Zachary Dahl is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Dahl serves on the boards of the Sauk Prairie Sports Booster and the Sauk City Chamber of Commerce and volunteers with Community Around the Children's Hospital. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through a mix of in-house and third-party investment models and holds about $12.9 billion in regulatory assets under management.

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 at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Northwestern Mutual and MassMutual. Johnson serves as a board member of Life Center Church and Spedidit Enterprises. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Devin Murray is a financial advisor with TIAA-CREF in Madison, WI, holding a Series 66 designation and nine years of industry experience. He previously worked at UBS Financial Services Inc. before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund.

Bennett Wessley is a CFP® and Series 65 credentialed financial advisor at Savant Wealth Management with two years of industry experience. His prior work includes roles at Acorn Beverage and Wealthspire Advisors, as well as positions at the University of Wisconsin-Whitewater. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and affiliated legal, accounting, and trust services.

Michael Strohl is a financial advisor at Guardian Life with a Series 65 designation and no prior industry experience. His background includes service in the United States Marine Corps and roles at Loomis Armored US, Third Coast Advisors, and the University of Wisconsin–Whitewater. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, utilizing a combination of proprietary and third-party investment advisory programs.

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.

Jeremy Marshall is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2012. Outside of his advisory role, he bartends and serves food on dinner cruises for Betty Lou Cruises. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Ed Draney is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has over 20 years of experience in the financial services industry, having held roles such as Investment Consultant at Fidelity Investments and Senior Financial Consultant at TD Ameritrade-Schwab. His professional focus is on financial planning for individuals and families, emphasizing a goal-centric approach to help clients navigate life events that impact their financial well-being. Throughout his career, Ed has dedicated himself to understanding clients' goals and priorities to provide tailored financial planning and investment strategies. His experience spans various capacities within the financial sector, contributing to his comprehensive understanding of client needs and market dynamics. Outside of his professional work, Ed enjoys camping, gardening, kayaking, spending time with his pets, and practicing yoga.

Jared Mc Guire is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation. He joined UBS in 2023 and has prior experience working at the Stoughton Country Club and Papa Murphy's. Jared has also been involved with Stoughton High School and the University of Wisconsin-Madison. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Brittany Arabis is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and one year of industry experience. Her background includes roles at Edward Jones, Prairie Athletic Club, and the University of Wisconsin Department of Athletics, among others. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Austin Kast is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Target for seven years and was employed by the Waunakee School District for five years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized consulting team.

Anna Burish is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has worked at UBS Financial Services since 2013. Burish has served on multiple boards, including St. Mary’s Hospital, Overture Center Foundation, and Madison Community Foundation, where she also co-chairs the finance and investment committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers custodial, underwriting, and capital markets services.

Karl Dettmann is a financial advisor with Mass Mutual Investors Services in Madison, WI, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, including 12 years at Northwestern Mutual Wealth Management Company. Outside of his advisory work, he owns Dettmann Vineyards, a hobby vineyard in Wisconsin. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements and offers specialized services such as divorce planning and estate-settlement programs.

Justin Kelly is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in Madison, WI. He has recent experience with Thrivent Financial and its investment management division, and previously worked at Princeton Club West and Kelly Home Improvement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses and planning without discretionary trading authority. Their approach includes a consolidated billing option combining planning and managed-account services, with ongoing reviews typically conducted annually.

Olusegun Osayemi is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. His background also includes roles outside finance, such as involvement with Brew Fitness and several community organizations in Milwaukee. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Paul Blaney is a financial advisor with Charles Schwab in Middleton, WI. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at Scottrade Securities and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Patrick Maguire is a financial advisor with Edward Jones in Mt Horeb, WI. He holds a Series 66 designation and has 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bryan Althouse is a Series 66-licensed financial advisor with Ameriprise in Madison, WI, and has nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he serves on the Board of Directors for the Dane County Humane Society. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations.