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.

Traci Peterson is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. She has been with Great Valley Advisor Group and LPL Financial since 2015. Outside of her advisory role, she is a co-owner of a home-building business focused on spec homes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers.

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.

Hahna Rada is a financial advisor at Madison Partners in Madison, WI, holding a Series 65 designation with one year of industry experience. Prior to joining Madison Partners, she worked in healthcare and education roles, including at St. Mary's Hospital and Waunakee School. Outside of financial advising, she has experience in healthcare support and education sectors. 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 advisers.

George Carpenter is a financial advisor at Madison Partners with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Madison Partners in 2020. Outside of his advisory role, he manages two investment-related entities, including serving as president and owner of Highbury LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, 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, and other investment strategies.

Cole Mc Ilroy is a financial advisor at Madison Partners with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise LLC. He is also involved with the Lambda Chi Alpha Fraternity alumni nonprofit organization. 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 using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Robert Packard is a financial advisor with Harbour Investments, Inc. in Oregon, WI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Harbour Investments and Stone Arch Financial since 1991 and also operates as a tax preparer outside of his advisory work. 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 strategies across various asset classes and offers model-based solutions through a subscription platform.

Ryan Keshemberg is a CFP® with 18 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. He has been involved with Advisornet Insurance, Keshemberg Advisory, and Advisornet Financial, Inc. since 2013. In addition to his advisory work, he acts as an agent for fixed insurance sales. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to a diverse client base including individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios composed of equities, fixed income, mutual funds, and ETFs, and may engage sub-advisors or internal models to meet client objectives.

James Ewing is a financial advisor at Merit Financial Advisors in Madison, WI, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Harbour Investments, Inc., Woodbury Financial Services, Inc., and Mennenga Tax & Financial. Outside of advisory work, he serves as treasurer for the 7591 Foundation, a nonprofit supporting veteran organizations, and provides tax preparation and planning services through Merit Tax 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 emphasizes long-term, diversified asset allocation using centrally managed model portfolios with customization options, supported by an internal investment management team and third-party sub-advisers.

John Cress IV is a CFP® professional with 28 years of industry experience, currently serving at Madison Partners since 2024. He previously worked at Practical Portfolios LLC for 17 years and Access Investment Advisors Inc for 9 years. Outside of his advisory work, he is president of Access Management Corp, a real estate holding company, and serves as treasurer for the Lakeshore Amateur Radio Service Club. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a customized fiduciary approach focused on long-term portfolio construction with ETFs, mutual funds, individual securities, alternative investments, and third-party strategies.

Scott Zwierzynski is a financial advisor with Packerland Brokerage Services, Inc. in Stoughton, WI. He holds a Series 66 designation and has 26 years of industry experience. He has been with Packerland Brokerage Services since 2012. Zwierzynski is also involved in life insurance and fixed annuities sales on a limited basis. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management with a variety of investment solutions, including firm-managed portfolios and third-party manager programs, and operates as both an SEC-registered investment adviser and a FINRA broker-dealer.

Elena Bonilla is a financial advisor at Merit Financial Advisors in Madison, WI, holding a Series 66 credential with one year of industry experience. She previously worked at Mennenga Tax & Financial and Harbour Investments, Inc. Outside of her advisory role, she is involved in tax return preparation and tax planning through Mennenga Tax & Financial. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation with both internally managed model portfolios and third-party managers, providing a range of account options and support through a network of investment adviser representatives.

Nicholas Schreck is a financial advisor at AlphaStar Capital Management with nine years of industry experience. He holds a Series 65 designation and has been involved with Expedition Retirement and The Retirement Classroom, the latter of which provides free educational classes on retirement-related topics. Schreck co-owns The Retirement Classroom and operates Expedition Retirement with licensed down-line agents. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and advisor-directed strategies incorporating various asset types and third-party technology, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Mark Zierath is a financial advisor at Merit Financial Advisors in Madison, WI, holding a Series 66 designation with 12 years of industry experience. He previously worked at Woodbury Financial Services and Mennenga Tax & Financial Services. In addition to his advisory role, Zierath works with clients on tax planning and preparation through Merit Tax 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 investment approach with centrally managed portfolios, supported by both internal and third-party asset managers.

Matthew Swietlik Jr. is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding a Series 65 designation. He joined Johnson Wealth in 2026 and has previous experience at Johnson Bank along with roles in athletics equipment and construction prior to entering the financial industry. Johnson Wealth is an SEC-registered investment adviser managing over $10 billion in assets for a diverse clientele including high-net-worth individuals, families, trusts, and institutions. The firm employs a long-term, purpose-driven investment approach focused on asset allocation and manager selection, supported by both qualitative and quantitative analyses.