Steven Schumacher is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Mutual/United of Omaha since 2003. In addition to his advisory role, he works as an insurance agent specializing in life, health, annuity, long-term care, disability, and critical illness insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and uses Pershing as custodian, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Patrick Herkert is a financial advisor with Founders Financial Securities LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Herkert & Associates Inc. and Woodbury Financial Services, Inc. In addition to his advisory work, he serves as an executor and trustee of multiple estates. Founders Financial Securities serves a broad client base, offering portfolio management, financial planning, and retirement consulting through various advisory programs and a platform that integrates advisory, brokerage, and insurance services.

James Schaeve Jr. is a financial advisor at Intellicents Investment Solutions Inc. with a Series 65 credential. He has one year of experience with Intellicents and previously worked at Annex Wealth Management, Associated Bank, Paycor, Direct Supply, American Family Insurance, and Marquette University. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions by offering retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach led by a CFA Chief Investment Officer and supports both discretionary and non-discretionary options.

Nathan Kublank is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2016, following previous roles at CliftonLarsonAllen Wealth Advisors, Clifton Gunderson Wealth Advisors, and Deloitte Investment Advisors. He serves as a volunteer board member on the Finance and Distribution Review Committees of WISPact, a Wisconsin pooled and community trusts organization. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm utilizes customized investment programs and offers expanded family office services including accounting, banking, and bill payment.

Sameer Chowdhury is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and no prior industry experience. His work history includes roles at E2 Retirement Consulting LLC and positions at UW Whitewater. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, utilizing both discretionary and non-discretionary approaches with investment strategies tailored by individual advisers and third-party managers.

Alexander Barta is a Series 66-licensed financial advisor with five years of industry experience. He is affiliated with United Planners Financial Services of America as a Limited Partner and has prior experience at Sitzberger & Co, SC. Outside of advisory work, he serves as a member of the Board of Trustees for the Montessori School of Waukesha, Inc. United Planners Financial Services is a national wealth-management firm that serves a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and utilizes a mix of custodians and third-party managers, with a notable portion of its assets managed on a non-discretionary basis.

William Dyhr is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Sigma Financial Corporation since 2010. Outside of his advisory role, Dyhr serves as co-trustee of the Dyhr Family Trust and is president of BB Investment Management, Inc. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary advice through programs such as the SIGMA Managed Account.

Sandeep Brion is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He previously worked at Wealthspire Advisors and Morgan Dempsey Capital Management. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Jeremy Lancour is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds the Series 66 designation and previously worked at Storm Fischer Investment Group and PNC Bank. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services.

Adam Brophy is a financial advisor with Principal Financial Services based in Menomonee Falls, WI. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. He is a 50% owner and active manager of Union Financial, Inc., and is a managing member of Bad Partners, LLC. 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, and access to third-party money manager solutions, with investment implementation generally handled on a discretionary basis by the third-party managers.

Jason Koch is a financial advisor with Independent Financial Group, LLC, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC., Sii, and Axa Advisors, LLC. He has worked at Independent Financial Group since 2021. 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 various financial planning and portfolio management solutions through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.

Jacob Augustine is a financial advisor at Commonwealth Financial Network with a Series 66 credential and one year of industry experience. Prior to his current role, he held positions at Augustine Financial, New Philadelphia Church, Torch Trinity Graduate University, and various universities in South Korea. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services, supporting a variety of investment options and portfolio implementation approaches.

William Taylor is a financial advisor at Creative Planning with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors, Principal Advised Services, Principal Securities, Principal Life Insurance Company, and WaterStone Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Chad Fawcett is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Creative Planning since 2017, following roles at H. Beck and TD Ameritrade. He is based in Brookfield, WI. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving 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 tax-loss harvesting and fundamental equity sleeves, and offers a broad range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Kennadi Haythorne is a Series 65-registered advisor with Focus Partners Wealth, LLC, based in Brown Deer, WI. She has one year of industry experience and has previously worked at Buckingham Strategic Wealth, Correct Capital Wealth Management, Edward Jones, and other firms. Outside of advising, she assists with administrative duties at a family childcare business. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients, offering a broad range of wealth management and advisory services. Their investment approach combines active and passive strategies within an enhanced open architecture framework that incorporates proprietary tools and legacy strategies.

Samuel Kruschel is a CFP®, ChFC®, and Series 66 designated advisor with 18 years of industry experience. He is currently with Creative Planning in Germantown, WI, and previously worked at firms including Hogan Financial, MML Investors Services, Mass Mutual, Morgan Stanley, and Wells Fargo Clearing. Kruschel serves as a board member of the WELS Retirement Program Commission, a role involving oversight in accordance with WELS governance documents. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment strategy that emphasizes low-cost indexing, buy-and-hold approaches for long-term goals, and tailored solutions such as private market investments and tax-efficient strategies.

Shawn McMahon is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including more than a decade with Principal Financial Services and Principal Life Insurance Company. McMahon serves as treasurer for the Glendale River Hills School District Foundation, a nonprofit organization focused on raising and distributing charitable contributions to support local education. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm provides access to direct advisory programs, financial planning, and third-party money manager solutions under various advisory and promoter arrangements.

Christopher Luebke is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at J. W. Cole Advisors since 2021. Luebke is also president of CAL Capital Corporation and serves as a backup trustee and power of attorney for immediate family members. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented using fundamental and technical analysis, model portfolios, or digital advice platforms.

Nicholas Wendt is a CFP® with nine years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He previously worked with Waddell & Reed, Inc. and is involved with Straight Arrow Financial Group, an entity through which he provides investment advisory services. Outside of his advisory work, Wendt serves as a high school wrestling coach for Cedar Grove-Belgium School District. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance client services.

Gerald Jones is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at Bank of America, Merrill Lynch, and Raymond James Financial Services. Jones is also involved as an insurance agent and a member of O'Hare Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.