Carina Moreland is a CFP® professional with 15 years of experience in the financial industry. She is currently with Harbour Investments, Inc. and previously worked at LPL Financial and McFarland State Bank. Outside of finance, she is involved with Fosdal Bakery, LLC, a business she has been part of since 2016. Harbour Investments serves a diverse 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 multiple execution platforms, employing various investment strategies tailored by individual advisors and third-party managers.

Matthew Niermeyer is a financial advisor with Harbour Investments, Inc. in Middleton, WI, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked with Harbour Investments since 2014 and was also associated with Zaddack & Associates and Horizon Wealth Advisors. Outside of advisory work, he operates as an independent insurance agent through Point B Wealth Advisors, specializing in equity indexed annuities. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, employing multiple investment approaches and providing clients with several execution platforms.

Nathaniel Brinkman is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include long-term tenure at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, Brinkman is involved in providing management consulting and administrative support services to ultra-high-net-worth business owners and their families through his partnership in The Liminal Group, as well as consulting on estate, business, and personal planning. NorthRock Partners offers 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 focused on broad asset allocation and diversification, frequently utilizing independent managers and integrating private market allocations, supported by AI tools alongside human oversight.

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 at Integrity Advisory Solutions with one year of industry experience. She holds a Series 65 credential and has spent several years working in legal services, including roles at Krueger Hernandez & Thompson SC and Your Family Law Center, S.C. She serves as secretary on the board of a nonprofit organization, AMASIAN Corporation. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing fundamental and technical analysis and various asset-allocation strategies.

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 Series 66 credentialed advisor with 23 years of industry experience. He has worked at Pillar Wealth Management Co since 2011. Brian is based in Middleton, WI, and is affiliated with Merit Financial Advisors. 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 modular sleeves, with a centralized Investment Management team overseeing standard models and rebalancing while allowing advisors flexibility in portfolio customization.

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.

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. and holds a Series 66 designation. He has seven years of industry experience, including roles at Dorn Wealth Management and Legacy Wealth Advisors. Outside of his advisory work, he is an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, as well as institutional and corporate entities. The firm offers a range of investment management and financial planning services with varying investment approaches tailored by individual advisors and third-party managers.

Michelle Slawny is a CFP® with 30 years of industry experience, currently with Associated Investment Services, Inc. and Associated Trust Company since 2024. Her prior experience includes roles at U.S. Bank and U.S. Bancorp Investments, Inc. from 2020 to 2024 and TIAA-CREF from 2014 to 2020. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform.

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 with Guardian Life, holding a Series 66 designation and currently in his first year in the industry. His prior work experience includes roles at Park Avenue Securities and Guardian Life Insurance Company of America, as well as non-financial positions at Dairy Queen and the Oregon School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.

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 financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Alpha Baking. Outside of advising, he manages a hotel valet service and works as a delivery driver. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, nonprofit organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary management, along with financial planning and retirement plan consulting.

Keith Voogd is a financial advisor at Primerica Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities since 2019 and Guardian Life Insurance Company of America since 2018. Outside of his advisory work, he operates Dominus Nerd Shop LLC, selling collectibles primarily through eBay, and has served as an executor and power of attorney in personal estate matters. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both transaction-based brokerage and fee-based advisory services. The firm employs a variety of proprietary and third-party investment strategies and provides financial planning, retirement-plan consulting, and other wealth management services.