Peter Tourville is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Great Valley Advisor Group since 2016 and has worked at LPL Financial, LLC since 2015. Tourville is involved with Next Level Planning & Wealth Management, a business related to his LPL activities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary management, financial planning, and retirement consulting, utilizing a mix of in-house strategies and third-party managers across various platforms.

Michael Feldmann is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2011 before joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its planning approach.

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.

Jennifer Moston is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior work includes positions at Thrivent Financial and Transamerica Investors Securities Corporation. She is based in Delafield, Wisconsin. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

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.

William Ernest is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at R & R Wealth Management LLC, Avantax Insurance Agency, and Wells Fargo. He also conducts fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, compliance, and investment management, offering a range of program structures and discretionary model portfolios.

Erik Swenson is a financial advisor at Independent Financial Partners with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including LPL Financial and Retirement Plan Solutions. Outside of advisory work, he owns and operates a life coaching and spiritual healing business and serves on the board of a nonprofit organization called Dreams Faith Foundation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and a formal retirement-plan and pension consulting capability.

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.

Kaitlyn Simon is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Baker Tilly and other firms. Outside of advising, she is a member of DCS Island, LLC, a rental property group that manages Airbnb listings. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach that integrates passive and active managers with quantitative, momentum, and fundamental analysis.

Peter Jelacic is a CFP® professional with 20 years of industry experience. He currently serves as an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent several years with SVA Plumb Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a range of financial planning and consulting services.

Brion Collins is a CFP® with 28 years of industry experience, currently with Wealthspire Advisors. He has held roles within Wealthspire since 2015, including positions at Wealthspire Capital, LLC. His credentials also include Series 63 and Series 65 licenses. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering services that include wealth management, financial planning, and retirement-plan consulting.

Heidi Mclemore is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. She holds the Series 66 designation and previously worked for ROBERT W. BAIRD & Co. for 10 years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Juliette Williams is a financial advisor at Wealthspire Advisors with 30 years of industry experience and holds Series 63 and Series 66 designations. She previously worked at Wealthspire Capital, LLC, and currently serves as a client support coordinator at Bronfman E.L. Rothschild, LP. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Amanda Sachs is a CFP® and ChFC® with 12 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at Steward Partners Investment Solutions, O'Hare Wealth Management, Raymond James Financial Services, and Merrill. Outside of her advisory role, she has part-time employment as a server at Remington's River Inn in Thiensville, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal committee.

Joshua Swenson is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and IFP Securities, LLC. Outside of his advisory work, he serves as a youth soccer referee for the Wisconsin Youth Soccer Association. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Jay Frank is a CFP® and ChFC® with 35 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2015. He previously worked with Wealthspire Capital, LLC for five years. Frank holds board positions with several nonprofit organizations, including Rauch, Inc., the Society of Financial Services Professionals, Congregation Beth Jehudah, and the Jewish Community Foundation of Milwaukee. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation using a variety of investment vehicles and ongoing portfolio reviews.

Jason Koch is a financial advisor with Independent Financial Group, LLC in Sussex, WI, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He previously worked at Royal Alliance Associates, INC., Sii, and Axa Advisors, LLC. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs, financial planning, and retirement plan services, combining in-house and third-party model portfolios with a dual role as both registered investment adviser and active broker-dealer.

Steven Jones is a financial advisor with Independent Financial Group, LLC in Waukesha, Wisconsin. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Since 2013, he has been with Independent Financial Group and also works as an insurance agent offering various insurance products outside of the firm. Independent Financial Group is a large advisory and brokerage firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through a variety of platforms and uses both in-house and third-party managed models tailored to client risk profiles.

Marcus Melnarik is a CFP® professional with four years of industry experience, currently serving at Mariner Wealth Advisors since 2020. His prior work includes roles at U.S. Bank and Oak Ridge Country Club. Mariner serves a broad mix of clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to deliver customized portfolios and maintains a notable integration of tax and accounting services.

Mark Duetsch is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior experience includes roles at Northwestern Mutual, Milwaukee Tool, and Marquette University. Outside of his advisory work, he is the owner and creator of an Etsy business selling 3D printed items. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides unique tax integration and administrative family office services for clients.