Michael Krachey is a CFA® charterholder with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners, LLC and Northern Capital Management, LLC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an “enhanced open architecture” framework, utilizing both fundamental and quantitative analysis.

Dustin Mongler is a CFP®-certified financial advisor with six years of industry experience, currently serving at Creative Planning since 2020. Prior to joining Creative Planning, he worked at Thun Financial and spent over a decade at Phillips 66. Outside of his advisory work, he receives book royalties for previously written and edited publications. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by supplemental approaches and a range of affiliated non-investment businesses, including legal and trust services.

Kyle Hyland is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has prior experience with LPL Financial, Private Client Services, and SII Investments Inc. Hyland holds Series 63 and Series 66 licenses and is based in Madison, WI. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Kelsey Fatzinger Schnurr is a CFP® and Series 65 credentialed financial advisor with eight years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where she has worked since 2021. Prior to that, she spent seven years at SVA Plumb Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a network of hundreds of advisors. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Tyler Nafziger is a CFP® and Series 66-registered advisor with Benjamin F. Edwards & Company, Inc., based in Madison, WI. He has three years of industry experience, including prior roles at Zendesk and Mattel. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement and investment management consulting, brokerage, insurance products, and M&A advisory services.

Breanna Klepoch is a financial advisor with Empower Advisory Group in Madison, WI, holding Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Empower Financial Services, Bankers Life and Casualty, Fifth Third Bank, and CASE Credit Union. Outside of her advisory role, she works as a restaurant host at Tupelo Honey. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and client savings rates.

Zach Meulemans is a CFP® and ChFC® professional at Savant Wealth Management with 10 years of experience in the financial industry. He has worked at Savant since 2021, following six years at Filbrandt Investment Advisers and one year at PRUCO Securities, LLC. Savant Wealth Management serves a diverse client base including 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 a range of integrated services through affiliated accounting, legal, and trust entities.

Janel Kalish is a CFP® with 14 years of industry experience, currently affiliated with Guardian Life. She has worked at Park Avenue Securities and Guardian Life since 2019, and previously held roles at Securities America, Investacorp, Klaas Financial, and Nan M. Zimdars, Inc. Outside of her advisory work, she creates stained glass art, with some pieces featured in Habitat for Humanity fundraisers, and serves as Vice President and Board Member of the Greater Madison Area SHRM. Guardian Life's subsidiary, Park Avenue Securities LLC, 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 tailored client solutions, including access to insurance products and alternative investments.

Marcus Riccio is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential. He has prior experience at Johnson Bank, First Business Bank, and Associated Bank, as well as roles at UW-Whitewater and its Fiscal & Economic Research Center. Riccio serves on the boards of the UW Carbone Cancer Center Emerging Leadership Board and Gunning for Hope, both nonprofit organizations supporting cancer research. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active managers, supported by an internal Investment Committee.

Maciej Szewerniak is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has a background with World Financial Group starting in 2009. He is involved in the sale of insurance products affiliated with his firm. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm uses a model portfolio approach implemented through third-party managers and platform sub-advisors and maintains regulatory assets under management of approximately $1.7 billion.

Stephen Fuller is a financial advisor at Savant Wealth Management with five years of industry experience and holds a Series 65 credential. Prior to his career in finance, he served in the U.S. Navy for 27 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 and offers related implementation services through affiliated accounting, legal, and trust entities.

Michael Molden is a Series 65-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Madison, WI. He has three years of industry experience, including prior roles at US Bank and Walser Automotive Group. Molden spent 20 years working in education before entering the financial services field. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach overseen by an internal Investment Committee.

Clancy Cramer is a financial advisor with Principal Financial Services in Madison, WI, holding the CFP® designation and Series 63 and 65 licenses. He has five years of industry experience and previously worked at firms including WEA Member Benefits, WEA Financial Advisors, Thrivent Financial, and Brookstone Capital Management. Outside of his advisory role, he assists 403(b) and IRA program members with questions related to retirement planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Joshua McMahon is a financial advisor at Creative Planning with four years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Creative Planning, he worked at Wipfli Financial Advisors and has a background that includes roles at the University of Wisconsin–Madison and the Menomonee Falls School District. Outside of his advisory work, he serves as a licensed wrestling official for the Wisconsin Interscholastic Athletic Association. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Andrew Bosma is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at BMO Harris Bank and Northwestern Mutual Greater Peoria. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers overseen by an internal Investment Committee.

Debra Oswald is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at Wealth Enhancement Advisory Services since 2021 and has been a shareholder at SVA Certified Public Accountants, S.C. since 2015. Oswald serves on the board of Friends of UW Health. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, asset management, and retirement plan consulting through a network of advisors, using a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Benjamin Johnson is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and Park Avenue Securities. Outside of his advisory work, he has been employed at UW Whitewater since 2022 and previously worked with the Beloit School District. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Michael Larson is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Transamerica since 2012 and has held various other roles including driving for ride-sharing and delivery services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Thomas Hanson is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also serves as president of Dream Team Financial LLC, which he operates primarily for tax purposes without additional time commitment. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, offering discretionary and non-discretionary program options.

Lisa Fishler is a CFP® with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2021. Her prior experience includes roles at Johnson Wealth Inc. and Johnson Bank. She serves on the board of directors for Journey Mental Health Center in Madison, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.