Shawn Macdonald is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 65 credentials. He has 29 years of industry experience and has operated his own business entity, Shawn D. MacDonald, LLC, since 1999. He is also involved in tax preparation and accounting through Skye Financial Services, Inc., where he has served as president since 2006. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and other institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodial and third-party management platforms, with a significant portion of assets managed on a non-discretionary basis.

Brent Adams is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at LPL Financial and Ellenbecker Investment Group, Inc., among other positions. 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 uses both discretionary and non-discretionary management strategies and incorporates technology platforms to support portfolio aggregation and estate planning.

Richard Nagel is a financial advisor with Commonwealth Financial Network in Thiensville, WI, holding the Series 63 designation and over 32 years of industry experience. He previously worked at LPL Financial LLC for 20 years before joining Commonwealth and MainStreet Investment Group in 2018. Outside of his advisory role, he provides aviation consulting services through Nagel Wealth Management LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Kurt Triebold is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked with firms including Waddell & Reed, Inc. and LPL Financial, and has been affiliated with Independent Advisor Alliance since 2017. 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. The firm offers both discretionary and non-discretionary portfolio management and utilizes a network model supported by technology platforms and a range of advisory services.

Robert Brooks is a CFP®-certified financial advisor with 29 years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held prior roles at Premier Asset Management, 1834 Investment Advisors Co., and Johnson Wealth Inc. based in Bayside, WI. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that blends passive and active management with oversight from an internal Investment Committee.

Kristen Borst is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with Primerica Advisors. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and previously spent four years at Robert W. Baird & Co. Outside of her advisory work, she serves as a Germantown Village Trustee for District 4. Park Avenue Securities LLC serves a diverse retail client base, providing brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary model portfolios and third-party managers, supporting both discretionary and non-discretionary accounts.

John O'Hare II is a CFA® charterholder with 28 years of experience in financial advisory services. He is currently with Steward Partners Investment Advisory, LLC and its affiliated entities, where he has worked since 2021. Prior to this, he held roles at Raymond James Financial Services, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as treasurer of a homeowners association in Fort Meyers, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory services including portfolio management, financial planning, and pension consulting.

Julie Coombs is a CFP®-credentialed financial advisor with 23 years of industry experience, currently with Osaic Advisory Services, LLC. She previously worked at Arbor Point Advisors and Securities America, Inc., and has been a Notary Public in Wisconsin since 2015. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and a combination of proprietary and third-party platforms.

Kieran Bieneman is a Series 66-credentialed financial advisor with three years of industry experience, currently with Primerica Advisors in Pewaukee, WI. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a trustee for his parent’s estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services through proprietary and third-party investment programs, utilizing both discretionary and non-discretionary account management strategies.

Alyson Dix is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Edward Jones and J.P. Morgan Securities. 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. The firm integrates its services closely with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Ruben Rivas is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Strategic Wealth Partners Group LLC, U.S. Bancorp Investments, Inc., and Robert W. Baird & Co. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Thomas Haarmann is a Series 66-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 2000. He has 26 years of industry experience and previously worked at Continental Savings Bank starting in 1995. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors, using model-driven and asset-allocation approaches that incorporate both discretionary and non-discretionary strategies.

Timothy Harrison is a financial advisor with Principal Financial Services, holding the CFP® and ChFC® designations and over 25 years of industry experience. His career includes roles at Harrison Financial, Roethel Financial, and Principal Life Insurance Company. Outside of advising, he owns Harrison Tax Service, providing tax preparation services, and serves on the board of the Cedarburg Education Foundation. Principal Securities offers brokerage and advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Jeffrey Schnoor is a financial advisor with Charles Schwab in Mequon, WI, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He worked at Johnson Wealth Inc. for 20 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Steven Kellogg is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Baird since 2006, following roles at Allspring Funds Management and Strong Capital Management. He serves as a board member on the Investment and Finance Committee of Brookfield Christian School. Baird’s DDK Group, where Kellogg works, provides wealth management services to individuals, corporate clients, pension plans, and charitable organizations, utilizing a range of portfolio management and financial planning strategies supported by internal research and ongoing manager oversight.

Jordan Westphal is a financial advisor at Thrivent Investment Management in Cedarburg, WI, with 10 years of industry experience. He has been with Thrivent and its related entities since 2018 and previously worked at SII Investments from 2012 to 2018. He holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial topics. Their approach separates planning from managed accounts while allowing clients to consolidate billing through their “WealthPlan” service.

Christopher Klopatek is a financial advisor with Robert W. Baird & Co. in Mequon, WI. He holds a Series 66 designation and has two years of industry experience. Prior to joining Baird in 2023, Klopatek worked in various roles including at Active Appraisal Services and has experience in theater-related positions. He is also active as an actor outside of his advisory work. The DDK Group within Baird’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a variety of managed account programs and investment strategies supported by internal research and technology.

Sarah Zirbel Nowak is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of her advisory role, she is involved with Hugo Wealth Partners, a DBA related to her LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Aaron Berglin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing client strategies in estate planning services, insurance leverage and risk management, and lending. Aaron works closely with clients' accounting and legal professionals to coordinate comprehensive strategies and serves on his team’s planning guidance, investment strategy, business development, and leadership committees. Aaron earned a Bachelor of Science degree in Mathematics from the United States Naval Academy and holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation. He maintains multiple FINRA registrations including Series 7, 66, 9, 10, 24, and 31, and holds a Wisconsin State insurance license for life and health. Before entering financial services in 2001, Aaron served in the naval aviation community following his graduation. Outside of his professional career, Aaron enjoys adventure sports, baseball, biking, boating, camping, football, hiking, hunting, running, and spending time with his family.

Robert Leibham is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and has been affiliated with Johnson Bank since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.