Gary Ziegler is a financial advisor at Transamerica Financial Advisors with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including WFG since 2001 and his own firm, Ziegler Financial Group Inc., since 2022. He is also a member of Business Networking International. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, offering discretionary and non-discretionary investment programs.

Matthew Clooten is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2010. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Clearing from 2008 to 2010. 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. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that utilize proprietary strategies and third-party models.

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 with Savant Wealth Management in Middleton, WI. He joined the firm in 2026 and previously worked in education roles at various school districts and universities. 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 family office services. The firm's investment approach combines evidence-based asset allocation with actively managed strategies across multiple asset classes, supported by a large team and integrated accounting, legal, and trust services.

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.

Carol Rosenstock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her prior roles include positions at JPMorgan Chase and Morgan Stanley. She is co-founder and board member of Gunning For Hope Inc., a nonprofit family foundation supporting cancer charities, and serves on the advisory board of the UW Carbone Cancer Center. She also owns and manages farm operations through CR Ridge Ranch LLC and CR Outdoors LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment strategies.

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® with 19 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2020. Prior to this, he worked at Savant Capital Management for eight 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, supported by affiliated accounting, legal, and trust services.

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 financial advisor at Creative Planning with 12 years of industry experience and holds a Series 65 designation. Her prior experience includes roles at Wipfli Financial Advisors, Cleary Gull Advisors, Johnson Bank, and Filbrandt Investment Advisers. She is based in Madison, WI. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm follows a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Ryan Gresmer is a financial advisor at PNC Wealth Management in Madison, WI, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Merrill, BMO Harris Bank, and U.S. Bancorp Investments. Outside of his advisory role, he is employed part-time in retail firearms sales at Cabela’s/Bass Pro. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering for select employees. The firm’s investment approach involves algorithm-driven risk assessment and implementation of strategies using mutual funds and ETFs, with portfolio management delegated to third parties.

Michael Rozovics is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior firms include Raymond James Financial Services Advisors Inc. and Wells Fargo Clearing. In addition to his advisory work, he is the owner and proprietor of Michael Roz Music, where he creates, publishes, performs, and sells his own music. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors and serving over 13,000 clients.

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.