Brett Staaland is a financial advisor with Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at United Bankers' Bank, Bankers' Bank of Madison, Raymond James Financial Services, and B. Riley Wealth Management. Staaland is a dual employee and full-time Wealth Advisor at Johnson Bank and Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser and a subsidiary of Johnson Financial Group, managing approximately $10.35 billion in assets for a diverse client base including high-net-worth individuals, families, trusts, and institutions. The firm emphasizes a long-term, purpose-driven investment approach focusing on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analyses, and offers specialized programs such as a pre-retirement pilot program and access to private investments.

David Mcevoy is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 licenses with nine years of industry experience. He has served as a Vice President Wealth Portfolio Manager at Johnson Bank since 2013 and has worked at Johnson Wealth Inc. since 2016. Johnson Wealth Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing over $10 billion in assets for a diverse range of clients, including high-net-worth individuals, trusts, foundations, and institutions. The firm’s investment approach is long-term and purpose-driven, combining qualitative and quantitative analysis to guide asset allocation, model portfolios, and manager selection.

Robert Sawicki is a financial advisor with Harbour Investments, Inc. and Innovative Financial, Inc., holding Series 63 and Series 66 licenses with 26 years of industry experience. He also operates a small tax and accounting service focused on personal and business tax return preparation and small business consulting. Additionally, Sawicki serves as a volunteer board member of the nonprofit Work Plus, Inc. Harbour Investments serves a diverse client base that includes individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Manjula Hettiarachchi is a CFP® and CFA® charterholder with 15 years of experience in the financial services industry. She is currently affiliated with Harbour Investments, Inc. and Wealth Distribution Strategies. Her prior experience includes roles at Northwestern Mutual and BMO Harris Bank. In addition to her advisory work, she is an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, wrap-fee programs, and access to various investment strategies and execution platforms.

Michelle Slawny is a CFP® with 30 years of industry experience, currently with Associated Investment Services, Inc. and Associated Trust Company since 2024. Her prior experience includes roles at U.S. Bank and U.S. Bancorp Investments, Inc. from 2020 to 2024 and TIAA-CREF from 2014 to 2020. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform.

William Gardner is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2013 to 2024. Gardner is also an independent insurance agent, which may include activities related to equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to construct customized portfolios and offers model-based solutions through a subscription platform.

Kelsey Berndt is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Northwestern Mutual Wealth Management Company. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent advisor representatives and offers a range of portfolio management options, financial planning, and retirement plan consulting services.

Mitchell Mancusi is a financial advisor with Guardian Life, holding a Series 66 designation and currently in his first year in the industry. His prior work experience includes roles at Park Avenue Securities and Guardian Life Insurance Company of America, as well as non-financial positions at Dairy Queen and the Oregon School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.

Nicholas Parker is a financial advisor with Creative Planning, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services.

Nicholas Fink is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Everlight Solar and American Marine, as well as experience in education at Middleton High School and the University of Wisconsin-La Crosse. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a combination of passive and active investment managers guided by an internal Investment Committee.

Colleen Johnson is a CFP® professional with eight years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2021. She has prior experience with SVA Wealth Management, Johnson Wealth Inc., and Johnson Bank, where she held roles focused on wealth management and relationship management. Outside of her advisory role, she is licensed for insurance product sales and makes insurance referrals as appropriate. 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 approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Brett Christensen is a CFP® with 27 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent seven years at SVA Plumb Wealth Management, LLC. 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 a range of services such as financial planning, asset management, and specialized retirement plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Jack Thomas is a CFP® with five 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, MWS Capital Consultants, and AKT Business Services. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Jared Schumacker is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Alpha Baking. Outside of advising, he manages a hotel valet service and works as a delivery driver. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, nonprofit organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary management, along with financial planning and retirement plan consulting.

A Olsen is a financial advisor at Benjamin F. Edwards & Company, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Benjamin F. Edwards & Company since 2009. He also serves as a trustee for a friend in an investment-related capacity. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of services such as fee-based wrap programs, financial planning, and investment management consulting, utilizing a variety of model strategies and portfolios that are monitored and rebalanced regularly.

Timothy Larson is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Creative Planning since 2022, following roles at Wipfli Financial Advisors, Hewins Financial Advisors, the University of Wisconsin's School of Human Ecology, and Waddell & Reed Inc. Outside of his financial advisory work, Larson owns a triathlon coaching business based in Brooklyn, WI. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services across more than 1,100 advisors and 151 offices.

Keith Voogd is a financial advisor at Primerica Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities since 2019 and Guardian Life Insurance Company of America since 2018. Outside of his advisory work, he operates Dominus Nerd Shop LLC, selling collectibles primarily through eBay, and has served as an executor and power of attorney in personal estate matters. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both transaction-based brokerage and fee-based advisory services. The firm employs a variety of proprietary and third-party investment strategies and provides financial planning, retirement-plan consulting, and other wealth management services.

Michael Dubis is a CFP® with 24 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously led Michael A Dubis Financial Planning, LLC for 19 years. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other institutions. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes.

Trisha Arndt is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Verona, WI, with 28 years of industry experience. She has been with Commonwealth since 2000 and is also the president and sole owner of Wealth Strategies of Wisconsin, Ltd., a securities and insurance business. Outside of her advisory work, she holds a majority ownership in a construction company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Joel Sauer is a CFP® and ChFC® with 13 years of experience in the financial services industry. He has worked at Savant Wealth Management since 2024, following five years at Milestone Investment Advisors and six years at Thrivent Financial, including its investment management division. 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 asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.