Harbour Investments, Inc. is a registered investment adviser based in Madison, Wisconsin, established in 1987. The firm offers a range of investment advisory services, including financial planning and consultation, asset management services through various Wrap Fee Programs, and third-party manager programs. Clients can choose between non-discretionary, limited discretionary, and full discretionary accounts. The firm's investment strategies include fundamental and technical analysis, with a focus on long-term investing. Harbour's fee structure includes negotiable hourly rates for consultation services, flat fees for financial planning, and a percentage of Assets Under Management (AUM) for ongoing investment advisory services. The firm also discloses conflicts of interest related to additional compensation received from participating sponsors, 12b-1 fees, and expense reimbursements. Clients have the option to direct where transactions are executed and are provided with regular account reports. Harbour does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm emphasizes transparency, ethical conduct, and acting in the best interests of clients. Clients are encouraged to carefully review all statements and disclosures provided by the firm.

Thompson Investment Management, Inc. is a registered investment adviser that provides discretionary investment management services to various clients, including individuals, retirement plans, corporate clients, and registered investment companies. The firm was established in December 2003 and is controlled by James T. Evans, Penny M. Hubbard, and Jason L. Stephens. TIM's services include discretionary investment management, investment management for Thompson IM Funds, Inc., ERISA account management, retirement plan consulting, participant education services, and services to other advisers. The firm's fee structure is negotiable and based on the market value of assets under management, with minimum account sizes ranging from $100,000 to $10,000,000 depending on the type of account. TIM does not charge performance-based fees and acts as a fiduciary, aiming to act in the best interests of clients. The investment philosophy focuses on industry-leading companies with strong fundamentals and attractive growth rates, as well as a preference for companies returning capital to shareholders. Clients have the option to grant TIM investment discretion, allowing Portfolio Managers to make buy and sell decisions on their behalf. The firm also provides detailed information on its brokerage practices, proxy voting policies, and the educational backgrounds and business experiences of its key personnel, who hold the Chartered Financial Analyst (CFA) designation. TIM does not have any disciplinary information to report regarding its advisory personnel.

John F. Suby Wealth Management, LLC, established in August 2009, is a registered investment adviser offering Discretionary Asset Management Services and Consulting Services to a diverse clientele. The firm, wholly owned by John F. Suby & Associates, S.C., provides individualized investment management services, often delegating ongoing management to sub-advisers or third-party managers. Wealth Management acts as a fiduciary, obligated to act in clients' best interests, particularly for retirement accounts. Clients are not required to use recommended services, and the firm may provide accounting services through its affiliate. As of December 31, 2024, Wealth Management managed approximately $427.5 million in assets. Fees for Asset Management Services are based on a percentage of assets under management, with rates ranging from 1.00% to 0.30%. Investment Consulting Services are offered on an hourly or flat fee basis, with hourly fees ranging from $100 to $500. The firm does not charge performance-based fees and does not have a minimum account size requirement. Wealth Management emphasizes diversified portfolios tailored to clients' risk tolerance and investment objectives, with investment decisions made by sub-advisers and third-party managers. Clients receive regular account reports and are encouraged to review financial matters annually. The firm maintains a Code of Ethics and safeguards client information under a strict Privacy Policy.

Resonant Capital Advisors, LLC is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $1,105,337,209 of assets under management and employs about 17 people. Resonant Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Isthmus Partners, LLC is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $977,296,272 of assets under management and employs about 15 people. Isthmus Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Goldstein Advisors, LLC is a registered investment adviser based in Madison, WI, established as a limited liability company under Delaware law. The firm is principally owned by Bluespring Wealth Partners, LLC, an indirect subsidiary of Kingfisher Holding, L.P. Goldstein Advisors offers discretionary portfolio management services tailored to clients' needs, requiring discretionary authority to manage accounts. The firm may invest assets in model portfolios developed in-house and may use sub-advisers to manage portions of client accounts. Financial planning services are also offered, involving analysis of financial circumstances and objectives to develop a written plan. Pension consulting services are available for employee benefit plans, providing advice on fund selection, investment options, and educational services. Goldstein Advisors primarily advises on stocks, bonds, municipal securities, ETFs, and mutual funds. The firm charges an annual fee based on a percentage of assets under management, with a blended fee schedule. Clients have the option to terminate agreements upon written notice and may receive prorated refunds for prepaid fees. Goldstein Advisors does not accept performance-based fees, participate in side-by-side management, or vote proxies on behalf of clients. The firm does not have any disciplinary information to report.

Madison Wealth Partners, Inc., operating as Madison Partners, is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Established in January 2020, the firm is owned and operated by Shane D. Kieler and Mark P. McFarland. Madison Partners offers wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans, acting as a fiduciary to clients. The firm provides customized wealth management solutions through discretionary investment management and financial planning services, utilizing various investment options such as ETFs, mutual funds, individual stocks, and bonds. The investment approach is primarily long-term focused, with the ability to buy, sell, or reallocate positions as needed. Clients have the opportunity to place restrictions on their investments, and the firm does not accept or maintain custody of client funds or securities. The minimum relationship size is not imposed, and the firm manages over $1 billion in client assets. Fees for wealth management services are based on a tiered fee schedule, up to 1.25% annually, and are billed monthly based on the average daily market value of assets under management. The firm does not charge performance-based fees and does not receive compensation for securities transactions. Madison Partners has a Code of Ethics in place and does not participate in soft dollar programs. Clients receive quarterly brokerage statements and have the option to view account activity online. The firm does not accept proxy-voting responsibility for clients. Madison Partners does not disclose personal information for marketing purposes and maintains strict privacy policies to protect client data. Clients can request a copy of the Privacy Policy annually. For more information, clients can contact Madison Partners at (608) 210-1021.

Rmr Wealth Advisors LLC is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $338,536,989 of assets under management and employs about 5 people. Rmr Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Poehling Capital Management, Inc. is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $335,087,545 of assets under management and employs about 5 people. Poehling Capital Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and commissions.