Bradley Howe is a CFP® and CFA® with three years of industry experience. He is currently an advisor at Mariner and previously worked at First Business Bank and Filbrandt Investment Advisers. He serves on the board of Do Good Wisconsin, Inc., a nonprofit organization based in Madison. Mariner serves a wide range of clients through customized, discretionary portfolio management supported by in-house research and third-party managers. The firm is notable for its integration of tax and accounting services, alongside traditional investment management, and offers specialized solutions such as CFO services and a Financial Wellness Platform.

Ashley Haubrich is a financial advisor with Private Advisor Group, LLC who holds a Series 66 designation and has 19 years of industry experience. She has worked at Private Advisor Group since 2014 and has also been associated with LPL Financial since 2010. Outside of advising, she has involvement in a pet waste management business, providing occasional administrative support. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to a variety of managed account solutions including proprietary and third-party platforms. The firm employs a fiduciary advisory model that integrates technology and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Daniel Frederickson is a financial advisor with Wealth Enhancement Advisory Services, LLC in Madison, WI. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work history includes roles at Johnson Wealth Inc, Johnson Bank, and Wisconsin Reinsurance Corporation. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers 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 investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Daniel Murphy is a CFA® charterholder and holds a Series 65 license, with 30 years of experience in the financial industry. He has worked at Focus Partners Wealth, LLC since 2026 and has prior experience at Kovitz Investment Group Partners, LLC and Northern Capital Management LLC. Focus Partners Wealth, LLC serves a broad range of clients including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management and advisory services. The firm employs a long-term investment approach combining active and passive strategies with fundamental and quantitative analysis, integrating tools such as trend-following and options overlays.

Carrie Dorman is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. She has worked at Benjamin F. Edwards since 2012 and previously at Ameriprise from 2009 to 2012. She holds a Series 66 designation. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of advisory and brokerage services, including wrap-fee programs, financial planning, investment management consulting, and retirement plan consulting.

Travis Cliff is a Certified Financial Planner (CFP®) with over 21 years of experience in the financial industry. He has worked at Savant Wealth Management since 2021 and previously held roles at Filbrandt Wealth Management and Filbrandt Investment Advisers, Inc. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with a comprehensive range of wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates several affiliated entities providing accounting, legal, and trust services.

David Boyden is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1991. Outside of his advisory role, he is president and owner of Boyden Financial, Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational support, investment management, and compliance services while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Lillie Perry is a Certified Financial Planner (CFP®) with five years of industry experience. She has worked at Savant Wealth Management since 2021 and previously spent time at Filbrandt Wealth Management and Iowa State University. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related advisory services. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies and offers notable operational resources through its affiliated accounting, legal, and trust services.

Thomas Zionkowski is a financial advisor with Empower Advisory Group in Madison, WI, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at GWFS Equities, Inc., Avid Ratings, Legacy Rarities LLC, Aflac, Westminster Mint, and Robert Half. Outside of finance, he is involved in music streaming as a musician. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm offers integrated services through Empower’s administrative platforms, focusing on long-term portfolio returns and savings rates in their point-in-time financial plans.

Shirlene Chart is a Series 65-registered financial advisor with 11 years of industry experience. She has worked at Savant Wealth Management since 2021 and previously spent six years at Filbrandt Investment Advisers. 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 a range of specialized services supported by affiliated accounting, legal, and trust entities.

Terry Heinrichs is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He has previously worked at Bank of America and Merrill. Heinrichs serves as President of the Society for Quantitative Ethnography and holds leadership roles with the United Way of Dane County Foundation and Friends of PBS Wisconsin. 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 various portfolio management options and emphasizes a range of analytical approaches while acting as a fiduciary under written agreements.

Jason Waugh is a CFP® professional with 19 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities LLC. He has held roles at MetLife Securities Inc and Mass Mutual Investors Services during his career. He occasionally sells non-Guardian fixed insurance products outside of his advisory work. Park Avenue Securities LLC operates as a subsidiary of The Guardian Life Insurance Company of America, providing brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Jack Wilharm is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Keeling Wealth Advisors and University of Wisconsin Madison. 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 consulting, and family office services. The firm uses a blend of evidence-based asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

Laura Bienz is a CFP® with 16 years of industry experience and is currently a financial advisor at Rockefeller Financial LLC. Her prior experience includes seven years at Stifel Nicolaus & Co Inc and four years at Merrill. Outside of finance, she is involved in a music band, where she serves as owner, manager, and performer. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that offers access to equities, fixed income, and alternatives, along with broker-dealer capabilities and placement services for alternative investments.

Roger Williams is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is involved with multiple organizations, including serving on the board of Wisconsin Badger Camp, a summer camp for children. He also participates in a local business networking group through SPARK. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers. The firm’s offerings include proprietary and externally managed model portfolios, as well as retirement plan administration and advisory programs.

Scott Thomas is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also offers referrals to affiliated services such as TIAA Trust and serves as investment adviser to the TIAA Donor Advised Fund.

Jarod Von Behren is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Guardian Life since 2017, following four years at the University of Wisconsin-Madison. Outside of his advisory role, he coaches high school football and participates in the NARI of Madison. Guardian Life operates through its subsidiary Park Avenue® Wealth Management, providing brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers personalized financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and a range of proprietary and third-party platforms.

Cynthia Kellor is a financial professional with Lincoln Investment in Verona, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment, she worked at Capital Analysts and spent six years at Crazy Lenny's Ebikes. She also serves as secretary on the board of the Hidden Oaks Homeowners Association. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team that constructs strategic model portfolios and uses both firm-managed and third-party resources.

Scott Olsson is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2011 and 2012, respectively. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Jacob Babiuk is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He has worked at multiple firms including SVA Wealth Management and Securities America Advisors, and has been employed at Wealth Enhancement Group since 2021. Outside of advising, he works as a clubhouse manager and bartender at Deer Valley Golf Course in Barneveld, WI. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment process blending passive and active management, supported by an internal Investment Committee, and offers multiple program options and implementation tools.