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.

Kyle Breitzman is a CFP® professional with 20 years of experience in the financial services industry. He is currently with PlanMember Securities Corporation and has held roles at several firms including Northbound Financial Services, Securities America Advisors, and MSI Financial Services. Outside of his advisory work, he is involved in tax preparation services as president of Lake Runner Tax Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and managing risk-based mutual fund portfolios. The firm offers education and support services to plan sponsors and participants and operates as both a broker-dealer and investment adviser.

Curtis Holbrook is a financial advisor with Commonwealth Financial Network in Waukesha, WI. He holds a Series 66 designation and has been working in the industry since 2025. Prior to his advisory career, he operated Holbrook Court Services from 2015 to 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients with various investment solutions.

John Nolle is a financial advisor with Guardian Life and holds a Series 66 designation. He has been working at Guardian Life and its affiliated firm Park Avenue Securities since 2026. Prior to that, he was a student for 17 years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and a digital advisory solution, with access to insurance products and alternative investments through its connection with Guardian Life.

Steven Dye is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 12 years of industry experience, including roles at LPL Financial, Benjamin Haddorff, UBER, and Waddell & Reed, Inc. Dye provides investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting services using a range of portfolio management strategies and technology platforms, combining a network of independent advisors with industry partnerships.

Matthew Logue is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner. His career includes five years at Balasa Dinverno Foltz LLC before joining Mariner Wealth Advisors, where he worked from 2020 to 2023. Mariner serves a diverse client base including high-net-worth individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to implement customized discretionary portfolios and is notable for its integrated tax and accounting services as well as administrative family office capabilities.

Tom Driscoll is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Avantax Investment Services, NFP Advisor Services, and R&R Wealth Management. In addition to advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

James Senglaub is a financial advisor at Independent Financial Group, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Financial Group since 2020, following six years at Sagepoint Financial Inc and over 40 years at The Senglaub Financial Group. Outside of his advisory role, he is a 50% owner of multiple land holdings rented for farming purposes. 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 financial planning, portfolio management, and access to third-party asset managers, employing a mix of passive and active investment strategies tailored to client risk profiles.

Kelly Lagore is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at firms including LPL Financial, SVA Plumb Wealth Management, and Robert W Baird & Co. Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based allocations that combine passive and active management overseen by an internal Investment Committee.

Todd Kreitzman is an investment advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He has worked at Kestra Advisory since 2016 and has prior experience with BMO Harris Financial Advisors and Commonwealth Financial Network. In addition to his advisory role, he serves as managing partner at Robertson & Ryan Financial Services, focusing on retirement plans and individual clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting for a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm acts as an ERISA fiduciary and manages approximately $79.8 billion in assets, serving large institutional investors including sovereign wealth funds.

Robert Holton is a financial advisor at Commonwealth Financial Network with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms including LPL Financial, BMO Harris Financial Advisors, and Cleary Gull Advisors. Outside of his advisory work, Holton serves on the board of Walters Buildings, Inc. and owns The Westborough Group, LLC, a publishing company. 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 provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Anthony Priester is a CFP® and Series 66-registered financial advisor with Creative Planning, LLC, based in Brookfield, WI. He has four years of industry experience, including roles at Mutual Securities, Kowal Investment Group, and Colony Brands. Prior to his financial services career, he worked at Jimmy John's for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to corporations. The firm employs a financial-planning-led investment approach focusing on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Gregory Alft is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with LPL Financial since 2019 and has been involved with Forward Financial Group, LLC since 2018. Outside of his advisory role, he is a tennis instructor with the Waukesha Tennis Association. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisors with access to third-party managers and technology platforms to provide both discretionary and non-discretionary portfolio management.

Drew Hebbe is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His prior work includes roles at Park Avenue Securities, Bender Kind and Stafford Dental, Maas Brothers Construction, and Fort Atkinson School District. He is also involved in insurance activities outside of Guardian Life. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led management with model-based strategies and provides access to proprietary programs, alternative investments, and integrated lending options.

Nicholas Dewsnap is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Churchill Management Group, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

William Cronin is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Kestra since 2012 across its investment and advisory services. Outside of his advisory role, he owns and oversees Integrity Retirement Plan Services, LLC, a third-party administrator. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, compliance testing, and investment advice, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Stephen Mc Donnell is a financial advisor with Independent Financial Partners in Waukesha, WI, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Independent Financial Partners since 2011. Outside of his advisory role, he is involved with Retirement Plan Solutions, assisting with client solicitation and support related to qualified retirement plans. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12 billion in assets. The firm offers a decentralized advisory model with a formal retirement-plan advisory and pension consulting capability, supporting a broad range of individual, charitable, corporate, and high-net-worth clients.

Max Flanagan is a CFP® professional with eight years of experience in the financial services industry. He is currently an advisor with Independent Advisor Alliance, LLC and has previously worked at firms including LPL Financial, Spectrum Investment Advisors, Charles Schwab, Freedom Wealth Alliance, and Edward Jones. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model of independent advisors combined with access to brokerage services through LPL Financial and offers technology-driven solutions including estate-planning platforms and third-party managers.

Devon Portz is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding a Series 66 designation and two years of industry experience. He has worked in financial services since 2017, including activities in tax preparation and non-variable insurance intermediation. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients, including individual investors, retirement plans, corporations, trusts, and estates. The firm operates primarily through independent Investment Adviser Representatives and offers a combination of advisory and brokerage services, with a significant portion of assets managed on a non-discretionary basis.

Jacob Peroceschi is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2004 to 2024 before joining his current firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active managers guided by an internal Investment Committee.