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 17 years of industry experience. He has worked at Private Advisor Group since 2014 and previously at LPL Financial and Edward Jones. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and retirement consulting services. The firm employs a fiduciary-based advisory model and uses various technology platforms and third-party managers to implement client strategies.

Matthew Newman is a financial advisor at Independent Financial Group, LLC with 19 years of industry experience and holds the Series 66 designation. His prior work includes roles at Cambridge Investment Research, Securian Financial Services, and Cetera Wealth Services. Outside of his advisory role, he acts as an executor and power of attorney for immediate family members. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a range of investment platforms and combines strategic asset allocation with multi-manager portfolios, offering both active and passive investment exposures tailored to client risk profiles.

Daniel Helf is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Private Advisor Group since 2014 and has concurrent experience at LPL Financial dating back to 2010. His professional activities include operating under several DBAs for advisory services through Private Advisor Group and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers both proprietary and third-party managed account solutions combined with a range of investment strategies.

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.

Christopher Henderson is an investment advisor at TLG Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Simplicity Investments, Global Retirement Partners, LLC, and Coordinated Capital Securities, Inc. Outside of his advisory role, Henderson serves as an Independent Insurance Agent and is a board member of the National Association of Insurance and Financial Advisors (NAIFA) Wisconsin chapter. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, delivering advice through independent representatives and sub-advisors with an emphasis on fundamental analysis and Modern Portfolio Theory.

Joseph Schultz is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Empower Advisory Group and was previously affiliated with UBS Financial Services, Inc. and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and savings rates in its planning approach.

Kevin Moloney is a financial advisor at Wealthspire Advisors with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wealthspire Capital, LLC and Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, investment advisory, financial planning, and trustee services through a relationship-driven, customized process emphasizing diversified, institutional-style asset allocation.

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.

Steven Broihahn is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera Planning Partners. His work history includes roles at Avantax Investment Services, ProEquities, and ValMark Securities. He also supports CPA firms and their clients with financial planning through his role at HK Financial Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services within a multi-team structure, leveraging a document-driven planning process and diverse investment allocations.

Kayla Pavela is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 license with six years of industry experience. Her prior roles include positions at NFP Retirement, Inc. and Bronfman Rothschild, as well as work at the University of Wisconsin, Madison. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment process utilizing diversified, institutional-style asset allocation and a range of investment vehicles.

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 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.

Erin Jones is a financial advisor with CWM, LLC in Madison, WI, holding CFP® and ChFC® designations and over 18 years of industry experience. She has worked with Cetera and Harbour Investments, among other firms. Outside of advisory work, Jones serves as secretary on the boards of the DeForest Area Rotary Club and Prairie Ridge Health Hospital and is president of a local snowmobile club. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, typically managing accounts on a discretionary basis with a combination of fundamental and technical analysis and access to alternative investments.

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.

Robert Klitzke is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds a Series 65 designation and previously worked at Filbrandt Investment Advisers for five years before joining Savant. 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 employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by significant in-house resources and affiliated legal, accounting, and trust services.