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.

John Handy Jr. is a financial advisor at Farther with Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at SignalPoint Asset Management since 2013 and joined Farther Finance Advisors in 2024. Outside of finance, he serves as a strategic advisor and board member for CodaWorx, a company focused on tools for managing applications for commissioned art projects, and owns Jay Handy Ink, LLC, which sells his personally created artwork. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform that offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory applied through bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

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 at Savant Wealth Management with a Series 65 credential and one year of industry experience. Her prior work history includes roles outside of financial services, such as positions at Pine Acres Golf Course and Springside Cheese Corp. Savant Wealth Management serves a diverse client base, including individuals, families, pension plans, charitable organizations, and high-net-worth clients, offering comprehensive wealth management and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by in-house legal, accounting, and trust services.

Michael Krachey is a CFA® charterholder with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners, LLC and Northern Capital Management, LLC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an “enhanced open architecture” framework, utilizing both fundamental and quantitative analysis.

Dustin Mongler is a CFP®-certified financial advisor with six years of industry experience, currently serving at Creative Planning since 2020. Prior to joining Creative Planning, he worked at Thun Financial and spent over a decade at Phillips 66. Outside of his advisory work, he receives book royalties for previously written and edited publications. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by supplemental approaches and a range of affiliated non-investment businesses, including legal and trust services.

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.

Breanna Klepoch is a financial advisor at Empower Advisory Group in Madison, WI, holding Series 66 and Series 63 licenses with one year of industry experience. Her prior experience includes roles at Bankers Life and Casualty, Fifth Third Bank, and CASE Credit Union. Outside of her advisory work, she is employed as a host at Tupelo Honey, a restaurant in Grand Rapids, MI. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as retail clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within retirement plan lineups selected by plan sponsors.

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.

Brent Katterheinrich is a financial advisor at Wealthspire Advisors with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wealthspire Advisors since 2014, including four years with Wealthspire Capital, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

Clancy Cramer is a financial advisor with Principal Financial Services in Madison, WI, holding the CFP® designation along with Series 65 and Series 63 licenses. He has four years of industry experience, including roles at Principal Life Insurance Company and WEA Member Benefits. Outside of his advisory work, he has been involved in assisting 403(b) and IRA program members with retirement planning through WEA Member Benefits and WEA Financial Advisors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Amanda Davis is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 credential. She joined Wealthspire Advisors in 2024 after seven years of experience at Sun Prairie East High School and two years at City on a Hill New Bedford. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation and utilizes third-party platforms to manage held-away retirement assets.

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.

Jennifer Giemza is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2021. Prior to this, she worked for BMO Harris Financial Advisors from 2014 to 2021. She serves on the board of directors for Big Brothers Big Sisters of Dane County, a nonprofit focused on mentoring at-risk youth. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.