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 her current firm and affiliated entities since 2013. Outside of her advisory role, she is involved in insurance sales and provides administrative, IT, and sales support services through Wealth Building Cornerstones LLC. On Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors. The firm offers comprehensive and modular financial planning, portfolio management, and access to a variety of third-party investment programs, maintaining both discretionary and non-discretionary client account 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 his advisory role, he is involved in training agents on a sales system through Wealth Building Cornerstone, LLC and works as an insurance agent. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms including fee-based financial planning, third-party investment programs, and managed account options, serving both discretionary and non-discretionary client relationships.

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. and holds a Series 66 designation. He has seven years of industry experience, including roles at Dorn Wealth Management and Legacy Wealth Advisors. Outside of his advisory work, he is an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, as well as institutional and corporate entities. The firm offers a range of investment management and financial planning services with varying investment approaches tailored by individual 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 Wunderlich Securities. He also serves as an officer and wealth advisor at Johnson Bank, an affiliate of Johnson Wealth Inc. Johnson Wealth Inc. provides investment advisory and consulting services to a range of clients, including high-net-worth individuals, families, trusts, nonprofits, foundations, and institutional investors. The firm employs a long-term, goal-driven approach to asset allocation and manager selection, utilizing proprietary methodologies and offering a curated menu of private investments for qualified clients.

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 at Harbour Investments, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Innovative Financial, Inc. and Harbour Investments since 2000. Outside of advisory work, he operates a small tax and accounting service and serves as a volunteer board member for a nonprofit organization. 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 investment strategies and offers model-based solutions through a subscription platform.

Manjula Hettiarachchi is a CFP® and CFA® charterholder with 15 years of experience in the financial services industry. She is currently affiliated with Harbour Investments, Inc. and Wealth Distribution Strategies. Her prior experience includes roles at Northwestern Mutual and BMO Harris Bank. In addition to her advisory work, she 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 portfolio management, financial planning, wrap-fee programs, and access to various investment strategies and execution platforms.

Michelle Slawny is a CFP® with 30 years of industry experience, currently with Associated Investment Services, Inc. and Associated Trust Company since 2024. Her prior experience includes roles at U.S. Bank and U.S. Bancorp Investments, Inc. from 2020 to 2024 and TIAA-CREF from 2014 to 2020. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform.

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.

Kelsey Berndt is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Northwestern Mutual Wealth Management Company. Berndt is based in Madison, WI. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party models to implement strategies.

Mitchell Mancusi is a financial advisor with Guardian Life, holding a Series 66 designation and currently in his first year in the industry. His prior work experience includes roles at Park Avenue Securities and Guardian Life Insurance Company of America, as well as non-financial positions at Dairy Queen and the Oregon School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.

Nicholas Parker is a financial advisor at Creative Planning with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and retirement plan services.

Nicholas Fink is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Everlight Solar and American Marine, as well as experience in education at Middleton High School and the University of Wisconsin-La Crosse. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a combination of passive and active investment managers guided by an internal Investment Committee.

Colleen Johnson is a CFP® professional with eight years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2021. She has prior experience with SVA Wealth Management, Johnson Wealth Inc., and Johnson Bank, where she held roles focused on wealth management and relationship management. Outside of her advisory role, she is licensed for insurance product sales and makes insurance referrals as appropriate. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Brett Christensen is a CFP® with 27 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent seven years at SVA Plumb Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Jack Thomas is a CFP® with five years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to joining Creative Planning, he worked at Thun Financial, MWS Capital Consultants, and AKT Business Services. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.