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 35 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Sanctuary Advisors in 2022, she worked for Merrill for 34 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of portfolio management solutions and retirement plan consulting through a network of over 400 independent investment adviser representatives.

Mark Smith is a financial advisor with Guardian Life in Madison, WI, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Guardian Life since 2007, following a prior role at Midwest Professional Planners, Ltd. Smith is an officer and owner of Third Coast Advisors, Inc., which holds a General Agency contract with Guardian. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a blend of proprietary and third-party investment advisory programs.

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.

Lauren Vieth is a financial advisor with Empower Advisory Group based in Stoughton, WI, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked with firms including GWFS Equities, Kestra Financial, Valmark Securities, and Kelly Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Chase Martin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has worked at Commonwealth Financial Network and Wealth Strategies of Wisconsin since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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 one year of industry experience. He holds a Series 65 designation. Prior to joining Savant, he worked at Epic Systems and spent 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, Wisconsin. 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 asset allocation with actively managed strategies and operates with approximately $55.6 billion in assets under management.

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.

Quinn Process is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds the Series 66 designation and has been in the financial services industry since 2024, including roles at Northwestern Mutual and NYLIFE Securities LLC. Prior to his advisory career, he was employed in education and club management. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

John Handy Jr. is a financial advisor at Farther with Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at SignalPoint Asset Management since 2013 and joined Farther Finance Advisors in 2024. Outside of finance, he serves as a strategic advisor and board member for CodaWorx, a company focused on tools for managing applications for commissioned art projects, and owns Jay Handy Ink, LLC, which sells his personally created artwork. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform that offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory applied through bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Christopher Strommen is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with eight years of industry experience. He has worked at both firms since 2017 and previously held positions at the University of Wisconsin and its affiliated hospitals. He is also engaged in outside fixed insurance sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Samantha Blahnik is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. Her prior work history includes roles outside of financial services, such as positions at Pine Acres Golf Course and Springside Cheese Corp. Savant Wealth Management serves a diverse client base, including individuals, families, pension plans, charitable organizations, and high-net-worth clients, offering comprehensive wealth management and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by in-house legal, accounting, and trust services.

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 financial advisor with Benjamin F. Edwards & Company, Inc. in Madison, WI. He holds the CFP® designation and the Series 66 license, and has three years of industry experience. Prior to his current role, he worked at Zendesk and Mattel. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers various fee-based wrap programs and financial planning services, utilizing both strategic multi-year allocations and tactical adjustments across mutual funds, ETFs, separately managed accounts, and customized portfolios.

Breanna Klepoch is a financial advisor at Empower Advisory Group in Madison, WI, holding Series 66 and Series 63 licenses with one year of industry experience. Her prior experience includes roles at Bankers Life and Casualty, Fifth Third Bank, and CASE Credit Union. Outside of her advisory work, she is employed as a host at Tupelo Honey, a restaurant in Grand Rapids, MI. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as retail clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within retirement plan lineups selected by plan sponsors.

Zach Meulemans is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with 10 years of industry experience. He has worked at Savant Wealth Management since 2021 and previously spent six years at Filbrandt Investment Advisers. 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 employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.