Steven Broihahn is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera Planning Partners. His work history includes roles at Avantax Investment Services, ProEquities, and ValMark Securities. He also supports CPA firms and their clients with financial planning through his role at HK Financial Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services within a multi-team structure, leveraging a document-driven planning process and diverse investment allocations.

Kayla Pavela is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 license with six years of industry experience. Her prior roles include positions at NFP Retirement, Inc. and Bronfman Rothschild, as well as work at the University of Wisconsin, Madison. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment process utilizing diversified, institutional-style asset allocation and a range of investment vehicles.

Joanne Boggs is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Transamerica since 2015 and has previous roles with Conquer Legacy Group and Debtmerica LLC. Boggs is also a member of the Baraboo Area Chamber of Commerce. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party investment models.

Aaron Dykxhoorn is a CFP® with three years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Venture Hive, The University of Miami Herbert Business School, and Vineyard Vines. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Sean Cote is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at SVA Plumb Wealth Management, LLC for seven years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2021. Wealth Enhancement Advisory Services, LLC is an 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, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

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 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.

Erin Jones is a financial advisor with CWM, LLC in Madison, WI, holding CFP® and ChFC® designations and over 18 years of industry experience. She has worked with Cetera and Harbour Investments, among other firms. Outside of advisory work, Jones serves as secretary on the boards of the DeForest Area Rotary Club and Prairie Ridge Health Hospital and is president of a local snowmobile club. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, typically managing accounts on a discretionary basis with a combination of fundamental and technical analysis and access to alternative investments.

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.

Patrick Fasick is a financial advisor with Bankers Life Advisory Services, Inc. in Madison, WI, holding Series 63 and Series 66 licenses. He has two years of industry experience and has worked with Bankers Life entities since 2022. Outside of his advisory role, he officiates youth basketball and baseball games as an independent contractor. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

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 financial advisor at Savant Wealth Management with nine years of industry experience. He holds a Series 65 designation and previously worked at Filbrandt Investment Advisers for five years before joining Savant. 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 employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by significant in-house resources and affiliated legal, accounting, and trust services.

David Richards is a financial advisor with Primerica Advisors based in Madison, WI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Park Avenue Securities and Guardian since 2008. Outside of advisory work, he is involved in insurance sales, offering life, disability, long-term care insurance, and fixed annuity products. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, providing both brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Erik Mikkelson is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2023. Prior to this, he spent 14 years at RMR Financial Advisors LLC. Outside of his advisory role, he is involved in passive restaurant ownership through MikZig's Hospitality, LLC, where he assists with macro business management decisions. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm follows a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment implementation options alongside financial and retirement planning support.

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.