Dylan Ovanin is a financial advisor with Principal Financial Services holding a Series 66 designation and two years of industry experience. Prior to joining Principal Securities, he worked at Equitable Advisors and has a background as a freelance musician, performing at various venues for over a decade. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. 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.

Matthew Moylan is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and six years of industry experience. His background includes roles at Regency Wealth Partners and previous work in the education sector with the Pewaukee and Eau Claire School Districts. Moylan also spent over a decade with Wauesha Parks, Recreation & Forestry. 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 employs a combination of strategic asset allocation and multi-manager portfolios, utilizing both passive and active investment strategies tailored to client risk profiles.

Erich Stabelfeldt is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp Advisors, U.S. Bancorp Investments, and BMO Harris Financial Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary private bank models, offering various wrap-fee programs on the Envestnet MAS platform.

Lindsey Bessy is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Northwestern Mutual and MassMutual, and currently serves as a part-time yoga instructor. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, offering financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

David Massart is a financial advisor at Beacon Pointe Advisors, LLC with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Next Generation Wealth Management for 16 years. Outside of his advisory role, he serves as an independent trustee and director for several series funds within the Managed Portfolio Series Trust and ETF Series Solutions Trust, providing oversight to protect shareholders' interests. Beacon Pointe Advisors offers investment advisory and consulting services to a diverse range of individual and institutional clients. The firm emphasizes a manager-driven investment approach utilizing a proprietary Focus List and employs both active and passive strategies, supported by a formal due-diligence process and third-party platforms.

Jeremy Lancour is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds the Series 66 designation and previously worked at Storm Fischer Investment Group and PNC Bank. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services.

Jairus Halladay is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including RM Plans, LPL Financial, and Principal Securities. His other business activities include the sale of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, offering financial planning, retirement plan consulting, and access to third-party money managers through both advisory and promoter arrangements.

Sandra Bawolek is a financial advisor with Principal Financial Services, holding a Series 66 designation and bringing 11 years of industry experience. She has worked with various Principal entities since 2010, including Principal Life Insurance Services and Principal Securities Inc. Outside of her advisory role, she serves as Treasurer for the Wisconsin Chapter of Women in Insurance and Financial Services, an unpaid board position. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning and retirement plan consulting alongside access to third-party money manager programs under distinct advisory and promoter arrangements.

Matthew Jump is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Wealth Partners. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures, with a significant portion of assets managed on a non-discretionary basis.

Adam Brophy is a financial advisor with Principal Financial Services based in Menomonee Falls, WI. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. He is a 50% owner and active manager of Union Financial, Inc., and is a managing member of Bad Partners, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally handled on a discretionary basis by the third-party managers.

Peter Lanigan Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He also operates Lanigan Financial Group Incorporated and serves as an independent insurance agent. Additionally, he provides financial consulting services to several businesses, assisting with financial modeling, forecasting, and operational analysis. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures, including Unified Managed Account wrap programs and third-party money manager programs. The firm emphasizes recommendation-based advice through primarily non-discretionary arrangements.

Baoqing Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Li has held various roles in healthcare insurance and financial education organizations, including BlueCross BlueShield Illinois and Wall Street to Main Street Financial Education Inc., where he serves as president. He is involved in activities related to tax planning and occasionally assists clients with health insurance needs. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers. The firm manages a mix of discretionary and non-discretionary assets and provides additional services such as securities-backed lending and bank deposit sweeps.

Karyn Tylicki is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2022. She previously worked at Ellenbecker Investment Group and Sikich LLP. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and trust services. The firm employs a relationship-driven, customized approach with an emphasis on diversified, institutional-style asset allocation.

Tracy Lewinski is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked with Eagle Strategies since 2012 and maintains longstanding roles with Nylife Securities LLC, New York Life Insurance Company, and Michael J Jungen. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily through non-discretionary assets. The firm integrates advisory services with insurance and annuity products and provides tailored solutions across multiple program types.

Jacob Augustine is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. He has been with Commonwealth and Augustine Financial since 2025. Prior to entering the financial industry, he worked in various roles including positions at New Philadelphia Church and Torch Trinity Graduate University. 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 about $212.7 billion in client assets. The firm offers a variety of managed-account programs, access to third-party asset managers, and custodial services, serving both individual and institutional clients.

Laura Barry is a CFP® with 25 years of industry experience, currently serving at Wealthspire Advisors since 2013. She previously worked at Wealthspire Capital, LLC for five years. 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 process with an emphasis on diversified, institutional-style asset allocation.

Christine Brumfield is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Beacon Pointe Advisors, LLC. She has worked in the financial services industry since 1999, with experience at firms including US Bank, Wisconsin Bank and Trust, Old National Bank, and 1834 Investment Advisors Co. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a wide range of clients including individuals, corporations, and institutional investors. The firm combines proprietary asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private asset classes.

Matthew Bruce is a CFP® with 15 years of industry experience, currently affiliated with Independent Financial Partners. His prior work includes roles at Sheridan Road Advisors, LPL Financial, and Annex Wealth Management. Bruce also operates a wealth management practice under the name Pointer Financial Group. Independent Financial Partners serves a nationwide client base through a network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model and is noted for its specialized retirement-plan advisory and pension consulting capabilities.

Chad Fawcett is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Creative Planning since 2017, following roles at H. Beck and TD Ameritrade. He is based in Brookfield, WI. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and fundamental equity sleeves, and offers a broad range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Jeffrey Lehrer is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Northland Securities and LPL Financial. Lehrer is also involved in agricultural activities, owning a farm for cash crops. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, and charitable organizations, providing services such as asset management, financial planning, and retirement plan consulting. The firm utilizes both discretionary and non-discretionary portfolio management strategies and integrates technology platforms for asset aggregation and estate planning.