Andrew Bosma is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at BMO Harris Bank and Northwestern Mutual Greater Peoria. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals for 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 managers overseen by an internal Investment Committee.

Debra Oswald is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at Wealth Enhancement Advisory Services since 2021 and has been a shareholder at SVA Certified Public Accountants, S.C. since 2015. Oswald serves on the board of Friends of UW Health. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, asset management, and retirement plan consulting through a network of advisors, using a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Benjamin Johnson is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and Park Avenue Securities. Outside of his advisory work, he has been employed at UW Whitewater since 2022 and previously worked with the Beloit School District. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Lisa Fishler is a CFP® with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2021. Her prior experience includes roles at Johnson Wealth Inc. and Johnson Bank. She serves on the board of directors for Journey Mental Health Center in Madison, WI. 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 process combining passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.

Austin Flower is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Savant Wealth Management in Middleton, WI, having joined the firm in 2023. His background includes roles at Primerica Financial Services and various positions outside the financial industry. 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, model-driven asset allocation with actively managed strategies and maintains integrated legal and accounting affiliates to support its offerings.

Sarah Mcginniss is a CFP®-certified financial advisor with 11 years of industry experience. She has worked exclusively with Savant Wealth Management and its affiliated entities since 2015. Savant Wealth Management serves a broad client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services through an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies.

Leonard Hornung is a ChFC® with 44 years of industry experience, currently serving at Guardian Life since 2011. He is based in Madison, WI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he operates a behavioral assessment and team building consulting business. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

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.

Lisa Dollerschell Conwell is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has worked with Private Advisor Group and LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party strategies and technology platforms to tailor investment solutions.

Maria Montilla Frost is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked with Private Advisor Group since 2018 and previously held roles at Foreside Fund Services, LLC and Rock Harbor LLC. Additionally, she is involved with One Light Enterprise, LLC, which provides tax preparation and accounting services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and integrates technology platforms and third-party managers to deliver a range of investment strategies.

Jonathan Smith is a CFP® professional with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, LLC, Johnson Wealth Inc., and Johnson Bank. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Paul Krueger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His career includes roles at LPL Financial, NRP Advisors, Morgan Stanley, and UBS Financial Services. He is involved in several entrepreneurial ventures, including providing investment advisory services through multiple independent firms and operating entities related to tax preparation and accounting. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing both proprietary and third-party strategies and platforms.

Zachary Dahl is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory work, Dahl is involved in local community organizations, serving on boards for the Sauk Prairie Sports Booster and Sauk City Chamber of Commerce, and volunteers with a children’s hospital foundation. He also owns a tent rental business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models combined with strategic asset allocation and ongoing due diligence.

John Garnett is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds a ChFC® designation and a Series 63 license, with 33 years of industry experience. Garnett has worked with Eagle Strategies since 2011 and has a longstanding association with New York Life and its affiliates dating back to 1989. Outside of his advisory role, he owns a summer cabin that he rents occasionally. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types, with the majority of assets managed on a non-discretionary basis.

Daniel Gibson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2021. He previously worked at SVA Plumb Wealth Management, LLC from 2014 to 2020. Gibson is a board member at large for the Middleton Cross Plains Area School District Education Foundation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a range of financial planning and asset management services.

Dominic Johnson is a financial advisor with Guardian Life in Madison, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at firms including Northwestern Mutual and MassMutual. Outside of his advisory role, he serves as a board member for Life Center Church and Spedidit Enterprises. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Devin Murray is a financial advisor with TIAA-CREF in Madison, WI, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services Inc from 2016 to 2018 before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management under a fiduciary standard.

Bennett Wessley is a CFP® and Series 65 credentialed financial advisor at Savant Wealth Management with three years of industry experience. Prior to joining Savant, he held roles at Acorn Beverage, Wealthspire Advisors, and the University of Wisconsin-Whitewater. 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 plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house resources and affiliated entities providing accounting, legal, and trust services.

Michael Strohl is a financial advisor with Guardian Life holding Series 63 and Series 65 licenses. He has one year of industry experience, including time at Third Coast Advisors, and serves clients from Madison, WI. His prior work includes service in the United States Marine Corps and roles at the University of Wisconsin-Whitewater and Loomis Armored US. Guardian Life's subsidiary, Park Avenue® Wealth Management, provides brokerage and 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, with access to insurance products, alternative investments, and integrated lending options.

Jessica Feiner is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Johnson Bank and Johnson Wealth Inc. for over two years and remains a part owner of Feiner Electric LLC, an electrical contracting business. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with a range of financial planning, asset management, and retirement-plan consulting services. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active managers, quantitative and fundamental analysis, and internal oversight by an Investment Committee.