Joseph Clemens is a financial advisor with Savant Wealth Management in Middleton, WI. He holds a Series 65 designation and has three years of industry experience, including five years at Savant Wealth Management. Prior to this, he was involved with TKO Enterprises Building Great Kids and spent four years as a student. 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 offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, utilizing a blend of evidence-based asset allocation and actively managed strategies.

Scott Kornstedt is a CFP®, ChFC®, and Series 66-registered advisor with 19 years of industry experience. He has worked at Savant Wealth Management since 2021 and previously spent nine years at Filbrandt Wealth Management and Filbrandt Investment Advisers. He serves on the board of Friends of Waisman Center in Madison, Wisconsin, where he participates in fundraising and board meetings. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies supported by centralized resources and affiliated legal, accounting, and trust services.

Timothy Fallon is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital since 2018, following three years at Horter Investment Management. Fallon is also the owner of Fallon and Associates, an insurance sales business he has operated since 2002. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm primarily delivers investment management through discretionary model portfolios, unified managed accounts, and separately managed accounts with a range of strategies, supporting a large advisor network via its turnkey asset management platform.

Carol Rosenstock is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 designations and has 23 years of industry experience. Her prior roles include positions at Morgan Stanley, JPMorgan Chase, and several asset management firms. She is a co-founder and board member of Gunning For Hope Inc., a nonprofit family foundation supporting cancer charities, including service on the advisory board of the UW Carbone Cancer Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering a mix of advisory and broker-dealer services with proprietary and third-party investment programs.

Aaron Moore is a financial advisor at Steward Partners Investment Advisory, LLC with six years of industry experience. He holds the Series 66 designation and has held roles at several firms including Vantage Point Private Wealth, Littrell Financial, and Northwestern Mutual Investment Services LLC. Prior to his advisory career, he worked for 14 years at the United States Department of Agriculture Farm Service Agency. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs through both proprietary and third-party solutions.

Brent Lindell is a CFP® professional at Savant Wealth Management with 18 years of industry experience. He has been with Savant since 2012, initially at Savant Capital Management before continuing at Savant Wealth Management. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates and supports its services with affiliated accounting, legal, and trust entities.

Keith Lueck is a financial advisor at Savant Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Savant and its predecessor firms since 2014. Prior to joining Savant, he was with Filbrandt Wealth Management and Filbrandt Investment Advisers. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting 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 integrated accounting, legal, and trust services through affiliated entities.

Stephanie Giacomini is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2004. She is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach to investment advisory services, supporting its advisors with multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Sherry Pingel is a Series 65-licensed financial advisor at Creative Planning with 11 years of industry experience. Her prior roles include positions at Wipfli Financial Advisors, Cleary Gull Advisors, and Johnson Bank. She is based in Madison, WI. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment services.

Ryan Gresmer is a financial advisor with PNC Wealth Management in Madison, WI, holding Series 66 and Series 63 licenses and having seven years of industry experience. His prior firms include Merrill, BMO Harris Bank, and U.S. Bancorp Investments. Outside of his advisory role, he is employed part-time with Bass Pro Outdoor World as a retail outfitter specializing in firearms sales. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only employee pilot. The firm uses algorithmic questionnaires to recommend investment strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Collin Schulz is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and beginning his industry career in 2025. Prior to joining Commonwealth and Kock Financial, he served four years in the United States Air Force and gained experience at Sentry Insurance, the University of Wisconsin-Milwaukee, Nasco Education, Nature Link Farms, and The Wayside Inn. Commonwealth Financial Network supports a national network of nearly 3,000 advisors with a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support. The firm offers diverse program structures including discretionary model portfolios and personalized indexing options, serving both retail and institutional clients.

Emily Lockwood is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Great West Life & Ann Ins Co/Gwfs Equities Inc B/D since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA clients. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Noah Tostrud is a CFP® and Series 65-registered financial advisor with seven years of industry experience. He has worked at Savant Wealth Management since 2021 and previously at Filbrandt Wealth Management from 2018 to 2021. His background also includes roles with the University of Wisconsin Athletic Department and the Monroe Park & Recreation Department. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, 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.

Regina Mcginn is a financial advisor at Sanctuary Advisors, LLC with 34 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 1988 to 2022 before joining Sanctuary Advisors in 2022. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a network of independent advisors, sub-advisors, and third-party platforms to implement diverse investment strategies.

Brooke Palmer is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., having joined in 2025. Her prior experience includes roles at LPL Financial, Bankers' Bank, and UBS Financial Services. Outside of her advisory work, Palmer has been involved with KD's Bar and Grill and the Lodi Volleyball Club. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing discretionary and non-discretionary investment approaches.

Mark Smith is a CFP® certificant with 31 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2007. He is also an officer and owner of Third Coast Advisors, Inc., a company holding a General Agency contract with Guardian. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies.

Charles Opitz is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2022. Prior to that, he was with Primerica Advisors and Guardian Life Insurance Company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment managers guided by an internal Investment Committee.

Lindsey Kane is a financial advisor at Wealthspire Advisors with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Johnson Bank, LPL Financial, and BMO Harris Bank. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Jacob Hauenstein is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Savant, he worked at Epic Systems and has a background that includes time at the University of Wisconsin-Madison. Outside of his advisory role, he is employed part-time as a Member Services Representative at Crunch Fitness in Madison, WI. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and maintains significant scale with roughly $55.6 billion in assets under management and about 397 advisors.

Brian Reamer is a CFP® with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2021. Prior to that, he worked at SVA Plumb Wealth Management, LLC and SVA Financial Services, LLC from 2001 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered 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 through a network of advisors and employs a strategic investment approach combining passive and active management.