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 with Savant Wealth Management and holds a Series 65 designation. She has one year of industry experience. Prior to joining Savant, her work history includes roles outside the financial industry such as positions at Alejandra Bustamante - State Farm Insurance Agent, Hy-Vee, and Pine Acres Golf Course. 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’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

Michael Krachey is a CFA® charterholder with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Northern Capital Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

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 at Benjamin F. Edwards & Company, Inc. in Madison, WI, holding CFP® and Series 66 credentials with two years of industry experience. Prior to joining Benjamin F. Edwards in 2023, he worked at Zendesk and Mattel. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, and nonprofit organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

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.

Sydney Hyatt is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. She has three years of industry experience, including prior roles at Western & Southern Life and W&S Brokerage. Hyatt also worked as a full-time sales agent for Western & Southern Life. Transamerica Financial Advisors serves a diverse clientele ranging from individual investors and high-net-worth clients to pension plans and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

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.

Douglas Giageos is a CFP® and CFA® with 14 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at RMR Financial Advisors, LLC. Outside of his advisory role, he serves as Treasurer for Middleton Youth Hockey, Inc., where he manages financials to support youth athletics. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and offers both discretionary and non-discretionary management alongside comprehensive financial planning and consulting services.

Janel Kalish is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. Her prior roles include positions at Securities America, Inc., Nan M. Zimdars, Inc., Investacorp Inc., and Klaas Financial. Outside of her advisory work, she creates stained glass art, with some pieces featured in fundraisers for Habitat for Humanity, and serves as Vice President on the board of the Greater Madison Area SHRM. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending solutions and donor-advised funds.

Marcus Riccio is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential. He has prior experience at Johnson Bank, First Business Bank, and Associated Bank, as well as roles at UW-Whitewater and its Fiscal & Economic Research Center. Riccio serves on the boards of the UW Carbone Cancer Center Emerging Leadership Board and Gunning for Hope, both nonprofit organizations supporting cancer research. 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, risk-class based investment approach combining passive and active managers, supported by an internal Investment Committee.

Maciej Szewerniak is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has a background with World Financial Group starting in 2009. He is involved in the sale of insurance products affiliated with his firm. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm uses a model portfolio approach implemented through third-party managers and platform sub-advisors and maintains regulatory assets under management of approximately $1.7 billion.

Stephen Fuller is a financial advisor at Savant Wealth Management with five years of industry experience and holds a Series 65 credential. Prior to his career in finance, he served in the U.S. Navy for 27 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 and offers related implementation services through affiliated accounting, legal, and trust entities.

Michael Molden is a Series 65-licensed financial advisor with Wealth Enhancement Advisory Services, LLC in Madison, WI. He has two years of industry experience, including prior roles at US Bank and Walser Automotive Group. Molden also worked for 20 years in education before entering financial services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts and estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining active and passive managers, supported by quantitative and fundamental research, and offers a range of financial planning and asset management services.

Brent Katterheinrich is a financial advisor at Wealthspire Advisors with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wealthspire Advisors since 2014, including four years with Wealthspire Capital, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

William Schumaker is a financial advisor with Principal Financial Services in Monona, WI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Northwestern Mutual and Principal Securities, where he has worked since 2017. He also operates an insurance brokerage business focused on group benefits including STD, LTD, life, dental, and vision coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisor and promoter arrangements.

Clancy Cramer is a financial advisor with Principal Financial Services in Madison, WI, holding the CFP® designation along with Series 65 and Series 63 licenses. He has four years of industry experience, including roles at Principal Life Insurance Company and WEA Member Benefits. Outside of his advisory work, he has been involved in assisting 403(b) and IRA program members with retirement planning through WEA Member Benefits and WEA Financial Advisors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Joshua McMahon is a financial advisor at Creative Planning with four years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Creative Planning, he worked at Wipfli Financial Advisors and has a background that includes roles at the University of Wisconsin–Madison and the Menomonee Falls School District. Outside of his advisory work, he serves as a licensed wrestling official for the Wisconsin Interscholastic Athletic Association. Creative Planning provides investment advisory and financial planning services to a diverse client base, including 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, supplemented by various portfolio management techniques, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.