Joseph Still is a financial advisor at Creative Planning with 14 years of industry experience and holds a Series 66 designation. His prior roles include positions at Mutual Securities, Kowal Investment Group, Raymond James Financial Services, and Morgan Stanley Smith Barney. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets using a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Brandon Littleton is a CFP® professional with 15 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has held roles at Union Financial Inc, Lake Country Financial Services, Principal Securities Incorporated, Principal Life Insurance Company, and Fidelity Investments. He is a partner at Lake Country Financial Services 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, retirement plan consulting, and access to third-party money manager solutions.

Brian Konop is a CFP® professional with 24 years of industry experience. He is currently with &PARTNERS and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he owns and operates a youth sports umpiring and refereeing service in Oconomowoc, WI. &PARTNERS serves a wide range of individual and institutional clients, offering both investment advisory and brokerage services alongside financial planning and retirement plan consulting. The firm utilizes a mix of proprietary and third-party investment models and operates as both a broker-dealer and registered investment adviser.

Christopher Fetzer is a financial advisor at OSAIC Institutions, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services, Farmers & Merchants Bank, LPL Financial, Wells Fargo Clearing, U.S. Bancorp Investments, and BMO Harris Financial Advisors. Outside of his advisory role, he owns a small self-storage business in Ixonia, Wisconsin. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, ERISA plan services, financial planning, access to alternative investments, and lending solutions, operating a hybrid adviser/broker-dealer model with a distinctive approach to client account management.

Anthony Perillo is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Wipfli Financial Advisors and Hewins Financial Advisors. He also oversees the wind down of Wipfli Financial Advisors, a business acquired by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach featuring low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Kevin Breckenfelder is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 registrations and 21 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017, as well as at Bank Mutual and LPL Financial. Outside of his advisory work, he serves as a high school soccer referee in the Milwaukee area during the soccer season. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through programs that include managed portfolios and non-discretionary recommendations, supported by Morningstar Investment Management’s proprietary asset allocation models and ongoing portfolio oversight. The firm operates at scale with over 212,000 clients and emphasizes technology-driven, asset allocation-focused retirement advice.

Nathan Digmann is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Wipfli Financial Advisors and Hewins Financial Advisors, and has experience in both advisory and financial planning roles. 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 process that combines low-cost indexing with supplemental strategies, supported by a large advisory team and integrated investment infrastructure.

Nicholas Buerger is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and has been involved with Tadco Properties LLC since 2018. Outside of his advisory role, he serves as a youth sports coach. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing various investment strategies and technology platforms to support client needs.

Shawn Macdonald is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and also operates as a tax preparer through Skye Financial Services, Inc., a non-investment related business in Hartland, WI. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement both discretionary and non-discretionary investment strategies.

Brent Adams is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining his current firm, he worked at LPL Financial and Ellenbecker Investment Group, Inc. Adams has also been involved with the African American Chamber of Commerce in Wisconsin. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing a network model combined with affiliations to LPL Financial and access to third-party managers and technology platforms.

Joshua Frank is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 65 designation and has been with Wealthspire Advisors since 2017. Prior to his advisory career, he worked at Milwaukee Kollel and B.E.S.T. Camp. He serves as vice president of the board of directors for Torah Academy of Milwaukee, a local girls' high school, where he participates in fundraising and budget approval on a volunteer basis. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees. The firm offers customized wealth management and financial planning services with an investment approach that emphasizes diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.

Kurt Triebold is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked with firms including Waddell & Reed, Inc. and LPL Financial, and has been affiliated with Independent Advisor Alliance since 2017. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management and utilizes a network model supported by technology platforms and a range of advisory services.

Thomas Tilley is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. His prior roles include positions at Prime Capital Investment Advisors and Mariner Wealth Advisors. Outside of his advisory work, he serves as a director for the Folds of Honor Foundation, which raises funds to support children of active or retired U.S. military personnel, and provides guidance to Scavuzzo's, Inc., a food and delivery company. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and employer financial wellness tools. The firm implements discretionary, customized portfolios supported by both internal research and third-party managers, with a notable integration of tax, accounting, and administrative family office services.

Lora Murphy is a Certified Financial Planner™ with 22 years of industry experience. She is currently an advisor at Creative Planning, where she has worked since 2022. Prior to that, she worked at Wipfli Financial Advisors, LLC, and Hewins Financial Advisors, LLC. She continues to oversee the wind down of Wipfli Financial Advisors following its acquisition by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Michael Senglaub is a CFP® with eight years of industry experience and currently serves as a financial advisor at Independent Financial Group, LLC. His previous roles include positions at Sagepoint and his own Senglaub Financial Group. He serves on the boards of two nonprofit organizations, the Catholic Community Land Development Project and the Institute for Human Stewardship. Independent Financial Group is a large integrated advisory and brokerage firm providing investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, and plan sponsors. The firm offers a variety of investment solutions through platforms like AccessPoint, Schwab, and third-party asset managers, utilizing both in-house and external model portfolios.

Kieran Bieneman is a Series 66-credentialed financial advisor with three years of industry experience, currently with Primerica Advisors in Pewaukee, WI. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a trustee for his parent’s estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services through proprietary and third-party investment programs, utilizing both discretionary and non-discretionary account management strategies.

Thomas Krueger is a financial advisor at Creative Planning with 30 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at Kowal Investment Group, Mutual Securities, and Northwestern Mutual. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach, combining low-cost indexing and buy-and-hold strategies with selective private market exposure and institutional services.

Keith Kuzera is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at SVA Plumb Wealth Management, LLC from 2015 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach combining passive and active management guided by an internal Investment Committee.

Nicholas Weix is a financial advisor with Principal Financial Services based in Oconomowoc, WI. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Lake Country Financial Services and Principal Life Insurance Company. He also sells fixed insurance products, including fixed annuities and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and referral arrangements.

John Dobson is a Series 65-licensed financial advisor with Wealthspire Advisors, where he has worked since 2017. He has eight years of industry experience and previously worked at US Bancorp. Outside of his advisory role, Dobson coaches high school hockey for Waukesha Public Schools. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach, incorporating mutual funds, ETFs, private investments, and separate account managers, with ongoing client monitoring and additional services including financial planning and retirement-plan consulting.