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 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.

Claire Walmer is a CFP® with 22 years of industry experience currently serving as a financial advisor at J.W. Cole Advisors, Inc. She has previously worked at LPL Financial, Bankers' Bank, and OLD NATIONAL BANK. Outside of her advisory role, she owns and operates Sun Step Financial and provides financial planning services under contract with State Bank of Chilton. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions, combining discretionary and non-discretionary approaches with fundamental, technical, and algorithmic investment strategies.

Carol Vander Sluis is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Kovitz Investment Group Partners, LLC, Winslow Capital Management, LLC, and several other firms. Outside of her advisory role, she is a partner in a franchise ownership business, TASC FORCE, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with access to third-party and private funds.

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.

Sarah Miller is a Series 66-credentialed financial advisor at TIAA-CREF with two years of industry experience. She has worked at TIAA and TIAA-CREF since 2018 and previously held a position at Regus. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolio options under a fiduciary standard within a vertically integrated structure.

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.

Robert Klitzke is a Series 65-credentialed advisor with 10 years of industry experience, currently serving clients at Savant Wealth Management since 2021. Prior to joining Savant, he spent five years with Filbrandt Investment Advisers. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

David Richards is a financial advisor with Guardian Life and Park Avenue Securities in Madison, WI. He holds Series 63 and Series 65 registrations and has 20 years of industry experience. Richards has worked at Park Avenue Securities and Guardian since 2008. He also sells insurance products, including life, disability income, and long-term care insurance, through carriers outside of Guardian. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, as well as access to proprietary and third-party advisory programs and a digital advisory solution.

Daniel Miller is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds the ChFC® designation and Series 63 registration and has 30 years of industry experience. Since 2007, he has been with Eagle Strategies, and he has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1996. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and works extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Matthew Clooten is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2010. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Clearing from 2008 to 2010. 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. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that utilize proprietary strategies and third-party models.

Zola Clark is a financial advisor at Creative Planning with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wipfli Financial Advisors, Morgan Stanley Private Bank, Morgan Stanley, and Harbour Investments. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies supplemented by private market exposure and specialized tax management techniques.

Jacob Richards is a Series 65-licensed advisor with Savant Wealth Management in Middleton, WI. He joined the firm in 2026 and previously worked in education roles at various school districts and universities. 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 family office services. The firm's investment approach combines evidence-based asset allocation with actively managed strategies across multiple asset classes, supported by a large team and integrated accounting, legal, and trust services.

Scott Kornstedt is a CFP®, ChFC®, and Series 66-licensed advisor with 20 years of industry experience. He has worked at Savant Wealth Management since 2021 and previously held roles at Filbrandt Wealth Management and Filbrandt Investment Advisers. Kornstedt serves as a board member for the Friends of Waisman Center in Madison, WI, where he participates in fundraising and board meetings. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, and institutional clients. The firm employs an evidence-based, model-driven investment approach combined with actively managed strategies and oversight from an investment committee.

Aaron Moore is a financial advisor at Steward Partners Investment Advisory, LLC with six years of industry experience. He holds the Series 66 designation and has held roles at several firms including Vantage Point Private Wealth, Littrell Financial, and Northwestern Mutual Investment Services LLC. Prior to his advisory career, he worked for 14 years at the United States Department of Agriculture Farm Service Agency. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs through both proprietary and third-party solutions.

Brent Lindell is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2020. Prior to this, he worked at Savant Capital Management for eight years. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office 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, supported by affiliated accounting, legal, and trust services.

Keith Lueck is a financial advisor at Savant Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Savant and its predecessor firms since 2014. Prior to joining Savant, he was with Filbrandt Wealth Management and Filbrandt Investment Advisers. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting 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 offers integrated accounting, legal, and trust services through affiliated entities.

Noah Tostrud is a CFP® and Series 65-registered financial advisor with seven years of industry experience. He has worked at Savant Wealth Management since 2021 and previously at Filbrandt Wealth Management from 2018 to 2021. His background also includes roles with the University of Wisconsin Athletic Department and the Monroe Park & Recreation Department. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, 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.

Brooke Palmer is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., having joined in 2025. Her prior experience includes roles at LPL Financial, Bankers' Bank, and UBS Financial Services. Outside of her advisory work, Palmer has been involved with KD's Bar and Grill and the Lodi Volleyball Club. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing discretionary and non-discretionary investment approaches.