Suzanne Soriano is a financial advisor at Madison Partners with nine years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Investment Management and Wealth Distribution Strategies, LLC. Outside of advising, she has been involved with Bucky's Locker Room, a retail business in Madison, WI, where she assists customers and manages inventory. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, trusts, charitable organizations, and businesses. The firm employs 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.

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® with three years of industry experience, currently serving as a financial advisor at Madison Partners. His prior work includes roles at Nicolet National Bank and T. Anton Investment House. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often 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.

Darren Port is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Spire Wealth Management, among others. Outside of advisory work, he is involved in non-securities insurance sales through DCP Wealth Managers and provides business consulting focused on development and community connections. Concurrent Investment Advisors, LLC is a multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management services, financial planning, and retirement plan advisory, employing a customized, long-term investment approach with ETFs, mutual funds, and other securities supported by affiliated sub-advisory arrangements and integrated platform solutions.

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® professional with 11 years of industry experience, currently advising at Harbour Investments, Inc. He has held prior roles at firms including Northwestern Mutual and IronwoodDrive Financial Group. Outside of financial advising, Littrell serves as a volunteer firefighter and practices law as a public defender representing indigent defendants. Harbour Investments, Inc. serves a diverse client base, including individuals, trusts, pension plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by advisors and approved third-party managers.

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.

Stephanie Selbach is a CFP® and Series 65 licensed financial advisor at Wealthspire Advisors with eight years of industry experience. She has been with Wealthspire Advisors since 2020 and previously worked at Wipfli Financial Advisors, Hewins Financial Advisors, and Capital Wealth Advisory Group. Wealthspire Advisors manages approximately $34.3 billion in assets and serves individuals, corporations, nonprofits, and foundations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm uses an institutional-style asset allocation approach and offers services tailored through client interviews and ongoing monitoring.