Madison Investment Advisors, LLC

Joel Dykman is a financial advisor at Madison Investment Advisors, LLC with 30 years of industry experience. He previously worked at Reinhart Partners, Inc. for 10 years and Optique Capital Management, Inc. for 13 years. Madison Investment Advisors serves a diverse client base including individuals, institutions, pension plans, foundations, and municipalities. The firm employs a risk-sensitive investment philosophy with a focus on high-quality fixed income and fundamental equity analysis, offering customized multi-asset portfolios through various managed account structures.

Kiernan Haney is a financial advisor at Madison Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Retirement Income Strategies. Madison Investment Advisors serves a diverse range of individual and institutional clients, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm follows a risk-sensitive investment philosophy and utilizes a proprietary Sustainability Scorecard for sustainable equity strategies.

Nicholas Harenda is a financial advisor at Madison Investment Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Madison Investments and Concentrix. Madison Investment Advisors serves a broad range of individual and institutional clients, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account types. The firm applies a risk-sensitive investment philosophy and utilizes a proprietary Sustainability Scorecard for its sustainable equity strategy.

Timothy Van Pelt is a financial advisor at Madison Investment Advisors, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at National Exchange Bank & Trust for six years before joining Madison Investment Advisors in 2022. Madison Investment Advisors serves a diverse range of individual and institutional clients, employing a risk-sensitive “Participate and Protect®” philosophy and offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account structures. The firm is noted for its high client load per advisor and a client mix that includes municipalities, insurance companies, and banking institutions.

Mindi Endres is a financial advisor at Madison Investment Advisors, LLC with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at MFD Distributor, LLC and Madison Asset Management, LLC since 2014. Outside of her advisory work, she teaches kickboxing at Hybrid Fitness. Madison Investment Advisors serves a diverse range of individual and institutional clients, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm follows a risk-sensitive investment philosophy called “Participate and Protect®” and employs a bottom-up, fundamental approach to equities combined with a proprietary Sustainability Scorecard for sustainable equity strategies.

Jeffrey Simonbaker is a financial advisor with Madison Investment Advisors, LLC, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has worked with MFD Distributor, LLC and Madison Investment Advisors, Inc. since 2003. He is also employed by Madison Investment Holdings, Inc., providing services to affiliated advisory firms. Madison Investment Advisors serves a broad range of individual and institutional clients through fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm employs a risk-sensitive philosophy called “Participate and Protect®” and offers investment solutions via separately managed accounts, wrap programs, model portfolios, and sub-advisory arrangements.

Leslie Oliversen is a financial advisor at Madison Investment Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Madison Investment Advisors since 2011. Oliversen is also involved with affiliated entities including Madison Investment Holdings, Inc. and Mfd Distributor LLC. Madison Investment Advisors serves a diverse client base, including individuals, institutions, and financial intermediaries, providing fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm follows a risk-sensitive investment philosophy with a focus on high-quality fixed income and fundamental equity analysis, supporting its strategies through a range of separately managed accounts, wrap programs, and model portfolios.

Natalie Johnson is a financial advisor at Madison Investment Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC and CUNA Mutual Group. Johnson is employed by Madison Investment Holdings, Inc., providing services to its affiliated investment adviser firms. Madison Investment Advisors serves a broad range of individual and institutional clients, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm follows a risk-sensitive investment philosophy and manages assets through various account structures, including separately managed accounts and model portfolios.

Christopher Ridberg is a financial advisor at Madison Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Madison Investment Advisors in 2018, he worked at Van Eck Associates Corporation and Van Eck Securities Corporation from 2015 to 2018. Madison Investment Advisors serves a broad mix of individual and institutional clients, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account structures. The firm follows a risk-sensitive investment philosophy and employs a proprietary Sustainability Scorecard for its sustainable equity strategy.

Michael Grimes is a financial advisor with Madison Investment Advisors, LLC in Madison, WI. He holds Series 63 and Series 66 registrations and has 27 years of industry experience. His prior experience includes roles at Reinhart Partners and Robert Baird & Co. Madison Investment Advisors serves a diverse client base, including individual and institutional investors such as pension plans, foundations, and municipalities. The firm employs a risk-sensitive investment philosophy with a focus on high-quality fixed income and fundamental equity strategies, offering services through separately managed accounts, wrap programs, model portfolios, and sub-advisory arrangements.

Jeffrey Matthias is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Madison Investment Advisors, LLC since 2011. He holds a Series 63 license and is based in Madison, WI. Madison Investment Advisors serves a diverse client base, including individual and institutional investors such as pension plans, foundations, municipalities, and insurance companies. The firm offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios, guided by a risk-sensitive philosophy and a proprietary Sustainability Scorecard.

Christopher Aleman is a Series 66 licensed financial advisor with Madison Investment Advisors, LLC, based in Madison, WI. He has 18 years of industry experience and has been involved with Madison Investment Holdings and Mfd Distributor LLC since 2015. Aleman also provides services to several affiliated advisory firms within the Madison organization. Madison Investment Advisors serves a diverse range of individual and institutional clients, offering fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm employs a risk-sensitive investment philosophy with a high-quality fixed income focus and a fundamental, bottom-up approach to equities, including a proprietary Sustainability Scorecard for sustainable equity investments.

Stuart Dybdahl is a financial advisor at Madison Investment Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Madison Investment Advisors since 2015. Dybdahl is also involved with affiliated investment advisory firms and dedicates significant time to these activities. Madison Investment Advisors serves a broad range of individual and institutional clients, including financial intermediaries, pension plans, foundations, and municipalities. The firm offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios guided by a risk-sensitive philosophy and a proprietary Sustainability Scorecard.

Donald Miller Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Madison Investment Advisors, LLC, where he has worked since 2010. Madison Investment Advisors serves a diverse client base that includes individual and institutional investors such as pension plans, foundations, municipalities, and insurance companies. The firm focuses on fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios, following a risk-sensitive investment philosophy combined with a proprietary Sustainability Scorecard for its sustainable equity strategy.

Thomas Tibbles is a CFA® charterholder with 11 years of industry experience. He has worked at Hansberger Growth Investors, L.P. since 2014. Outside of his advisory role, he serves as a director for several corporations including a legal services website in Toronto and manages assets for a personal holding company focused on securities, real estate, and private companies. Madison Investment Advisors, LLC serves a broad range of individual and institutional clients with fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm employs a risk-sensitive investment philosophy called “Participate and Protect®” and uses a fundamental, bottom-up approach for equities, including proprietary sustainability metrics.