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.

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.

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.

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.

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.

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.

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.

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.

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.

Kyle French is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. He has worked at Harbour Investments and Wealth Distribution Strategies LLC since 2017 and previously spent two years at Cambridge Investment Research Advisors, Inc. French is also an independent insurance agent, which includes activities related to equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

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.

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.