Zola Clark is a financial advisor at Creative Planning with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wipfli Financial Advisors, Morgan Stanley Private Bank, Morgan Stanley, and Harbour Investments. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies supplemented by private market exposure and specialized tax management techniques.

Jacob Richards is a Series 65-licensed advisor at Savant Wealth Management with one year of industry experience. Prior to joining Savant, he worked in educational roles at Northland Pines School District and Lakeland Union High School, among others. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, including portfolio management, financial planning, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Joseph Clemens is a financial advisor with Savant Wealth Management in Middleton, WI. He holds a Series 65 designation and has three years of industry experience, including five years at Savant Wealth Management. Prior to this, he was involved with TKO Enterprises Building Great Kids and spent four years as a student. 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 offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, utilizing a blend of evidence-based asset allocation and actively managed strategies.

Scott Kornstedt is a CFP®, ChFC®, and Series 66-registered advisor with 19 years of industry experience. He has worked at Savant Wealth Management since 2021 and previously spent nine years at Filbrandt Wealth Management and Filbrandt Investment Advisers. He serves on the board of Friends of Waisman Center in Madison, Wisconsin, where he participates in fundraising and board meetings. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to 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 centralized resources and affiliated legal, accounting, and trust services.

Aaron Moore is a financial advisor at Steward Partners Investment Advisory, LLC with six years of industry experience. He holds the Series 66 designation and has held roles at several firms including Vantage Point Private Wealth, Littrell Financial, and Northwestern Mutual Investment Services LLC. Prior to his advisory career, he worked for 14 years at the United States Department of Agriculture Farm Service Agency. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs through both proprietary and third-party solutions.

Brent Lindell is a CFP® professional at Savant Wealth Management with 18 years of industry experience. He has been with Savant since 2012, initially at Savant Capital Management before continuing at Savant Wealth Management. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates and supports its services with affiliated accounting, legal, and trust entities.

Keith Lueck is a financial advisor at Savant Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Savant and its predecessor firms since 2014. Prior to joining Savant, he was with Filbrandt Wealth Management and Filbrandt Investment Advisers. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting 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 integrated accounting, legal, and trust services through affiliated entities.

Jeffrey Larson is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2011. Outside of his advisory role, he coaches athletes in endurance sports and is involved in producing and directing endurance events such as cycling, running, and triathlons. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory services distinguish between one-time planning and ongoing portfolio management, often utilizing model or customized portfolios under fiduciary standards.

Collin Schulz is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and beginning his industry career in 2025. Prior to joining Commonwealth and Kock Financial, he served four years in the United States Air Force and gained experience at Sentry Insurance, the University of Wisconsin-Milwaukee, Nasco Education, Nature Link Farms, and The Wayside Inn. Commonwealth Financial Network supports a national network of nearly 3,000 advisors with a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support. The firm offers diverse program structures including discretionary model portfolios and personalized indexing options, serving both retail and institutional clients.

Noah Tostrud is a CFP® and Series 65-registered financial advisor with seven years of industry experience. He has worked at Savant Wealth Management since 2021 and previously at Filbrandt Wealth Management from 2018 to 2021. His background also includes roles with the University of Wisconsin Athletic Department and the Monroe Park & Recreation Department. 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 offers integrated services through affiliated accounting, legal, and trust entities.

Regina Mcginn is a financial advisor at Sanctuary Advisors, LLC with 35 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Sanctuary Advisors in 2022, she worked for Merrill for 34 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of portfolio management solutions and retirement plan consulting through a network of over 400 independent investment adviser representatives.

Mark Smith is a CFP® certificant with 31 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2007. He is also an officer and owner of Third Coast Advisors, Inc., a company holding a General Agency contract with Guardian. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies.

Charles Opitz is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2022. Prior to that, he was with Primerica Advisors and Guardian Life Insurance Company. 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 consulting, utilizing a combination of passive and active investment managers guided by an internal Investment Committee.

Chase Martin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has worked at Commonwealth Financial Network and Wealth Strategies of Wisconsin since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jacob Hauenstein is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Savant, he worked at Epic Systems and has a background that includes time at the University of Wisconsin-Madison. Outside of his advisory role, he is employed part-time as a Member Services Representative at Crunch Fitness in Madison, WI. 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 significant scale with roughly $55.6 billion in assets under management and about 397 advisors.

Brian Reamer is a CFP® with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2021. Prior to that, he worked at SVA Plumb Wealth Management, LLC and SVA Financial Services, LLC from 2001 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered 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 through a network of advisors and employs a strategic investment approach combining passive and active management.

Quinn Process is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds the Series 66 designation and has been in the financial services industry since 2024, including roles at Northwestern Mutual and NYLIFE Securities LLC. Prior to his advisory career, he was employed in education and club management. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Christopher Strommen is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with eight years of industry experience. He has worked at both firms since 2017 and previously held positions at the University of Wisconsin and its affiliated hospitals. He is also engaged in outside fixed insurance sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Samantha Blahnik is a financial advisor with Savant Wealth Management and holds a Series 65 designation. She has one year of industry experience. Prior to joining Savant, her work history includes roles outside the financial industry such as positions at Alejandra Bustamante - State Farm Insurance Agent, Hy-Vee, and Pine Acres Golf Course. 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’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

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.