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 financial advisor at Savant Wealth Management with two years of industry experience. He holds a Series 65 designation. His prior work experience includes roles at Primerica Financial Services and various other positions in customer service and the public sector. 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 employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and sub-advised mandates, supported by extensive in-house resources and affiliated legal and accounting services.

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 financial advisor with Primerica Advisors in Madison, WI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Outside of his advisory role, he owns a behavioral assessment and team-building business consulting firm. Primerica Advisors serves a wide range of clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and retirement planning. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice platforms to implement its investment strategies.

Jennifer Homman is a financial advisor at CWM, LLC with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Cetera and Investment Center, LLC. Outside of her advisory work, she owns Crop Protection Group, LLC, which provides risk protection to crop producers, and serves as chairman of the board for Prairie Ridge Health, a nonprofit healthcare organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

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.

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.

Justin Goldstein is a Series 66-registered advisor with 15 years of industry experience. He is currently with Wealthspire Retirement Advisory and has previously worked at NFP Retirement, Inc. and Bronfman E.L. Rothschild. Goldstein also served in the Army National Guard for over two decades. Wealthspire Retirement Advisory provides retirement plan consulting and investment services primarily to plan sponsors and individual participants, offering fiduciary due diligence, plan design guidance, and participant education. The firm combines quantitative and qualitative investment analysis, delivering both non-discretionary advice and discretionary management across a broad range of retirement and financial consulting services.

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.

Jonathan Smith is a CFP® professional with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, LLC, Johnson Wealth Inc., and Johnson Bank. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

Rachel Haberman is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 designation with seven years of industry experience. She has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust services through a relationship-driven, customized investment approach that incorporates diversified, institutional-style asset allocation.

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.

Brett Pophal is a financial advisor at Creative Planning with a Series 65 credential and six years of industry experience. He previously worked at Wipfli Financial Advisors and has held positions at the University of Wisconsin - Whitewater and Coyote Grill. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

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 10 years of industry experience. He previously worked at UBS Financial Services Inc from 2016 to 2018 before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management under a fiduciary standard.

Bennett Wessley is a CFP® and Series 65 credentialed financial advisor at Savant Wealth Management with three years of industry experience. Prior to joining Savant, he held roles at Acorn Beverage, Wealthspire Advisors, and the University of Wisconsin-Whitewater. 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 employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house resources and affiliated entities providing accounting, legal, and trust services.

Peter Sengelmann is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to joining Creative Planning, he worked at Thun Financial Advisors from 2017 to 2020 and took a year for extended travel between 2016 and 2017. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

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.