Kandi Kauffman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has additional experience with World Financial Group and YTB Travel. Outside of her advisory role, she operates a travel agency website and manages a personal holding company for tax preparation purposes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Jeffery Dancer is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 65 and Series 63 licenses and 11 years of industry experience. His work history includes roles at WealthWave, Debtmerica, H&R Block, World Financial Group, and Dancer Inc., where he operates a business focused on health insurance sales. He also assists clients with tax preparation through H&R Block. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations, offering advisory and broker-dealer services with both proprietary and third-party investment programs.

Nicolas Adamany is a financial advisor at Benjamin F. Edwards & Company, Inc. in Madison, WI, holding the Series 66 designation with two years of industry experience. Prior to his current role, he was a founding member and guitarist of the Wheelhouse Band (Mightywheelhouse LLC), performing sporadically. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of model strategies and asset management approaches supported by an internal trading desk and Investment Strategy Committee.

Christopher Henderson is an investment advisor at TLG Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Simplicity Investments, Global Retirement Partners, LLC, and Coordinated Capital Securities, Inc. Outside of his advisory role, Henderson serves as an Independent Insurance Agent and is a board member of the National Association of Insurance and Financial Advisors (NAIFA) Wisconsin chapter. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, delivering advice through independent representatives and sub-advisors with an emphasis on fundamental analysis and Modern Portfolio Theory.

Joseph Schultz is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Empower Advisory Group and was previously affiliated with UBS Financial Services, Inc. and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and savings rates in its planning approach.

Kevin Moloney is a financial advisor at Wealthspire Advisors with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wealthspire Capital, LLC and Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, investment advisory, financial planning, and trustee services through a relationship-driven, customized process emphasizing diversified, institutional-style asset allocation.

Kayla Pavela is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 license with six years of industry experience. Her prior roles include positions at NFP Retirement, Inc. and Bronfman Rothschild, as well as work at the University of Wisconsin, Madison. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment process utilizing diversified, institutional-style asset allocation and a range of investment vehicles.

Joanne Boggs is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Transamerica since 2015 and has previous roles with Conquer Legacy Group and Debtmerica LLC. Boggs is also a member of the Baraboo Area Chamber of Commerce. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party investment models.

Erin Jones is a financial advisor with CWM, LLC in Madison, WI, holding CFP® and ChFC® designations and over 18 years of industry experience. She has worked with Cetera and Harbour Investments, among other firms. Outside of advisory work, Jones serves as secretary on the boards of the DeForest Area Rotary Club and Prairie Ridge Health Hospital and is president of a local snowmobile club. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, typically managing accounts on a discretionary basis with a combination of fundamental and technical analysis and access to alternative investments.

Leah Schmid is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Wipfli Financial Advisors and Hewins Financial Advisors. She is based in Madison, WI. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, institutions, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and access to private market investments.

Brock Staudt is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Wipfli Financial Advisors and held roles at the University of Wisconsin-Madison and Manitowoc Lutheran High School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and utilizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by additional portfolio management techniques and integrated retirement plan services.

Patrick Fasick is a financial advisor with Bankers Life Advisory Services, Inc. in Madison, WI, holding Series 63 and Series 66 licenses. He has two years of industry experience and has worked with Bankers Life entities since 2022. Outside of his advisory role, he officiates youth basketball and baseball games as an independent contractor. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Christopher Figaro is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at firms including Bank of America and Merrill Lynch. Outside of his advisory role, he is an author and member of CJF Books, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Erik Mikkelson is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2023. Prior to this, he spent 14 years at RMR Financial Advisors LLC. Outside of his advisory role, he is involved in passive restaurant ownership through MikZig's Hospitality, LLC, where he assists with macro business management decisions. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm follows a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment implementation options alongside financial and retirement planning support.

Abby Bare is a financial advisor at Wealthspire Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Baker Tilly Wealth Management and Bronfman E.L. Rothschild. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and foundations. The firm offers wealth management, investment advisory, financial planning, and trust services through a customized, relationship-driven process emphasizing diversified, institutional-style asset allocation.

Mark Jaeger is a financial advisor with Independent Financial Partners in Madison, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Independent Financial Partners and affiliated firms since 2019. Outside of advisory work, he is involved as a Mortgage Loan Originator with C and R Mortgage. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform and offers both decentralized investment strategies and centralized asset management options, with a particular focus on retirement-plan advisory and pension consulting services.

Gary Ziegler is a financial advisor at Transamerica Financial Advisors with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including WFG since 2001 and his own firm, Ziegler Financial Group Inc., since 2022. He is also a member of Business Networking International. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, offering discretionary and non-discretionary investment programs.

Matthew Clooten is a CFP® with 19 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. since 2010. He holds a Series 66 license and is based in Madison, WI. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of fee-based wrap programs and investment management services, utilizing both strategic multi-year allocations and tactical adjustments across multiple portfolio strategies.

Charles Meixelsperger is a financial advisor at Wealthspire Advisors with nine years of industry experience. He has held positions at Wealthspire Capital, LLC and Bankers' Bank prior to his current role, and holds Series 63 and Series 65 designations. Based in Madison, WI, he has been with Wealthspire Advisors since 2018. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach featuring diversified asset allocation and institutional-style portfolio management.

Dean Stange is a CFP® professional with 14 years of experience in financial advising. He has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Hewins Financial Advisors. He is currently overseeing the wind-down of Wipfli Financial Advisors, a business acquired by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.