Anne Laube is a CFP® professional at Poehling Capital Management, Inc. with three years of industry experience. Before joining Poehling, she worked at Fidelity Brokerage Services LLC and has a background that includes time outside the financial sector. Poehling Capital Management is an independent advisory firm managing approximately $591 million in discretionary assets, serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach focused on large-capitalization companies trading below intrinsic value and offers financial planning, estate-planning coordination, and portfolio management through a multi-advisor team.

Carlton Dewey is a financial advisor at Resonant Capital Advisors, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Kraemer North America for seven years. Dewey also pursued an MBA at the University of Wisconsin from 2021 to 2023. Resonant Capital Advisors manages over $2.2 billion in assets and serves individuals, high-net-worth families, and various institutional clients, including pension plans and insurance companies. The firm offers a range of services including financial planning, investment management, retirement plan consulting, and family-office advisory, utilizing a five-part investment framework and combining active, passive, and factor-based strategies.

Richard Martin is a financial advisor at Googins Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Asset Allocation Strategies, LLC and GLP Investment Services. Outside of his advisory role, he co-owns Martin Hops Farm LLC, a hops farming business that supplies breweries. Googins Advisors provides discretionary portfolio management and financial planning to individuals, businesses, and institutional clients, managing approximately $565.5 million in assets. The firm emphasizes fundamental, bottom-up analysis with a long-term buy-and-hold investment approach.

Rebecca Wiegand is a financial advisor at Isthmus Partners, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Robert W. Baird and Thrivent Financial. Outside of her advisory role, she is involved with Neora International, LLC. Isthmus Partners, LLC is an SEC-registered investment adviser serving individual and institutional clients with discretionary portfolio management, financial planning, and consulting services. The firm uses an equity-centered, committee-driven investment process that combines quantitative screening and fundamental analysis to construct portfolios across various asset classes.

Brenton Cashore is a financial advisor at Sentinel Advisory Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network and Northwestern Mutual in various capacities between 2009 and 2025. Sentinel Advisory Group provides financial planning and asset management services for individuals and retirement plans, offering portfolio management, fee-based advisory services, and retirement-plan consulting. The firm uses asset-allocation principles and modern portfolio theory in its managed accounts and provides employer-focused services alongside traditional wealth management.

Lucy Cuff is a CFP® with three years of industry experience and is currently affiliated with Jacobson & Schmitt Advisors, LLC. She is a member of the National Association of Personal Financial Advisors' Women's Initiative Committee, focusing on increasing female participation in financial advising. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes a long-term, all-cap equity investment approach combined with bond allocations and offers a multi-step financial planning process tailored to client goals and tax considerations.

Michael Baer is a financial advisor at Harbour Investments, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Forward Wealth Management, Harbour Investments, Park Avenue Securities, and Guardian Life Insurance Company of America. Baer serves on the Madison Community Foundation Professional Advisor Council and operates as an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Royce Kurtz is a financial advisor at Merit Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Harbour Investments, Inc., Woodbury Financial Services, and Edward Jones. In addition to his advisory role, he provides tax preparation and planning services through Mennenga Tax & Financial. 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 managed through centrally overseen model portfolios and utilizes both internal and third-party managers.

William Meland is a financial advisor with Merit Financial Advisors in Middleton, WI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He worked at Pillar Wealth Management Co. from 2004 to 2025 before joining Merit Financial 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 asset allocation strategy managed through centrally overseen model portfolios and offers both discretionary and non-discretionary account arrangements.

Stephanie Thompson is a financial advisor at Integrity Advisory Solutions with one year of industry experience. She holds the Series 65 designation and previously spent 12 years at Krueger Hernandez and Thompson SC, where she served as an attorney specializing in estate planning, trust administration, probate, and long-term care planning. Integrity Advisory Solutions supports individuals, trusts, estates, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing fundamental and technical analysis, asset allocation strategies, and third-party platforms.

Emily Olson is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been with Harbour since 2014. In addition to her advisory role, Olson operates as an independent insurance agent, providing services including equity indexed annuities. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies, utilizing a range of instruments such as mutual funds, ETFs, and annuities, with ongoing monitoring and periodic reviews.

Alexander Draves is a financial advisor at Choreo, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. His background also includes roles outside finance at Lavelle Industries and Dennies Van Rossum Masonry. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Steven Reuhl is a financial advisor with Johnson Wealth Inc. in Madison, WI, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. He serves as a board member for West Madison Polar Cap Youth Hockey. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, business and government entities, and other advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots.

Marva Riley is a CFP® and holds a Series 65 license with eight years of experience in the financial advisory industry. She is currently with Forvis Mazars Wealth Advisors, LLC in Madison, WI, having previously worked at BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and retirement plan consulting. The firm employs a customized investment approach that integrates active and passive strategies with a focus on diversification, cost control, and long-term discipline.

Jeffrey Budzisz is a financial advisor with Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked at Johnson Wealth Inc. since 2017 and concurrently serves as Senior Vice President and Wealth Advisor at Johnson Bank since 2012. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, nonprofits, foundations, and government entities. The firm employs a long-term, goal-driven approach to asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies through model portfolios, mutual funds, ETFs, and curated private investments.

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.

Alex Pudlo is a CFP® and ChFC® with 13 years of industry experience. He currently serves as a wealth advisor at Johnson Wealth Inc. and Johnson Bank in Madison, WI, holding dual employment since 2022. His prior experience includes roles at State Bank of Cross Plains, LPL Financial, Union Bank & Trust, and MassMutual. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, foundations, and various institutional clients. The firm emphasizes long-term, goal-driven asset allocation and manager selection through proprietary methodologies and offers specialized programs such as discretionary management for 401(k) self-directed brokerage accounts for airline pilots and curated private investment options for qualified investors.

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.