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.

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.

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.

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.

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.

Cynthia Kellor is a financial advisor with Capital Analysts and holds a Series 66 designation. She has two years of industry experience and previously worked at Lincoln Investment. Outside of her advisory role, she serves as secretary on the board of the Hidden Oaks Homeowners Association. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, utilizing an in-house research team and third-party managers.

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 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.

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.

Jeremy Argue is a financial advisor with Harbour Investments, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. Prior to joining Harbour in 2017, he worked at Cambridge Investment Research Advisors, Inc. from 2012 to 2017. He is also an independent insurance agent, selling and servicing life insurance, long-term care insurance, and 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 investment strategies and offers both discretionary and non-discretionary portfolio management.

Thomas Brien is a financial advisor at Harbour Investments, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Massmutual and MML Investors Services, Inc. before joining Harbour Investments in 2017. He is also an independent insurance agent through Wealth Distribution Strategies. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Joel Craven is a CFP® professional with 21 years of industry experience, currently affiliated with Capital Analysts. He has held positions at Lincoln Investment and Horace Mann Insurance during his career. Outside of financial advising, he serves as Treasurer and Board Member for the Mt Horeb Schools Board of Education and owns a staffing company, Craven Enterprises LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers a range of portfolio management solutions through a nationwide network of independent advisors and provides both discretionary and non-discretionary investment management supported by an in-house research team.

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.