Robert Ferris is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 registrations and possessing 16 years of industry experience. His career includes roles at Tota Vita Financial Associates, Spire Investments Partners, Cabot Lodge Securities LLC, and Sorge CPA & Business Advisors. Ferris also performs administrative and advisory functions for Spire Wealth Management and operates under the DBA Tota Vita Financial Associates. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, and supports its clients with a range of financial planning and retirement advisory services.

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 advisor at Lincoln Investment with two years of industry experience. She holds a Series 66 designation and has previous work history that includes six years at Crazy Lenny's Ebikes and over three decades with the Madison Metropolitan School District. Outside of her advisory role, Kellor serves as secretary on the Hidden Oaks Homeowners Association board. Lincoln Investment is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management and Research team and third-party managers.

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.

Brian Bengry is a financial advisor at Beacon Pointe Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Conscious Capital Management LLC for 13 years before joining Beacon Pointe Advisors in 2024. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private asset classes.

Kyle Griesbacher is a financial advisor at Savant Wealth Management in Middleton, Wisconsin, holding a Series 65 credential with one year of industry experience. Prior to joining Savant, he held various roles primarily associated with the University of Wisconsin campuses and nonprofit organizations. 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, model-driven asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust service entities.

Jessica Brockway is a financial advisor at Creative Planning with a Series 65 designation. She joined Creative Planning in 2023 after working at KPMG LLP from 2020 to 2023. Brockway has experience in various roles at the University of Wisconsin and in the athletics department prior to her current position. 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 employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by supplemental techniques such as direct indexing and tax-loss harvesting.

Emily Fowler is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials with two years of industry experience. Her prior work includes roles at Mariners Inn and the Deforest School District. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, and investment advisory programs.

Eileen Brunken is a financial advisor at TIAA-CREF in Madison, WI, holding a Series 66 designation with eight years of industry experience. She has been with TIAA-CREF since 2018 and also has a history with Tiaa and the Individual Ready Reserve. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers separate broker-dealer services and serves as adviser to a donor-advised fund, utilizing a fiduciary standard for its registered investment adviser services.

Heather Benash is a Series 65-licensed financial advisor with 11 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2021. Her prior experience includes seven years at SVA Plumb Wealth Management LLC and a position with Associated Dentists, S.C. outside the financial sector. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes 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 research targeting factor premiums.

Kandi Kauffman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has additional experience with World Financial Group and YTB Travel. Outside of her advisory role, she operates a travel agency website and manages a personal holding company for tax preparation purposes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Christopher Jelenc is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He serves in Madison, WI, and is a member of the Waunakee Chamber of Commerce Board of Directors. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.

Christopher Thomas is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2021, he worked at SVA Plumb Wealth Management, LLC from 2016 to 2020. He serves on the Board of Directors for Perscitus Biosciences, LLC, a role unrelated to his securities activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Andrew Kennedy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Private Advisor Group since 2014 and previously at LPL Financial and Edward Jones. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and retirement consulting services. The firm employs a fiduciary-based advisory model and uses various technology platforms and third-party managers to implement client strategies.

Matthew Newman is a financial advisor at Independent Financial Group, LLC with 19 years of industry experience and holds the Series 66 designation. His prior work includes roles at Cambridge Investment Research, Securian Financial Services, and Cetera Wealth Services. Outside of his advisory role, he acts as an executor and power of attorney for immediate family members. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a range of investment platforms and combines strategic asset allocation with multi-manager portfolios, offering both active and passive investment exposures tailored to client risk profiles.

Joel Craven is a CFP® with 21 years of industry experience. He is currently with Lincoln Investment and has previously worked at Horace Mann Insurance and Horace Mann Investors, Inc. Outside of financial advising, he serves as treasurer and board member for the Mt Horeb School District Board of Education and owns a staffing company that supports his financial practice. Lincoln Investment is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management supported by an in-house Investment Management & Research team and a network of independent advisors.

Jeffery Dancer is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and 12 years of industry experience. His work history includes roles at WealthWave, Debtmerica, H & R Block, World Financial Group, and his own business, Dancer Inc., where he provides health insurance products. He is also involved in tax preparation through H & R Block. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party investment models, discretionary and non-discretionary programs, and a combination of fee-based and commission-based products.

Nicolas Adamany is a financial advisor at Benjamin F. Edwards & Company, Inc. in Madison, WI, holding the Series 66 designation with two years of industry experience. Prior to his current role, he was a founding member and guitarist of the Wheelhouse Band (Mightywheelhouse LLC), performing sporadically. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of model strategies and asset management approaches supported by an internal trading desk and Investment Strategy Committee.