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.

Christopher Thomas is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2021, he worked at SVA Plumb Wealth Management, LLC from 2016 to 2020. He serves on the Board of Directors for Perscitus Biosciences, LLC, a role unrelated to his securities activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Andrew Kennedy is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and LPL Financial. Kennedy provides investment advice under the business name Standard of k(are) Advisors as part of his practice. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing multiple investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Matthew Newman is a financial advisor at Independent Financial Group, LLC with 19 years of industry experience and holds the Series 66 designation. His prior work includes roles at Cambridge Investment Research, Securian Financial Services, and Cetera Wealth Services. Outside of his advisory role, he acts as an executor and power of attorney for immediate family members. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a range of investment platforms and combines strategic asset allocation with multi-manager portfolios, offering both active and passive investment exposures tailored to client risk profiles.

Nicolas Adamany is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards since 2023. Outside of his advisory role, he is a founding member and guitarist of the Wheelhouse Band, performing sporadically in Madison, WI. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory services including wrap-fee programs, financial planning, and investment management that combine proprietary strategies and third-party models.

Daniel Helf is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Private Advisor Group since 2014 and has concurrent experience at LPL Financial dating back to 2010. His professional activities include operating under several DBAs for advisory services through Private Advisor Group and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers both proprietary and third-party managed account solutions combined with a range of investment strategies.

John Clarke is a CFP® with 15 years of experience in financial advisory. He is currently with Savant Wealth Management, where he has worked since 2021, following previous roles at Filbrandt Wealth Management and Madison Investment Advisors. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, financial planning, and family office services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Megan Harris is a CFP® with seven years of industry experience currently at Savant Wealth Management. She has worked previously at Heritage Wealth Advisors and Sky's Edge Wealth. Outside of her advisory role, she coaches ski racing for youth and high school teams in Wisconsin. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, institutions, and high-net-worth clients. The firm employs an investment approach combining evidence-based asset allocation with actively managed strategies and operates several affiliated entities offering accounting, legal, and trust services.

Steven Broihahn is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera Planning Partners. His work history includes roles at Avantax Investment Services, ProEquities, and ValMark Securities. He also supports CPA firms and their clients with financial planning through his role at HK Financial Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services within a multi-team structure, leveraging a document-driven planning process and diverse investment allocations.

Aaron Dykxhoorn is a CFP® with three years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Venture Hive, The University of Miami Herbert Business School, and Vineyard Vines. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.