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 at Private Advisor Group, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and LPL Financial. Kennedy provides investment advice under the business name Standard of k(are) Advisors as part of his practice. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing multiple investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

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.

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. with two years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards since 2023. Outside of his advisory role, he is a founding member and guitarist of the Wheelhouse Band, performing sporadically in Madison, WI. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory services including wrap-fee programs, financial planning, and investment management that combine proprietary strategies and third-party models.

Daniel Helf is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Private Advisor Group since 2014 and has concurrent experience at LPL Financial dating back to 2010. His professional activities include operating under several DBAs for advisory services through Private Advisor Group and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers both proprietary and third-party managed account solutions combined with a range of investment strategies.

John Clarke is a CFP® with 15 years of experience in financial advisory. He is currently with Savant Wealth Management, where he has worked since 2021, following previous roles at Filbrandt Wealth Management and Madison Investment Advisors. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, financial planning, and family office services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Christopher Henderson is a financial advisor with TLG Advisors, Inc. in Madison, WI, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior roles include positions at Simplicity Investments, Global Retirement Partners, Coordinated Capital Securities, Walnut Street Securities, and Wells Fargo Investments. He serves as an Independent Insurance Agent, leads the M3 Financial team as Managing Director, and is a board member of the National Association of Insurance and Financial Advisors in Wisconsin. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing investment supervisory services, portfolio management, and financial planning. The firm’s investment approach focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, with many client accounts managed through sub-advisors and program platforms, alongside a direct-to-consumer digital offering called Starlight Portfolios.

Joseph Schultz is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Empower Advisory Group and was previously affiliated with UBS Financial Services, Inc. and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and savings rates in its planning approach.

Kevin Moloney is a financial advisor at Wealthspire Advisors with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wealthspire Capital, LLC and Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, investment advisory, financial planning, and trustee services through a relationship-driven, customized process emphasizing diversified, institutional-style asset allocation.

Megan Harris is a CFP® with seven years of industry experience currently at Savant Wealth Management. She has worked previously at Heritage Wealth Advisors and Sky's Edge Wealth. Outside of her advisory role, she coaches ski racing for youth and high school teams in Wisconsin. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, institutions, and high-net-worth clients. The firm employs an investment approach combining evidence-based asset allocation with actively managed strategies and operates several affiliated entities offering accounting, legal, and trust services.

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.