Clancy Cramer is a CFP® professional with four years of industry experience, currently with Principal Financial Services in Madison, WI. His prior experience includes roles at WEA Member Benefits and Thrivent Financial, among others. Outside of his advisory work, he has been involved with coffee roasting businesses earlier in his career. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

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.

Amanda Davis is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 credential. She joined Wealthspire Advisors in 2024 after seven years of experience at Sun Prairie East High School and two years at City on a Hill New Bedford. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation and utilizes third-party platforms to manage held-away retirement assets.

Andrew Bosma is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at BMO Harris Bank and Northwestern Mutual Greater Peoria. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers overseen by an internal Investment Committee.

Debra Oswald is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at Wealth Enhancement Advisory Services since 2021 and has been a shareholder at SVA Certified Public Accountants, S.C. since 2015. Oswald serves on the board of Friends of UW Health. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, asset management, and retirement plan consulting through a network of advisors, using a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Benjamin Johnson is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities since 2026 and previously held roles at Northwestern Mutual and in the Beloit School District. Johnson is also affiliated with the University of Wisconsin Whitewater. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser under The Guardian Life Insurance Company of America. The firm provides financial planning, brokerage services, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Michael Larson is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Transamerica since 2012 and has held various other roles including driving for ride-sharing and delivery services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Michael Kock is a CFP® and ChFC® with 26 years of industry experience. He has been with Commonwealth Financial Network since 2014. Outside of his advisory role, he is a managing member of K+M Acres and K Club LLC, and co-owner of Camp Spike Buck II, LLC, which operates a hunting cabin. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Jennifer Giemza is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2021. Prior to this, she worked for BMO Harris Financial Advisors from 2014 to 2021. She serves on the board of directors for Big Brothers Big Sisters of Dane County, a nonprofit focused on mentoring at-risk youth. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.

Thomas Hanson is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also serves as president of Dream Team Financial LLC, which he operates primarily for tax purposes without additional time commitment. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, offering discretionary and non-discretionary program options.

Jordan Smith is a financial advisor with Commonwealth Financial Network in Madison, WI, holding a Series 65 designation and four years of industry experience. Prior to joining Commonwealth, he worked at Kock Financial and has experience at Hawks Landing Golf Club and the University of Wisconsin-Madison. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by operations, technology, and compliance infrastructure.

Lisa Fishler is a CFP® with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2021. Her prior experience includes roles at Johnson Wealth Inc. and Johnson Bank. She serves on the board of directors for Journey Mental Health Center in Madison, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.

Austin Flower is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Savant Wealth Management in Middleton, WI, having joined the firm in 2023. His background includes roles at Primerica Financial Services and various positions outside the financial industry. 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, model-driven asset allocation with actively managed strategies and maintains integrated legal and accounting affiliates to support its offerings.

Sarah Mcginniss is a CFP®-certified financial advisor with 11 years of industry experience. She has worked exclusively with Savant Wealth Management and its affiliated entities since 2015. Savant Wealth Management serves a broad client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services through an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies.

Leonard Hornung is a financial advisor with Primerica Advisors in Madison, WI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Outside of his advisory role, he owns a behavioral assessment and team-building business consulting firm. Primerica Advisors serves a wide range of clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and retirement planning. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice platforms to implement its investment strategies.

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.

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.

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.

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.