David Devito is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding Series 63 and Series 65 credentials with 23 years of industry experience. His prior roles include positions at the State of Wisconsin Investment Board and Madison Investment Advisors. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients such as pension plans and insurance companies. The firm employs a five-part investment framework and combines bottom-up equity selection with blended active, passive, and factor-based strategies, supported by affiliated accounting and tax advisory services.

Hunter Klus Wedel is a financial advisor with Atlatl Advisers in Madison, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones and M3 Insurance, as well as a position at Orange Theory Fitness. Atlatl Advisers serves individual clients, including high-net-worth households, and institutional clients such as retirement plans and family-owned businesses. The firm offers comprehensive financial planning, consulting, and both discretionary and non-discretionary investment management, using a multi-faceted approach that includes mutual funds, ETFs, independent managers, and alternative investments.

David Hackworthy is a financial advisor at Isthmus Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Isthmus Partners since 2014. Outside of his advisory role, he serves on the University of Wisconsin Carbone Cancer Center Advisory Board and is a partner in a fitness studio holding company. Isthmus Partners is an SEC-registered investment adviser serving individual and institutional clients, including trusts, pension plans, and business entities. The firm employs an equity-centered, committee-driven investment process that combines quantitative screening and fundamental analysis, offering discretionary portfolio management and financial planning services.

Kurt Ahrens is a financial advisor at Mendota Financial Group, LLC in Madison, WI, holding a ChFC® designation along with Series 63, 65, and 66 licenses. He has 22 years of industry experience and has been with Mendota Financial Group since 2005. Ahrens is a managing member of KUMADA, LLC, an entity formed to facilitate personal investments alongside two partners. Mendota Financial Group provides financial consulting and discretionary investment management to individual and institutional clients. The firm focuses on tailored asset allocation with a long-term, buy-and-hold approach and utilizes fundamental and cyclical analysis, offering both initial financial consulting and ongoing portfolio management.

Ethan Ahrens is a financial advisor at Mendota Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and has a diverse work background including roles in delivery services, education, and military service in the United States Army. Mendota Financial Group provides financial consulting and discretionary investment management to individual and institutional clients, beginning with detailed needs assessments and tailored asset allocation recommendations consistent with a long-term, buy-and-hold approach. The firm also manages sub-advisory assignments and customizes portfolios to client-specific holdings and restrictions.

Ian Joyce is a financial advisor at Resonant Capital Advisors, LLC in Madison, WI, holding a Series 65 designation with four years of industry experience. He previously worked at Hovde Capital Advisors and First Business Bank before joining Resonant Capital Advisors. Resonant Capital Advisors manages over $2.2 billion in assets, serving individuals, high-net-worth families, and institutional clients including pension plans and insurance companies. The firm offers financial planning, investment management, retirement plan consulting, and advisory services, employing a five-part investment framework that integrates bottom-up equity selection with active, passive, and factor-based strategies.

Carlton Dewey is a financial advisor at Resonant Capital Advisors, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Kraemer North America for seven years. Dewey also pursued an MBA at the University of Wisconsin from 2021 to 2023. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and various institutional clients, including pension plans and insurance companies. The firm offers a range of services including financial planning, investment management, retirement plan consulting, and family-office advisory, utilizing a five-part investment framework and combining active, passive, and factor-based strategies.

Rebecca Wiegand is a financial advisor at Isthmus Partners, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Robert W. Baird and Thrivent Financial. Outside of her advisory role, she is involved with Neora International, LLC. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients with discretionary portfolio management, financial planning, and consulting services. The firm uses an equity-centered, committee-driven investment process that combines quantitative screening and fundamental analysis to construct portfolios across various asset classes.

Jasper Vaccaro is a financial advisor at Atlatl Advisers in Madison, WI, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Waukesha State Bank, Heartland Financial, BMO Harris Financial Advisors, and M&I Brokerage Services. Atlatl Advisers serves individual and institutional clients, offering financial planning, consulting, and investment management with a focus on integrating comprehensive wealth management and a structured investment approach. The firm uses a diversified strategy that includes mutual funds, ETFs, independent managers, and alternative investments, and also provides specialized services such as digital-asset management and outsourced CIO consulting.

Michael Baer is a financial advisor at Harbour Investments, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Park Avenue Securities and Guardian Life Insurance Company of America. He serves on the Madison Community Foundation Professional Advisor Council and is also an Independent Insurance Agent. Harbour Investments serves a diverse clientele including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and a range of investment approaches through both in-house advisors and third-party managers.

Shane Kieler is a CFP®-credentialed financial advisor at Madison Partners with 15 years of industry experience. He worked at Edward Jones for 10 years before joining Madison Partners in 2020. Kieler is also involved in owning and managing several real estate entities and a tax preparation business outside of his advisory role. 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, 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, often implementing strategies through third-party sub-advisers and model portfolios.

Royce Kurtz is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Harbour Investments, Inc. and Woodbury Financial Services, INC. He is also involved in tax preparation and planning through Mennenga Tax & Financial and 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 customizable strategies overseen by a central Investment Management team and Investment Committee.

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 worked previously at Morgan Stanley and LPL Financial. Stratos Wealth Advisors serves individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients by providing financial planning and portfolio management through customized and model portfolios. The firm is affiliated with SEI companies, offering integrated investment management, custody, and cash management services.

John Locke is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Harbour Investments, Inc. in Madison, WI. He previously worked at LPL Financial for eight years before joining Harbour and JL3 Financial. Outside of his advisory role, Locke is also a musician who performs at various events such as weddings and parties. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm offers customized portfolio management using a combination of fundamental and technical analysis, employing mutual funds, ETFs, separately managed accounts, and other instruments.

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.

Alexander Draves is a financial advisor at Choreo, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. His background also includes roles outside finance at Lavelle Industries and Dennies Van Rossum Masonry. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Steven Reuhl is a financial advisor with Johnson Wealth Inc. in Madison, WI, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. He serves as a board member for West Madison Polar Cap Youth Hockey. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, business and government entities, and other advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots.

Zachary Morley is a financial advisor with ON Investment Management Company in Madison, WI, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has longstanding affiliations with The O.N. Equity Sales Company, Ohio National Financial Service, and Wisconsin Financial, all since 2015. Morley serves on the board of directors for Easter Seal Wisconsin, a nonprofit organization. ON Investment Management Company is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary asset management through third-party programs and maintains a dual-registration model combining advisory and broker-dealer activities.

Aaron Tachon is a financial advisor at Harbour Investments, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at both Harbour Investments and Financial Innovations LLC since 2012. Outside of his advisory work, he serves as a local town board supervisor in Evansville, Wisconsin. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.