Carly Burgess is a Series 65 licensed advisor at Madison Partners with one year of industry experience. Her prior work includes roles at RBC Wealth Management and University Health Services, among others. Outside of finance, she has been involved with the YMCA and worked in hospitality and retail settings. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.

Mark Mc Farland is a CFP® with 16 years of industry experience and is currently with Madison Partners, where he has worked since 2020. Prior to that, he spent 10 years at Edward Jones. Outside of advisory work, he owns and operates Stratus Tax & Consulting, a tax preparation business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and retained legacy positions, often integrating third-party sub-advisers and model portfolios.

James Smith is a financial advisor at MissionSquare Retirement with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining MissionSquare, he worked at Valic Financial Advisors for one year and has been with Icma Rc since 2017. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and nondiscretionary Fund Advice supported by Morningstar Investment Management’s model portfolios and asset allocation strategies.

Ian Smith is a financial advisor at AssuredPartners Investment Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at IFP Securities, LLC and LPL Financial. Outside of his advisory role, he is 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, and retirement plans. The firm offers both discretionary and non-discretionary management with customized portfolios and third-party manager selection, serving clients through a team of 31 advisors across multiple offices.

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 financial advisor with Madison Partners in Madison, WI, holding a Series 65 designation and three years of industry experience. His prior work includes five years at Mennenga Tax & Financial and six years at Deja Food Group. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, businesses, and retirement plans. The firm emphasizes a customized, long-term investment approach using ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

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.

Nathaniel Hedden is a financial advisor with Madison Partners in Madison, WI, holding a Series 65 designation and 17 years of industry experience. He worked at Musser Capital Advisors, LLC for 14 years before joining Madison Wealth Partners, Inc., where he has been since 2023. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individual and high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, fixed income, alternatives, and retained legacy positions, often incorporating third-party sub-advisers and model portfolios.

Susan Olson is a financial advisor with Harbour Investments, Inc. who holds the Series 63 and Series 65 designations and has 27 years of industry experience. She has worked at Harbour Investments since 2007 and also operates Susan Olson Insurance & Financial Solutions. Additionally, she is an independent insurance agent specializing in equity-indexed annuities. Harbour Investments serves a diverse clientele including individual clients, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm utilizes varied investment strategies through both individual advisors and approved third-party managers, with ongoing account monitoring and multiple execution platforms.

Michael Glatkowski is a financial advisor at Madison Investment Advisors, LLC with 26 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Madison Investment Advisors since 2016. Glatkowski is also associated with MFD Distributor, LLC and provides services to affiliated advisory firms within the Madison organization. Madison Investment Advisors serves a diverse client base that includes individuals, institutions, and financial intermediaries. The firm employs a risk-sensitive investment approach called “Participate and Protect®,” offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account types.

Darren Port is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Spire Wealth Management, among others. Outside of advisory work, he is involved in non-securities insurance sales through DCP Wealth Managers and provides business consulting focused on development and community connections. Concurrent Investment Advisors, LLC is a multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management services, financial planning, and retirement plan advisory, employing a customized, long-term investment approach with ETFs, mutual funds, and other securities supported by affiliated sub-advisory arrangements and integrated platform solutions.

David Geisler is a financial advisor at Madison Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Corvara Capital, LLC and Lateef Investment Management. Madison Investment Advisors serves a diverse range of individual and institutional clients, including 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 services through separately managed accounts, wrap programs, and model portfolios.

Noah Recker is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding a Series 65 credential with one year of industry experience. Prior to joining Johnson Wealth, he worked at Johnson Bank and Morgan Stanley. He serves as a Wealth Portfolio Analyst with dual roles at Johnson Bank and Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing over $10 billion in assets for high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Steven Carl is a financial advisor with Madison Investment Advisors, LLC in Madison, WI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Madison Investment Advisors, Inc. since 2003. Carl also provides services to affiliated investment adviser firms within the Madison Investment Holdings organization. Madison Investment Advisors serves a diverse client base, including individual and institutional investors such as pension plans, endowments, municipalities, and insurance companies. The firm employs a risk-sensitive investment philosophy with a focus on high-quality fixed income and fundamental equity analysis, offering customized portfolios across various account types.

Schuyler Hughes is a financial advisor with Principal Advised Services in Waunakee, WI, holding a Series 66 designation and two years of industry experience. His work history includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Outside of standard advisory duties, he serves as a retirement consultant providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, employing a combination of third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, enabling integrated access to affiliated products and services.

Daniel Stafford is a financial advisor with AssuredPartners Investment Advisors, holding a Series 63 license and bringing 42 years of industry experience. He has previously worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Stafford has also held leadership roles in consulting related to employee benefits and life insurance placement. 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 team of advisors across multiple offices.

Samuel Anhalt is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 credentials with 11 years of industry experience. His prior roles include positions at Northwestern Mutual and Scott Wedige. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing over $10 billion in assets for high-net-worth individuals and various institutional clients. The firm employs a long-term, purpose-driven investment approach based on asset allocation, model portfolios, and manager selection supported by qualitative and quantitative analysis.

Tony Mennenga is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Harbour Investments, Inc and Woodbury Financial Services, Inc. In addition to his advisory role, he provides tax preparation and planning services through Merit Tax Advisors. 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 using model portfolios and modular sleeves, with oversight by a central investment team and committee.

Marshall Mennenga is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked at firms including Woodbury Financial Services, Inc., Harbour Investments, Inc., and Mennenga Tax & Financial Service. He serves on the board of the Madison College Foundation, participating in its Governance and Finance and Investments committees. 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 using model portfolios and modular sleeves, with oversight by a central Investment Management team and an Investment Committee.

Matthew Weiss is a financial advisor at Madison Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Investacorp Inc and Klaas Financial Asset Advisors LLC. His background also includes academic experience at the University of Wisconsin–Madison. Madison Investment Advisors serves a diverse client base including individual investors, institutions, and financial intermediaries. The firm employs a risk-sensitive investment approach with a focus on high-quality fixed income and fundamental equity analysis, offering customized multi-asset portfolios through various managed account and model programs.