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 financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds the Series 66 designation and previously worked at Pillar Wealth Management Co for 14 years, Madison Investment Advisors, LLC for one year, and Madison Investment Holdings, Inc. for nine years. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth management services, utilizing a long-term, diversified investment approach managed by an internal team, with customization options for clients.

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 with ON Investment Management Company in Madison, WI, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with ON Investment Management Company and its affiliates since 2013 and also has involvement in insurance sales and advisor services through Wealth Building Cornerstones LLC. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services, offering both discretionary and non-discretionary account management through a range of third-party investment programs.

Jason Sanger is a financial advisor with ON Investment Management Company in Madison, WI, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Wisconsin Financial Advisors and ongoing positions with THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he is involved in training agents on sales systems through Wealth Building Cornerstone, LLC. ONIMCO is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to a wide range of clients, including individuals, families, and institutional sponsors. The firm offers both discretionary and non-discretionary management through various third-party investment programs alongside a dual-registration broker-dealer model.

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.

Brett Staaland is a financial advisor with Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at United Bankers' Bank, Bankers' Bank of Madison, Raymond James Financial Services, and B. Riley Wealth Management. Staaland is a dual employee and full-time Wealth Advisor at Johnson Bank and Johnson Wealth Inc. 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, and institutions. The firm emphasizes a long-term, purpose-driven investment approach focusing on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analyses, and offers specialized programs such as a pre-retirement pilot program and access to private investments.

David Mcevoy is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 licenses with nine years of industry experience. He has served as a Vice President Wealth Portfolio Manager at Johnson Bank since 2013 and has worked at Johnson Wealth Inc. since 2016. Johnson Wealth Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing over $10 billion in assets for a diverse range of clients, including high-net-worth individuals, trusts, foundations, and institutions. The firm’s investment approach is long-term and purpose-driven, combining qualitative and quantitative analysis to guide asset allocation, model portfolios, and manager selection.

Robert Sawicki is a financial advisor with Harbour Investments, Inc. and Innovative Financial, Inc., holding Series 63 and Series 66 licenses with 26 years of industry experience. He also operates a small tax and accounting service focused on personal and business tax return preparation and small business consulting. Additionally, Sawicki serves as a volunteer board member of the nonprofit Work Plus, Inc. Harbour Investments serves a diverse client base that includes 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 tailored by individual advisors and approved third-party managers.

Manjula Hettiarachchi is a CFP® and CFA® with 15 years of experience in the financial services industry. She is currently with Harbour Investments, Inc. and Wealth Distribution Strategies, where she also operates as an independent insurance agent. Her prior experience includes roles at Northwestern Mutual and BMO Harris Bank. Harbour Investments serves a diverse client base 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 investment management approaches through both internal and third-party platforms.

Michelle Slawny is a CFP® with 31 years of industry experience, currently affiliated with Associated Investment Services, Inc. in Madison, WI. Her career includes roles at Associated Trust Company, U.S. Bank, TIAA-CREF, and WEA Financial Advisors. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm delivers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating with an integrated platform supported by affiliations with Associated Banc-Corp and its subsidiaries.

William Gardner is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2013 to 2024. Gardner is also an independent insurance agent, which may include activities related to equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to construct customized portfolios and offers model-based solutions through a subscription platform.