Kyle Svetlik is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. He has held prior roles at Annex Wealth Management and Country Trust Bank, where he worked alongside affiliated insurance and asset management companies. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services combined with financial, tax, retirement, estate planning, and family office solutions. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized strategies, and provides educational content and firm-wide events.

Jeremy Potter is a financial advisor with Eagle Strategies (NY Life) in Cottage Grove, WI, holding a ChFC® designation and the Series 63 license. He has 17 years of industry experience, including roles with Eagle Strategies and New York Life since 2009, and operates under the DBA Action Financial Strategies, LLC. Outside of advisory work, he is a shareholder in companies involved in water treatment technology and clay mining, and owns a cranberry farm business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers a variety of advisory solutions through its network of investment adviser representatives primarily within an integrated New York Life structure.

Kevin Moloney is a financial advisor at Wealthspire Advisors with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wealthspire Capital, LLC and Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, investment advisory, financial planning, and trustee services through a relationship-driven, customized process emphasizing diversified, institutional-style asset allocation.

Kayla Pavela is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 license with six years of industry experience. Her prior roles include positions at NFP Retirement, Inc. and Bronfman Rothschild, as well as work at the University of Wisconsin, Madison. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment process utilizing diversified, institutional-style asset allocation and a range of investment vehicles.

Erin Jones is a financial advisor with CWM, LLC in Madison, WI, holding CFP® and ChFC® designations and over 18 years of industry experience. She has worked with Cetera and Harbour Investments, among other firms. Outside of advisory work, Jones serves as secretary on the boards of the DeForest Area Rotary Club and Prairie Ridge Health Hospital and is president of a local snowmobile club. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, typically managing accounts on a discretionary basis with a combination of fundamental and technical analysis and access to alternative investments.

Erik Mikkelson is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2023. Prior to this, he spent 14 years at RMR Financial Advisors LLC. Outside of his advisory role, he is involved in passive restaurant ownership through MikZig's Hospitality, LLC, where he assists with macro business management decisions. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm follows a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment implementation options alongside financial and retirement planning support.

Abby Bare is a financial advisor at Wealthspire Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Baker Tilly Wealth Management and Bronfman E.L. Rothschild. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and foundations. The firm offers wealth management, investment advisory, financial planning, and trust services through a customized, relationship-driven process emphasizing diversified, institutional-style asset allocation.

Charles Meixelsperger is a financial advisor at Wealthspire Advisors with nine years of industry experience. He has held positions at Wealthspire Capital, LLC and Bankers' Bank prior to his current role, and holds Series 63 and Series 65 designations. Based in Madison, WI, he has been with Wealthspire Advisors since 2018. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach featuring diversified asset allocation and institutional-style portfolio management.

Emily Lockwood is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Great West Life & Ann Ins Co/Gwfs Equities Inc B/D since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA clients. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Lindsey Kane is a financial advisor at Wealthspire Advisors with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Johnson Bank, LPL Financial, and BMO Harris Bank. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

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.

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 based in Monona, WI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at Northwestern Mutual and Great Lakes Retirement Plan Consultants. He also maintains an insurance agency focusing on fixed life, annuities, disability income, long-term care, and group benefits. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

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.

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.

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.

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.

Thomas Dahl is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Capital Financial Services, Inc. Outside of his advisory role, Dahl is involved in several entrepreneurial ventures including ownership of a restaurant, real estate investment and management, and participation in local community activities such as the Optimist Club. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm utilizes a range of portfolio management approaches and third-party asset managers, combining active and passive strategies tailored to client risk profiles through proprietary and external models.

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.

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.