Lloyd Mennenga is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harbour Investments, Woodbury Financial Services, and Avantax Advisory Services. Outside of advisory work, he provides tax preparation and tax planning services through Merit Tax Advisors. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth management services with a focus on long-term, diversified portfolios managed through both discretionary and non-discretionary approaches.

Christopher Aleman is a Series 66 licensed financial advisor with Madison Investment Advisors, LLC, based in Madison, WI. He has 18 years of industry experience and has been involved with Madison Investment Holdings and Mfd Distributor LLC since 2015. Aleman also provides services to several affiliated advisory firms within the Madison organization. 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 employs a risk-sensitive investment philosophy with a high-quality fixed income focus and a fundamental, bottom-up approach to equities, including a proprietary Sustainability Scorecard for sustainable equity investments.

Suzanne Soriano is a financial advisor at Madison Partners with nine years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Investment Management and Wealth Distribution Strategies, LLC. Outside of advising, she has been involved with Bucky's Locker Room, a retail business in Madison, WI, where she assists customers and manages inventory. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, trusts, charitable organizations, and businesses. The firm employs a customized, long-term investment approach using ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Stuart Dybdahl is a financial advisor at Madison Investment Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Madison Investment Advisors since 2015. Dybdahl is also involved with affiliated investment advisory firms and dedicates significant time to these activities. Madison Investment Advisors serves a broad range of individual and institutional clients, including financial intermediaries, pension plans, foundations, and municipalities. The firm offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios guided by a risk-sensitive philosophy and a proprietary Sustainability Scorecard.

Grant Moll is a CFP® with six years of industry experience, currently serving as a financial advisor at Johnson Wealth Inc. in Madison, WI. His prior experience includes six years at Fisher Investments and earlier roles in various sectors, including a moving company and catering. Johnson Wealth is an SEC-registered investment adviser managing over $10 billion in client assets for high-net-worth individuals, families, trusts, foundations, and other entities. The firm uses a long-term, purpose-driven investment approach emphasizing asset allocation, model portfolios, and manager selection through qualitative and quantitative analysis.

Michael Swenson is a financial advisor at Merit Financial Advisors in Madison, WI, holding Series 63 and Series 65 licenses with 33 years of industry experience. His prior roles include positions at Mennenga Tax & Financial Services, Woodbury Financial, Harbour Investments, Inc., and PKS Investments. In addition to his advisory work, he is involved in tax preparation and planning through Merit Tax Advisors. 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 strategy using model portfolios and customizable modular sleeves, overseen by a central Investment Management team and Investment Committee.

Brian Ericson Huneck is a CFP® with three years of industry experience, currently serving as a financial advisor at Madison Partners. His prior work includes roles at Nicolet National Bank and T. Anton Investment House. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often through third-party sub-advisers and model portfolios.

Donald Miller Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Madison Investment Advisors, LLC, where he has worked since 2010. Madison Investment Advisors serves a diverse client base that includes individual and institutional investors such as pension plans, foundations, municipalities, and insurance companies. The firm focuses on fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios, following a risk-sensitive investment philosophy combined with a proprietary Sustainability Scorecard for its sustainable equity strategy.

Amy Thomas is a financial advisor at Merit Financial Advisors in Madison, WI, holding a Series 66 license with six years of industry experience. She previously worked at Harbour Investments, Inc. and Mennenga Tax & Financial. In addition to her advisory role, she prepares tax returns through Merit Tax Advisors. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, 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 independent fiduciary and ESOP trustee work.

Zachary Kuehl is a CFP® with 14 years of industry experience currently serving at Madison Partners. He worked previously at Edward D. Jones & Co., L.P. for nine years before joining Madison Wealth Partners, Inc., where he has been since 2021. Outside of his advisory work, he serves on the school board for Peace Lutheran School in Sun Prairie, WI. 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 employs a customized, primarily long-term investment approach that utilizes ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Michael Rozovics is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Clearing. Outside of finance, he is also engaged as a music creator and performer through his own business, Michael Roz Music. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of roughly 286 advisors serving over 13,000 clients.

Christian O'Connor is a financial advisor at Merit Financial Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Harbour Investments, Inc., Calton & Associates, and MPC. In addition to his advisory role, he provides tax preparation and planning services through Merit Tax Advisors. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves across various asset types, supported by a central Investment Management team and Investment Committee.

Eric Hencley is a financial advisor with Madison Partners in Madison, WI, holding a Series 66 designation and eight years of industry experience. He previously worked at Francis LLC for seven years and Smedley Financial Services, Inc. for one year before joining Madison Partners in 2026. Prior to his financial career, he served in the U.S. Air Force for 21 years. 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 emphasizes a customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

Karla Losey is a CFP® and Series 63 credentialed financial advisor with two years of experience. She currently serves as a Vice President and Wealth Advisor at Johnson Wealth Inc. and Johnson Bank in Madison, WI. Her prior experience includes roles at National Exchange Bank & Trust, Associated Investment Services, Inc., and Associated Bank. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group managing approximately $10.35 billion in assets for high-net-worth individuals, families, trusts, foundations, not-for-profits, business and government entities, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and specialized programs, applying a long-term, purpose-driven investment approach centered on asset allocation, model portfolios, and manager selection.

Christa Rubenzer Schonscheck is a financial advisor at Choreo, LLC with 10 years of industry experience. She holds the CFP® and Series 66 credentials and has worked at firms including Northwestern Mutual Investment Services LLC and Ameriprise Financial Services, Inc. Outside of finance, she owns and operates a dog grooming and pet boarding business. Choreo, LLC provides investment and advisory services to a diverse client base, including individuals, family offices, endowments, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and offers specialized consulting services such as 1031 exchange and Deferred Sales Trust™ advice.

Scott Kelly is a financial advisor at ValMark Advisers, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Gallagher Fiduciary Advisors, LLC, Kestra Financial, Inc., and Triad Advisors. Outside of advising, he is involved in managing private investment entities with his brother, including joint private investments and estate planning vehicles. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party programs along with sub-advisory and consulting services.

Thomas Tibbles is a CFA® charterholder with 11 years of industry experience. He has worked at Hansberger Growth Investors, L.P. since 2014. Outside of his advisory role, he serves as a director for several corporations including a legal services website in Toronto and manages assets for a personal holding company focused on securities, real estate, and private companies. Madison Investment Advisors, LLC serves a broad range of individual and institutional clients with fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm employs a risk-sensitive investment philosophy called “Participate and Protect®” and uses a fundamental, bottom-up approach for equities, including proprietary sustainability metrics.

Steven Kelley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked for RSM US Wealth Management LLC and RSM US LLP from 1999 to 2022. He holds a Series 66 license. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios, with a centralized portfolio management team and oversight by an Investment Committee.

Aidan Donahue is a financial advisor with Madison Partners in Madison, WI. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at WEA Member Benefits and Equitable Advisors. 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 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.

Taylor Robson is a CFP® with 13 years of experience in the financial services industry, currently affiliated with Harbour Investments, Inc. He has also worked at Legacy Wealth Advisors and Mennenga Tax & Financial. Robson is additionally an independent insurance agent. Harbour Investments serves a diverse range of clients, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers varied investment approaches and portfolio management services tailored by individual advisors and approved third-party managers.