Megan Dorn is a CFP® with 15 years of industry experience, currently affiliated with Harbour Investments, Inc. and leading Dorn Wealth Management. Her prior experience includes roles at Mennenga Tax & Financial and Harbour Investments. She volunteers as a financial coach with Wings for Widows, providing pro bono support to widows navigating tax and financial changes after the loss of a spouse. Harbour Investments, Inc. serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm employs various investment approaches tailored by advisers and approved third-party managers, with ongoing monitoring and multiple execution platforms.

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, with six years of industry experience. She holds a Series 66 designation and has worked previously at Harbour Investments, Inc. and Mennenga Tax & Financial. In addition to her advisory role, Amy prepares tax returns 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 emphasizes long-term, diversified asset allocation managed through centrally overseen model portfolios, combining internal management and third-party sub-advisers, and offers a range of account types alongside affiliated tax preparation and fiduciary services.

Cara Wolenec is a financial advisor at Merit Financial Advisors with 13 years of industry experience. She holds a Series 65 designation and previously worked for Pillar Wealth Management Co. for a combined total of 13 years. 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 strategy managed by an internal investment team and committee, offering both discretionary and non-discretionary account options through a network of advisers operating under local DBA names.

Christian O’Connor is a financial advisor at Merit Financial Advisors in Madison, WI, holding a Series 66 license with six years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Harbour Investments, Inc., Calton & Associates, and MPC. In addition to his advisory duties, he 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 through centrally managed portfolios and supports both discretionary and non-discretionary account arrangements.

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 having seven years of industry experience. She has worked at CliftonLarsonAllen since 2017 and previously held positions at Kohl's, Capital Wealth Advisory Group, and the University of Wisconsin Madison School of Human Ecology. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and institutional clients and qualified retirement plans. The firm provides wealth advisory and asset management services, financial and estate planning, and business succession consulting, utilizing a combination of RIA fiduciary services alongside broker-dealer and insurance activities.

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.

Michael Mc Kersie is a CFP® professional with 23 years of industry experience, currently serving at Level Four Advisory Services since 2014. He also has a role at LPL Financial and is involved with Ann Arbor Annuity Exchange, providing non-variable annuity options to clients. Additionally, he owns MJM Wealth Management, LLC, which he uses for business expense management. Level Four Advisory Services is an SEC-registered enterprise adviser managing approximately $5.32 billion across 115 advisors and about 13,865 client relationships. The firm serves a diverse client base and offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and unaffiliated sub-advisers.

Kyle Pahnke is a financial advisor at Harbour Investments, Inc. with four years of industry experience. He holds a Series 66 designation and has been with Harbour since 2021. Outside of advisory work, he has experience as a bartender. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans, using a combination of fundamental and technical analysis to create customized portfolio strategies.

Timothy Luchsinger is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Middleton, WI. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 14 years at CliftonLarsonAllen. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios combining mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Susan Olson is a financial advisor with Harbour Investments, Inc. who holds the Series 63 and Series 65 designations and has 27 years of industry experience. She has worked at Harbour Investments since 2007 and also operates Susan Olson Insurance & Financial Solutions. Additionally, she is an independent insurance agent specializing in equity-indexed annuities. Harbour Investments serves a diverse clientele including individual clients, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm utilizes varied investment strategies through both individual advisors and approved third-party managers, with ongoing account monitoring and multiple execution platforms.

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.

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.