Kristy Igl is a financial advisor with Empower Advisory Group in Stoughton, WI. She holds the CFP® designation along with Series 63 and Series 65 licenses and has 15 years of industry experience. Kristy has worked with GWFS Equities, Inc. since 2010. Outside of her advisory role, she manages Nala Lander Farms LLC, which sells firewood, landscaping plants, and other agricultural products. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform connected to Empower’s recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and conducts planning based on proprietary and third-party methodologies.

Matthew Clooten is a CFP® with 19 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. since 2010. He holds a Series 66 license and is based in Madison, WI. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of fee-based wrap programs and investment management services, utilizing both strategic multi-year allocations and tactical adjustments across multiple portfolio strategies.

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.

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-licensed advisor with 20 years of industry experience. He has worked at Savant Wealth Management since 2021 and previously held roles at Filbrandt Wealth Management and Filbrandt Investment Advisers. Kornstedt serves as a board member for the Friends of Waisman Center in Madison, WI, where he participates in fundraising and board meetings. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, and institutional clients. The firm employs an evidence-based, model-driven investment approach combined with actively managed strategies and oversight from an investment committee.

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.

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.

Jeffrey Larson is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2011. Outside of his advisory role, he coaches athletes in endurance sports and is involved in producing and directing endurance events such as cycling, running, and triathlons. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory services distinguish between one-time planning and ongoing portfolio management, often utilizing model or customized portfolios under fiduciary standards.

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.

Jonathon Frey is a financial advisor with Eagle Strategies (NY Life) in Edgerton, WI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Eagle Strategies since 2020 and maintains ongoing roles with NYLIFE Securities LLC and New York Life dating back to 2015. Outside of his advisory work, he volunteers with the Economic Development Committee of the Capital Off-Road Pathfinders, a nonprofit focused on mountain bike trail development in Dane County, Wisconsin. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm delivers tailored advice and solutions across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.