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 with Focus Partners Wealth, LLC in Madison, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has previously worked at Kovitz Investment Group Partners, LLC and Winslow Capital Management, LLC. Outside of her advisory role, she is a partner in a franchise business, TASC FORCE, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that integrates active and passive strategies, private funds, and other investment vehicles.

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.

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.

Abby Bare is a financial advisor at Wealthspire Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Baker Tilly Wealth Management and Bronfman E.L. Rothschild. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and foundations. The firm offers wealth management, investment advisory, financial planning, and trust services through a customized, relationship-driven process emphasizing diversified, institutional-style asset allocation.

Mark Jaeger is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 15 years of industry experience. He has worked at Independent Financial Partners, Canary Wealth Strategies, and IFP Securities since 2019, and is also involved with C and R Mortgage as a mortgage loan originator. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and offers both decentralized investment strategies and centralized asset management options.

Gary Ziegler is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and owns Ziegler Financial Group Inc. Outside of his advisory work, he is a member of Business Networking International. 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 multiple advisory platforms, managing regulatory assets of approximately $1.7 billion.

Matthew Clooten is a CFP® professional with 18 years of industry experience, currently serving at Benjamin F. Edwards & Company, Inc. since 2010. He holds a Series 66 designation and is based in Cross Plains, WI. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies with periodic strategic reviews.

Charles Meixelsperger is a financial advisor at Wealthspire Advisors with nine years of industry experience. He has held positions at Wealthspire Capital, LLC and Bankers' Bank prior to his current role, and holds Series 63 and Series 65 designations. Based in Madison, WI, he has been with Wealthspire Advisors since 2018. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach featuring diversified asset allocation and institutional-style portfolio management.

Ellen Natvig is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Fallon Wealth Management, Hiebing, DiscoverMediaworks, and the University of Wisconsin La Crosse. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Zola Clark is a financial advisor at Creative Planning with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wipfli Financial Advisors, Morgan Stanley Private Bank, Morgan Stanley, and Harbour Investments. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies supplemented by private market exposure and specialized tax management techniques.

Dean Stange is a CFP® professional with 14 years of experience in financial advising. He has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Hewins Financial Advisors. He is currently overseeing the wind-down of Wipfli Financial Advisors, a business acquired by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jacob Richards is a Series 65-licensed advisor at Savant Wealth Management with one year of industry experience. Prior to joining Savant, he worked in educational roles at Northland Pines School District and Lakeland Union High School, among others. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, including portfolio management, financial planning, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.