Kevin Miller is a Series 66 licensed financial advisor with 26 years of industry experience. He is currently with Sanctuary Advisors, LLC, joining the firm in 2023 after prior roles at CWM, LLC and Carson Group, as well as long tenures at Arbor Point Advisors and Securities America. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, through a large network of independent investment adviser representatives. The firm employs various analytical approaches and investment strategies, provides fiduciary services, and maintains partnerships and ownership structures that support a wide range of portfolio management solutions.

Brian Hamm is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Mutual of Omaha from 2010 to 2019 before joining J.W. Cole Advisors and J.W. Cole Financial in 2019. Hamm is also a partner in Luebeck Geisler Hamm Wealth Management, Inc., where he is involved in financial planning and insurance sales. 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 representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

James Spiegelberg is a financial advisor with Cetera Planning Partners and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including longstanding roles at Avantax and ProEquities. Outside of advising, Spiegelberg is the owner of James H Spiegelberg CPA LLC, providing tax, accounting, and consulting services, and serves as an outside director and audit committee chairman for 1895 Bancorp of Wisconsin. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, and ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified, document-driven investment process.

Jordan Chardukian is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 designations and two years of industry experience. His prior roles include positions at CMG Financial and RBC Capital Markets, LLC, as well as a period of self-employment. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage accounts. The firm offers an integrated service model focused on long-term portfolio returns and annual rebalancing, operating within platforms connected to Empower’s recordkeeping and administrative systems.

Erin Christensen is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 10 years of industry experience. She has been associated with Commonwealth Financial Network since 2006 and also works with Augustine Financial since 2005. Outside of her advisory role, she serves as a trustee for the Douglas C. Aldridge Trust. 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 over $200 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Raziel Hecht is a CFP® and Series 66-registered advisor with Wealthspire Advisors in Delafield, WI, bringing 11 years of industry experience. He previously worked at Wealthspire Capital, LLC from 2015 to 2020. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and financial planning services, employing a relationship-driven process and institutional-style asset allocation across a range of portfolio guidelines.

Christopher Clinton is a financial advisor at Transamerica Retirement Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Diversified Investors Securities Corp. since 2011. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, using proprietary software and model portfolios provided by Morningstar Investment Management, and manages a large client base with a focus on non-discretionary assets.

Matthew Kleiman is a financial advisor at Wealthspire Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at the Development Corporation for Israel and Robert W. Baird. Outside of his advisory role, he is a co-owner of a commercial real estate venture, Emet Holdings, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets across about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation approach implemented through various investment vehicles and centralized oversight.

Elizabeth Fox is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked with LPL Financial and other firms since 2013 and manages her advisory activities through Straight Arrow Financial Group, a business she oversees. Elizabeth operates out of Richfield, WI. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary portfolio management using various strategies and leverages technology platforms for asset aggregation and estate-planning workflows.

Marta Bartolacci is a financial advisor with Principal Financial Services in Pewaukee, WI, holding a ChFC® designation and Series 63 license. She has 11 years of industry experience, including roles at Charles Schwab and Cetera Investment Advisors. Bartolacci is also the owner of Bartolacci Wealth Management LLC, which operates as a DBA for her Cetera business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Faith Schanowski is a financial advisor at Mariner with Series 65 credentials and one year of industry experience. She has previously worked at Annex Wealth Management and 1834 Investment Advisors, and she attended the University of Iowa. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal portfolio team and external managers, and it is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Tamara Macdonald is a CFP® with 37 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. She has maintained owner roles at Skye Financial Services, Inc. since 2006 and Tamara R Rono CFP, LLC since 1999. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm utilizes a range of custodians and third-party managers, managing most assets on a non-discretionary basis, and operates under a limited-partnership ownership structure that includes formal advisor transition support.

Michael Bogard is a CFA® charterholder with nine years of industry experience. He currently works at Allworth Financial, L.P. and previously spent eight years at Heck Capital Advisors. Allworth Financial serves a broad client base including individual and high-net-worth investors, trusts, pension plans, and charitable organizations. The firm offers comprehensive financial planning and portfolio management using a combination of quantitative and qualitative analysis, with access to specialized portfolios and outsourced management options.

Peter Heimerman is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with Independent Advisor Alliance and LPL Financial since 2017 and previously worked for various insurance carriers and Waddell & Reed, Inc. for 15 years. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a combination of discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to integrate asset aggregation and estate planning.

Eric White is a Series 66-licensed financial advisor with Independent Advisor Alliance, LLC, based in Sussex, WI. He has four years of industry experience and previously worked at LPL Financial, as well as in educational roles at YK Pao School and The American School in Switzerland. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting services using a combination of discretionary and non-discretionary portfolio management, model portfolios, and technology platforms.

Garrett Wilson is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation. He has three years of industry experience, including roles at Augustine Financial and Drake & Associates. Prior to his advisory career, he worked in education for eight years at Chadron State College and Homestead High School. 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 over $210 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a wide range of investment options.

Robert Spector is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. He has been with PNC since 2015 and previously worked at J.P. Morgan Securities from 2012 to 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessments to guide investment strategies implemented via mutual funds and ETFs.

Ryan Kunz is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Luedtke & Associates, Principal Securities Inc, and Farm Financial. Kunz is also the owner and member of Kunz Wealth Partners, LLC, a private entity supporting securities, advisory, and insurance services. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Timothy Scanlan is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, Cedar Creek Securities, Morgan Stanley, and Citigroup Global Markets. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting through a network of advisory representatives who utilize discretionary and non-discretionary portfolio management strategies.

Shawn Robinson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Charles Schwab since 2015 and Curian Capital from 2013 to 2015. Robinson is based in Oconomowoc, Wisconsin. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses Charles Schwab’s asset-allocation models and internal research tools, offering guidance on asset allocation and investment selection while requiring client authorization for trades.