Daniel Benedum is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and over 25 years of experience in the industry. His prior experience includes roles at Morgan Stanley and LPL Financial. He also manages an independent investment advisory business under Silverleaf Advisor Group. Gladstone Wealth Partners serves a diverse client base—including individuals, corporations, and charitable organizations—providing investment management, financial planning, and retirement-plan consulting through a network of independent advisers.

Micah Hoehner is an advisor at Harbour Investments, Inc. with one year of industry experience and holds the Series 66 designation. His background includes roles at E2 Retirement Consulting and involvement with Concordia University Wisconsin Student Government. Outside of finance, he has experience in the hospitality industry with Water Street Brewery and Bavarian Bierhaus. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by individual advisors and approved third-party managers.

Richard Fischer is a financial advisor at Sequent Planning, LLC in Jackson, Wisconsin. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sequent Planning, he worked at Ellsworth Adhesives and Trans International. Outside of advising, he is an owner of two real estate-related businesses that involve property management activities. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits with asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and offers client communication and operational transparency uncommon among similarly sized multi-team advisory firms.

James Schaeve Jr. is a Series 65-licensed advisor at Intellicents Investment Solutions Inc with one year of experience in the financial industry. His prior work includes positions at Annex Wealth Management, Associated Bank, Paycor, Direct Supply, and American Family Insurance. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with periodic rebalancing and offers a range of services including retirement plan consulting, wealth management, and a wrap fee program.

Zachary Campbell is a financial advisor at Merit Financial Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, Woodbury Financial Services, and JPMorgan Chase. In addition to his advisory role, he serves as a board member for Senior Citizens Activities, Inc. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and customizable model portfolios.

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.

Timothy Reis is a financial advisor with Merit Financial Advisors in West Bend, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Woodbury Financial Services for 22 years and has been with Merit Financial Group and PKS Investments since 2023. Outside of his advisory role, he is involved in fixed insurance sales. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, combining mutual funds, ETFs, individual securities, liquid alternatives, and third-party managers.

Kevin Hyde is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Investment Management and West Bend School District. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

John Augustine is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. He has operated Augustine Financial since 2006 alongside his role at Commonwealth. Outside of his advisory work, he is involved in fixed insurance sales and has ownership interests in private entities related to his securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and multiple program structures, positioning itself as a platform and operations provider for affiliated advisors.

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.

John Van Eerden is a financial advisor with Empower Advisory Group in West Bend, WI, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at Great West Financial Empower, Legacy Research Group, and US Bancorp Fund Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Samuel Kruschel is a financial advisor at Creative Planning with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes roles at Hogan Financial, MML Investors Services, and Mass Mutual. He serves as a board member for the WELS Retirement Program Commission, a nonprofit retirement plan organization, with no compensation. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

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.

Isaiah Zuleger is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has worked previously at Augustine Financial. Outside of finance, he is involved with Wapi Bricks, an entrepreneurial venture he has been part of for several years. 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 broad range of investment and advisory services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Sarah Schultz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. She has five years of experience at Augustine Financial and six years of prior experience at SSM Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Quinn Hoopman is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial and Straight Arrow Financial Group. Outside of his advisory work, he serves as a high school wrestling coach in Cedar Grove, Wisconsin. Independent Advisor Alliance serves individuals, small businesses, charitable organizations, and retirement plans with a range of asset management and financial planning services. The firm employs a network model with supervised advisory representatives and utilizes various portfolio management strategies alongside technology platforms to support client needs.

Matthew Zuleger is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network and Augustine Financial since 2007. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner of 4 A Plan Financial, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, and supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

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.

Jerry Dunnick is a financial advisor with GWN Securities Inc. in West Bend, WI, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with GWN Securities since 2005 and also operates Groenke Dunnick & Associates LLC, which he founded in 1999. Outside of his advisory work, Dunnick serves as a committee member for the City of Delafield Lake Welfare Committee and is a member of the Delafield Lions Club, supporting local charities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning, employing both affiliated and unaffiliated sub-advisers. The firm offers a range of discretionary portfolio management options that incorporate tactical and market-timing strategies alongside model-based asset allocation.

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.