Scott Kornstedt is a CFP®, ChFC®, and Series 66-licensed advisor with 20 years of industry experience. He has worked at Savant Wealth Management since 2021 and previously held roles at Filbrandt Wealth Management and Filbrandt Investment Advisers. Kornstedt serves as a board member for the Friends of Waisman Center in Madison, WI, where he participates in fundraising and board meetings. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, and institutional clients. The firm employs an evidence-based, model-driven investment approach combined with actively managed strategies and oversight from an investment committee.

Timothy Fallon is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital since 2018, following three years at Horter Investment Management. Fallon is also the owner of Fallon and Associates, an insurance sales business he has operated since 2002. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm primarily delivers investment management through discretionary model portfolios, unified managed accounts, and separately managed accounts with a range of strategies, supporting a large advisor network via its turnkey asset management platform.

Carol Rosenstock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her prior roles include positions at JPMorgan Chase and Morgan Stanley. She is co-founder and board member of Gunning For Hope Inc., a nonprofit family foundation supporting cancer charities, and serves on the advisory board of the UW Carbone Cancer Center. She also owns and manages farm operations through CR Ridge Ranch LLC and CR Outdoors LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment strategies.

Aaron Moore is a financial advisor at Steward Partners Investment Advisory, LLC with six years of industry experience. He holds the Series 66 designation and has held roles at several firms including Vantage Point Private Wealth, Littrell Financial, and Northwestern Mutual Investment Services LLC. Prior to his advisory career, he worked for 14 years at the United States Department of Agriculture Farm Service Agency. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs through both proprietary and third-party solutions.

Brent Lindell is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2020. Prior to this, he worked at Savant Capital Management for eight years. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office 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, supported by affiliated accounting, legal, and trust services.

Keith Lueck is a financial advisor at Savant Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Savant and its predecessor firms since 2014. Prior to joining Savant, he was with Filbrandt Wealth Management and Filbrandt Investment Advisers. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting 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 offers integrated accounting, legal, and trust services through affiliated entities.

Stephanie Giacomini is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2004. She is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach to investment advisory services, supporting its advisors with multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Sherry Pingel is a financial advisor at Creative Planning with 12 years of industry experience and holds a Series 65 designation. Her prior experience includes roles at Wipfli Financial Advisors, Cleary Gull Advisors, Johnson Bank, and Filbrandt Investment Advisers. She is based in Madison, WI. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm follows a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Ryan Gresmer is a financial advisor with PNC Wealth Management in Madison, WI, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Merrill, BMO Harris Bank, and U.S. Bancorp Investments, among others. Outside of his advisory work, he is employed part time in firearms sales at Bass Pro Outdoor World. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessments and discretionary model accounts implemented with mutual funds and ETFs.

Michael Rozovics is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior firms include Raymond James Financial Services Advisors Inc. and Wells Fargo Clearing. In addition to his advisory work, he is the owner and proprietor of Michael Roz Music, where he creates, publishes, performs, and sells his own music. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors and serving over 13,000 clients.

Noah Tostrud is a CFP® and Series 65-registered financial advisor with seven years of industry experience. He has worked at Savant Wealth Management since 2021 and previously at Filbrandt Wealth Management from 2018 to 2021. His background also includes roles with the University of Wisconsin Athletic Department and the Monroe Park & Recreation Department. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, 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.

Brooke Palmer is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., having joined in 2025. Her prior experience includes roles at LPL Financial, Bankers' Bank, and UBS Financial Services. Outside of her advisory work, Palmer has been involved with KD's Bar and Grill and the Lodi Volleyball Club. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing discretionary and non-discretionary investment approaches.

Mark Smith is a financial advisor with Guardian Life in Madison, WI, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Guardian Life since 2007, following a year at Midwest Professional Planners, Ltd. Mark is also an officer and owner of Third Coast Advisors, Inc., which holds a General Agency contract with Guardian. Guardian Life's subsidiary Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and advisory solutions through a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, alternative investments, and a variety of integrated lending and consulting services.

Charles Opitz is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2022. Prior to that, he was with Primerica Advisors and Guardian Life Insurance Company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment managers guided by an internal Investment Committee.

Jacob Hauenstein is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation. Prior to joining Savant, he worked at Epic Systems and spent time at the University of Wisconsin-Madison. Outside of his advisory role, he is employed part-time as a Member Services Representative at Crunch Fitness in Madison, Wisconsin. 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 operates with approximately $55.6 billion in assets under management.

Brian Reamer is a CFP® with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2021. Prior to that, he worked at SVA Plumb Wealth Management, LLC and SVA Financial Services, LLC from 2001 to 2020. 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 financial planning, asset management, and specialized consulting through a network of advisors and employs a strategic investment approach combining passive and active management.

Quinn Process is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds the Series 66 designation and has been in the financial services industry since 2024, including roles at Northwestern Mutual and NYLIFE Securities LLC. Prior to his advisory career, he was employed in education and club management. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

John Handy Jr. is a financial advisor at Farther with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SignalPoint Asset Management, Wells Fargo Advisors, and Merrill. Outside of his advisory role, he serves as a strategic advisor and board member for CodaWorx, a company specializing in tools for managing commissioned art projects, and he owns Jay Handy Ink, LLC, where he sells his personally created artwork. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and AI tools while focusing on exchange-traded funds, mutual funds, equities, and fixed income.

Christopher Strommen is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Guardian Life and Park Avenue Securities in Madison, WI, where he has worked since 2017. His background includes roles at the University of Wisconsin and its affiliated schools. Outside of his advisory work, he is involved in outside fixed insurance sales. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Samantha Blahnik is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. Her prior work history includes roles outside of financial services, such as positions at Pine Acres Golf Course and Springside Cheese Corp. Savant Wealth Management serves a diverse client base, including individuals, families, pension plans, charitable organizations, and high-net-worth clients, offering comprehensive wealth management and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by in-house legal, accounting, and trust services.