Brian Waelti is a financial advisor at Harbour Investments, Inc. with 36 years of industry experience. He has been with Harbour Investments since 2004 and previously operated Waelti Investment Services for over two decades. Outside of his advisory work, he is also an independent insurance agent offering equity-indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm provides various portfolio management and financial planning services, employing multiple investment approaches tailored by individual advisors and third-party managers.

Marva Riley is a CFP® and holds a Series 65 license with eight years of industry experience. She currently works at Forvis Mazars Wealth Advisors, LLC and previously spent seven years at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with financial planning, investment management, and consulting services. The firm manages approximately $12.0 billion in assets and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.

Stephen Schneider is a financial advisor at Calton & Associates, Inc. in Madison, WI, holding a Series 63 designation with 52 years of industry experience. He previously worked at Capital Financial Services, Inc. for 33 years before joining Calton & Associates in 2019. Outside of his advisory role, he is a partner in Schneider Financial Services, a business managing client accounts and handling life insurance and fixed annuities, though he no longer places new insurance policies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides multiple program structures and uses a variety of analytic approaches, combining fee-based and commissionable brokerage and insurance products through its dual registration.

Alyssa Brinkman is a financial advisor at NorthRock Partners, LLC in Madison, WI, holding a Series 66 credential with three years of industry experience. She previously worked at MML Investors Services LLC, MassMutual Life Insurance Co., and Charles Schwab & Co., Inc. Outside of her advisory role, Brinkman has experience in education operations and enrollment. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the inclusion of private market investments, supported by AI tools and human oversight.

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.

Michael Nicholson is a financial advisor at ValMark Advisers, Inc. in Madison, WI, holding the ChFC® and Series 63 designations with 55 years of industry experience. He has been with ValMark Advisers since 2006 and also operates a separate business providing third-party administration services on qualified plans. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and provides extensive support including retirement plan consulting and sub-advisory services.

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.

Sarah Jensen is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has been with CliftonLarsonAllen Wealth Advisors since 2012. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, combining active and passive strategies, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Timothy Van Pelt is a financial advisor at Madison Investment Advisors, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at National Exchange Bank & Trust for six years before joining Madison Investment Advisors in 2022. Madison Investment Advisors serves a diverse range of individual and institutional clients, employing a risk-sensitive “Participate and Protect®” philosophy and offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account structures. The firm is noted for its high client load per advisor and a client mix that includes municipalities, insurance companies, and banking institutions.

Jason Skinner is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Wealth Distribution Strategies, Scientific Protein Laboratories, FAAR Solutions, and Meridian Laboratory. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers various portfolio management and financial planning services, employing multiple investment approaches tailored by individual advisors and approved third-party managers.

Alan Winsand is a financial advisor at Harbour Investments, Inc. with 41 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Wealth Distribution Strategies LLC. Outside of his advisory work, Winsand operates a tax preparation business and works as an independent insurance agent. 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 both discretionary and non-discretionary portfolio management services.

Mark Pent is a financial advisor at DayMark Wealth Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and Annex Wealth Management. He serves as a board member of the Agrace Foundation in Madison, WI. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients with asset management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a combination of internally managed models, third-party managers, and held-away account tools, incorporating fundamental, technical, quantitative, and ESG analysis.

Mindi Endres is a financial advisor at Madison Investment Advisors, LLC with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at MFD Distributor, LLC and Madison Asset Management, LLC since 2014. Outside of her advisory work, she teaches kickboxing at Hybrid Fitness. 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 called “Participate and Protect®” and employs a bottom-up, fundamental approach to equities combined with a proprietary Sustainability Scorecard for sustainable equity strategies.

Lukas Kolasch is a financial advisor at Harbour Investments, Inc. with six years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Harbour Investments in 2021, Lukas held roles at Securities America, Inc. and Northwestern Mutual. Outside of his advisory work, he serves as a strength and conditioning coach for middle and high school athletes, teaching fitness, health, nutrition, leadership, and character development. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities, offering discretionary and non-discretionary portfolio management, financial planning, and various investment execution options tailored by adviser or third-party managers.

Jeffrey Simonbaker is a financial advisor with Madison Investment Advisors, LLC, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has worked with MFD Distributor, LLC and Madison Investment Advisors, Inc. since 2003. He is also employed by Madison Investment Holdings, Inc., providing services to affiliated advisory firms. Madison Investment Advisors serves a broad range of individual and institutional clients through fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm employs a risk-sensitive philosophy called “Participate and Protect®” and offers investment solutions via separately managed accounts, wrap programs, model portfolios, and sub-advisory arrangements.

Crew Risgaard is a financial advisor at Merit Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Pillar Wealth Management Co., and Kovitz Investment Group. He also provides fixed insurance advice based on client needs. 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 through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work, supported by a central Investment Management team and an Investment Committee.

Aaron Hager is a financial advisor at Harbour Investments, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Harbour Investments and its affiliated entities since 2005. Outside of his advisory role, he is also an independent insurance agent, which may include work with equity indexed annuities. 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 using a variety of investment instruments and also offers model-based solutions through a subscription platform.

Leslie Oliversen is a financial advisor at Madison Investment Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Madison Investment Advisors since 2011. Oliversen is also involved with affiliated entities including Madison Investment Holdings, Inc. and Mfd Distributor LLC. Madison Investment Advisors serves a diverse client base, including individuals, institutions, and financial intermediaries, providing 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, supporting its strategies through a range of separately managed accounts, wrap programs, and model portfolios.

Jessica O’Shea is a financial advisor at UMB Financial Services, Inc. in Madison, WI, with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Heartland Financial, Ameriprise, Wells Fargo Clearing, and Wells Fargo Advisors. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers a range of managed account programs through both discretionary and non-discretionary strategies and is affiliated with UMB Bank, integrating fixed-income expertise and municipal advisory services.

Natalie Johnson is a financial advisor at Madison Investment Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC and CUNA Mutual Group. Johnson is employed by Madison Investment Holdings, Inc., providing services to its affiliated investment adviser firms. 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. The firm follows a risk-sensitive investment philosophy and manages assets through various account structures, including separately managed accounts and model portfolios.