Brent Pahnke is a financial advisor at Harbour Investments, Inc. with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including SA Stone Wealth Management Inc. and Girard Securities, Inc. In addition to his advisory role, he owns Retirement Solutions LLC, which focuses on life and health insurance sales, and operates a tax preparation business, Cobblestone Tax Service. 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 various investment vehicles, with ongoing account monitoring and periodic reviews.

Sarah Minobe is a financial advisor with Integrity Advisory Solutions, holding a Series 65 credential and one year of industry experience. She has previously worked at Krueger Hernandez & Thompson SC, where she served as an attorney providing legal and estate planning services. Minobe is also a volunteer board secretary for AMASIAN Corporation, a nonprofit organization. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in client assets and offers portfolio management, financial planning, retirement consulting, and sub-advisory programs, utilizing a range of asset allocation strategies and third-party platforms.

Daniel Meier is a financial advisor with Ashton Thomas Private Wealth in Middleton, WI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Advisornet Financial Partners, Wealth Management International Ltd., and Insight Financial Group, as well as operating his own sole proprietorship. Outside of his advisory work, Meier serves as President of the Board of Directors for the Camp Randall Rowing Club in Madison, WI. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan consulting, employing a range of investment strategies and operating the Amplify Platform for adviser support and model management.

Caleb Cymbalak is a financial advisor at Trek Financial with a Series 65 designation and five years of industry experience. He has worked at Trek Financial since 2021 and is also involved with Empowered Financial Management, where he holds a paraplanner and Medicare representative role. Prior to his financial career, Caleb held various roles including positions in public safety, carpentry, and pet care. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical investment approaches, utilizes artificial-intelligence tools under governance, and offers a broad range of portfolio models and alternative investment options.

Anthony Smith is a financial advisor with Harbour Investments, Inc. in Madison, WI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with Harbour Management LLC and Harbour Investments, Inc. since 2004. Outside of his advisory role, Smith is also an independent insurance agent. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and various account management services. The firm employs a range of investment approaches tailored to individual advisors and approved third-party managers, with ongoing account monitoring and multiple execution options.

Brian Cleven is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds the Series 66 designation and previously worked at Pillar Wealth Management Co for 14 years, Madison Investment Advisors, LLC for one year, and Madison Investment Holdings, Inc. for nine years. 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 offers a range of services including financial planning, retirement plan consulting, and employee financial-wellness programs.

Roger Hellenbrand is a financial advisor with Harbour Investments, Inc. in Verona, WI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Hart & Associates since 2002 and has been involved with Triangle Investments, Insurance & Taxes and Harbour Investments since 1997. Outside of his advisory roles, he is the owner of an independent insurance agency that includes equity indexed annuities. 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 create customized investment strategies and offers various management programs and model-based solutions.

Ricki Wilson is a financial advisor at Prospera Financial Services, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Prospera since 2021. Prior to this, he worked at CETERA Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services, Inc. He has also operated Wilson Crone as a registered representative since 1990. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, offering financial planning and portfolio management through multiple advisory programs and third-party platforms.

Julie Nelles is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds a Series 66 designation and has been with Harbour Investments and its affiliated entities since 2004. In addition to her advisory work, she is an independent insurance agent, including activities related to equity indexed 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 uses a combination of fundamental and technical analysis to create customized investment strategies, offering a range of products and model-based solutions monitored and reviewed regularly.

James Tarp is a financial advisor with Harbour Investments, Inc. in Middleton, WI, holding a Series 66 designation and eight years of industry experience. He has worked at Harbour Investments since 2018 and previously held positions at Legacy Wealth Advisors and Mennenga Tax & Financial. Outside of his advisory role, he is an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers various portfolio management and financial planning services, employing multiple investment approaches tailored by advisors and third-party managers.

Robert Sawicki is a financial advisor with Harbour Investments, Inc. and Innovative Financial, Inc., holding Series 63 and Series 66 licenses with 26 years of industry experience. He also operates a small tax and accounting service focused on personal and business tax return preparation and small business consulting. Additionally, Sawicki serves as a volunteer board member of the nonprofit Work Plus, Inc. Harbour Investments serves a diverse client base that includes individual investors, 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.

Michelle Slawny is a CFP® with 31 years of industry experience, currently affiliated with Associated Investment Services, Inc. in Madison, WI. Her career includes roles at Associated Trust Company, U.S. Bank, TIAA-CREF, and WEA Financial Advisors. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm delivers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating with an integrated platform supported by affiliations with Associated Banc-Corp and its subsidiaries.

Kelsey Berndt is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Northwestern Mutual Wealth Management Company. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent advisor representatives and offers a range of portfolio management options, financial planning, and retirement plan consulting services.

Mitchell Mancusi is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of industry experience. Prior to his current role, Mancusi worked for the Oregon School District and has been involved with Dairy Queen since 2018. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary and non-discretionary management, and access to proprietary and third-party advisory solutions.

Nicholas Fink is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Everlight Solar and American Marine, as well as experience in education at Middleton High School and the University of Wisconsin-La Crosse. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a combination of passive and active investment managers guided by an internal Investment Committee.

Colleen Johnson is a CFP® professional with eight years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2021. She has prior experience with SVA Wealth Management, Johnson Wealth Inc., and Johnson Bank, where she held roles focused on wealth management and relationship management. Outside of her advisory role, she is licensed for insurance product sales and makes insurance referrals as appropriate. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Brett Christensen is a CFP® with 27 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent seven years at SVA Plumb Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Jared Schumacker is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Madison, WI. He has five years of industry experience, including roles at Alpha Baking prior to entering the financial sector. Outside of advisory work, he is involved as a delivery driver and serves as Director of Media Relations for a local SHRM chapter. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individual, corporate, and nonprofit clients. The firm offers tailored financial planning, discretionary management, and access to proprietary and third-party investment solutions.

Keith Voogd is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience and has been with Guardian Life since 2018 and Park Avenue Securities since 2019. Outside of his advisory role, he operates Dominus Nerd Shop LLC, selling collectibles primarily through eBay, and works as a delivery driver for Door Dash. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with a range of financial planning, consulting, and educational services.

Michael Dubis is a CFP® with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously led Michael A Dubis Financial Planning, LLC for 19 years. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other institutions. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes.