Colleen Johnson is a CFP® professional with eight years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2021. She has prior experience with SVA Wealth Management, Johnson Wealth Inc., and Johnson Bank, where she held roles focused on wealth management and relationship management. Outside of her advisory role, she is licensed for insurance product sales and makes insurance referrals as appropriate. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including 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 quantitative and fundamental research.

Brett Christensen is a CFP® with 27 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent seven years 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, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Jack Thomas is a CFP® with five years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to joining Creative Planning, he worked at Thun Financial, MWS Capital Consultants, and AKT Business Services. 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 client assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Jared Schumacker is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Madison, WI. He has five years of industry experience, including roles at Alpha Baking prior to entering the financial sector. Outside of advisory work, he is involved as a delivery driver and serves as Director of Media Relations for a local SHRM chapter. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individual, corporate, and nonprofit clients. The firm offers tailored financial planning, discretionary management, and access to proprietary and third-party investment solutions.

Keith Voogd is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience and has been with Guardian Life since 2018 and Park Avenue Securities since 2019. Outside of his advisory role, he operates Dominus Nerd Shop LLC, selling collectibles primarily through eBay, and works as a delivery driver for Door Dash. Park Avenue Securities, a subsidiary of Guardian Life, provides 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, along with a range of financial planning, consulting, and educational services.

Michael Dubis is a CFP® with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously led Michael A Dubis Financial Planning, LLC for 19 years. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other institutions. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes.

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.

Bradley Howe is a CFP® and CFA® with three years of industry experience. He is currently an advisor at Mariner and previously worked at First Business Bank and Filbrandt Investment Advisers. He serves on the board of Do Good Wisconsin, Inc., a nonprofit organization based in Madison. Mariner serves a wide range of clients through customized, discretionary portfolio management supported by in-house research and third-party managers. The firm is notable for its integration of tax and accounting services, alongside traditional investment management, and offers specialized solutions such as CFO services and a Financial Wellness Platform.

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.

Crystal Cox is a Certified Financial Planner™ (CFP®) with 14 years of experience in the financial services industry. She has been with Wealthspire Advisors since 2017, previously working at Wells Fargo Clearing and UBS Financial Services. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

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.

Thomas Zionkowski is a financial advisor with Empower Advisory Group in Madison, WI, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at GWFS Equities, Inc., Avid Ratings, Legacy Rarities LLC, Aflac, Westminster Mint, and Robert Half. Outside of finance, he is involved in music streaming as a musician. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm offers integrated services through Empower’s administrative platforms, focusing on long-term portfolio returns and savings rates in their point-in-time financial plans.

Stephanie Selbach is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2020. Her prior experience includes roles at Wipfli Financial Advisors, Hewins Financial Advisors, and Capital Wealth Advisory Group. She holds the Series 65 license and is based in Madison, WI. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors and 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation framework and offering a range of wealth management and retirement planning 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.

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.

Laura Bienz is a CFP® with 16 years of industry experience and is currently a financial advisor at Rockefeller Financial LLC. Her prior experience includes seven years at Stifel Nicolaus & Co Inc and four years at Merrill. Outside of finance, she is involved in a music band, where she serves as owner, manager, and performer. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that offers access to equities, fixed income, and alternatives, along with broker-dealer capabilities and placement services for alternative investments.