Ian Smith is a financial advisor at AssuredPartners Investment Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and IFP Securities, LLC. Outside of his advisory role, he is involved with Stafford Financial Consulting Group, LLC as an insurance agent. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and offers both discretionary and non-discretionary portfolio management using model and custom portfolios, with services delivered through multiple offices.

Nicholas White is a financial advisor with Harbour Investments, Inc. in Oregon, Wisconsin, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Green Mountain Wealth Strategies and Harbour Investments since 2012. Outside of advising, he owns and manages a duplex rental property. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable and corporate clients. The firm employs a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Shobi Samuel is a financial advisor at EFS Advisors with six years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining EFS Advisors, he worked at WEA Member Benefits and Best Buy. Outside of advising, he works as a benefits consultant with Aviben, providing third-party employee benefits services. EFS Advisors provides investment advice and portfolio management to individuals, businesses, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring process and proprietary technology to support portfolio recommendations and manages approximately $2.4 billion across discretionary and non-discretionary accounts.

Shane Roth is a financial advisor with Harbour Investments, Inc., holding Series 65 and Series 63 credentials and bringing 23 years of industry experience. His prior roles include positions at Transamerica Financial Advisors and World Financial Group. Outside of advisory work, Roth operates the Weary Traveler Bar and is involved in health insurance sales as an independent agent. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers portfolio management, financial planning, and access to multiple investment strategies through various platforms and third-party managers.

Jacob Marty is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has been with Harbour since 2022. Outside of his advisory role, he owns and operates Green Fire Farm, LLC, which produces and sells various meats and eggs. Harbour Investments, Inc. provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies, and it offers model-based solutions through a subscription platform.

Daniel Stafford is a financial advisor at AssuredPartners Investment Advisors with 42 years of industry experience. He holds a Series 63 designation and has previously worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Stafford is also involved in employee benefits consulting and life insurance placement through his roles as president and CEO of related consulting businesses in Madison, WI. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and offers both discretionary and non-discretionary portfolio management, often incorporating third-party managers and providing fiduciary plan services and participant education.

Roger Hellenbrand is a financial advisor with Harbour Investments, Inc. in Verona, WI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Hart & Associates since 2002 and has been involved with Triangle Investments, Insurance & Taxes and Harbour Investments since 1997. Outside of his advisory roles, he is the owner of an independent insurance agency that includes equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers various management programs and model-based solutions.

Ayden Hall is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and one year of industry experience. His prior work includes positions at Wealth Distribution Strategies, Bank First, and roles at the University of Wisconsin-Madison and Milwaukee. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm offers customized portfolio management strategies and model-based solutions using a variety of investment instruments and platforms.

Marisa Menzel is a financial advisor at On Investment Management Company with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has been with her current firm and affiliated entities since 2013. Outside of her advisory role, she is involved in insurance sales and provides administrative, IT, and sales support services through Wealth Building Cornerstones LLC. On Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors. The firm offers comprehensive and modular financial planning, portfolio management, and access to a variety of third-party investment programs, maintaining both discretionary and non-discretionary client account services.

Jason Sanger is a financial advisor at On Investment Management Company with 18 years of industry experience. He holds a Series 66 designation and has worked at Wisconsin Financial Advisors, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory role, he is involved in training agents on a sales system through Wealth Building Cornerstone, LLC and works as an insurance agent. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms including fee-based financial planning, third-party investment programs, and managed account options, serving both discretionary and non-discretionary client relationships.

Manjula Hettiarachchi is a CFP® and CFA® charterholder with 15 years of experience in the financial services industry. She is currently affiliated with Harbour Investments, Inc. and Wealth Distribution Strategies. Her prior experience includes roles at Northwestern Mutual and BMO Harris Bank. In addition to her advisory work, she is an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, wrap-fee programs, and access to various investment strategies and execution platforms.

Timothy Larson is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Creative Planning since 2022, following roles at Wipfli Financial Advisors, Hewins Financial Advisors, the University of Wisconsin's School of Human Ecology, and Waddell & Reed Inc. Outside of his financial advisory work, Larson owns a triathlon coaching business based in Brooklyn, WI. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services across more than 1,100 advisors and 151 offices.

Trisha Arndt is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Verona, WI, with 28 years of industry experience. She has been with Commonwealth since 2000 and is also the president and sole owner of Wealth Strategies of Wisconsin, Ltd., a securities and insurance business. Outside of her advisory work, she holds a majority ownership in a construction company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Derec Mieden is a CFP® and Series 65-registered advisor with 10 years of industry experience. He currently works at Creative Planning, where he has been since 2022, and previously held roles at Wipfli Financial Advisors and Hewins Financial Advisors. 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 a range of additional portfolio management techniques and comprehensive retirement plan services.

David Boyden is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1991. Outside of his advisory role, he is president and owner of Boyden Financial, Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational support, investment management, and compliance services while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Roger Williams is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is involved with multiple organizations, including serving on the board of Wisconsin Badger Camp, a summer camp for children. He also participates in a local business networking group through SPARK. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers. The firm’s offerings include proprietary and externally managed model portfolios, as well as retirement plan administration and advisory programs.

Cynthia Kellor is a financial advisor with Lincoln Investment in Verona, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment, she worked at Capital Analysts and operated Crazy Lenny's Ebikes for six years. She also served as secretary on the board of the Hidden Oaks Home Owners Association. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing a combination of strategic and dynamic investment approaches overseen by its Investment Management & Research team.

Jessica Brockway is a financial advisor at Creative Planning with a Series 65 designation. She joined Creative Planning in 2023 after working at KPMG LLP from 2020 to 2023. Brockway has experience in various roles at the University of Wisconsin and in the athletics department prior to her current position. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by supplemental techniques such as direct indexing and tax-loss harvesting.

Kandi Kauffman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has additional experience with World Financial Group and YTB Travel. Outside of her advisory role, she operates a travel agency website and manages a personal holding company for tax preparation purposes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Joel Craven is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Lincoln Investment and has prior experience at Horace Mann Insurance and Horace Mann Investors, Inc. Craven also serves as treasurer and board member for the Mt Horeb Schools Board of Education and owns a staffing company supporting Astraios Financial. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.