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.

Gregory Johnson is a financial advisor with Principal Financial Services holding a Series 66 designation and 14 years of industry experience. He has been affiliated with multiple firms, including Lake Country Financial Services, Synder Financial Services, Union Financial Inc, and Principal Securities since 2012. Outside of advisory work, he is a one-third silent partner in Gary's Auto Repair, Inc., where he consults on business operations and financial performance. 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 asset allocation and separately managed account solutions.

Ciaran Cummins is a financial advisor with Principal Financial Services, holding a Series 66 designation and six years of industry experience. His work history includes roles at Principal Securities Inc., Union Financial, Inc., and Praxis Wealth Partners. In addition to his advisory duties, he is a notary public in Wisconsin. 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 asset allocation and separately managed account solutions.

Shelly Wohler is a financial advisor at Independent Financial Partners with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities and Thrivent Financial. Wohler serves on the board of directors for the Muskego Chamber of Commerce, a nonprofit organization. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with discretionary and non-discretionary account management and offers specialized retirement-plan advisory and pension consulting services.

Bradley Schumacher is a financial advisor with Empower Advisory Group in Milwaukee, WI, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has worked at GWFS Equities, Inc. since 2013, including his current role starting in 2021, and was briefly employed at Door Dash in 2020. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Elizabeth Kocour is a CFP® with seven years of industry experience, currently advising at Creative Planning. Her prior experience includes multiple roles at Wipfli Financial Advisors and positions at the Grainger Institute for Engineering and Student Veterans of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Spencer Lipo Zovic is a financial advisor with Empower Advisory Group in Milwaukee, WI, holding Series 63 and Series 66 designations. He has two years of industry experience, including prior roles at GWFS Equities and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients, utilizing an integrated approach connected to Empower’s recordkeeping and administrative platforms.

Steven Phillips is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Principal Securities Inc., Union Financial, and Principal Life Insurance Co. since 2014. His other business activities include involvement in insurance, disability income, health, group benefits, and fixed annuities. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

James Healy is a financial advisor with Eagle Strategies (New York Life) based in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Eagle Strategies since 2020 and previously held positions at New York Life Insurance Company, Thrivent Financial for Lutherans, and Wells Fargo Clearing. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within a large integrated New York Life structure.

David Tiutczenko is a financial advisor at Principal Financial Services with six years of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes roles at Northwestern Mutual, AE Wealth Management, Thrivent Financial, and Bank of Sun Prairie. In addition to his advisory work, he is involved in the sale of fixed insurance products such as fixed annuities and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory programs.

John Veal Jr. is a financial advisor with PNC Wealth Management in Pewaukee, WI, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Co., Northwestern Mutual, and Wells Fargo Funds Distributor. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk band recommendations and executes investments via approved model strategies.

Rebecca Gruver is a financial advisor at Creative Planning with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Kowal Investment Group LLC, Mutual Securities, Inc., and Raymond James Financial Services. 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 client assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Ryan Knutson is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Voya, he worked at Harbour Investments, Inc. and E2 Retirement Consulting. Outside of finance, he owns and operates Gingers Fitness LLC, a personal training business. Voya Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, UMA and wrap programs, and retirement-plan advisory services to individuals, pension plans, nonprofits, and corporate clients. The firm combines model portfolios, third-party managers, and technology-enabled tools to implement mostly non-discretionary strategies, while also serving as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Timothy Leroy is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a wide range of financial planning and portfolio management services through a large network of advisers, utilizing both in-house and third-party investment strategies and technology-enabled tools to implement client recommendations.

Brett Spaulding is a financial advisor with Eagle Strategies (NY Life) in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Mutual of Omaha Investor Services and Illinois State University. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within the integrated New York Life affiliate structure.

Jeffrey Hottinger II is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Creative Planning, LLC and has previously worked at GWFS Equities, Core Staff, Hogan Financial, and Dynamic Ratings. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, along with diverse portfolio management options and private market access.

Pedro Guerrero is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Voya Financial Advisors, he worked at Mutual of America Securities LLC and SmartFinancial LLC, among other firms. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement investment recommendations, operating primarily with non-discretionary client relationships.

Samuel Thompson is a CFP® with 16 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, Ameriprise Financial Services, and VOYA Financial Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, 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 comprehensive research methods.

Joseph Fenlon is a financial advisor with Principal Financial Services based in Wauwatosa, WI. He holds Series 63 and Series 65 designations and has 24 years of industry experience. His career includes roles at Principal Securities Inc., Union Financial Inc., and Principal Life Insurance Co. Fenlon is also involved in selling fixed annuities, fixed life insurance, long-term care, group benefits, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Susan Lenz is a financial advisor with TIAA-CREF in Brookfield, WI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options under a fiduciary standard.