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.

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.

Jeffrey Larson is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2011. Outside of his advisory role, he coaches athletes in endurance sports and is involved in producing and directing endurance events such as cycling, running, and triathlons. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory services distinguish between one-time planning and ongoing portfolio management, often utilizing model or customized portfolios under fiduciary standards.

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.

Mark Smith is a financial advisor with Guardian Life in Madison, WI, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Guardian Life since 2007, following a year at Midwest Professional Planners, Ltd. Mark is also an officer and owner of Third Coast Advisors, Inc., which holds a General Agency contract with Guardian. Guardian Life's 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 advisory solutions through a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, alternative investments, and a variety of integrated lending and consulting services.

Charles Opitz is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2022. Prior to that, he was with Primerica Advisors and Guardian Life Insurance Company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment managers guided by an internal Investment Committee.

Jacob Hauenstein is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation. Prior to joining Savant, he worked at Epic Systems and spent time at the University of Wisconsin-Madison. Outside of his advisory role, he is employed part-time as a Member Services Representative at Crunch Fitness in Madison, Wisconsin. 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 operates with approximately $55.6 billion in assets under management.

Brian Reamer is a CFP® with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2021. Prior to that, he worked at SVA Plumb Wealth Management, LLC and SVA Financial Services, LLC from 2001 to 2020. 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 financial planning, asset management, and specialized consulting through a network of advisors and employs a strategic investment approach combining passive and active management.

Quinn Process is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds the Series 66 designation and has been in the financial services industry since 2024, including roles at Northwestern Mutual and NYLIFE Securities LLC. Prior to his advisory career, he was employed in education and club management. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Christopher Strommen is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Guardian Life and Park Avenue Securities in Madison, WI, where he has worked since 2017. His background includes roles at the University of Wisconsin and its affiliated schools. Outside of his advisory work, he is involved in outside fixed insurance sales. Park Avenue Securities LLC, 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 combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Samantha Blahnik is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. Her prior work history includes roles outside of financial services, such as positions at Pine Acres Golf Course and Springside Cheese Corp. Savant Wealth Management serves a diverse client base, including individuals, families, pension plans, charitable organizations, and high-net-worth clients, offering comprehensive wealth management and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by in-house legal, accounting, and trust services.

Michael Krachey is a CFA® charterholder with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners, LLC and Northern Capital Management, LLC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an “enhanced open architecture” framework, utilizing both fundamental and quantitative analysis.

Kelsey Fatzinger Schnurr is a CFP® and Series 65 credentialed financial advisor with eight years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where she has worked since 2021. Prior to that, she spent seven years at SVA Plumb Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a network of hundreds of advisors. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Zach Meulemans is a CFP® and ChFC® professional at Savant Wealth Management with 10 years of experience in the financial industry. He has worked at Savant since 2021, following six years at Filbrandt Investment Advisers and one year at PRUCO Securities, LLC. Savant Wealth Management serves a diverse client base including 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 a range of integrated services through affiliated accounting, legal, and trust entities.

Janel Kalish is a CFP® with 14 years of industry experience, currently affiliated with Guardian Life. She has worked at Park Avenue Securities and Guardian Life since 2019, and previously held roles at Securities America, Investacorp, Klaas Financial, and Nan M. Zimdars, Inc. Outside of her advisory work, she creates stained glass art, with some pieces featured in Habitat for Humanity fundraisers, and serves as Vice President and Board Member of the Greater Madison Area SHRM. Guardian Life's subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides tailored client solutions, including access to insurance products and alternative investments.

Marcus Riccio is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential. He has prior experience at Johnson Bank, First Business Bank, and Associated Bank, as well as roles at UW-Whitewater and its Fiscal & Economic Research Center. Riccio serves on the boards of the UW Carbone Cancer Center Emerging Leadership Board and Gunning for Hope, both nonprofit organizations supporting cancer research. 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, risk-class based investment approach combining passive and active managers, supported by an internal Investment Committee.

Stephen Fuller is a financial advisor at Savant Wealth Management with five years of industry experience and holds a Series 65 credential. Prior to his career in finance, he served in the U.S. Navy for 27 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 and offers related implementation services through affiliated accounting, legal, and trust entities.

Michael Molden is a Series 65-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Madison, WI. He has three years of industry experience, including prior roles at US Bank and Walser Automotive Group. Molden spent 20 years working in education before entering the financial services field. 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 overseen by an internal Investment Committee.