Jacob Schiessl is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at JL3 Financial, UW Madison, SECURA, Pick n Save, and Kimberly High School. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies across various asset classes and offers model-based solutions through a subscription platform.

Julie Grosso is a Series 65-licensed financial advisor with Johnson Wealth Inc. in Madison, WI, where she has worked since 2017. She has eight years of industry experience, including four years at SVA Plumb Trust Company prior to joining Johnson Wealth. Grosso also serves as an officer and wealth advisor at Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth clients, foundations, and other institutions, emphasizing long-term, goal-driven asset allocation and manager selection through proprietary methodologies. The firm offers a range of strategies, including model portfolios and private investment options, and supports specialized programs such as discretionary management for airline pilots’ 401(k) accounts.

Brett Staaland is a financial advisor with Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at United Bankers' Bank, Bankers' Bank of Madison, Raymond James Financial Services, and B. Riley Wealth Management. Staaland is a dual employee and full-time Wealth Advisor at Johnson Bank and Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser and a subsidiary of Johnson Financial Group, managing approximately $10.35 billion in assets for a diverse client base including high-net-worth individuals, families, trusts, and institutions. The firm emphasizes a long-term, purpose-driven investment approach focusing on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analyses, and offers specialized programs such as a pre-retirement pilot program and access to private investments.

David Mcevoy is a financial advisor at Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 licenses with nine years of industry experience. He has served as a Vice President Wealth Portfolio Manager at Johnson Bank since 2013 and has worked at Johnson Wealth Inc. since 2016. Johnson Wealth Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing over $10 billion in assets for a diverse range of clients, including high-net-worth individuals, trusts, foundations, and institutions. The firm’s investment approach is long-term and purpose-driven, combining qualitative and quantitative analysis to guide asset allocation, model portfolios, and manager selection.

William Gardner is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2013 to 2024. Gardner is also an independent insurance agent, which may include activities related to equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to construct customized portfolios and offers model-based solutions through a subscription platform.

Kelsey Berndt is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Northwestern Mutual Wealth Management Company. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent advisor representatives and offers a range of portfolio management options, financial planning, and retirement plan consulting services.

Nicholas Parker is a financial advisor with Creative Planning, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services.

Jack Thomas is a CFP® with five 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, MWS Capital Consultants, and AKT Business Services. 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 client assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

A Olsen is a financial advisor at Benjamin F. Edwards & Company, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Benjamin F. Edwards & Company since 2009. He also serves as a trustee for a friend in an investment-related capacity. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of services such as fee-based wrap programs, financial planning, and investment management consulting, utilizing a variety of model strategies and portfolios that are monitored and rebalanced regularly.

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.

Bradley Howe is a CFP® and CFA® with three years of industry experience. He is currently an advisor at Mariner and previously worked at First Business Bank and Filbrandt Investment Advisers. He serves on the board of Do Good Wisconsin, Inc., a nonprofit organization based in Madison. Mariner serves a wide range of clients through customized, discretionary portfolio management supported by in-house research and third-party managers. The firm is notable for its integration of tax and accounting services, alongside traditional investment management, and offers specialized solutions such as CFO services and a Financial Wellness Platform.

Carrie Dorman is a financial advisor with Benjamin F. Edwards & Company, Inc. in Madison, WI, holding a Series 66 designation and possessing 17 years of industry experience. She has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company serves a broad client base including individuals, pension plans, charitable organizations, and corporations, offering fee-based wrap programs, financial planning, and investment management consulting. The firm utilizes a range of investment strategies managed internally, by its advisors, and third-party managers, and combines custody and execution services uncommon among peers.

Crystal Cox is a CFP® with 13 years of experience in the financial services industry. She has been with Wealthspire Advisors since 2017 and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust services through a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation.

Thomas Zionkowski is a financial advisor with Empower Advisory Group in Madison, WI, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at GWFS Equities, Inc., Avid Ratings, Legacy Rarities LLC, Aflac, Westminster Mint, and Robert Half. Outside of finance, he is involved in music streaming as a musician. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm offers integrated services through Empower’s administrative platforms, focusing on long-term portfolio returns and savings rates in their point-in-time financial plans.

Stephanie Selbach is a CFP® and Series 65 licensed financial advisor at Wealthspire Advisors with eight years of industry experience. She has been with Wealthspire Advisors since 2020 and previously worked at Wipfli Financial Advisors, Hewins Financial Advisors, and Capital Wealth Advisory Group. Wealthspire Advisors manages approximately $34.3 billion in assets and serves individuals, corporations, nonprofits, and foundations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm uses an institutional-style asset allocation approach and offers services tailored through client interviews and ongoing monitoring.

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.

Terry Heinrichs is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He has previously worked at Bank of America and Merrill. Heinrichs serves as President of the Society for Quantitative Ethnography and holds leadership roles with the United Way of Dane County Foundation and Friends of PBS Wisconsin. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers various portfolio management options and emphasizes a range of analytical approaches while acting as a fiduciary under written agreements.

Laura Bienz is a CFP® with 16 years of industry experience and is currently a financial advisor at Rockefeller Financial LLC. Her prior experience includes seven years at Stifel Nicolaus & Co Inc and four years at Merrill. Outside of finance, she is involved in a music band, where she serves as owner, manager, and performer. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that offers access to equities, fixed income, and alternatives, along with broker-dealer capabilities and placement services for alternative investments.

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.

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.