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 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Forward Wealth Management, Harbour Investments, Park Avenue Securities, and Guardian Life Insurance Company of America. Baer serves on the Madison Community Foundation Professional Advisor Council and operates as an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Shane Kieler is a CFP® with 16 years of industry experience, currently an advisor at Madison Partners since 2020. He previously worked at Edward Jones for 10 years. Outside of his advisory role, Kieler is involved in tax preparation services through ownership of Stratus Tax & Consulting. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm follows a customized fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Royce Kurtz is a financial advisor at Merit Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Harbour Investments, Inc., Woodbury Financial Services, and Edward Jones. In addition to his advisory role, he provides tax preparation and planning services through Mennenga Tax & Financial. 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 emphasizes long-term, diversified asset allocation managed through centrally overseen model portfolios and utilizes both internal and third-party managers.

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 previously worked at Morgan Stanley, LPL Financial, BMO Harris Financial Advisors, and M&I Investment Management Corp. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers customized financial planning and portfolio management services utilizing both in-house and third-party managers.

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, Cedar Hill Associates, and Next Financial Group. In addition to her advisory role, she is a licensed insurance agent. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm follows a customized fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

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 at Madison Investment Advisors, LLC with 30 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Reinhart Partners, Inc. for 10 years and Optique Capital Management, Inc. for 13 years. Madison Investment Advisors serves a diverse client base including individuals, institutions, pension plans, and municipalities. The firm employs a risk-sensitive investment philosophy combining fixed-income management and fundamental equity strategies, offering customized portfolios through various delivery methods.

Zachary Morley is a financial advisor at ON Investment Management CO in Madison, WI, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The O.N. Equity Sales Company, Ohio National Financial Service, and Wisconsin Financial since 2015. Morley serves on the board of directors for Easter Seal Wisconsin, a nonprofit organization. ON Investment Management Company is an SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a mix of third-party investment programs and IAR-directed portfolios, with a significant portion of assets managed non-discretionarily.

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 with Madison Partners in Madison, WI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously spent 25 years with 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 services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction, utilizing a mix of ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

David Roasa is a financial advisor at Madison Partners in Madison, WI, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Vanguard Advisers. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers or model strategies.

Kiernan Haney is a financial advisor at Madison Investment Advisors, LLC in Madison, WI, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining Madison Investments in 2022, he worked at Retirement Income Strategies from 2020 to 2022. Madison Investment Advisors serves a diverse range of individual and institutional clients, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm follows a risk-sensitive investment philosophy with a focus on high-quality fixed income and fundamental equity analysis, managing assets through various discretionary and non-discretionary models.

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 in Madison, WI, holding a Series 65 designation with two years of industry experience. Prior to joining Madison Partners, he worked at WEA Member Benefits and has held roles across various sectors including property management, retail, and university administration. Outside of his advisory work, he was involved with Madison Memorial Youth Basketball for four years. Madison Partners serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing wealth management, discretionary portfolio management, and financial planning. The firm employs a customized fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and sub-advisers.

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.