Joel Sauer is a CFP® and ChFC® with 13 years of experience in the financial services industry. He has worked at Savant Wealth Management since 2024, following five years at Milestone Investment Advisors and six years at Thrivent Financial, including its investment management division. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Ashley Haubrich is a financial advisor with Private Advisor Group, LLC who holds a Series 66 designation and has 19 years of industry experience. She has worked at Private Advisor Group since 2014 and has also been associated with LPL Financial since 2010. Outside of advising, she has involvement in a pet waste management business, providing occasional administrative support. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to a variety of managed account solutions including proprietary and third-party platforms. The firm employs a fiduciary advisory model that integrates technology and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Daniel Frederickson is a financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Johnson Wealth Inc., Johnson Bank, Woodbury Financial Services Inc., and Wisconsin Reinsurance Corporation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management overseen by an internal Investment Committee.

Daniel Murphy is a CFA® charterholder and holds a Series 65 license, with 30 years of experience in the financial industry. He has worked at Focus Partners Wealth, LLC since 2026 and has prior experience at Kovitz Investment Group Partners, LLC and Northern Capital Management LLC. Focus Partners Wealth, LLC serves a broad range of clients including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management and advisory services. The firm employs a long-term investment approach combining active and passive strategies with fundamental and quantitative analysis, integrating tools such as trend-following and options overlays.

Travis Cliff is a Certified Financial Planner (CFP®) with over 21 years of experience in the financial industry. He has worked at Savant Wealth Management since 2021 and previously held roles at Filbrandt Wealth Management and Filbrandt Investment Advisers, Inc. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with a comprehensive range of wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates several affiliated entities providing accounting, legal, and trust services.

Lillie Perry is a Certified Financial Planner (CFP®) with five years of industry experience. She has worked at Savant Wealth Management since 2021 and previously spent time at Filbrandt Wealth Management and Iowa State University. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related advisory services. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies and offers notable operational resources through its affiliated accounting, legal, and trust services.

Shirlene Chart is a Series 65-registered financial advisor with 11 years of industry experience. She has worked at Savant Wealth Management since 2021 and previously spent six years at Filbrandt Investment Advisers. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of specialized services supported by affiliated accounting, legal, and trust entities.

Terry Heinrichs is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He has previously worked at Bank of America and Merrill. Heinrichs serves as President of the Society for Quantitative Ethnography and holds leadership roles with the United Way of Dane County Foundation and Friends of PBS Wisconsin. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers various portfolio management options and emphasizes a range of analytical approaches while acting as a fiduciary under written agreements.

Jason Waugh is a CFP® professional with 19 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities LLC. He has held roles at MetLife Securities Inc and Mass Mutual Investors Services during his career. He occasionally sells non-Guardian fixed insurance products outside of his advisory work. Park Avenue Securities LLC operates as a subsidiary of The Guardian Life Insurance Company of America, providing brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Jack Wilharm is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Keeling Wealth Advisors and University of Wisconsin Madison. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement consulting, and family office services. The firm uses a blend of evidence-based asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

Scott Thomas is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also offers referrals to affiliated services such as TIAA Trust and serves as investment adviser to the TIAA Donor Advised Fund.

Jarod Von Behren is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Guardian Life since 2017, following four years at the University of Wisconsin-Madison. Outside of his advisory role, he coaches high school football and participates in the NARI of Madison. Guardian Life operates through its subsidiary Park Avenue® Wealth Management, providing brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers personalized financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and a range of proprietary and third-party platforms.

Scott Olsson is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2011 and 2012, respectively. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Jacob Babiuk is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He has worked at multiple firms including SVA Wealth Management and Securities America Advisors, and has been employed at Wealth Enhancement Group since 2021. Outside of advising, he works as a clubhouse manager and bartender at Deer Valley Golf Course in Barneveld, WI. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment process blending passive and active management, supported by an internal Investment Committee, and offers multiple program options and implementation tools.

Brian Bengry is a financial advisor at Beacon Pointe Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Conscious Capital Management LLC for 13 years before joining Beacon Pointe Advisors in 2024. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private asset classes.

Kyle Griesbacher is a financial advisor at Savant Wealth Management in Middleton, Wisconsin, holding a Series 65 credential with one year of industry experience. Prior to joining Savant, he held various roles primarily associated with the University of Wisconsin campuses and nonprofit organizations. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust service entities.

Emily Fowler is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has two years of industry experience and has worked at both Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory roles, she has prior experience with Mariners Inn and in education at UW-Whitewater and the Deforest School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and offering both proprietary and third-party investment solutions.

Eileen Brunken is a financial advisor at TIAA-CREF in Madison, WI, holding a Series 66 designation with eight years of industry experience. She has been with TIAA-CREF since 2018 and also has a history with Tiaa and the Individual Ready Reserve. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers separate broker-dealer services and serves as adviser to a donor-advised fund, utilizing a fiduciary standard for its registered investment adviser services.

Heather Benash is a Series 65-licensed financial advisor with 11 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2021. Her prior experience includes seven years at SVA Plumb Wealth Management LLC and a position with Associated Dentists, S.C. outside the financial sector. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.

Christopher Jelenc is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities since 2014. Jelenc serves on the Board of Directors for the Waunakee Chamber of Commerce. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and consulting, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.