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.

Thomas Dahl is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Capital Financial Services, Inc. Outside of his advisory role, Dahl is involved in several entrepreneurial ventures including ownership of a restaurant, real estate investment and management, and participation in local community activities such as the Optimist Club. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm utilizes a range of portfolio management approaches and third-party asset managers, combining active and passive strategies tailored to client risk profiles through proprietary and external models.

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.

Brett Pophal is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 license and has worked previously at Wipfli Financial Advisors and the University of Wisconsin - Whitewater. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and a range of portfolio management services.

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 and holds a Series 63 license, with nine years of industry experience. He has been with Creative Planning since 2020 and previously worked at Thun Financial Advisors from 2017 to 2020. Between 2016 and 2017, he spent time on extended travel. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market investments while offering comprehensive fiduciary services and access to legal, accounting, and trust resources.

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. He holds the Series 66 designation and has worked at LPL Financial since 2007. His prior experience includes roles at Partners Federal Credit Union and the University of Wisconsin-CU. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a broad network of more than 22,800 advisors.

Alexander Bruckel is a financial advisor with LPL Financial based in Madison, WI. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he worked at UW Credit Union and Chipotle Mexican Grill. Bruckel is involved with Wealth Management at UW Credit Union as a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary research and third-party strategies across advisory and brokerage platforms.

Nicolet Hemmy is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2022, Hemmy spent 16 years with CUNA Brokerage Services, Inc. and has been affiliated with Cuna Mutual Group since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Joanna Burish is a financial advisor at Osaic Wealth with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors Corporation, Northwestern Mutual, and Karl Dettmann. Outside of her advisory work, she founded The Broads Network, a nonprofit coaching and mastermind collaboration for female executives and business owners. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization through multiple affiliated broker-dealer and RIA relationships.

Joseph Murphy III is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following two years at B.C. Ziegler and Company. Murphy serves on the investment committee of the Bethel Lutheran Church Endowment Foundation, providing oversight and investment advice. Stifel serves a wide range of clients, including individuals and institutional entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Stacy Hagenston is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. She has worked at LPL Financial since 2017 and has been affiliated with Old National Bank since 1989. Outside of her advisory role, Stacy is involved in direct sales with Norwex. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory and brokerage services supported by both proprietary and third-party investment strategies.

Trevor Linke is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Foundation Finance Company, JT Global Enterprises LLC, Banner Banks, and T&C Forestry. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Rebecca Kirchberg is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with Primerica Financial Services since 2010 and PFS Investments Inc. since 2008. Outside of her advisory role, she is licensed as a midwife and works as a doula, committing significant time to these activities. Primerica Advisors is a large institutional firm that provides wrap-fee asset management programs primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and offers custodial and trade execution services through Pershing.

Markus Goff is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services since 2018. Prior to his advisory career, he was employed at The Grounds Guys and attended the University of Wisconsin. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through its advisory programs and other providers.

Fiorella Falcon Franzer is a financial advisor at Merrill with nine years of industry experience and holds the Series 66 designation. She has been with Merrill and Bank of America, N.A. since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Kessenich is a financial advisor with Osaic, bringing 52 years of industry experience. He has worked at Osaic since 2024 and previously spent 18 years with Woodbury Financial Services. He is also the owner of Kessenich & Co., Inc., where he has been active since 1971 and serves as an insurance agent selling life, disability, and long-term care insurance. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.