Emma Mueller is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. She previously worked at Park Capital Management, Purshe Kaplan Sterling Investments, and Hausmann-Johnson Bauch Financial LLC. Mueller serves as a board member and director of the Olbrich Botanical Society Foundation, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts and estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and investment management services, utilizing a strategic allocation approach that combines passive and active managers, supported by quantitative and fundamental research.

Jennifer Homman is a financial advisor at CWM, LLC with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Cetera and Investment Center, LLC. Outside of her advisory work, she owns Crop Protection Group, LLC, which provides risk protection to crop producers, and serves as chairman of the board for Prairie Ridge Health, a nonprofit healthcare organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Tami Salzwedel is a financial advisor with Commonwealth Financial Network in Sauk City, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been associated with Rendler And Associates, LLC and Commonwealth Financial Network since 2004. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

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 25 years of industry experience. She has been with Private Advisor Group and affiliated LPL Financial since 2015. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Justin Goldstein is a Series 66-registered advisor with 15 years of industry experience. He is currently with Wealthspire Retirement Advisory and has previously worked at NFP Retirement, Inc. and Bronfman E.L. Rothschild. Goldstein also served in the Army National Guard for over two decades. Wealthspire Retirement Advisory provides retirement plan consulting and investment services primarily to plan sponsors and individual participants, offering fiduciary due diligence, plan design guidance, and participant education. The firm combines quantitative and qualitative investment analysis, delivering both non-discretionary advice and discretionary management across a broad range of retirement and financial consulting services.

Maria Montilla Frost is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at Foreside Fund Services, LLC, and Rock Harbor LLC. Frost is also involved with One Light Enterprise, LLC, which provides tax preparation and accounting services. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, utilizing various investment strategies and access to third-party asset managers and separately managed account programs.

Jonathan Smith is a CFP® professional with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Johnson Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Thomas Dahl is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Dahl is involved in several business ventures outside of financial advising, including ownership of a restaurant, investment in a golf driving range family entertainment center, and participation in real estate activities such as property rentals, land leasing, and property remodeling and resale. He also volunteers with the Optimist Club. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory programs and third-party asset managers to tailor client investment profiles.

Paul Krueger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Private Advisor Group since 2014 and has also worked with LPL Financial since 2010. Krueger is involved in multiple business activities, including providing investment advisory services through his independent advisory firms and serving as a producer for Policygenius Inc. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs and separately managed accounts.

Rachel Haberman is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 designation with seven years of industry experience. She has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust services through a relationship-driven, customized investment approach that incorporates diversified, institutional-style asset allocation.

Zachary Dahl is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Dahl serves on the boards of the Sauk Prairie Sports Booster and the Sauk City Chamber of Commerce and volunteers with Community Around the Children's Hospital. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through a mix of in-house and third-party investment models and holds about $12.9 billion in regulatory assets under management.

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.

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 nine years of industry experience. He previously worked at UBS Financial Services Inc. before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund.

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 two years of industry experience. His prior work includes roles at Acorn Beverage and Wealthspire Advisors, as well as positions at the University of Wisconsin-Whitewater. 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 affiliated legal, accounting, and trust services.