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 since 2017 with Skye Financial Services, Inc., where he also provides tax preparation and bookkeeping services. United Planners Financial Services is a national wealth-management enterprise with over $12 billion in assets under management, serving a diverse client base through independent advisors who deliver both advisory and brokerage services.

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.

Elizabeth Kocour is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Wipfli Financial Advisors, LLC since 2018 and previously held roles at the Grainger Institute for Engineering and Student Veterans of America. Elizabeth is currently based in Brookfield, WI. She is affiliated with Creative Planning, an enterprise wealth management firm serving 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, alongside offering discretionary portfolio management, private market investments, and a range of institutional services.

Merissa Mc Cuen is a CFP®-certified financial advisor with 9 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. She has previously worked at JPMorgan Securities and Fidelity, among other roles. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment process that blends passive and active management overseen by an internal Investment Committee.

Rebecca Gruver is a financial advisor at Creative Planning with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Kowal Investment Group LLC, Mutual Securities, Inc., and Raymond James Financial Services. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Jeremy Roche is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. His prior work history includes roles at Mutual of Omaha and Primerica. He also holds a position related to the sale of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Carol Strehlow is a financial advisor with Independent Financial Partners in Waukesha, WI, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked with IFP Securities, LLC, LPL Financial, LLC, and has been involved with Retirement Plan Solutions since 2012, where she is a minority owner. Strehlow also performs notary services on a volunteer basis. Independent Financial Partners is an enterprise firm providing investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with various management options and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Randell Godsell is a CFP® professional with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2021. His prior roles include positions at SVA Plumb Wealth Management, LLC and Sva Wealth Management, LLC. He is also the Board President of Lake Country Classical Academy in Oconomowoc, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including 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 management guided by an internal Investment Committee.

Donald Savaglia is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and over a decade of industry experience. His prior roles include positions at Woodbury Financial Services, Cetera Advisor Networks, and OSAIC. He also operates Donald R Savaglia LLC. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to various third-party manager programs, utilizing both discretionary and model-based portfolio approaches.

Kevin Miller is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Arbor Point Advisors and Securities America. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses both discretionary and non-discretionary arrangements, leveraging a network of independent advisors and affiliated broker-dealer services.

Maureen Hansen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Wealth Enhancement Advisory Services and Wealth Enhancement Group since 2021 and has a background in accounting through her ongoing role at SVA Certified Public Accountants, where she also serves on the board of directors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of program offerings including financial planning, asset management, and specialized retirement plan consulting.

Joseph Senglaub is a financial advisor with J. W. Cole Advisors, Inc. He holds the Series 66 designation and has 25 years of industry experience. His work history includes positions at LPL Financial and SII Investments, Inc., and he has operated The Senglaub Financial Group since 1998. Outside of his advisory work, he serves as a part-time parish coordinator at St. Bruno Catholic Church in Dousman, WI. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary account management using a blend of fundamental and technical strategies along with digital advice solutions.

Bryan O'dell is a financial advisor at Creative Planning with 19 years of industry experience. He holds the Series 66 designation and has been with Creative Planning since 2012. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, supported by a broad advisory team and centralized infrastructure.

Joseph Pometto is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. His prior roles include positions at Principal Life Insurance Co, SuiteDynamics, Anchor Group, and Selle Financial. Outside of advisory work, he is involved in entrepreneurial activities as CEO of Dovetail Consulting, LLC, which oversees several related businesses, and he is also active in music performance as the owner of Inherit the Earth. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, employing various portfolio management approaches and providing access to multiple custodial platforms and third-party programs.

Jerry Dunnick is a financial advisor with GWN Securities Inc. in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with GWN Securities since 2005 and also operates Groenke Dunnick & Associates LLC. Outside of his advisory work, Dunnick serves on the City of Delafield Lake Welfare Committee and is a member of the Delafield Lions Club, which supports local charities and fundraising for the blind. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a variety of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

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.

Andrea Elser is a CFA® charterholder with nine years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2021. Prior to that, she was with SVA Plumb Wealth Management, LLC from 2015 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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.

Daniel Borchard is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and was previously with Russell Investments from 2010 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines customized, discretionary portfolio management with integrated tax and accounting services, offering a range of strategies across asset classes and operational capabilities uncommon for firms of its size.