Shawn Robinson is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Charles Schwab and its affiliated advisory firms since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, focusing on a consultative approach without discretionary trading authority.

Gordon Frater is a CFP® professional with 16 years of experience in the financial services industry. He has held roles at firms including Wells Fargo Funds Management, Allspring Funds Distributor, and Drake & Associates before joining Mariner in 2025. Frater is based in Brookfield, WI. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and access to specialized third-party managers. The firm offers customized discretionary portfolios supported by in-house research and third-party allocations, alongside integrated tax and accounting services.

Emily Perschbacher is a financial advisor at Wealthspire Advisors with a Series 65 credential and three years of industry experience. Her prior work includes roles at Ameriprise Financial and Resilient Wealth Planning, as well as teaching positions at the University of Wisconsin Whitewater and in middle and high schools. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and ongoing portfolio reviews.

Erika Osborn is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. She has three years of industry experience and also operates Williams Financial LLC, an investment and insurance business she has been associated with since 2016. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management using model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on retirement plan services and plan sponsor consulting.

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 at &Partners with 24 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing over a combined 15 years. Outside of his advisory work, he owns and operates a youth umpiring and refereeing service in Oconomowoc, WI. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies along with ongoing account monitoring.

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 worked at several firms including Ameriprise Financial Services, LPL Financial, Wells Fargo Clearing, U.S. Bancorp Investments, and BMO Harris Financial Advisors. Outside of advising, Fetzer is an owner of a storage business in Ixonia, Wisconsin. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management and provides services through co-advisory and third-party manager arrangements.

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® and holds a Series 65 license with nine years of experience in the financial advisory industry. He is currently with Creative Planning, where he has worked since 2022. Prior to that, he was employed at Wipfli Financial Advisors and Hewins Financial Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Cynthia Storm Fischer is a financial advisor at Osaic Advisory Services, LLC with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Securities America, Inc. She volunteers on the investment committee for Wisconsin Public Radio and serves as a securities arbitrator. Osaic Advisory Services, LLC provides investment management, financial planning, retirement plan consulting, and related services to a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm employs multiple advisory program models and uses a combination of proprietary guidance and third-party platforms to build and monitor client portfolios.

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.