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.

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 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.

Mason Holin is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Innovative Financial and the University of Wisconsin Whitewater. His background includes roles outside finance, such as positions in education and food services. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

George Carpenter is a financial advisor with Madison Partners in Madison, WI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for eight years before joining Madison Partners in 2020. Outside of his advisory role, Carpenter is president and owner of Highbury LLC, a real estate investment company. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individual and high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Cole Mc Ilroy is an advisor at Madison Partners with a Series 66 credential and one year of industry experience. Prior to joining Madison Partners, he worked at LPL Enterprise LLC and spent several years as a student at the University of Wisconsin-Whitewater. He is involved with the Lambda Chi Alpha Fraternity Alumni nonprofit organization. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individual and high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a customized, long-term investment approach with portfolios typically composed of ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Robert Ferris is a financial advisor at Spire Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Tota Vita Financial Associates/Spire Investment Partners since 2019, following six years at Cabot Lodge Securities and sixteen years at Sorge CPA & Business Advisors. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and tax-aware allocations. The firm also delivers financial planning, manager-of-managers programs, and access to various model portfolios, with proprietary risk overlays managed through its affiliate Corbett Road Capital Management.

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 previously worked at Harbour Investments, Inc., Woodbury Financial Services Inc., and Mennenga Tax & Financial. Outside of his advisory role, he serves as treasurer for the 7591 Foundation, a nonprofit supporting veteran organizations. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and adaptable by advisors to meet client needs.

John Cress IV is a CFP® with 28 years of industry experience, currently serving as an advisor at Madison Partners since 2024. Prior to this, he spent 17 years at Practical Portfolios LLC. Outside of his advisory work, he is the 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 a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm’s investment approach is customized and primarily long-term oriented, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often through third-party sub-advisers and model portfolios.

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 with one year of industry experience. She holds the Series 66 designation and has worked at Merit Financial Advisors, 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, LLC is an SEC-registered firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

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.