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.

Robert Ferris is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 registrations and possessing 16 years of industry experience. His career includes roles at Tota Vita Financial Associates, Spire Investments Partners, Cabot Lodge Securities LLC, and Sorge CPA & Business Advisors. Ferris also performs administrative and advisory functions for Spire Wealth Management and operates under the DBA Tota Vita Financial Associates. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, and supports its clients with a range of financial planning and retirement advisory services.

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.

James Ewing is a financial advisor at Merit Financial Advisors in Madison, WI, with 12 years of industry experience. He previously worked at Harbour Investments, Inc., Woodbury Financial Services Inc., and Mennenga Tax & Financial. Outside of his advisory role, he serves as treasurer for the 7591 Foundation, a nonprofit supporting veteran organizations. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and adaptable by advisors to meet client needs.

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.

Elena Bonilla is a financial advisor at Merit Financial Advisors with one year of industry experience. She holds the Series 66 designation and has worked at Merit Financial Advisors, Mennenga Tax & Financial, and Harbour Investments, Inc. Outside of her advisory role, she is involved in tax return preparation and tax planning through Mennenga Tax & Financial. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plans, 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.

Nicholas Schreck is a financial advisor at AlphaStar Capital Management with nine years of industry experience. He holds a Series 65 designation and has been involved with Expedition Retirement and The Retirement Classroom, the latter of which provides free educational classes on retirement-related topics. Schreck co-owns The Retirement Classroom and operates Expedition Retirement with licensed down-line agents. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and advisor-directed strategies incorporating various asset types and third-party technology, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Mark Zierath is a financial advisor at Merit Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, Inc. and Mennenga Tax & Financial Services. In addition to his advisory role, he provides tax planning and filing services at Merit Tax Advisors. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable modular sleeves, supported by an investment management team and committee.

Kevin Linsmeier is a financial advisor at MissionSquare Retirement with a Series 66 designation and four years of industry experience. Prior to his current role, he worked at Retirement Plan Advisors, LLC and Cambridge Investment Research Inc. He formerly served as a police officer and detective with the City of Madison Police Department for over 30 years and continues to fulfill occasional court testimony obligations related to cases he investigated. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Connor Stewart is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and four years of industry experience. He also serves as a financial advisor at Crystal Lake Tax and Financial. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans with asset management, financial planning, ERISA plan services, and co-/sub-advisory arrangements. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, actively managing portfolios and allocating to third-party managers when appropriate.

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.

Gregory Davis is a CFP® professional with 18 years of industry experience, currently serving at Choreo, LLC since 2022. Prior to joining Choreo, he worked for RSM US Wealth Management LLC for 16 years. Choreo 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 emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

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.

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.