Elliot Caulum is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds the Series 66 designation and has recently begun his career in the industry, with prior experience including roles at the Wisconsin Economic Development Corporation and work related to management and beverage industries. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of assets on a non-discretionary basis.

James Guy III is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008 and previously worked for 30 years with the Verona Area School District. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans such as 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and a multi-layered advisory network.

James Haygood is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2021. His prior experience includes roles at Filbrandt Wealth Management, LLC, and Filbrandt Investment Advisers Inc. He holds the Series 65 designation. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting 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 integrated services through affiliated accounting, legal, and trust entities.

Gajanthan Balakaneshan is a CFA® charterholder with five years of industry experience, currently serving at Principal Financial Services in Verona, WI. His prior work includes roles at Midwestern BioAg, LLC and CF Industries. He is also involved with Agrani, LLC alongside his current positions at Principal Securities, Inc. and Principal Life Insurance Company. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and military personnel stationed outside the U.S. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.

Leah Schmid is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Wipfli Financial Advisors and Hewins Financial Advisors. She is based in Madison, WI. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, institutions, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and access to private market investments.

Claire Walmer is a CFP® with 22 years of industry experience currently serving as a financial advisor at J.W. Cole Advisors, Inc. She has previously worked at LPL Financial, Bankers' Bank, and OLD NATIONAL BANK. Outside of her advisory role, she owns and operates Sun Step Financial and provides financial planning services under contract with State Bank of Chilton. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions, combining discretionary and non-discretionary approaches with fundamental, technical, and algorithmic investment strategies.

Brock Staudt is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Wipfli Financial Advisors and held roles at the University of Wisconsin-Madison and Manitowoc Lutheran High School. 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 assets and utilizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by additional portfolio management techniques and integrated retirement plan services.

Carol Vander Sluis is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Kovitz Investment Group Partners, LLC, Winslow Capital Management, LLC, and several other firms. Outside of her advisory role, she is a partner in a franchise ownership business, TASC FORCE, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with access to third-party and private funds.

Bryan Schumacher is a CFP® with 19 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked 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, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active managers, supported by an internal Investment Committee and quantitative and fundamental research.

Sarah Miller is a Series 66-credentialed financial advisor at TIAA-CREF with two years of industry experience. She has worked at TIAA and TIAA-CREF since 2018 and previously held a position at Regus. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolio options under a fiduciary standard within a vertically integrated structure.

Christopher Figaro is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at firms including Bank of America and Merrill Lynch. Outside of his advisory role, he is an author and member of CJF Books, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Robert Klitzke is a Series 65-credentialed advisor with 10 years of industry experience, currently serving clients at Savant Wealth Management since 2021. Prior to joining Savant, he spent five years with Filbrandt Investment Advisers. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

David Richards is a financial advisor with Guardian Life and Park Avenue Securities in Madison, WI. He holds Series 63 and Series 65 registrations and has 20 years of industry experience. Richards has worked at Park Avenue Securities and Guardian since 2008. He also sells insurance products, including life, disability income, and long-term care insurance, through carriers outside of Guardian. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, as well as access to proprietary and third-party advisory programs and a digital advisory solution.

Daniel Miller is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds the ChFC® designation and Series 63 registration and has 30 years of industry experience. Since 2007, he has been with Eagle Strategies, and he has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1996. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and works extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Gary Ziegler is a financial advisor at Transamerica Financial Advisors with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including WFG since 2001 and his own firm, Ziegler Financial Group Inc., since 2022. He is also a member of Business Networking International. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, offering discretionary and non-discretionary investment programs.

Matthew Clooten is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2010. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Clearing from 2008 to 2010. 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. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that utilize proprietary strategies and third-party models.

Ellen Natvig is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Fallon Wealth Management, Hiebing, DiscoverMediaworks, and the University of Wisconsin La Crosse. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Zola Clark is a financial advisor at Creative Planning with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wipfli Financial Advisors, Morgan Stanley Private Bank, Morgan Stanley, and Harbour Investments. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies supplemented by private market exposure and specialized tax management techniques.

Dean Stange is a CFP® professional with 14 years of experience in financial advising. He has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Hewins Financial Advisors. He is currently overseeing the wind-down of Wipfli Financial Advisors, a business acquired by Creative Planning. 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jacob Richards is a Series 65-licensed advisor with Savant Wealth Management in Middleton, WI. He joined the firm in 2026 and previously worked in education roles at various school districts and universities. 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 family office services. The firm's investment approach combines evidence-based asset allocation with actively managed strategies across multiple asset classes, supported by a large team and integrated accounting, legal, and trust services.