Daniel Holdridge is a CFP® professional with nine years of industry experience, currently serving as an advisor at Wedmont Private Capital. His prior roles include five years at Savant Wealth Management and positions at Wipfli Financial Advisors and Hewins Financial Advisors. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily passive investment approach based on modern portfolio theory, using diversified, asset-class-weighted portfolios with low-cost index funds and periodic rebalancing.

Lloyd Mennenga is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harbour Investments, Woodbury Financial Services, and Avantax Advisory Services. Outside of advisory work, he provides tax preparation and tax planning services through Merit Tax Advisors. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth management services with a focus on long-term, diversified portfolios managed through both discretionary and non-discretionary approaches.

Suzanne Soriano is a financial advisor at Madison Partners with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual Investment Management and Wealth Distribution Strategies, LLC. Outside of her advisory role, she is involved in a retail business, Bucky's Locker Room, in Madison, WI. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individual and 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, alternatives, and legacy positions, often integrating third-party sub-advisers and model portfolios.

Michael Swenson is a financial advisor at Merit Financial Advisors in Madison, WI, holding Series 63 and Series 65 licenses with 33 years of industry experience. His prior roles include positions at Mennenga Tax & Financial Services, Woodbury Financial, Harbour Investments, Inc., and PKS Investments. In addition to his advisory work, he is involved in tax preparation and planning 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 strategy using model portfolios and customizable modular sleeves, overseen by a central Investment Management team and Investment Committee.

Brian Ericson Huneck is a CFP® professional with four years of industry experience. He is currently an advisor at Madison Partners, where he has worked since 2023. Prior to joining Madison Partners, he held positions at Nicolet National Bank and T. Anton Investment House. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Amy Thomas is a financial advisor at Merit Financial Advisors in Madison, WI, holding a Series 66 license with six years of industry experience. She previously worked at Harbour Investments, Inc. and Mennenga Tax & Financial. In addition to her advisory role, she prepares tax returns through Merit Tax Advisors. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Zachary Kuehl is a CFP® with 14 years of industry experience currently serving at Madison Partners. He worked previously at Edward D. Jones & Co., L.P. for nine years before joining Madison Wealth Partners, Inc., where he has been since 2021. Outside of his advisory work, he serves on the school board for Peace Lutheran School in Sun Prairie, WI. 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, primarily long-term investment approach that utilizes ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Christian O'Connor is a financial advisor at Merit Financial Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Harbour Investments, Inc., Calton & Associates, and MPC. 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 firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves across various asset types, supported by a central Investment Management team and Investment Committee.

Eric Hencley is a financial advisor with Madison Partners in Madison, WI, holding a Series 66 designation and eight years of industry experience. He previously worked at Francis LLC for seven years and Smedley Financial Services, Inc. for one year before joining Madison Partners in 2026. Prior to his financial career, he served in the U.S. Air Force for 21 years. 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 emphasizes a customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

Aidan Donahue is a financial advisor with Madison Partners in Madison, WI. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at WEA Member Benefits and Equitable Advisors. 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 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.

Taylor Robson is a CFP® with 13 years of experience in the financial services industry, currently affiliated with Harbour Investments, Inc. He has also worked at Legacy Wealth Advisors and Mennenga Tax & Financial. Robson is additionally an independent insurance agent. Harbour Investments serves a diverse range of clients, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers varied investment approaches and portfolio management services tailored by individual advisors and approved third-party managers.

Carly Burgess is a Series 65 licensed advisor at Madison Partners with one year of industry experience. Her prior work includes roles at RBC Wealth Management and University Health Services, among others. Outside of finance, she has been involved with the YMCA and worked in hospitality and retail settings. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.

Mark Mc Farland is a CFP® with 16 years of industry experience and is currently with Madison Partners, where he has worked since 2020. Prior to that, he spent 10 years at Edward Jones. Outside of advisory work, he owns and operates Stratus Tax & Consulting, a tax preparation business. 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 employs a primarily long-term, customized investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and retained legacy positions, often integrating third-party sub-advisers and model portfolios.

Aaron Johnson is a financial advisor with Madison Partners in Madison, WI, holding a Series 65 designation and three 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, trusts, charitable organizations, businesses, and retirement plans. The firm emphasizes a customized, long-term investment approach using ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

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.

Susan Olson is a financial advisor with Harbour Investments, Inc. who holds the Series 63 and Series 65 designations and has 27 years of industry experience. She has worked at Harbour Investments since 2007 and also operates Susan Olson Insurance & Financial Solutions. Additionally, she is an independent insurance agent specializing in equity-indexed annuities. Harbour Investments serves a diverse clientele including individual clients, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm utilizes varied investment strategies through both individual advisors and approved third-party managers, with ongoing account monitoring and multiple execution platforms.

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.

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.

Nathan Littrell is a CFP® with 12 years of industry experience, currently affiliated with Harbour Investments, Inc. He has previously worked at Northwestern Mutual and several related firms. Outside of his advisory role, Littrell serves as a volunteer firefighter and practices law as a public defender representing indigent clients. Harbour Investments serves a broad client base including individuals, trusts, and institutional entities, offering a variety of portfolio management and financial planning services. The firm’s investment approach varies by adviser and manager, with ongoing account monitoring and multiple execution options for clients.

Crystal Cox is a CFP® with 13 years of experience in the financial services industry. She has been with Wealthspire Advisors since 2017 and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust services through a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation.