Arthur Sanger is a financial advisor with ON Investment Management Company in Madison, WI, holding the ChFC® and Series 63 designations and bringing 50 years of industry experience. His prior roles include positions at Wisconsin Financial Advisors, The O.N. Equity Sales Company, Penn Mutual Life Insurance Co., and Wisconsin Financial Group, Inc., where he also serves as president and owner, managing insurance sales and agency operations. He is additionally involved with Wealth Building Cornerstones, focusing on promoting and training in sales systems. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse clientele including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both comprehensive and modular financial plans along with access to various third-party investment programs, operating under a dual-registration model with a mix of discretionary and non-discretionary account management.

Desiree Alexander is a financial advisor at Harbour Investments, Inc. with four years of industry experience. She holds a Series 66 designation and has previously worked at Wealth Distribution Strategies, Northwestern Mutual Investment Services LLC, and Christopher Anicete. She is also a notary for the state of Wisconsin and works as an independent insurance agent, including activities related to equity indexed annuities. Harbour Investments serves a diverse client base ranging from individual to institutional investors, offering portfolio management, financial planning, and various execution platforms. The firm employs a range of investment approaches customized by individual advisors and third-party managers.

Megan Montgomery is a financial advisor with ON Investment Management Co in Madison, WI, holding a Series 66 designation and 10 years of industry experience. She has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2016 and is also involved with Wealth and Wisdom of WI, a financial planning firm where she conducts insurance sales including life, health, and disability insurance. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company that serves individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs.

Ian Smith is a financial advisor with AssuredPartners Investment Advisors in Madison, WI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at IFP Securities, LLC and LPL Financial. Outside of his advisory work, he is active as an insurance agent with Stafford Financial Consulting Group, LLC. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary portfolio management along with fiduciary plan services and educational programs.

Nicholas White is a financial advisor with Harbour Investments, Inc. in Oregon, Wisconsin, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Green Mountain Wealth Strategies and Harbour Investments since 2012. Outside of advising, he owns and manages a duplex rental property. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable and corporate clients. The firm employs a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Shobi Samuel is a financial advisor at EFS Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at WEA Member Benefits and Best Buy. Outside of advising, he works as a benefits consultant with Aviben, focusing on employee benefit plans including 403(b), 457(b), and various health-related accounts. EFS Advisors provides investment advice and portfolio management to a broad client base, including individuals, businesses, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring process and integrates technology such as proprietary household-aggregation software and AI tools to support portfolio management.

Shane Roth is a financial advisor with Harbour Investments, Inc. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. Prior to joining Harbour Investments in 2021, he worked at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of advisory work, he operates the Weary Traveler Bar and is active in Business Networking International. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers portfolio management and financial planning services with varied investment approaches tailored by advisors and third-party managers.

Jacob Marty is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has been with Harbour since 2022. Outside of his advisory role, he owns and operates Green Fire Farm, LLC, which produces and sells various meats and eggs. Harbour Investments, Inc. provides investment advisory and financial planning services to 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 it offers model-based solutions through a subscription platform.

Daniel Stafford is a financial advisor with AssuredPartners Investment Advisors, holding a Series 63 license and bringing 42 years of industry experience. He has previously worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Stafford has also held leadership roles in consulting related to employee benefits and life insurance placement. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

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.

Marisa Menzel is a financial advisor at ON Investment Management Company with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with ON Investment Management and its affiliated firms since 2013. In addition to her advisory role, she is involved in insurance sales as a licensed agent and provides administrative, IT, and sales support 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. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of discretionary third-party managers and non-discretionary advisory relationships.

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.

Manjula Hettiarachchi is a CFP® and CFA® with 15 years of industry experience. She is currently with Harbour Investments, Inc. and is also involved with Wealth Distribution Strategies. Her prior experience includes roles at Northwestern Mutual Investment Services LLC, BMO Harris Bank, and other advisory firms. In addition to her advisory work, she operates as an independent insurance agent. Harbour Investments serves a diverse client base including individual, trust, pension, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and various investment platforms, with approaches ranging from fundamental analysis to modern portfolio theory.

Timothy Larson is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Creative Planning since 2022, following roles at Wipfli Financial Advisors, Hewins Financial Advisors, the University of Wisconsin's School of Human Ecology, and Waddell & Reed Inc. Outside of his financial advisory work, Larson owns a triathlon coaching business based in Brooklyn, WI. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services across more than 1,100 advisors and 151 offices.

Derec Mieden is a CFP® and Series 65-registered advisor with 10 years of industry experience. He currently works at Creative Planning, where he has been since 2022, and previously held roles at Wipfli Financial Advisors and Hewins Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by a range of additional portfolio management techniques and comprehensive retirement plan services.

Roger Williams is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is involved with multiple organizations, including serving on the board of Wisconsin Badger Camp, a summer camp for children. He also participates in a local business networking group through SPARK. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers. The firm’s offerings include proprietary and externally managed model portfolios, as well as retirement plan administration and advisory programs.

Jessica Brockway is a financial advisor at Creative Planning with a Series 65 designation. She joined Creative Planning in 2023 after working at KPMG LLP from 2020 to 2023. Brockway has experience in various roles at the University of Wisconsin and in the athletics department prior to her current position. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by supplemental techniques such as direct indexing and tax-loss harvesting.

Kandi Kauffman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has additional experience with World Financial Group and YTB Travel. Outside of her advisory role, she operates a travel agency website and manages a personal holding company for tax preparation purposes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Jeffery Dancer is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has 12 years of industry experience. His career includes roles at WealthWave, Debtmerica, H&R Block, and World Financial Group, alongside owning a health insurance sales business. At H&R Block, he assists clients with tax preparation services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services. The firm provides fee-based wrap programs, model portfolios, and access to third-party money managers, with program options that are discretionary or non-discretionary.