Michael Krachey is a CFA® charterholder with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Northern Capital Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

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 CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with 10 years of industry experience. He has worked at Savant Wealth Management since 2021 and previously spent six years at Filbrandt Investment Advisers. 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 employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Janel Kalish is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. Her prior roles include positions at Securities America, Inc., Nan M. Zimdars, Inc., Investacorp Inc., and Klaas Financial. Outside of her advisory work, she creates stained glass art, with some pieces featured in fundraisers for Habitat for Humanity, and serves as Vice President on the board of the Greater Madison Area SHRM. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending solutions and donor-advised funds.

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.

Andrew Bosma is a financial advisor with Wealth Enhancement Advisory Services, LLC in Madison, WI, holding a Series 65 designation. He has worked in the financial industry since 2016, including positions at Northwestern Mutual Greater Peoria, BMO Harris Bank, and the Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

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. He has worked at Park Avenue Securities since 2026 and previously held roles at Northwestern Mutual and in the Beloit School District. Johnson is also affiliated with the University of Wisconsin Whitewater. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser under The Guardian Life Insurance Company of America. The firm provides financial planning, brokerage services, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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 financial advisor at Savant Wealth Management with two years of industry experience. He holds a Series 65 designation. His prior work experience includes roles at Primerica Financial Services and various other positions in customer service and the public sector. 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 alongside actively managed strategies and sub-advised mandates, supported by extensive in-house resources and affiliated legal and accounting services.

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 financial advisor with Primerica Advisors in Madison, WI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Outside of his advisory role, he owns a behavioral assessment and team-building business consulting firm. Primerica Advisors serves a wide range of clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and retirement planning. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice platforms to implement its investment strategies.

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.

Emma Mueller is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. She previously worked at Park Capital Management, Purshe Kaplan Sterling Investments, and Hausmann-Johnson Bauch Financial LLC. Mueller serves as a board member and director of the Olbrich Botanical Society Foundation, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts and estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and investment management services, utilizing a strategic allocation approach that combines passive and active managers, supported by quantitative and fundamental research.

Lisa Dollerschell Conwell is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has been with Private Advisor Group and affiliated LPL Financial since 2015. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Maria Montilla Frost is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at Foreside Fund Services, LLC, and Rock Harbor LLC. Frost is also involved with One Light Enterprise, LLC, which provides tax preparation and accounting services. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, utilizing various investment strategies and access to third-party asset managers and separately managed account programs.

Jonathan Smith is a CFP® professional with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Johnson Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Paul Krueger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Private Advisor Group since 2014 and has also worked with LPL Financial since 2010. Krueger is involved in multiple business activities, including providing investment advisory services through his independent advisory firms and serving as a producer for Policygenius Inc. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs and separately managed accounts.