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, holding Series 63 and Series 65 licenses with 33 years of industry experience. His prior roles include positions at Mennenga Tax & Financial Services, Woodbury Financial, Harbour Investments, Inc., and PKS Investments. In addition to his advisory work, he is involved in tax preparation and planning 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 strategy using model portfolios and customizable modular sleeves, overseen by a central Investment Management team and Investment Committee.

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® professional with 14 years of industry experience, currently serving at Harbour Investments, Inc. and leading Dorn Wealth Management since 2020. Her prior experience includes work at Mennenga Tax & Financial. She volunteers as a financial coach for Wings for Widows, providing guidance to widows on tax and financial matters. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities, offering portfolio management, financial planning, and various investment platforms tailored to adviser and client preferences.

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.

Amy Thomas is a financial advisor at Merit Financial Advisors in Madison, WI, holding a Series 66 license with six years of industry experience. She previously worked at Harbour Investments, Inc. and Mennenga Tax & Financial. In addition to her advisory role, she prepares tax returns through Merit Tax Advisors. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Michael Rozovics is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Clearing. Outside of finance, he is also engaged as a music creator and performer through his own business, Michael Roz Music. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of roughly 286 advisors serving over 13,000 clients.

Cara Wolenec is a Series 65-licensed financial advisor at Merit Financial Advisors with 12 years of industry experience. She has worked at Pillar Wealth Management Co. from 2012 to the present. 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 customizable sleeves, supported by an Investment Management team and committee.

Christian O'Connor is a financial advisor at Merit Financial Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Harbour Investments, Inc., Calton & Associates, and MPC. 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 firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves across various asset types, supported by a central Investment Management team and Investment Committee.

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.

Kaitlyn Friant is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. She has worked at CliftonLarsonAllen since 2017, with prior roles at Kohl's, Capital Wealth Advisory Group, and the University of Wisconsin Madison School of Human Ecology. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory and asset management services, combining fiduciary RIA services with broker-dealer and insurance capabilities. The firm employs strategic asset allocation through firm-constructed model portfolios and integrates multidisciplinary planning by collaborating with tax, estate, and risk professionals at its parent company.

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.

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.

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.

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.

Taylor Robson is a CFP® with 13 years of experience in the financial services industry, currently affiliated with Harbour Investments, Inc. He has also worked at Legacy Wealth Advisors and Mennenga Tax & Financial. Robson is additionally 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 varied investment approaches and portfolio management services tailored by individual advisors and approved third-party managers.

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.

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.