. The firm manages both discretionary and non-discretionary portfolios and features proprietary risk overlays through its affiliate Corbett Road Capital Management.

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.

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 at Integrity Advisory Solutions with one year of industry experience. She holds a Series 65 credential and has spent several years working in legal services, including roles at Krueger Hernandez & Thompson SC and Your Family Law Center, S.C. She serves as secretary on the board of a nonprofit organization, AMASIAN Corporation. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing fundamental and technical analysis and various asset-allocation strategies.

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.

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 at AssuredPartners Investment Advisors with 42 years of industry experience. He holds a Series 63 designation and has previously worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Stafford is also involved in employee benefits consulting and life insurance placement through his roles as president and CEO of related consulting businesses in Madison, WI. 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, often incorporating third-party managers and providing fiduciary plan services and participant education.

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.

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.