Breanna Klepoch is a financial advisor with Empower Advisory Group in Madison, WI, holding Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Empower Financial Services, Bankers Life and Casualty, Fifth Third Bank, and CASE Credit Union. Outside of her advisory role, she works as a restaurant host at Tupelo Honey. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and client savings rates.

Zach Meulemans is a CFP® and ChFC® professional at Savant Wealth Management with 10 years of experience in the financial industry. He has worked at Savant since 2021, following six years at Filbrandt Investment Advisers and one year at PRUCO Securities, LLC. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of integrated services through affiliated accounting, legal, and trust entities.

Janel Kalish is a CFP® with 14 years of industry experience, currently affiliated with Guardian Life. She has worked at Park Avenue Securities and Guardian Life since 2019, and previously held roles at Securities America, Investacorp, Klaas Financial, and Nan M. Zimdars, Inc. Outside of her advisory work, she creates stained glass art, with some pieces featured in Habitat for Humanity fundraisers, and serves as Vice President and Board Member of the Greater Madison Area SHRM. Guardian Life's subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides tailored client solutions, including access to insurance products and alternative investments.

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.

Darren Port is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Spire Wealth Management, among others. Outside of advisory work, he is involved in non-securities insurance sales through DCP Wealth Managers and provides business consulting focused on development and community connections. Concurrent Investment Advisors, LLC is a multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management services, financial planning, and retirement plan advisory, employing a customized, long-term investment approach with ETFs, mutual funds, and other securities supported by affiliated sub-advisory arrangements and integrated platform solutions.

Clancy Cramer is a financial advisor with Principal Financial Services in Madison, WI, holding the CFP® designation and Series 63 and 65 licenses. He has five years of industry experience and previously worked at firms including WEA Member Benefits, WEA Financial Advisors, Thrivent Financial, and Brookstone Capital Management. Outside of his advisory role, he assists 403(b) and IRA program members with questions related to retirement planning. 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 direct advisory programs, financial planning, and access to third-party money managers through various 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 at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at BMO Harris Bank and Northwestern Mutual Greater Peoria. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers overseen by an internal Investment Committee.

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. His prior roles include positions at Northwestern Mutual and Park Avenue Securities. Outside of his advisory work, he has been employed at UW Whitewater since 2022 and previously worked with the Beloit School District. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Jennifer Giemza is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. Her previous roles include positions at BMO Harris Financial Advisors and Baker Tilly Investment Advisors. She is a board member of Big Brothers Big Sisters of Dane County, a nonprofit focused on mentoring at-risk youth. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, nonprofits, and corporate plans. The firm employs an institutional-style asset allocation framework and offers a range of wealth management and financial planning services tailored through client interviews and ongoing monitoring.

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 CFP® and holds a Series 65 license with two years of industry experience. He is currently with Savant Wealth Management in Middleton, WI, having joined the firm in 2023. His background includes roles at Primerica Financial Services and various positions outside the financial industry. 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 integrated legal and accounting affiliates to support its offerings.

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 ChFC® with 44 years of industry experience, currently serving at Guardian Life since 2011. He is based in Madison, WI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he operates a behavioral assessment and team building consulting business. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Jennifer Homman is a financial advisor with Carson Wealth based in Madison, WI, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She is the owner of Crop Protection Group, providing risk protection to crop producers, and serves as chairman of the board for Prairie Ridge Health, a nonprofit healthcare organization. Homman also owns Cultivate Wealth, offering financial services. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios while offering tailored solutions including custom indexing and alternative investments.

David Kuenzi is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to that, he spent 12 years with Thun Financial Advisors, LLC. He holds a Series 63 license and is based in Madison, WI. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, providing investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and integrated investment infrastructure.