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.

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.

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.

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.

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.

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.

Lukas Mcelhenie is a CFP® with six years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC. His prior experience includes roles at MML Investor Services, MassMutual Life Insurance Company, Principal Securities Inc, Principal Life Insurance Company, and CUNA Mutual Group. Outside of his advisory work, he is a partner and owner of Rome Homes LLC, a business involved in acquiring and marketing rental properties. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, while incorporating private market investments and AI-supported portfolio monitoring.

Katherine Megna is a financial advisor at O.N. Investment Management Company with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at the ON Equity Sales Company, Madison 56er's, Ohio National Financial Services, and Megna Financial, LLC. Outside of her advisory role, she coaches youth soccer and Olympic team development programs in Wisconsin. O.N. Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory solutions including fee-based planning, third-party investment programs, and managed accounts with both discretionary and non-discretionary options.

Bailey Buhr is a financial advisor at Harbour Investments, Inc. with two years of industry experience. Prior to joining Harbour Investments in 2023, Buhr worked at Menards as a plumbing sales associate and has additional experience in retail. At Menards, Buhr assisted customers with plumbing needs outside of trading hours. Harbour Investments serves a wide range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through both internal and third-party managers.

Steven Broihahn is a CFP® professional with 10 years of experience in financial advising, currently with Avantax Planning Partners, Inc. in Madison, WI. His prior roles include positions at Avantax Investment Services, ProEquities, and Valmark Securities. He also supports CPA firms and their clients with financial planning through an affiliated consulting role. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses via collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies, discretionary portfolio management, and tax-intelligent overlays, operating within a larger corporate group that offers access to a broad range of affiliated financial services.

Brent Welch is a financial advisor with ValMark Advisers, Inc. in Madison, WI, holding CFP® and ChFC® designations and over 40 years of industry experience. He has worked at ValMark Advisers and related entities since 2018 and founded Welshire Capital, where he continues in an advisory role. Welch is also involved in nonprofit activities as president of Mountain Men Revival, Inc., a religious organization promoting men's ministry events, and serves as treasurer for Great Lakes Tres Dias, Inc., a Christian men's and women's retreat organization. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients, delivering solutions through a network of representatives and utilizing diversified, goal-based model portfolios and asset allocation strategies. The firm is also noted for its involvement with investment-company products, including ETFs and index licensing arrangements.

Carl Johnson is a Series 66-licensed advisor with 23 years of experience, currently with International Assets Investment Management, LLC since 2021. He previously worked for Park Avenue Securities and Guardian Life Insurance Company of America for 20 years. Outside of advisory work, he is a 50% owner of Beans, Greens, and Screens, LLC, a business involved in selling seed and designing food plot programs. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized, long-term portfolio management and financial planning through a national network of independent advisers using a range of investment vehicles and strategies.

Richard O'Leary III is a financial advisor with Harbour Investments, Inc. in Madison, WI, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked with Harbour Investments and Harbour Management since 1999. Outside of his advisory role, he is the sole owner of MMM Trends LLC, a company that creates and sells coloring and children's books. 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 develop customized strategies and offers a range of solutions including discretionary portfolio management and model-based subscription services.

Trevor Conti is a financial advisor with Harbour Investments, Inc. and holds a Series 66 credential. He has 12 years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Thrivent Financial. Outside of his advisory work, he is a partial owner of The Grateful Hound, LLC, a dog daycare, grooming, and spa services business, and operates Transcend, LLC, which focuses on business strategy, marketing, and life coaching. Harbour Investments serves a broad mix of individual clients, trusts, pension and 401(k) plans, and institutional entities, offering both discretionary and non-discretionary portfolio management alongside financial planning and consultation. The firm’s investment approach varies by advisor and manager, utilizing methods such as fundamental and technical analysis and providing access to multiple execution pathways including wrap programs and third-party manager platforms.

Patrick Sturm is a financial advisor at Merit Financial Advisors with 25 years of industry experience. He previously worked for 12 years at Pillar Wealth Management Co., which he remains involved with as a principal during its transition period. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, 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.

Jesus Moreno Adame is a financial advisor at Associated Investment Services, Inc. with three years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he works part-time in retail and food service positions and serves as an Ammunition Stock Control and Accounting Specialist in the United States Army. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions, utilizing model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management.

Mc Kenna Makela is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with two years of industry experience. Makela holds a Series 65 designation and previously worked at Northwestern Mutual from 2020 to 2023. Prior to entering the financial industry, Makela has experience in the restaurant business and academic settings. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm utilizes a blend of discretionary and non-discretionary services, strategic asset allocation with model portfolios, and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Shayne Fickling is a ChFC® credentialed financial advisor with 26 years of industry experience, currently practicing at Calton & Associates, Inc. since 2019. Prior to this, he worked for nine years at Capital Financial Services Inc. Outside of advisory work, he serves as Regional Vice President at E4 Insurance Services, where he is involved in recruiting and training advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both commissionable brokerage and insurance products alongside advisory services, with investment recommendations tailored to client goals through various program structures and analytic approaches.

Mark Sweeney is a financial advisor with Harbour Investments, Inc. and Sweeney Financial Group, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes long-term roles at Capital Financial Services, Inc. and Mass Mutual, dating back to 1981. In addition to advisory work, he is active as an insurance agent involved in direct sales with life insurance companies. 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 range of investment vehicles, and offers both discretionary and non-discretionary portfolio management options.