Arthur Sanger is a financial advisor with ON Investment Management Company in Madison, WI, holding the ChFC® and Series 63 designations and bringing 50 years of industry experience. His prior roles include positions at Wisconsin Financial Advisors, The O.N. Equity Sales Company, Penn Mutual Life Insurance Co., and Wisconsin Financial Group, Inc., where he also serves as president and owner, managing insurance sales and agency operations. He is additionally involved with Wealth Building Cornerstones, focusing on promoting and training in sales systems. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse clientele including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both comprehensive and modular financial plans along with access to various third-party investment programs, operating under a dual-registration model with a mix of discretionary and non-discretionary account management.

Desiree Alexander is a financial advisor at Harbour Investments, Inc. with four years of industry experience. She holds a Series 66 designation and has previously worked at Wealth Distribution Strategies, Northwestern Mutual Investment Services LLC, and Christopher Anicete. She is also a notary for the state of Wisconsin and works as an independent insurance agent, including activities related to equity indexed annuities. Harbour Investments serves a diverse client base ranging from individual to institutional investors, offering portfolio management, financial planning, and various execution platforms. The firm employs a range of investment approaches customized by individual advisors and third-party managers.

Amy Thomas is a financial advisor at Merit Financial Advisors in Madison, WI, with six years of industry experience. She holds a Series 66 designation and has worked previously at Harbour Investments, Inc. and Mennenga Tax & Financial. In addition to her advisory role, Amy prepares tax returns through Merit Tax Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centrally overseen model portfolios, combining internal management and third-party sub-advisers, and offers a range of account types alongside affiliated tax preparation and fiduciary services.

Zachary Kuehl is a CFP® professional with 14 years of industry experience, currently advising at Madison Partners since 2021. Prior to this, he worked for nine years at Edward D. Jones & Co., L.P. He serves on the school board of Peace Lutheran School in Sun Prairie, WI. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers or model strategies.

Christian O’Connor is a financial advisor at Merit Financial Advisors in Madison, WI, holding a Series 66 license with six years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Harbour Investments, Inc., Calton & Associates, and MPC. In addition to his advisory duties, he provides tax preparation and planning services through Merit Tax 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 emphasizes long-term, diversified asset allocation through centrally managed portfolios and supports both discretionary and non-discretionary account arrangements.

Eric Hencley is a financial advisor at Madison Partners with nine years of industry experience. He holds the Series 66 designation and has a background that includes seven years at Francis LLC, one year at Smedley Financial Services, Inc., and 21 years of service in the U.S. Air Force. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction using a range of investment strategies and manages approximately $1.3 billion through a multi-advisor team.

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 12 years of industry experience, currently serving at Madison Investment Advisors, LLC. He has been with Hansberger Growth Investors, L.P. since 2014. Outside of his advisory role, he serves as a director for corporations including a legal services website in Canada and a personal holding company managing investments in securities, real estate, and private companies. Madison Investment Advisors serves a diverse client base including individual and institutional investors such as pension plans, foundations, municipalities, and insurance companies. The firm employs a risk-sensitive investment philosophy with a focus on fixed income and fundamental equity analysis, offering customized portfolios through various managed account structures.

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 at Madison Partners with a Series 66 credential and one year of industry experience. Prior to joining Madison Partners, he held roles at WEA Member Benefits and Equitable Advisors. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction using a range of investment vehicles, including ETFs, mutual funds, individual securities, alternative investments, and third-party strategies.

Carly Burgess is a financial advisor at Madison Partners with one year of industry experience. She holds a Series 65 designation and has previously worked at RBC Wealth Management and University Health Services. Outside of finance, she has held roles at organizations including the YMCA and Bona Fide Juicery. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Mark Mc Farland is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Madison Partners since 2020. Prior to this, he worked at Edward Jones for ten years. Outside of his advisory role, he is the owner of Stratus Tax & Consulting, a tax preparation business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party strategies.

Ian Smith is a financial advisor with AssuredPartners Investment Advisors in Madison, WI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at IFP Securities, LLC and LPL Financial. Outside of his advisory work, he is active as an insurance agent with Stafford Financial Consulting Group, LLC. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary portfolio management along with fiduciary plan services and educational programs.

Timothy Foht is a financial advisor at Johnson Wealth Inc. in Madison, WI, with 20 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at Johnson Wealth Inc. since 2016. He is also a Senior Vice President and Wealth Portfolio Manager at Johnson Bank, where he has been employed since 2012. Johnson Wealth is an SEC-registered investment adviser and a subsidiary of Johnson Financial Group, managing approximately $10.35 billion in assets for a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm’s investment approach emphasizes long-term, purpose-driven strategies focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative methods.

Aaron Johnson is a Series 65-licensed financial advisor with Madison Partners in Madison, WI, where he has worked since 2022. He has three years of industry experience, including five years at Mennenga Tax & Financial and six years at Deja Food Group. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to a diverse client base that includes individuals, trusts, charitable organizations, businesses, and retirement plans. The firm employs a customized fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party managers.

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.

Sandra Eichel is a financial advisor at Harbour Investments, Inc. in Madison, WI, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual in various roles from 2012 to 2021. Outside of finance, she has been giving voice lessons at Andersen Vocal Arts since 1994 and participates in diversity and inclusion consulting and speaking engagements. 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.

Nicholas White is a financial advisor with Harbour Investments, Inc. in Oregon, Wisconsin, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Green Mountain Wealth Strategies and Harbour Investments since 2012. Outside of advising, he owns and manages a duplex rental property. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable and corporate clients. The firm employs a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.