Elizabeth Kocour is a CFP® with seven years of industry experience, currently advising at Creative Planning. Her prior experience includes multiple roles at Wipfli Financial Advisors and positions at the Grainger Institute for Engineering and Student Veterans of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Merissa Mc Cuen is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Fidelity Personal and Workplace Advisors. 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 investment approach combining passive and active managers, supported 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.

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.

Carol Strehlow is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has worked at IFP Securities, LLC since 2019 and has been associated with Independent Financial Partners since 2016. Strehlow is a minority owner of Retirement Plan Solutions, a firm providing wealth management services for individual clients and qualified plans. She also serves as a notary, performing this service without compensation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is noted 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 J.W. Cole Advisors, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. His career includes roles at Woodbury Financial Services, Cetera Advisor Networks, and Coordinated Capital Securities. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary management, and maintains affiliations with broker-dealer activities.

Kevin Miller is a Series 66-credentialed financial advisor with 25 years of industry experience. He has worked at Sanctuary Advisors, LLC since 2023 and previously held roles at CWM, LLC, Carson Group entities, Arbor Point Advisors, and Securities America for extended periods. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who employ various investment strategies and analytical approaches while delivering services on discretionary or non-discretionary bases.

Maureen Hansen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. She has worked with Wealth Enhancement Advisory Services and Wealth Enhancement Group since 2021 and has been affiliated with SVA Certified Public Accountants, S.C. since 2012, where she serves on the board of directors. Hansen's background includes extensive experience with SVA Wealth Management firms spanning two decades. 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, risk-class based investment approach blending passive and active strategies overseen by an internal Investment Committee.

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.

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.

Elizabeth Fox is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked with LPL Financial and other firms since 2013 and manages her advisory activities through Straight Arrow Financial Group, a business she oversees. Elizabeth operates out of Richfield, WI. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary portfolio management using various strategies and leverages technology platforms for asset aggregation and estate-planning workflows.

Matthew Rielley is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empower Advisory Group since 2018. Prior to that, he worked at GWFS Equities Inc/Great West Life & Annuity Insurance Company starting in 2006. Outside of his advisory role, he serves as Treasurer for Trail Life, USA, a Boy Scout organization, and is a board member and consulting advisor for Virtue Sports, Inc., a nonprofit sports organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes integrated services through Empower’s platforms and a financial planning approach focused on long-term portfolio returns and clients’ savings rates.

Marta Bartolacci is a financial advisor with Principal Financial Services in Pewaukee, WI, holding a ChFC® designation and Series 63 license. She has 11 years of industry experience, including roles at Charles Schwab and Cetera Investment Advisors. Bartolacci is also the owner of Bartolacci Wealth Management LLC, which operates as a DBA for her Cetera business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Chaunston Weisensel is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Mutual Securities, Kowal Investment Group, and Prudential Insurance Company of America. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market investments.

Tamara Macdonald is a CFP® with 37 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. She has maintained owner roles at Skye Financial Services, Inc. since 2006 and Tamara R Rono CFP, LLC since 1999. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm utilizes a range of custodians and third-party managers, managing most assets on a non-discretionary basis, and operates under a limited-partnership ownership structure that includes formal advisor transition support.