Shobi Samuel is a financial advisor at EFS Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at WEA Member Benefits and Best Buy. Outside of advising, he works as a benefits consultant with Aviben, focusing on employee benefit plans including 403(b), 457(b), and various health-related accounts. EFS Advisors provides investment advice and portfolio management to a broad client base, including individuals, businesses, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring process and integrates technology such as proprietary household-aggregation software and AI tools to support portfolio management.

Joseph Coleman is a financial advisor with Harbour Investments, Inc. in Stoughton, WI, holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at Journey Financial Partners, LPL Financial LLC, and McFarland Investment Center. Outside of advising, he is engaged in office cleaning services on a limited basis. Harbour Investments serves a broad range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to various investment platforms and third-party managers, employing diverse investment approaches tailored by individual advisors and managers.

Carina Moreland is a CFP® professional at Harbour Investments, Inc. with 15 years of industry experience. She previously worked at LPL Financial and McFarland State Bank. Outside of financial advising, she is involved in Fosdal Bakery, LLC, a business she has been part of for ten years. Harbour Investments serves a diverse range of clients, including individual investors, trusts, pension and 401(k) plans, as well as institutional and corporate entities. The firm offers a variety of portfolio management and advisory services tailored to different investment approaches, with ongoing account monitoring and multiple execution options.

Nathaniel Hedden is a financial advisor at Madison Partners with 17 years of industry experience. He holds the Series 65 designation and previously worked at Musser Capital Advisors, LLC for 14 years before joining Madison Wealth Partners, Inc. Nathaniel is based in Madison, WI. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and sub-advisers or model strategies as appropriate.

Michael Glatkowski is a financial advisor at Madison Investment Advisors, LLC with 26 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Madison Investment Advisors since 2016. Glatkowski is also associated with MFD Distributor, LLC and provides services to affiliated advisory firms within the Madison organization. Madison Investment Advisors serves a diverse client base that includes individuals, institutions, and financial intermediaries. The firm employs a risk-sensitive investment approach called “Participate and Protect®,” offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account types.

David Geisler is a financial advisor at Madison Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Corvara Capital, LLC and Lateef Investment Management. Madison Investment Advisors serves a diverse range of individual and institutional clients, including pension plans, foundations, municipalities, and insurance companies. The firm employs a risk-sensitive investment philosophy with a focus on fixed income and fundamental equity analysis, offering services through separately managed accounts, wrap programs, and model portfolios.

Noah Recker is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding a Series 65 credential with one year of industry experience. Prior to joining Johnson Wealth, he worked at Johnson Bank and Morgan Stanley. He serves as a Wealth Portfolio Analyst with dual roles at Johnson Bank and Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing over $10 billion in assets for high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Shane Roth is a financial advisor with Harbour Investments, Inc. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. Prior to joining Harbour Investments in 2021, he worked at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of advisory work, he operates the Weary Traveler Bar and is active in Business Networking International. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers portfolio management and financial planning services with varied investment approaches tailored by advisors and third-party managers.

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.

Steven Carl is a financial advisor with Madison Investment Advisors, LLC in Madison, WI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Madison Investment Advisors and affiliated entities since 2003 and was previously employed at Strong Capital Management Inc. from 2001 to 2003. He is also employed by Madison Investment Holdings, Inc., through which he provides services to multiple affiliated investment adviser firms. Madison Investment Advisors serves a diverse client base including individuals, institutions, financial intermediaries, and various specialized segments such as municipalities and insurance companies. The firm employs a risk-sensitive investment philosophy with an emphasis on high-quality fixed income and fundamental equity strategies, offering customized multi-asset portfolios through a range of managed account solutions.

Jacob Marty is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has been with Harbour since 2022. Outside of his advisory role, he owns and operates Green Fire Farm, LLC, which produces and sells various meats and eggs. Harbour Investments, Inc. provides investment advisory and financial planning services to 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 it offers model-based solutions through a subscription platform.

Daniel Stafford is a financial advisor with AssuredPartners Investment Advisors, holding a Series 63 license and bringing 42 years of industry experience. He has previously worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Stafford has also held leadership roles in consulting related to employee benefits and life insurance placement. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Samuel Anhalt is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 credentials with 11 years of industry experience. His prior roles include positions at Northwestern Mutual and Scott Wedige. Johnson Wealth is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing over $10 billion in assets for high-net-worth individuals and various institutional clients. The firm employs a long-term, purpose-driven investment approach based on asset allocation, model portfolios, and manager selection supported by qualitative and quantitative analysis.

Tony Mennenga is a financial advisor at Merit Financial Advisors in Madison, WI, holding a Series 66 designation with 19 years of industry experience. His prior experience includes roles at Harbour Investments, Woodbury Financial Services, and his own firm, Mennenga Tax and Financial Services. He is also involved in tax preparation and planning 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 overseen by an internal investment management team and offers customizable model portfolios along with various account options.

Marshall Mennenga is a financial advisor with Merit Financial Advisors in Madison, WI, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Mennenga Tax & Financial Service, Harbour Investments, Woodbury Financial Services, and Madsen & Mennenga Income Tax Service. He serves on the board of the Madison College Foundation, participating on its Governance and Finance and Investments committees. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach with both internal and third-party management, offering a range of account options and financial wellness services.

Marisa Menzel is a financial advisor at ON Investment Management Company with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with ON Investment Management and its affiliated firms since 2013. In addition to her advisory role, she is involved in insurance sales as a licensed agent and provides administrative, IT, and sales support services through Wealth Building Cornerstones LLC. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of discretionary third-party managers and non-discretionary advisory relationships.

Jason Sanger is a financial advisor with ON Investment Management Company in Madison, WI, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Wisconsin Financial Advisors and ongoing positions with THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he is involved in training agents on sales systems through Wealth Building Cornerstone, LLC. ONIMCO is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to a wide range of clients, including individuals, families, and institutional sponsors. The firm offers both discretionary and non-discretionary management through various third-party investment programs alongside a dual-registration broker-dealer model.

Matthew Weiss is a financial advisor at Madison Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Investacorp Inc and Klaas Financial Asset Advisors LLC. His background also includes academic experience at the University of Wisconsin–Madison. Madison Investment Advisors serves a diverse client base including individual investors, institutions, and financial intermediaries. The firm employs a risk-sensitive investment approach with a focus on high-quality fixed income and fundamental equity analysis, offering customized multi-asset portfolios through various managed account and model programs.

Jacob Schiessl is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at JL3 Financial, UW Madison, SECURA, Pick n Save, and Kimberly High School. 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 develop customized investment strategies across various asset classes and offers model-based solutions through a subscription platform.

Julie Grosso is a Series 65-licensed financial advisor with nine years of industry experience. She has been with Johnson Wealth Inc. and Johnson Bank since 2017, serving as a full-time advisor and dual employee of both firms. Johnson Wealth is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing approximately $10.35 billion in client assets across a diverse clientele including high-net-worth individuals, families, trusts, foundations, and institutions. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection supported by qualitative and quantitative analysis.