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.

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.

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.

Jairus Halladay is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at RM Plans and Principal Securities INC, where he has worked since 2016. Outside of his advisory work, he is involved in the sales of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various 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.

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.

Baoqing Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with multiple healthcare and insurance firms, including BlueCross BlueShield IL, United Healthcare, and Common Ground Healthcare. Li is also president of Wall Street to Main Street Financial Education Inc., a non-investment entity focused on tax planning. Transamerica Financial Advisors serves a broad client base, offering advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers. The firm operates as both a registered broker-dealer and RIA and supports plan clients through affiliated retirement and recordkeeping entities.

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.

Matthew Bruce is a CFP® with 14 years of industry experience, currently affiliated with Independent Financial Partners. His work history includes roles at Sheridan Road Advisors, LPL Financial, and previous tenures with Independent Financial Partners since 2014. Outside of his advisory work, he is involved with Pointer Financial Group, a DBA name he uses for his wealth management and fixed insurance product services. Independent Financial Partners is an enterprise-level firm providing investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with a focus on decentralized investment strategies and notable 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.

Jeremy Lee is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 65 designation and has previously worked at Personal Capital Advisors Corporation, Annex Wealth Management, ASQ, and Hedge Plus. Outside of advising, he is a licensed real estate agent with Premier Point Reality LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering financial plans focused on long-term portfolio returns and optional managed account solutions.