Joshua Horner is a financial advisor at Mariner Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Northwestern Mutual and Kohl's. Outside of finance, he is involved in fashion design and manages a small merchandise and accessories business under YALO LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm emphasizes customized portfolio management supported by internal research and third-party managers, along with integrated tax and accounting services and specialized financial wellness and family office solutions.

Kyle Breitzman is a CFP® professional with 20 years of experience in the financial services industry. He is currently with PlanMember Securities Corporation and has held roles at several firms including Northbound Financial Services, Securities America Advisors, and MSI Financial Services. Outside of his advisory work, he is involved in tax preparation services as president of Lake Runner Tax Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and managing risk-based mutual fund portfolios. The firm offers education and support services to plan sponsors and participants and operates as both a broker-dealer and investment adviser.

Mitchell Manning is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding a Series 66 designation and 12 years of industry experience. Prior to joining Voya in 2017, he worked at Edward Jones and Waddell & Reed. He also operates as an independent insurance agent, selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm integrates in-house and external strategists with technology-enabled tools to manage both non-discretionary and discretionary accounts through a large network of investment adviser representatives.

Zachary Olson is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Creative Planning, where he has worked since 2022. Prior to that, he was employed at Wipfli Financial Advisors, LLC, and he also has experience from his time at the University of Wisconsin - Madison. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Matthew Logue is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner. His career includes five years at Balasa Dinverno Foltz LLC before joining Mariner Wealth Advisors, where he worked from 2020 to 2023. Mariner serves a diverse client base including high-net-worth individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to implement customized discretionary portfolios and is notable for its integrated tax and accounting services as well as administrative family office capabilities.

Heather Schaber is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Aoy Mitchell and Allspring Funds Management, LLC. Based in Milwaukee, WI, she has been with Beacon Pointe Advisors since 2022. Beacon Pointe Advisors provides comprehensive wealth advisory and consulting services to individuals, corporations, and institutional clients, employing a blend of active and passive investment strategies across public and private asset classes. The firm offers portfolio management, retirement-plan services, and proprietary private fund partnerships, supported by ongoing due diligence and detailed performance reporting.

Terek Glenetski is a financial advisor at Principal Financial Services with six years of industry experience and holds a Series 66 designation. He has worked at various firms including Principal Securities Inc., Union Financial, Inc., Praxis Wealth Partners, and Baird. In addition to his advisory work, Glenetski provides fixed insurance products and serves as a notary public in Wauwatosa, Wisconsin. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions implemented primarily on a discretionary basis.

James Senglaub is a financial advisor at Independent Financial Group, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Financial Group since 2020, following six years at Sagepoint Financial Inc and over 40 years at The Senglaub Financial Group. Outside of his advisory role, he is a 50% owner of multiple land holdings rented for farming purposes. 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 offers financial planning, portfolio management, and access to third-party asset managers, employing a mix of passive and active investment strategies tailored to client risk profiles.

Todd Barden is a CFP® with 35 years of industry experience, currently serving with Principal Financial Services. His prior roles include seven years at Morgan Stanley and Morgan Stanley Private Bank. He is also an adjunct lecturer at The Plan Sponsor University, where he annually educates on the importance of financial planning. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Nicholas Lyons is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Empower Financial Services, Career Certified, and Junior Achievement of Wisconsin. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long‑term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Sarah Gruber is a financial advisor with J.W. Cole Advisors, Inc. in Greenfield, WI, holding a Series 65 designation and three years of industry experience. She previously worked at Greenstone Financial Services and MoneyWise Planning Group LLC/Woodbury Financial. In addition to her advisory role, she serves as a Certified Divorce Financial Analyst assistant at Pathway Divorce Solutions. J.W. Cole Advisors operates a large network of independent investment adviser representatives, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a range of discretionary and non-discretionary strategies and digital advice solutions.

Yogesh Khatri is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Eagle Strategies since 2008 and has longstanding affiliations with New York Life Insurance Co. and its related entities since 1990. Outside of his advisory work, he is a partner in RAAGA Entertainment, LLC, which promotes classical and Bollywood music concerts. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Jeffery Begovatz II is a financial advisor with TIAA-CREF in Brookfield, WI, holding a Series 66 designation and 14 years of industry experience. He has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated group that uses affiliated funds.

Todd Kreitzman is an investment advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He has worked at Kestra Advisory since 2016 and has prior experience with BMO Harris Financial Advisors and Commonwealth Financial Network. In addition to his advisory role, he serves as managing partner at Robertson & Ryan Financial Services, focusing on retirement plans and individual clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting for a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm acts as an ERISA fiduciary and manages approximately $79.8 billion in assets, serving large institutional investors including sovereign wealth funds.

Xinzi Yuan is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has a background in accounting and tax preparation through her work with Accounting & Financial Services LLC and Lida Accounting Service LLC. Yuan is active in community service, serving on the board of the Wisconsin Chinese Chamber of Commerce and volunteering with AARP to provide tax preparation assistance to low-income taxpayers. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, delivering investment advice through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Jodie Lane is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining J.W. Cole Advisors in 2021, she worked at Woodbury Financial Services, Sii Investments, and LPL Financial. Outside of her advisory role, Lane owns Pathway Divorce Solutions, LLC, a non-investment business focused on divorce financial planning. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Anthony Priester is a CFP® and Series 66-registered financial advisor with Creative Planning, LLC, based in Brookfield, WI. He has four years of industry experience, including roles at Mutual Securities, Kowal Investment Group, and Colony Brands. Prior to his financial services career, he worked at Jimmy John's for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to corporations. The firm employs a financial-planning-led investment approach focusing on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Nicholas Dewsnap is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Churchill Management Group, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Jeffrey Kralovec is a financial advisor with Beacon Pointe Advisors, LLC in Milwaukee, WI. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining Beacon Pointe in 2021, he worked for Next Generation Wealth Management, Inc. for 15 years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing a proprietary “Focus List” and both active and passive strategies, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Tyler Carpiaux is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has two years of industry experience, including roles at United Financial Advisors and Principal Life Insurance Company. His background includes a range of positions spanning financial services and other industries, such as work with DoorDash and Bremer Bank. 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 managers through various advisory and promoter arrangements.