Bailey Buhr is a financial advisor at Harbour Investments, Inc. with two years of industry experience. Prior to joining Harbour Investments in 2023, Buhr worked at Menards as a plumbing sales associate and has additional experience in retail. At Menards, Buhr assisted customers with plumbing needs outside of trading hours. Harbour Investments serves a wide range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through both internal and third-party managers.

Kyle French is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. He has worked at Harbour Investments and Wealth Distribution Strategies LLC since 2017 and previously spent two years at Cambridge Investment Research Advisors, Inc. French is also an independent insurance agent, which includes activities related to equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, 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.

Jeremy Argue is a financial advisor with Harbour Investments, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. Prior to joining Harbour in 2017, he worked at Cambridge Investment Research Advisors, Inc. from 2012 to 2017. He is also an independent insurance agent, selling and servicing life insurance, long-term care insurance, and annuities. 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 both discretionary and non-discretionary portfolio management.

Thomas Brien is a financial advisor at Harbour Investments, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Massmutual and MML Investors Services, Inc. before joining Harbour Investments in 2017. He is also an independent insurance agent through Wealth Distribution Strategies. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Christopher Ridberg is a financial advisor at Madison Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Madison Investment Advisors in 2018, he worked at Van Eck Associates Corporation and Van Eck Securities Corporation from 2015 to 2018. Madison Investment Advisors serves a broad mix of individual and institutional clients, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account structures. The firm follows a risk-sensitive investment philosophy and employs a proprietary Sustainability Scorecard for its sustainable equity strategy.

Michael Grimes is a financial advisor at Madison Investment Advisors, LLC with 27 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Reinhart Partners for 10 years. He currently provides services through Madison Investment Holdings, Inc., supporting affiliated investment adviser firms. Madison Investment Advisors serves a diverse client base that includes individuals, institutions, municipalities, and insurance companies. The firm employs a risk-sensitive investment philosophy called “Participate and Protect®,” offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various delivery methods.

Steven Broihahn is a CFP® professional with 10 years of experience in financial advising, currently with Avantax Planning Partners, Inc. in Madison, WI. His prior roles include positions at Avantax Investment Services, ProEquities, and Valmark Securities. He also supports CPA firms and their clients with financial planning through an affiliated consulting role. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses via collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies, discretionary portfolio management, and tax-intelligent overlays, operating within a larger corporate group that offers access to a broad range of affiliated financial services.

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.

Jeffrey Matthias is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Madison Investment Advisors, LLC since 2011. He holds a Series 63 license and is based in Madison, WI. Madison Investment Advisors serves a diverse client base, including individual and institutional investors such as pension plans, foundations, municipalities, and insurance companies. The firm offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios, guided by a risk-sensitive philosophy and a proprietary Sustainability Scorecard.

Richard O'Leary III is a financial advisor with Harbour Investments, Inc. in Madison, WI, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked with Harbour Investments and Harbour Management since 1999. Outside of his advisory role, he is the sole owner of MMM Trends LLC, a company that creates and sells coloring and children's books. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to develop customized strategies and offers a range of solutions including discretionary portfolio management and model-based subscription services.

Lucas Marty is a CFP® with nine years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2017. He previously worked at Cambridge Investment Research, Inc. and has been involved with Wealth Distribution Strategies, LLC, as well as holding a position at the University of Wisconsin-Madison. Marty is a board member of the Monticello Foundation, a scholarship fund where he assists in selecting recipients and supporting fundraising efforts. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies, offering discretionary and non-discretionary portfolio management and model-based solutions through a subscription platform.

Trevor Conti is a financial advisor with Harbour Investments, Inc. and holds a Series 66 credential. He has 12 years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Thrivent Financial. Outside of his advisory work, he is a partial owner of The Grateful Hound, LLC, a dog daycare, grooming, and spa services business, and operates Transcend, LLC, which focuses on business strategy, marketing, and life coaching. Harbour Investments serves a broad mix of individual clients, trusts, pension and 401(k) plans, and institutional entities, offering both discretionary and non-discretionary portfolio management alongside financial planning and consultation. The firm’s investment approach varies by advisor and manager, utilizing methods such as fundamental and technical analysis and providing access to multiple execution pathways including wrap programs and third-party manager platforms.

Christopher Aleman is a Series 66 licensed financial advisor with Madison Investment Advisors, LLC, based in Madison, WI. He has 18 years of industry experience and has been involved with Madison Investment Holdings and Mfd Distributor LLC since 2015. Aleman also provides services to several affiliated advisory firms within the Madison organization. Madison Investment Advisors serves a diverse range of individual and institutional clients, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm employs a risk-sensitive investment philosophy with a high-quality fixed income focus and a fundamental, bottom-up approach to equities, including a proprietary Sustainability Scorecard for sustainable equity investments.

Stuart Dybdahl is a financial advisor at Madison Investment Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Madison Investment Advisors since 2015. Dybdahl is also involved with affiliated investment advisory firms and dedicates significant time to these activities. Madison Investment Advisors serves a broad range of individual and institutional clients, including financial intermediaries, pension plans, foundations, and municipalities. The firm offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios guided by a risk-sensitive philosophy and a proprietary Sustainability Scorecard.

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.

Jesus Moreno Adame is a financial advisor at Associated Investment Services, Inc. with three years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he works part-time in retail and food service positions and serves as an Ammunition Stock Control and Accounting Specialist in the United States Army. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions, utilizing model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management.

Mc Kenna Makela is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with two years of industry experience. Makela holds a Series 65 designation and previously worked at Northwestern Mutual from 2020 to 2023. Prior to entering the financial industry, Makela has experience in the restaurant business and academic settings. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm utilizes a blend of discretionary and non-discretionary services, strategic asset allocation with model portfolios, and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Shayne Fickling is a ChFC® credentialed financial advisor with 26 years of industry experience, currently practicing at Calton & Associates, Inc. since 2019. Prior to this, he worked for nine years at Capital Financial Services Inc. Outside of advisory work, he serves as Regional Vice President at E4 Insurance Services, where he is involved in recruiting and training advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both commissionable brokerage and insurance products alongside advisory services, with investment recommendations tailored to client goals through various program structures and analytic approaches.

Mark Sweeney is a financial advisor with Harbour Investments, Inc. and Sweeney Financial Group, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes long-term roles at Capital Financial Services, Inc. and Mass Mutual, dating back to 1981. In addition to advisory work, he is active as an insurance agent involved in direct sales with life insurance companies. 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 strategies using a range of investment vehicles, and offers both discretionary and non-discretionary portfolio management options.