Madison Partners

Shane Kieler is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Madison Partners since 2020. Prior to this, he worked at Edward Jones for 10 years. Outside of his advisory role, he is involved in a tax preparation business, Stratus Tax & Consulting, which he owns. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments, offering ongoing discretionary management and annual reviews.

Mary Morrow is a financial advisor with Madison Partners in Sturgeon, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at several firms, including Guardian Financial and SagePoint Financial. Mary is also a licensed insurance agent involved in insurance sales and implementation. Madison Partners provides wealth management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm follows a primarily long-term, customized investment approach that includes ETFs, mutual funds, individual securities, and alternative investments, offering ongoing discretionary management and coordination of estate-planning documents through third parties.

Shelley Moffatt is a financial advisor at Madison Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward D. Jones & Co., L.P. for 25 years before joining Madison Partners in 2023. Outside of her advisory role, she is the principal of Dreammaker LLC, a passthrough LLC for tax purposes. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments, along with discretionary portfolio management and coordination of estate-planning through third-party providers.

David Roasa is a financial advisor at Madison Partners with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at LPL Financial, Vanguard Advisers, Inc., and Vanguard Marketing Corporation. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments, offering discretionary portfolio management and regular reviews.

Laura Nash is a financial advisor at Madison Partners with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Pruco Securities, LLC. Nash also holds insurance licenses in life, health, and HMO products. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach with customized portfolios that include ETFs, mutual funds, individual stocks, bonds, and alternative investments, alongside ongoing discretionary management and regular reviews.

Carsen Strang is a financial advisor at Madison Partners with a Series 65 credential and one year of industry experience. Prior to joining Madison Partners, he worked at WEA Member Benefits and Apex Property Management. Outside of finance, he has experience in the food service industry and retail, including roles at Freshfin Poke and The North Face. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, along with ongoing discretionary management and annual portfolio reviews.

George Carpenter is a financial advisor at Madison Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Madison Partners in 2020. Outside of his advisory role, he serves as president and owner of Highbury LLC, a real estate investment company. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, and offers discretionary portfolio management with regular reviews.

Cole Mc Ilroy is a financial advisor at Madison Partners with a Series 66 designation and one year of industry experience. Prior to joining Madison Partners, he worked at LPL Enterprise LLC and has a background that includes roles outside finance as well as time as a full-time student at the University of Wisconsin-Whitewater. He is involved with the Lambda Chi Alpha Fraternity Alumni non-profit organization. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments, and offers discretionary portfolio management with at least annual reviews.

Kai Schuster is a financial advisor at Madison Partners with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Fisher Investments, Pacific Select Distributors, LLC, and Edward Jones. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, offering ongoing discretionary management and annual portfolio reviews.

John Cress is a CFP® with 27 years of industry experience, currently serving as an advisor at Madison Partners since 2024. Prior to this, he spent 17 years at Practical Portfolios LLC. Outside of his advisory role, he is the president of a real estate holding company and serves as treasurer for a local amateur radio service club. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, offering ongoing discretionary management and coordination of estate-planning through third-party providers.

John Cleary is a financial advisor at Madison Partners in Orinda, CA, holding Series 63 and Series 66 licenses with 30 years of industry experience. His prior roles include positions at BancWest Investment Services, LPL Financial LLC, and a brief period of unemployment. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments, offering ongoing discretionary management and coordinating estate-planning documents through third-party providers.

Richard Precious is a financial advisor with Madison Partners in Houston, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at firms such as Bank of America, Merrill Lynch, and Wells Fargo. He serves as a board member of the Eado Edge Homeowners Association. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments, offering discretionary management and regular portfolio reviews.

Stephanos Vitoratos is a financial advisor at Navalign, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at firms including TIAA-Cref Individual & Institutional Services and E*TRADE Capital Management. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for around 677 clients and employs a combination of fundamental analysis and diverse investment strategies, including the use of borrowing and derivatives within separately managed accounts.

Coty Hainsey is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Madison Partners since 2021. Prior to this, he worked at Edward Jones for five years. Outside of his advisory role, he is the principal of CH90 LLC, a passthrough LLC for tax purposes. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments, along with ongoing discretionary management and annual portfolio reviews.

Thomas Dohogne is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Madison Partners. His prior experience includes roles at Charles Schwab & Co., Inc. and Jackson National Life Distributors LLC. He holds licenses in life and health insurance. Madison Partners provides wealth management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, offering ongoing discretionary management and coordinating estate-planning through third-party providers.