Zachary Dahl is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory work, Dahl is involved in local community organizations, serving on boards for the Sauk Prairie Sports Booster and Sauk City Chamber of Commerce, and volunteers with a children’s hospital foundation. He also owns a tent rental business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models combined with strategic asset allocation and ongoing due diligence.

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.

Teodor Trandafir is a financial advisor at LPL Financial with 19 years of industry experience and holds the Series 66 designation. His work history includes roles at Partners Federal Credit Union and the University of Wisconsin-CU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven approaches across discretionary and non-discretionary management strategies.

Isaac Morris is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and 14 years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with CUNA Mutual Group, AMERIPRISE FINANCIAL SERVICES, Inc., CETERA Advisor Networks LLC, and other firms. Outside of his advisory role, he is involved with Flat Rate Prep LLC, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Alexander Bruckel is a financial advisor at LPL Financial in Madison, WI, holding a Series 66 designation with four years of industry experience. He has worked at LPL Financial since 2019 and is also affiliated with UW Credit Union, where he has been involved since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources.

Nicolet Hemmy is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently affiliated with LPL Financial and has previously worked with Cuna Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joanna Burish is a financial advisor with Osaic Wealth, Inc. in Madison, WI, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corporation and Northwestern Mutual in various capacities. She is also the founder of The Broads Network, a nonprofit coaching and mastermind group for female executives and business owners. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessment to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Jeremy Marshall is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2012. Outside of his advisory role, he bartends and serves food on dinner cruises for Betty Lou Cruises. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.