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 designation and one year of industry experience. His work history includes roles at Keeling Wealth Advisors and multiple positions at the 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, financial planning, and related services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Laura Bienz is a CFP® with 16 years of experience in the financial industry. She is currently with Rockefeller Financial LLC, having joined the firm in 2026. Prior to this, she worked at Stifel Nicolaus & Co Inc for seven years and Merrill for four years. Outside of her advisory role, she is the owner, manager, and performer in a music band called Lorelei Dreaming. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both a registered investment adviser and broker-dealer, with a comprehensive investment platform that includes direct portfolio management and access to third-party managers.

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.

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.

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.

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 at Park Avenue Securities, a subsidiary of Guardian Life. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her prior work includes roles at Mariners Inn and the Deforest School District. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party 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.

John Nolle is a financial advisor with Guardian Life and holds a Series 66 designation. He has been with Guardian Life and Park Avenue Securities since 2026. Prior to his advisory role, he was a student for 17 years. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC‑registered investment adviser serving individuals, pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Christopher Jelenc is a financial advisor with Primerica Advisors based in Madison, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Park Avenue Securities since 2014 and at Guardian Life Insurance since 2013. Outside of his advisory role, he serves on the Board of Directors for the Waunakee Chamber of Commerce. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies and supporting various account-level features such as lending solutions and tax-harvesting.

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 16 years of industry experience. He has worked with Private Advisor Group since 2014 and has been associated with LPL Financial since 2013. Kennedy provides investment advice under the business name Standard of k(are) Advisors in addition to his role at Private Advisor Group. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various third-party asset management programs and separately managed account strategies.

Matthew Newman is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research and Securian Financial Services. Newman is also involved in a marketing-related business activity under the name Dahl Financial Services, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and retirement planning services through a national network of advisers and utilizes multiple advisory platforms with both discretionary and non-discretionary account management options.