Joanne Boggs is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Transamerica since 2015 and has previous roles with Conquer Legacy Group and Debtmerica LLC. Boggs is also a member of the Baraboo Area Chamber of Commerce. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party investment models.

James Guy III is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008 and previously worked for 30 years with the Verona Area School District. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans such as 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and a multi-layered advisory network.

Gajanthan Balakaneshan is a CFA® charterholder with five years of industry experience, currently serving at Principal Financial Services in Verona, WI. His prior work includes roles at Midwestern BioAg, LLC and CF Industries. He is also involved with Agrani, LLC alongside his current positions at Principal Securities, Inc. and Principal Life Insurance Company. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and military personnel stationed outside the U.S. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.

Leah Schmid is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Wipfli Financial Advisors and Hewins Financial Advisors. She is based in Madison, WI. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, institutions, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and access to private market investments.

Brock Staudt is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Wipfli Financial Advisors and held roles at the University of Wisconsin-Madison and Manitowoc Lutheran High School. 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 utilizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by additional portfolio management techniques and integrated retirement plan services.

Patrick Fasick is a financial advisor with Bankers Life Advisory Services, Inc. in Madison, WI, holding Series 63 and Series 66 licenses. He has two years of industry experience and has worked with Bankers Life entities since 2022. Outside of his advisory role, he officiates youth basketball and baseball games as an independent contractor. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Gary Ziegler is a financial advisor at Transamerica Financial Advisors with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including WFG since 2001 and his own firm, Ziegler Financial Group Inc., since 2022. He is also a member of Business Networking International. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, offering discretionary and non-discretionary investment programs.

Ellen Natvig is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Fallon Wealth Management, Hiebing, DiscoverMediaworks, and the University of Wisconsin La Crosse. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Dean Stange is a CFP® professional with 14 years of experience in financial advising. He has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Hewins Financial Advisors. He is currently overseeing the wind-down of Wipfli Financial Advisors, a business acquired by Creative Planning. 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Timothy Fallon is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital since 2018, following three years at Horter Investment Management. Fallon is also the owner of Fallon and Associates, an insurance sales business he has operated since 2002. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm primarily delivers investment management through discretionary model portfolios, unified managed accounts, and separately managed accounts with a range of strategies, supporting a large advisor network via its turnkey asset management platform.

Stephanie Giacomini is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2004. She is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach to investment advisory services, supporting its advisors with multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Sherry Pingel is a financial advisor at Creative Planning with 12 years of industry experience and holds a Series 65 designation. Her prior experience includes roles at Wipfli Financial Advisors, Cleary Gull Advisors, Johnson Bank, and Filbrandt Investment Advisers. She is based in Madison, WI. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm follows a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Jeffrey Larson is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2011. Outside of his advisory role, he coaches athletes in endurance sports and is involved in producing and directing endurance events such as cycling, running, and triathlons. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory services distinguish between one-time planning and ongoing portfolio management, often utilizing model or customized portfolios under fiduciary standards.

Regan Lindell is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial, LLC and the University of Wisconsin Credit Union. Lindell has also been involved with Camp Anokijig in two separate years. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of representatives, utilizing both affiliated and unaffiliated investment products and combining in-house and external strategists.

Maciej Szewerniak is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has a background with World Financial Group starting in 2009. He is involved in the sale of insurance products affiliated with his firm. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm uses a model portfolio approach implemented through third-party managers and platform sub-advisors and maintains regulatory assets under management of approximately $1.7 billion.

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.

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.

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.

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.

Joseph Murphy III is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following two years at B.C. Ziegler and Company. Murphy serves on the investment committee of the Bethel Lutheran Church Endowment Foundation, providing oversight and investment advice. Stifel serves a wide range of clients, including individuals and institutional entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.