Crew Risgaard is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Purshe Kaplan Sterling Investments and Pillar Wealth Management Co. He also provides fixed insurance advice in addition to his advisory role. 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 investment approach with centralized portfolio management and offers a range of customizable services and account options.

James Ewing is a financial advisor at Merit Financial Advisors in Madison, WI, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Harbour Investments, Inc., Woodbury Financial Services, Inc., and Mennenga Tax & Financial. Outside of advisory work, he serves as treasurer for the 7591 Foundation, a nonprofit supporting veteran organizations, and 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 using centrally managed model portfolios with customization options, supported by an internal investment management team and third-party sub-advisers.

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 in Madison, WI, holding a Series 66 credential with one year of industry experience. She previously worked at 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 is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation with both internally managed model portfolios and third-party managers, providing a range of account options and support through a network of investment adviser representatives.

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 in Madison, WI, holding a Series 66 designation with 12 years of industry experience. He previously worked at Woodbury Financial Services and Mennenga Tax & Financial Services. In addition to his advisory role, Zierath works with clients on tax planning and preparation 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 employs a long-term, diversified investment approach with centrally managed portfolios, supported by both internal and third-party asset managers.

Matthew Swietlik Jr. is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding a Series 65 designation. He joined Johnson Wealth in 2026 and has previous experience at Johnson Bank along with roles in athletics equipment and construction prior to entering the financial industry. Johnson Wealth is an SEC-registered investment adviser managing over $10 billion in assets for a diverse clientele including high-net-worth individuals, families, trusts, and institutions. The firm employs a long-term, purpose-driven investment approach focused on asset allocation and manager selection, supported by both qualitative and quantitative analyses.

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 CFP® and ChFC® with 40 years of industry experience. He is currently with ValMark Advisers, Inc., where he has worked since 2018, and is also the founder of Welshire Capital, a wealth advisory firm. Welch serves as president of Mountain Men Revival, Inc., a nonprofit focused on men's ministry, and is treasurer of Great Lakes Tres Dias, Inc., a Christian retreat organization. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation, delivering services through a network of advisory representatives using both proprietary and third-party platforms.

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.

Trevor Conti is a financial advisor with Harbour Investments, Inc. in Madison, WI, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Thrivent Financial, Waddell and Reed, and Edward Jones. Outside of advising, he is a 50% owner of The Grateful Hound, LLC, a dog daycare, grooming, and spa services business. Harbour Investments serves a diverse client base including individuals, 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 tailored by individual advisors and approved third-party managers.

Lloyd Mennenga is a financial advisor at Merit Financial Advisors in Madison, WI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Harbour Investments, Inc., Woodbury Financial Services, Inc., and Avantax Advisory Services. In addition to his advisory role, Mennenga provides tax preparation and tax 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 employs a long-term, diversified asset allocation approach managed by internal and external teams and offers both discretionary and non-discretionary account options.

Patrick Sturm is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Pillar Wealth Management, Russell Investments, Allspring Funds Management, and Strong Capital Management. He was previously associated with Pillar Wealth Management, which is in the process of transitioning its assets to Merit Financial Group. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed portfolios and supports both discretionary and non-discretionary accounts.

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.

Grant Moll is a CFP® with six years of industry experience, currently serving as a financial advisor at Johnson Wealth Inc. in Madison, WI. His prior experience includes six years at Fisher Investments and earlier roles in various sectors, including a moving company and catering. Johnson Wealth is an SEC-registered investment adviser managing over $10 billion in client assets for high-net-worth individuals, families, trusts, foundations, and other entities. The firm uses a long-term, purpose-driven investment approach emphasizing asset allocation, model portfolios, and manager selection through qualitative and quantitative analysis.

Michael Swenson is a financial advisor at Merit Financial Advisors in Madison, WI, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Harbour Investments, Inc., Woodbury Financial, and Mennenga Tax & Financial Services. Swenson is also involved in tax advisory 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 institutional clients. The firm employs a long-term, diversified asset allocation strategy, utilizing centrally managed model portfolios alongside third-party managers, and provides a range of financial planning and retirement consulting services.

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.