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.

Mason Holin is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Innovative Financial and the University of Wisconsin Whitewater. Harbour Investments serves a broad range of individual clients, trusts, pension and 401(k) plans, as well as institutional and corporate entities. The firm offers various portfolio management and financial planning services, utilizing diverse investment approaches and multiple execution platforms.

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 two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Purshe Kaplan Sterling Investments and Pillar Wealth Management Co. He also provides fixed insurance advice in addition to his advisory role. 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 centralized portfolio management and offers a range of customizable services and account options.

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.

Cynthia Kellor is a financial advisor with Capital Analysts, holding a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Lincoln Investment and spent over 30 years with the Madison Metropolitan School District. She serves as Secretary on the board of the Hidden Oaks Home Owners Association. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a network of independent advisors and in-house investment management using a proprietary mutual fund screening process.

Jessica O'Shea is a financial advisor with UMB Financial Services, Inc. in Madison, WI. She holds Series 65 and Series 63 licenses and has 10 years of industry experience. Her prior work includes roles at Heartland Financial, Ameriprise, Wells Fargo Clearing, and Wells Fargo Bank. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account options and combines bank affiliation with municipal advisory and investment management capabilities.

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 with ON Investment Management Co in Middleton, WI, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. She has worked with the ON Equity Sales Company, Madison 56er's, Ohio National Financial Services, and operates Megna Financial, LLC. Outside of advising, she coaches youth soccer players and has been involved in developing training programs for youth and Olympic team initiatives in the Wisconsin region. ON Investment Management Company is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs through third-party managers and maintains a dual-registration model with broker-dealer activities.

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.

Joel Craven is a CFP®-credentialed financial advisor with 21 years of industry experience. He currently works at Capital Analysts and has held prior roles at Lincoln Investment and Horace Mann Insurance. Outside of advising, Craven serves as treasurer on the Mt Horeb Schools Board of Education and owns a staffing company supporting his financial services work. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm combines discretionary investment management with advisor-directed strategies, leveraging an in-house research team and proprietary mutual fund screening.

Brent Welch is a CFP® and ChFC® with 40 years of industry experience. He is currently with ValMark Advisers, Inc., where he has worked since 2018, and is also the founder of Welshire Capital, a wealth advisory firm. Welch serves as president of Mountain Men Revival, Inc., a nonprofit focused on men's ministry, and is treasurer of Great Lakes Tres Dias, Inc., a Christian retreat organization. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation, delivering services through a network of advisory representatives using both proprietary and third-party platforms.

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.

Chad Millar is a financial advisor with Capital Analysts in Verona, WI, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Lincoln Investment since 2014 and operates Chad Millar Photography LLC, an active photography business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, advisor-managed portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

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.

Patrick Sturm is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Pillar Wealth Management, Russell Investments, Allspring Funds Management, and Strong Capital Management. He was previously associated with Pillar Wealth Management, which is in the process of transitioning its assets to Merit Financial Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed portfolios and supports both discretionary and non-discretionary accounts.

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 financial advisor at Calton & Associates, Inc. with 26 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to joining Calton & Associates in 2019, he worked at Capital Financial Services Inc. for nine years. Outside of his advisory role, he serves as Regional Vice President of E4 Insurance Services, a wholesaler of fixed insurance products. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and access to both firm-sponsored and third-party money management programs, utilizing a range of analytical approaches and investment strategies.