Madison Investment Advisors, LLC

Joshua Oldenburg is a financial advisor at Madison Investment Advisors, LLC with six years of industry experience. He holds the Series 66 designation and has been with Madison Investment Advisors since 2018. Prior to this, he held roles at several companies including Nature at the Confluence, FirePoint Media, ParaTech Global, PBC Linear, and the University of Wisconsin-Whitewater. Madison Investment Advisors serves a diverse range of individual and institutional clients, including financial intermediaries, pension and profit-sharing plans, foundations, endowments, corporations, municipalities, and insurance companies. The firm employs a risk-sensitive investment approach called “Participate and Protect®” and offers fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios through various account types.

Joel Dykman is a financial advisor with Madison Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Reinhart Partners, Inc. since 2011. Madison Investment Advisors serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and municipalities. The firm employs a risk-sensitive philosophy focused 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 three years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Retirement Income Strategies. Madison Investment Advisors serves a diverse client base including individual and institutional investors such as pension plans, foundations, municipalities, and insurance companies. The firm emphasizes a risk-sensitive investment philosophy combining high-quality fixed income and a fundamental equity approach, offering customized multi-asset portfolios through various managed account structures.

Nicholas Harenda is a financial advisor at Madison Investment Advisors, LLC with a Series 66 credential and five years of industry experience. His prior work includes roles at Concentrix, the School District of Waukesha, Tekra, and Nike. Madison Investment Advisors serves individual and institutional clients through fixed-income management, risk-managed equity strategies, and customized multi-asset portfolios. The firm utilizes a risk-sensitive investment philosophy and 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 with Madison Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked with MFD Distributor, LLC and Madison Asset Management, LLC since 2014. Outside of finance, Endres serves as a kickboxing instructor at Hybrid Fitness, LLC. 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 employs a risk-sensitive investment philosophy with a focus on a high-quality fixed income bias and a fundamental, bottom-up approach to equities.

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.

Maya Bittar is a CFA® charterholder with seven years of industry experience. She has been with Madison Investment Advisors, LLC since 2018 and previously worked at Artisan Partners from 2014 to 2018. Madison Investment Advisors serves a diverse client base, including individuals, institutions, and financial intermediaries. The firm employs a risk-sensitive investment approach called “Participate and Protect®,” focusing on high-quality fixed income and a fundamental, bottom-up equity strategy, and offers customized portfolios through various management vehicles.

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 at Madison Investment Advisors, LLC in Madison, WI, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Reinhart Partners for ten years. 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 quality and fundamental equity analysis, offering strategies 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.