Daniel Frederickson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 registrations and six years of industry experience. He has worked at several firms, including Johnson Wealth Inc and Wisconsin Reinsurance Corporation. Based in Madison, WI, he has been with Wealth Enhancement Advisory Services since 2022. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account 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 blending passive and active managers, supported by an internal Investment Committee and multiple implementation tools and services.

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 with Benjamin F. Edwards & Company, Inc. in Madison, WI, holding a Series 66 designation and possessing 17 years of industry experience. She has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company serves a broad client base including individuals, pension plans, charitable organizations, and corporations, offering fee-based wrap programs, financial planning, and investment management consulting. The firm utilizes a range of investment strategies managed internally, by its advisors, and third-party managers, and combines custody and execution services uncommon among peers.

Crystal Cox is a CFP® with 13 years of experience in the financial services industry. She has been with Wealthspire Advisors since 2017 and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust services through a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation.

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.

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.

Stephanie Selbach is a CFP® and Series 65 licensed financial advisor at Wealthspire Advisors with eight years of industry experience. She has been with Wealthspire Advisors since 2020 and previously worked at Wipfli Financial Advisors, Hewins Financial Advisors, and Capital Wealth Advisory Group. Wealthspire Advisors manages approximately $34.3 billion in assets and serves individuals, corporations, nonprofits, and foundations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm uses an institutional-style asset allocation approach and offers services tailored through client interviews and ongoing monitoring.

Kyle Svetlik is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. He has held prior roles at Annex Wealth Management and Country Trust Bank, where he worked alongside affiliated insurance and asset management companies. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services combined with financial, tax, retirement, estate planning, and family office solutions. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized strategies, and provides educational content and firm-wide events.

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 18 years of experience, currently affiliated with Primerica Advisors in Madison, WI. His background includes roles at Park Avenue Securities, Guardian Life Insurance Co of America, Mass Mutual Investors Services, and MetLife Securities Inc. He occasionally sells non-Guardian insurance-related products outside of his primary advisory duties. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.

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®-designated financial advisor with Guardian Life in Madison, WI, where he has worked since 2017. He has eight years of industry experience and previously worked at the University of Wisconsin-Madison. Outside of his advisory work, he serves as a high school football coach and is involved with the NARI of Madison. Guardian Life’s affiliated firm, Park Avenue® Wealth Management, provides a range of financial services including brokerage, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services using in-house, Envestnet, and third-party model portfolios.

Cynthia Kellor is a financial professional with Lincoln Investment, 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 with Crazy Lenny's Ebikes. She also serves as secretary on the board of the Hidden Oaks Home Owners Association. Lincoln Investment serves individuals, charitable organizations, businesses, and various retirement plan participants, with a focus on educators and 403(b)/457(b) clients. The firm offers a range of financial planning and advisory services, employing both strategic and tactical investment approaches through a mix of in-house and third-party strategies.

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.

Jeremy Potter is a financial advisor with Eagle Strategies (NY Life) in Cottage Grove, WI, holding a ChFC® designation and the Series 63 license. He has 17 years of industry experience, including roles with Eagle Strategies and New York Life since 2009, and operates under the DBA Action Financial Strategies, LLC. Outside of advisory work, he is a shareholder in companies involved in water treatment technology and clay mining, and owns a cranberry farm business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers a variety of advisory solutions through its network of investment adviser representatives primarily within an integrated New York Life structure.