Ryan Behling is a financial advisor with Sanctuary Advisors, LLC in Madison, WI, holding a Series 66 designation and 20 years of industry experience. Prior to joining Sanctuary Advisors in 2022, he worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves as a board member for Domestic Abuse Intervention Services, a nonprofit focused on prevention and shelter. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its advisors with a variety of portfolio management solutions, employing multiple analytical approaches and acting as a fiduciary when a written advisory agreement is in place.

David Kuenzi is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to that, he spent 12 years with Thun Financial Advisors, LLC. He holds a Series 63 license and is based in Madison, WI. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, providing investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and integrated investment infrastructure.

Lisa Dollerschell Conwell is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has worked with Private Advisor Group and LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party strategies and technology platforms to tailor investment solutions.

Maria Montilla Frost is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked with Private Advisor Group since 2018 and previously held roles at Foreside Fund Services, LLC and Rock Harbor LLC. Additionally, she is involved with One Light Enterprise, LLC, which provides tax preparation and accounting services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and integrates technology platforms and third-party managers to deliver a range of investment strategies.

Jonathan Smith is a CFP® professional with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, LLC, Johnson Wealth Inc., and Johnson Bank. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Thomas Dahl is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Capital Financial Services, Inc. Outside of his advisory role, Dahl is involved in several entrepreneurial ventures including ownership of a restaurant, real estate investment and management, and participation in local community activities such as the Optimist Club. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm utilizes a range of portfolio management approaches and third-party asset managers, combining active and passive strategies tailored to client risk profiles through proprietary and external models.

Paul Krueger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His career includes roles at LPL Financial, NRP Advisors, Morgan Stanley, and UBS Financial Services. He is involved in several entrepreneurial ventures, including providing investment advisory services through multiple independent firms and operating entities related to tax preparation and accounting. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing both proprietary and third-party strategies and platforms.

John Garnett is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds a ChFC® designation and a Series 63 license, with 33 years of industry experience. Garnett has worked with Eagle Strategies since 2011 and has a longstanding association with New York Life and its affiliates dating back to 1989. Outside of his advisory role, he owns a summer cabin that he rents occasionally. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types, with the majority of assets managed on a non-discretionary basis.

Brett Pophal is a financial advisor at Creative Planning with a Series 65 credential and six years of industry experience. He previously worked at Wipfli Financial Advisors and has held positions at the University of Wisconsin - Whitewater and Coyote Grill. 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 that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Daniel Gibson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2021. He previously worked at SVA Plumb Wealth Management, LLC from 2014 to 2020. Gibson is a board member at large for the Middleton Cross Plains Area School District Education Foundation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a range of financial planning and asset management services.

Dominic Johnson is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Northwestern Mutual and MassMutual. Johnson serves as a board member of Life Center Church and Spedidit Enterprises. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Maryjo Shepler is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 39 years of industry experience. She has been with Commonwealth since 2005. In addition to her advisory role, she is involved in fixed insurance sales as an agent. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to offer customized portfolio solutions.

Daniel Hyland is a CFP® professional with 44 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at firms including LPL Financial and Private Client Services. He has operated his own firm, Daniel P Hyland, LLC, since 2000. 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 retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Devin Murray is a financial advisor with TIAA-CREF in Madison, WI, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services Inc from 2016 to 2018 before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management under a fiduciary standard.

Erik Clay is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held positions at Bank of America, Merrill, and Vantage Point Private Wealth LLC. Clay is also the owner of VPWisco LLC, an investment firm based in Madison, WI. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing a range of portfolio management and financial planning services.

Bennett Wessley is a CFP® and Series 65 credentialed financial advisor at Savant Wealth Management with three years of industry experience. Prior to joining Savant, he held roles at Acorn Beverage, Wealthspire Advisors, and the University of Wisconsin-Whitewater. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house resources and affiliated entities providing accounting, legal, and trust services.

Peter Sengelmann is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. Prior to joining Creative Planning, he worked at Thun Financial Advisors from 2017 to 2020 and took a year for extended travel between 2016 and 2017. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Michael Strohl is a financial advisor at Guardian Life with a Series 65 designation and no prior industry experience. His background includes service in the United States Marine Corps and roles at Loomis Armored US, Third Coast Advisors, and the University of Wisconsin–Whitewater. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, utilizing a combination of proprietary and third-party investment advisory programs.

Jessica Feiner is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Johnson Bank and Johnson Wealth Inc. for over two years and remains a part owner of Feiner Electric LLC, an electrical contracting business. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with a range of financial planning, asset management, and retirement-plan consulting services. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active managers, quantitative and fundamental analysis, and internal oversight by an Investment Committee.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.