Amanda Davis is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 credential. She joined Wealthspire Advisors in 2024 after seven years of experience at Sun Prairie East High School and two years at City on a Hill New Bedford. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation and utilizes third-party platforms to manage held-away retirement assets.

Michael Larson is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Transamerica since 2012 and has held various other roles including driving for ride-sharing and delivery services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Michael Kock is a CFP® and ChFC® with 26 years of industry experience. He has been with Commonwealth Financial Network since 2014. Outside of his advisory role, he is a managing member of K+M Acres and K Club LLC, and co-owner of Camp Spike Buck II, LLC, which operates a hunting cabin. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Jennifer Giemza is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2021. Prior to this, she worked for BMO Harris Financial Advisors from 2014 to 2021. She serves on the board of directors for Big Brothers Big Sisters of Dane County, a nonprofit focused on mentoring at-risk youth. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.

Thomas Hanson is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also serves as president of Dream Team Financial LLC, which he operates primarily for tax purposes without additional time commitment. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, offering discretionary and non-discretionary program options.

Jordan Smith is a financial advisor with Commonwealth Financial Network in Madison, WI, holding a Series 65 designation and four years of industry experience. Prior to joining Commonwealth, he worked at Kock Financial and has experience at Hawks Landing Golf Club and the University of Wisconsin-Madison. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by operations, technology, and compliance infrastructure.

Sofya Blyum Hundt is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 66 licenses. She has recently begun her career in the financial industry and has experience involved with several organizations including the Pleasant Ridge Waldorf School, a nonprofit providing Waldorf elementary education. She is also a member of InheritGuard, LLC, which focuses on estate planning services. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with various fee-based and commission-based investment programs.

Ryan Behling is a financial advisor with Sanctuary Advisors, LLC in Madison, WI, holding a Series 66 designation and 20 years of industry experience. Prior to joining Sanctuary Advisors in 2022, he worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves as a board member for Domestic Abuse Intervention Services, a nonprofit focused on prevention and shelter. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its advisors with a variety of portfolio management solutions, employing multiple analytical approaches and acting as a fiduciary when a written advisory agreement is in place.

Jennifer Homman is a financial advisor at CWM, LLC with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Cetera and Investment Center, LLC. Outside of her advisory work, she owns Crop Protection Group, LLC, which provides risk protection to crop producers, and serves as chairman of the board for Prairie Ridge Health, a nonprofit healthcare organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

David Kuenzi is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to that, he spent 12 years with Thun Financial Advisors, LLC. He holds a Series 63 license and is based in Madison, WI. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, providing investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and integrated investment infrastructure.

Justin Goldstein is a Series 66-registered advisor with 15 years of industry experience. He is currently with Wealthspire Retirement Advisory and has previously worked at NFP Retirement, Inc. and Bronfman E.L. Rothschild. Goldstein also served in the Army National Guard for over two decades. Wealthspire Retirement Advisory provides retirement plan consulting and investment services primarily to plan sponsors and individual participants, offering fiduciary due diligence, plan design guidance, and participant education. The firm combines quantitative and qualitative investment analysis, delivering both non-discretionary advice and discretionary management across a broad range of retirement and financial consulting services.

Rachel Haberman is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 designation with seven years of industry experience. She has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust services through a relationship-driven, customized investment approach that incorporates diversified, institutional-style asset allocation.

Brett Pophal is a financial advisor at Creative Planning with a Series 65 credential and six years of industry experience. He previously worked at Wipfli Financial Advisors and has held positions at the University of Wisconsin - Whitewater and Coyote Grill. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Daniel Hyland is a CFP® professional with 44 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at firms including LPL Financial and Private Client Services. He has operated his own firm, Daniel P Hyland, LLC, since 2000. 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 retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Erik Clay is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held positions at Bank of America, Merrill, and Vantage Point Private Wealth LLC. Clay is also the owner of VPWisco LLC, an investment firm based in Madison, WI. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing a range of portfolio management and financial planning services.

Peter Sengelmann is a CFA® charterholder with nine 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 Advisors from 2017 to 2020 and took a year for extended travel between 2016 and 2017. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Teodor Trandafir is a financial advisor at LPL Financial with 19 years of industry experience and holds the Series 66 designation. His work history includes roles at Partners Federal Credit Union and the University of Wisconsin-CU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven approaches across discretionary and non-discretionary management strategies.

Isaac Morris is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and 14 years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with CUNA Mutual Group, AMERIPRISE FINANCIAL SERVICES, Inc., CETERA Advisor Networks LLC, and other firms. Outside of his advisory role, he is involved with Flat Rate Prep LLC, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Alexander Bruckel is a financial advisor at LPL Financial in Madison, WI, holding a Series 66 designation with four years of industry experience. He has worked at LPL Financial since 2019 and is also affiliated with UW Credit Union, where he has been involved since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources.