Emily Fowler is a financial advisor at Park Avenue Securities, a subsidiary of Guardian Life. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her prior work includes roles at Mariners Inn and the Deforest School District. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.

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.

John Nolle is a financial advisor with Guardian Life and holds a Series 66 designation. He has been with Guardian Life and Park Avenue Securities since 2026. Prior to his advisory role, he was a student for 17 years. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC‑registered investment adviser serving individuals, pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Christopher Jelenc is a financial advisor with Primerica Advisors based in Madison, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Park Avenue Securities since 2014 and at Guardian Life Insurance since 2013. Outside of his advisory role, he serves on the Board of Directors for the Waunakee Chamber of Commerce. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies and supporting various account-level features such as lending solutions and tax-harvesting.

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 with Private Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked with Private Advisor Group since 2014 and has been associated with LPL Financial since 2013. Kennedy provides investment advice under the business name Standard of k(are) Advisors in addition to his role at Private Advisor Group. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various third-party asset management programs and separately managed account strategies.

Matthew Newman is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research and Securian Financial Services. Newman is also involved in a marketing-related business activity under the name Dahl Financial Services, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and retirement planning services through a national network of advisers and utilizes multiple advisory platforms with both discretionary and non-discretionary account management options.

Joel Craven is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Lincoln Investment and has prior experience at Horace Mann Insurance and Horace Mann Investors, Inc. Craven also serves as treasurer and board member for the Mt Horeb Schools Board of Education and owns a staffing company supporting Astraios Financial. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Daniel Helf is a financial advisor with LPL Financial in Middleton, WI, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2010 and has been associated with Private Advisor Group, LLC since 2014. Helf provides investment advisory services through his independent firm, Private Advisor Group. LPL Financial offers advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment delivery options, combining large-scale advisory operations with a range of non-advisory financial products.

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.

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.

Sean Cote is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at SVA Plumb Wealth Management, LLC for seven years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2021. Wealth Enhancement Advisory Services, LLC is an enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Elliot Caulum is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds the Series 66 designation and has recently begun his career in the industry, with prior experience including roles at the Wisconsin Economic Development Corporation and work related to management and beverage industries. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of assets on a non-discretionary basis.

James Guy III is a financial advisor with Lincoln Investment in Verona, WI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008 and previously worked for 30 years with the Verona Area School District. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a notable focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, supported by an investment management team that employs both strategic and tactical approaches.

James Haygood is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2021. His prior experience includes roles at Filbrandt Wealth Management, LLC, and Filbrandt Investment Advisers Inc. He holds the Series 65 designation. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting 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 offers integrated services through affiliated accounting, legal, and trust entities.

Carol Vander Sluis is a financial advisor with Focus Partners Wealth, LLC in Madison, WI, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior experience includes roles at Kovitz Investment Group Partners, LLC, Winslow Capital Management, LLC, and Chorus Madison, LLC. Outside of advisory work, she is a partner in TASC FORCE, LLC, a franchise ownership business. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, offering a wide range of advisory services and specialized investment strategies across multiple asset classes.

Chad Millar is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2014. Outside of his advisory role, Millar operates Chad Millar Photography LLC, a business he has managed since 2013. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by its Investment Management & Research team.

Bryan Schumacher is a CFP® with 19 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at SVA Plumb Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active managers, supported by an internal Investment Committee and quantitative and fundamental research.