Sandeep Brion is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He previously worked at Wealthspire Advisors and Morgan Dempsey Capital Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

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.

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.

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.

Brion Collins is a CFP® with 28 years of industry experience, currently with Wealthspire Advisors. He has held roles within Wealthspire since 2015, including positions at Wealthspire Capital, LLC. His credentials also include Series 63 and Series 65 licenses. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering services that include wealth management, financial planning, and retirement-plan consulting.

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.

Heidi Mclemore is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. She holds the Series 66 designation and previously worked for ROBERT W. BAIRD & Co. for 10 years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

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.

Juliette Williams is a financial advisor at Wealthspire Advisors with 30 years of industry experience and holds Series 63 and Series 66 designations. She previously worked at Wealthspire Capital, LLC, and currently serves as a client support coordinator at Bronfman E.L. Rothschild, LP. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

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.

Joshua Swenson is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and IFP Securities, LLC. Outside of his advisory work, he serves as a youth soccer referee for the Wisconsin Youth Soccer Association. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

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.

Jay Frank is a CFP® and ChFC® with 36 years of industry experience. He is currently a financial advisor at Wealthspire Advisors, where he has worked since 2015, and previously held roles at Wealthspire Capital, Lake Country Wealth Management, Next Financial Group, and Principal Financial Services. Frank serves on the boards of several nonprofit organizations, including Rauch, Inc., the Society of Financial Services Professionals, Congregation Beth Jehudah, and the Jewish Community Foundation of Milwaukee. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, nonprofits, and foundations, utilizing an institutional-style asset allocation framework with ongoing client monitoring and centralized investment oversight.

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.

Steven Jones is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including MSI Financial Services, Inc. and MetLife Investment Fund Services LLC. In addition to his advisory role, he is also licensed as an insurance agent offering various insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs model-based portfolio construction with both active and passive strategies, offering financial planning, discretionary and non-discretionary management, and retirement plan services.

Marcus Melnarik is a CFP® and Series 65 credentialed advisor at Mariner with four years of industry experience. He has been with Mariner Wealth Advisors since 2020 and previously worked at U.S. Bank and Oak Ridge Country Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations through investment management, financial planning, and retirement plan consulting. The firm provides discretionary, customized portfolios supported by internal research and third-party managers, alongside coordinated tax services and financial wellness tools.

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.