Lucy Cuff is a CFP® with three years of industry experience and is currently affiliated with Jacobson & Schmitt Advisors, LLC. She is a member of the National Association of Personal Financial Advisors' Women's Initiative Committee, focusing on increasing female participation in financial advising. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes a long-term, all-cap equity investment approach combined with bond allocations and offers a multi-step financial planning process tailored to client goals and tax considerations.

William Meland is a financial advisor with Merit Financial Advisors in Middleton, WI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He worked at Pillar Wealth Management Co. from 2004 to 2025 before joining Merit Financial Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through centrally overseen model portfolios and offers both discretionary and non-discretionary account arrangements.

Marva Riley is a CFP® and holds a Series 65 license with eight years of experience in the financial advisory industry. She is currently with Forvis Mazars Wealth Advisors, LLC in Madison, WI, having previously worked at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and retirement plan consulting. The firm employs a customized investment approach that integrates active and passive strategies with a focus on diversification, cost control, and long-term discipline.

Alyssa Brinkman is a financial advisor at NorthRock Partners, LLC in Madison, WI, holding a Series 66 credential with three years of industry experience. She previously worked at MML Investors Services LLC, MassMutual Life Insurance Co., and Charles Schwab & Co., Inc. Outside of her advisory role, Brinkman has experience in education operations and enrollment. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the inclusion of private market investments, supported by AI tools and human oversight.

Sarah Jensen is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has been with CliftonLarsonAllen Wealth Advisors since 2012. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, combining active and passive strategies, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Mark Pent is a financial advisor at DayMark Wealth Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and Annex Wealth Management. He serves as a board member of the Agrace Foundation in Madison, WI. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients with asset management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a combination of internally managed models, third-party managers, and held-away account tools, incorporating fundamental, technical, quantitative, and ESG analysis.

Crew Risgaard is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Purshe Kaplan Sterling Investments and Pillar Wealth Management Co. He also provides fixed insurance advice in addition to his advisory role. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach with centralized portfolio management and offers a range of customizable services and account options.

Jessica O'Shea is a financial advisor with UMB Financial Services, Inc. in Madison, WI. She holds Series 65 and Series 63 licenses and has 10 years of industry experience. Her prior work includes roles at Heartland Financial, Ameriprise, Wells Fargo Clearing, and Wells Fargo Bank. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account options and combines bank affiliation with municipal advisory and investment management capabilities.

Lukas Mcelhenie is a CFP® with six years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC. His prior experience includes roles at MML Investor Services, MassMutual Life Insurance Company, Principal Securities Inc, Principal Life Insurance Company, and CUNA Mutual Group. Outside of his advisory work, he is a partner and owner of Rome Homes LLC, a business involved in acquiring and marketing rental properties. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, while incorporating private market investments and AI-supported portfolio monitoring.

Brent Welch is a CFP® and ChFC® with 40 years of industry experience. He is currently with ValMark Advisers, Inc., where he has worked since 2018, and is also the founder of Welshire Capital, a wealth advisory firm. Welch serves as president of Mountain Men Revival, Inc., a nonprofit focused on men's ministry, and is treasurer of Great Lakes Tres Dias, Inc., a Christian retreat organization. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation, delivering services through a network of advisory representatives using both proprietary and third-party platforms.

Carl Johnson is a Series 66-licensed advisor with 23 years of experience, currently with International Assets Investment Management, LLC since 2021. He previously worked for Park Avenue Securities and Guardian Life Insurance Company of America for 20 years. Outside of advisory work, he is a 50% owner of Beans, Greens, and Screens, LLC, a business involved in selling seed and designing food plot programs. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized, long-term portfolio management and financial planning through a national network of independent advisers using a range of investment vehicles and strategies.

Patrick Sturm is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Pillar Wealth Management, Russell Investments, Allspring Funds Management, and Strong Capital Management. He was previously associated with Pillar Wealth Management, which is in the process of transitioning its assets to Merit Financial Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed portfolios and supports both discretionary and non-discretionary accounts.

Mc Kenna Makela is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with two years of industry experience. Makela holds a Series 65 designation and previously worked at Northwestern Mutual from 2020 to 2023. Prior to entering the financial industry, Makela has experience in the restaurant business and academic settings. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm utilizes a blend of discretionary and non-discretionary services, strategic asset allocation with model portfolios, and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Shayne Fickling is a financial advisor at Calton & Associates, Inc. with 26 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to joining Calton & Associates in 2019, he worked at Capital Financial Services Inc. for nine years. Outside of his advisory role, he serves as Regional Vice President of E4 Insurance Services, a wholesaler of fixed insurance products. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to both firm-sponsored and third-party money management programs, utilizing a range of analytical approaches and investment strategies.

Jeffrey Day is a financial advisor at NorthRock Partners, LLC with 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of advisory services, he works as an insurance agent specializing in individual life, group life, and group health insurance. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, often utilizing independent managers and integrating private market allocations.

Megan Dorn is a CFP® with 15 years of industry experience, currently affiliated with Harbour Investments, Inc. and leading Dorn Wealth Management. Her prior experience includes roles at Mennenga Tax & Financial and Harbour Investments. She volunteers as a financial coach with Wings for Widows, providing pro bono support to widows navigating tax and financial changes after the loss of a spouse. Harbour Investments, Inc. serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm employs various investment approaches tailored by advisers and approved third-party managers, with ongoing monitoring and multiple execution platforms.

Jacob Welch is a Series 66-credentialed advisor with 11 years of industry experience, currently with ValMark Advisers, Inc. since 2019. He is also the owner of Welshire Capital, LLC, an investment-related business. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth clients, retirement plan sponsors, and institutional entities through a multi-team network. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, separate-account managers, and third-party manager programs in client solutions.

Cara Wolenec is a financial advisor at Merit Financial Advisors with 13 years of industry experience. She holds a Series 65 designation and previously worked for Pillar Wealth Management Co. for a combined total of 13 years. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal investment team and committee, offering both discretionary and non-discretionary account options through a network of advisers operating under local DBA names.

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.

Kaitlyn Friant is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and having seven years of industry experience. She has worked at CliftonLarsonAllen since 2017 and previously held positions at Kohl's, Capital Wealth Advisory Group, and the University of Wisconsin Madison School of Human Ecology. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and institutional clients and qualified retirement plans. The firm provides wealth advisory and asset management services, financial and estate planning, and business succession consulting, utilizing a combination of RIA fiduciary services alongside broker-dealer and insurance activities.