Marni Angus is a financial advisor at Stratos Wealth Advisors LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, LPL Financial, BMO Harris Financial Advisors, and M&I Investment Management Corp. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers customized financial planning and portfolio management services utilizing both in-house and third-party managers.

Mary Morrow is a financial advisor at Madison Partners with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Guardian Financial and Cedar Hill Associates. In addition to her advisory work, she is a licensed insurance agent. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives when appropriate.

Emily Olson is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been with Harbour since 2014. In addition to her advisory role, Olson operates as an independent insurance agent, providing services including equity indexed annuities. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies, utilizing a range of instruments such as mutual funds, ETFs, and annuities, with ongoing monitoring and periodic reviews.

Shelley Moffatt is a financial advisor at Madison Partners with 29 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Madison Partners in 2023, she spent 25 years at Edward D. Jones & Co., L.P. Moffatt is principal of Dreammaker LLC, a passthrough LLC established for tax purposes. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, long-term focused investment strategies using ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing client portfolios through third-party sub-advisers and model portfolios.

David Roasa is a financial advisor with Madison Partners in Madison, WI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at LPL Financial and Vanguard Advisers, with extensive tenure at Vanguard Marketing Corporation. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions as appropriate.

Traci Peterson is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. She has been with Great Valley Advisor Group and LPL Financial since 2015. Outside of her advisory role, she is a co-owner of a home-building business focused on spec homes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers.

Carsen Strang is a financial advisor at Madison Partners with a Series 65 credential and two years of industry experience. Prior to joining Madison Partners, he worked at WEA Member Benefits and has held various roles outside the financial sector, including positions at Apex Property Management and Freshfin Poke. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Hahna Rada is a financial advisor at Madison Partners with a Series 65 credential and one year of industry experience. Prior to joining Madison Partners, she held roles in healthcare and education, including positions at St. Mary's Hospital in Madison and Waunakee School. She is also affiliated with Purdue University Global and UW Whitewater - Madison College. 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’s investment approach is primarily long-term and customized, typically utilizing ETFs, mutual funds, and other securities, while employing third-party sub-advisers and model portfolios.

George Carpenter is a financial advisor with Madison Partners in Madison, WI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for eight years before joining Madison Partners in 2020. Outside of his advisory role, Carpenter is president and owner of Highbury LLC, a real estate investment company. 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’s investment approach is customized and long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Cole Mc Ilroy is a financial advisor with Madison Partners in Madison, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Madison Partners in 2026, he worked at LPL Enterprise LLC for one year and has a background that includes roles related to education and various part-time positions. He is involved with the Lambda Chi Alpha Fraternity Alumni nonprofit organization. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term, customized investment approach utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

James Ewing is a financial advisor at Merit Financial Advisors in Madison, WI, with 12 years of industry experience. He previously worked at Harbour Investments, Inc., Woodbury Financial Services Inc., and Mennenga Tax & Financial. Outside of his advisory role, he serves as treasurer for the 7591 Foundation, a nonprofit supporting veteran organizations. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and adaptable by advisors to meet client needs.

John Cress IV is a CFP® with 28 years of industry experience, currently serving as an advisor at Madison Partners since 2024. Prior to this, he spent 17 years at Practical Portfolios LLC. Outside of his advisory work, he is the president of Access Management Corp, a real estate holding company, and serves as treasurer for the Lakeshore Amateur Radio Service Club. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm’s investment approach is customized and primarily long-term oriented, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often through third-party sub-advisers and model portfolios.

Elena Bonilla is a financial advisor at Merit Financial Advisors with one year of industry experience. She holds the Series 66 designation and has worked at Merit Financial Advisors, Mennenga Tax & Financial, and Harbour Investments, Inc. Outside of her advisory role, she is involved in tax return preparation and tax planning through Mennenga Tax & Financial. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Nicholas Schreck is a financial advisor at AlphaStar Capital Management with nine years of industry experience. He holds a Series 65 designation and has been involved with Expedition Retirement and The Retirement Classroom, the latter of which provides free educational classes on retirement-related topics. Schreck co-owns The Retirement Classroom and operates Expedition Retirement with licensed down-line agents. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and advisor-directed strategies incorporating various asset types and third-party technology, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Mark Zierath is a financial advisor at Merit Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, Inc. and Mennenga Tax & Financial Services. In addition to his advisory role, he provides tax planning and filing services at Merit Tax Advisors. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable modular sleeves, supported by an investment management team and committee.

Kevin Linsmeier is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and previously worked at Retirement Plan Advisors, LLC and Cambridge Investment Research Inc. Prior to his financial advisory career, he served as a police officer and detective with the City of Madison Police Department for over 30 years. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Denise Jaehnke 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 Investments since 2018. Prior to that, she was with Global Financial Private Capital, LLC and GF Investment Services, LLC, and she has operated Extended Personal Service, Ltd., an insurance agency providing estate planning and related services since 1978. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Connor Stewart is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and four years of industry experience. He also serves as a financial advisor at Crystal Lake Tax and Financial. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans with asset management, financial planning, ERISA plan services, and co-/sub-advisory arrangements. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, actively managing portfolios and allocating to third-party managers when appropriate.

Coty Hainsey is a CFP®-certified financial advisor with 10 years of industry experience. He has worked at Madison Partners since 2021 and previously spent five years with Edward Jones. Outside of his advisory work, he is a principal of CH90 LLC, a passthrough LLC used for tax purposes. 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 customized, long-term investment approach that typically incorporates ETFs, mutual funds, individual equities, fixed income, and alternatives, often using third-party sub-advisers and model portfolios.

Daniel Wilson is a CFP® with 29 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. His prior roles include positions at Johnson Bank, Raymond James Financial Services, Cedarpoint Investment Advisors, and J.P. Morgan Securities. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with techniques such as dollar-cost averaging, technical analysis, and trading strategies, and is notable for its affiliation with a third-party administrator/pension consulting business and its role as a 3(21) adviser.