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.

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.

Joel Dykman is a financial advisor with Madison Investment Advisors, LLC in Madison, WI, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Reinhart Partners, Inc. for 15 years. Dykman is employed by the firm's parent company, Madison Investment Holdings, Inc., providing services to affiliated adviser firms. Madison Investment Advisors serves a diverse client base including individuals, institutions, and financial intermediaries, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm employs a risk-sensitive investment philosophy with a focus on high-quality fixed income and a fundamental bottom-up equity approach.

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.

Jeffrey Budzisz is a financial advisor with Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked at Johnson Wealth Inc. since 2017 and concurrently serves as Senior Vice President and Wealth Advisor at Johnson Bank since 2012. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, nonprofits, foundations, and government entities. The firm employs a long-term, goal-driven approach to asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies through model portfolios, mutual funds, ETFs, and curated private investments.

Shelley Moffatt is a financial advisor at Madison Partners with 29 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Madison Partners in 2023, she spent 25 years at Edward D. Jones & Co., L.P. Moffatt is principal of Dreammaker LLC, a passthrough LLC established for tax purposes. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, long-term focused investment strategies using ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing client portfolios through third-party sub-advisers and model portfolios.

David Roasa is a financial advisor with Madison Partners in Madison, WI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at LPL Financial and Vanguard Advisers, with extensive tenure at Vanguard Marketing Corporation. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, 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, alternatives, and legacy positions as appropriate.

Kiernan Haney is a financial advisor at Madison Investment Advisors, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Madison Investments in 2022, he worked at Retirement Income Strategies from 2020 to 2022. Madison Investment Advisors serves a diverse client base including individuals, institutions, pension plans, and municipalities. The firm employs a risk-sensitive investment philosophy with a focus on fixed income and fundamental equity analysis, offering customized portfolios through various managed account structures.

Nicholas Harenda is a financial advisor at Madison Investment Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Madison Investments and Concentrix. Madison Investment Advisors serves a broad range of individual and institutional clients, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account types. The firm applies a risk-sensitive investment philosophy and utilizes a proprietary Sustainability Scorecard for its sustainable equity strategy.

Jill Sommers is a financial advisor at Harbour Investments, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial. In addition to her advisory role, she owns Sommers Financial Services, where she operates as an independent insurance agent offering products including equity indexed annuities and various types of insurance. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm utilizes a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Carsen Strang is a financial advisor at Madison Partners with a Series 65 credential and two years of industry experience. Prior to joining Madison Partners, he worked at WEA Member Benefits and has held various roles outside the financial sector, including positions at Apex Property Management and Freshfin Poke. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to a wide range of clients, 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, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Matthew Smith is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience and holds Series 63 and Series 65 designations. His prior work includes roles at Jackson National Life Distributors, LLC and Wealth Distribution Strategies. Outside of his advisory role, he serves as an assistant hockey coach at Edgewood High School in Madison, WI. 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 employs a combination of fundamental and technical analysis to create customized strategies, offering various portfolio management options and model-based solutions through a subscription platform.

Alex Pudlo is a CFP® and ChFC® with 13 years of industry experience. He currently serves as a wealth advisor at Johnson Wealth Inc. and Johnson Bank in Madison, WI, holding dual employment since 2022. His prior experience includes roles at State Bank of Cross Plains, LPL Financial, Union Bank & Trust, and MassMutual. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, foundations, and various institutional clients. The firm emphasizes long-term, goal-driven asset allocation and manager selection through proprietary methodologies and offers specialized programs such as discretionary management for 401(k) self-directed brokerage accounts for airline pilots and curated private investment options for qualified investors.

Hahna Rada is a financial advisor at Madison Partners with a Series 65 credential and one year of industry experience. Prior to joining Madison Partners, she held roles in healthcare and education, including positions at St. Mary's Hospital in Madison and Waunakee School. She is also affiliated with Purdue University Global and UW Whitewater - Madison College. 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’s investment approach is primarily long-term and customized, typically utilizing ETFs, mutual funds, and other securities, while employing third-party sub-advisers and model portfolios.