Mark Sweeney is a financial advisor with Harbour Investments, Inc. in Madison, WI, holding Series 63 and 65 licenses and bringing 44 years of industry experience. He has worked at Harbour Investments and Sweeney Financial Group since 2017, with prior experience at Capital Financial Services and MassMutual. In addition to his advisory work, he is an insurance agent with direct sales in life insurance products. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment approaches tailored by individual advisors and third-party managers.

Jeffrey Day is a financial advisor at NorthRock Partners, LLC with 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of advisory services, he works as an insurance agent specializing in individual life, group life, and group health insurance. 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 periodic rebalancing, often utilizing independent managers and integrating private market allocations.

Jay Hinkens is a CFP® with 21 years of industry experience, currently affiliated with Harbour Investments, Inc. and Point B Wealth Advisors. He has worked at Harbour Investments since 2007 and at Point B Wealth Advisors since 2009. Outside of his advisory roles, he serves on the board of the Rotary Club of Madison South and operates HighwoodWorks, a company that manufactures wooden gift items. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Megan Dorn is a CFP® with 15 years of industry experience, currently affiliated with Harbour Investments, Inc. and leading Dorn Wealth Management. Her prior experience includes roles at Mennenga Tax & Financial and Harbour Investments. She volunteers as a financial coach with Wings for Widows, providing pro bono support to widows navigating tax and financial changes after the loss of a spouse. Harbour Investments, Inc. serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm employs various investment approaches tailored by advisers and approved third-party managers, with ongoing monitoring and multiple execution platforms.

Jacob Welch is a Series 66-credentialed advisor with 11 years of industry experience, currently with ValMark Advisers, Inc. since 2019. He is also the owner of Welshire Capital, LLC, an investment-related business. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth clients, retirement plan sponsors, and institutional entities through a multi-team network. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, separate-account managers, and third-party manager programs in client solutions.

Michael Dellolio is a Series 66 licensed financial advisor at Harbour Investments, Inc. in Madison, WI, with nine years of industry experience. He has been with Harbour Management and Harbour Investments since 2015. Harbour 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 using various instruments and also offers model-based solutions through a subscription platform.

Cara Wolenec is a financial advisor at Merit Financial Advisors with 13 years of industry experience. She holds a Series 65 designation and previously worked for Pillar Wealth Management Co. for a combined total of 13 years. 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 by an internal investment team and committee, offering both discretionary and non-discretionary account options through a network of advisers operating under local DBA names.

Megan Montgomery is a financial advisor with ON Investment Management Co in Madison, WI, holding a Series 66 designation and 10 years of industry experience. She has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2016 and is also involved with Wealth and Wisdom of WI, a financial planning firm where she conducts insurance sales including life, health, and disability insurance. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company that serves individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs.

Kaitlyn Friant is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and having seven years of industry experience. She has worked at CliftonLarsonAllen since 2017 and previously held positions at Kohl's, Capital Wealth Advisory Group, and the University of Wisconsin Madison School of Human Ecology. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and institutional clients and qualified retirement plans. The firm provides wealth advisory and asset management services, financial and estate planning, and business succession consulting, utilizing a combination of RIA fiduciary services alongside broker-dealer and insurance activities.

Scott Conwell is a CFP® professional with 17 years of industry experience, currently with Harbour Investments, Inc. in Madison, WI. His prior roles include positions at Canopy Wealth Management, Northwestern Mutual Investment Management, and the Wisconsin Department of Financial Institutions. Outside of his advisory work, he serves as an at-large board member for Capital Off-Road Pathfinders, a mountain biking advocacy group, and owns Closer To North, LLC, an outdoor recreation business focused on biking, camping, travel, and photography. 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 model-based solutions through a subscription platform.

Peter Cymbalak is a financial advisor with Trek Financial in Middleton, WI, holding a Series 65 designation and 12 years of industry experience. He has worked at Trek Financial since 2020 and previously held roles with Empowered Financial Investments, BCJ Capital Management, and Horter Investment Management. Cymbalak is also the owner of Empowered Financial Management, LLC, an insurance business based in Middleton. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm combines strategic and tactical investment approaches with a range of systematic strategies, alternative investment platforms, and advanced portfolio management techniques, including the use of artificial intelligence under human oversight.

Kyle Kopitzke is a financial advisor at Harbour Investments, Inc. in Madison, WI, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Harbour since 2014. Outside of his advisory role, he is also 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 portfolio management, financial planning, wrap-fee programs, and access to various execution platforms, employing a range of investment strategies tailored by individual advisors and third-party managers.

Bradley Mueller is a financial advisor with ValMark Advisers, Inc. in Middleton, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has held various roles in financial advisory and insurance services, including positions at Wipfli Financial Advisors and Hewins Financial Advisors. Outside of his advisory work, Mueller is involved in several business activities, including serving as Managing Principal of Monarch Insurance Agency, shareholder in Skate Armor LLC, sole member of Monarch Ridge LLC providing outdoor guiding services, and holds leadership roles as President of the Madison Estate Council and the West Middleton Lutheran Church Council. 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 multi-asset allocation portfolios and offers proprietary and third-party investment solutions, including its ACCESS wrap platform and TOPS® ETF portfolios.

Michael Nickel is a financial advisor at Associated Investment Services, Inc. in Madison, WI, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Associated Investment Services since 2006. Outside of his advisory role, he is co-owner and designer at Copper Mule Designs, a custom woodworking and furniture business. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services primarily on a non-discretionary basis.

Laurie Ellis Mcleod is a financial advisor with Harbour Investments, Inc. in Madison, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with firms including Aerie Preferred Financial Group and H. Beck, Inc. Outside of advising, she volunteers on local boards and teaches educational programs at public libraries. Harbour Investments serves a diverse client base including individual investors, 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 and multiple execution platforms.

Michael Mc Kersie is a CFP® professional with 23 years of industry experience, currently serving at Level Four Advisory Services since 2014. He also has a role at LPL Financial and is involved with Ann Arbor Annuity Exchange, providing non-variable annuity options to clients. Additionally, he owns MJM Wealth Management, LLC, which he uses for business expense management. Level Four Advisory Services is an SEC-registered enterprise adviser managing approximately $5.32 billion across 115 advisors and about 13,865 client relationships. The firm serves a diverse client base and offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and unaffiliated sub-advisers.

Kyle Pahnke is a financial advisor at Harbour Investments, Inc. with four years of industry experience. He holds a Series 66 designation and has been with Harbour since 2021. Outside of advisory work, he has experience as a bartender. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans, using a combination of fundamental and technical analysis to create customized portfolio strategies.

Timothy Luchsinger is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Middleton, WI. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 14 years at CliftonLarsonAllen. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios combining mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Benjamin Motiff is a CFP® professional with 15 years of industry experience, currently with Harbour Investments, Inc. in Madison, WI. His prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of financial advising, he is involved in tax preparation and accounting through his firm Motiff & Fayram, Ltd. 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 blend of fundamental and technical analysis to create customized investment strategies and offers model-based solutions via a subscription platform.

Nathaniel Brinkman is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include long-term tenure at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, Brinkman is involved in providing management consulting and administrative support services to ultra-high-net-worth business owners and their families through his partnership in The Liminal Group, as well as consulting on estate, business, and personal planning. NorthRock Partners offers 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 focused on broad asset allocation and diversification, frequently utilizing independent managers and integrating private market allocations, supported by AI tools alongside human oversight.