Jacob Augustine is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. He has been with Commonwealth and Augustine Financial since 2025. Prior to entering the financial industry, he worked in various roles including positions at New Philadelphia Church and Torch Trinity Graduate University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a variety of managed-account programs, access to third-party asset managers, and custodial services, serving both individual and institutional clients.

Marcus Melnarik is a CFP® professional with four years of industry experience, currently serving at Mariner Wealth Advisors since 2020. His prior work includes roles at U.S. Bank and Oak Ridge Country Club. Mariner serves a broad mix of clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to deliver customized portfolios and maintains a notable integration of tax and accounting services.

Mark Duetsch is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior experience includes roles at Northwestern Mutual, Milwaukee Tool, and Marquette University. Outside of his advisory work, he is the owner and creator of an Etsy business selling 3D printed items. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides unique tax integration and administrative family office services for clients.

William Taylor is a financial advisor at Creative Planning with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors, Principal Advised Services, Principal Securities, Principal Life Insurance Company, and WaterStone Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, pension and profit-sharing plans, trusts, foundations, 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 direct indexing, tax-loss harvesting, and selective private market exposure.

Matthew Bruce is a CFP® with 14 years of industry experience, currently affiliated with Independent Financial Partners. His work history includes roles at Sheridan Road Advisors, LPL Financial, and previous tenures with Independent Financial Partners since 2014. Outside of his advisory work, he is involved with Pointer Financial Group, a DBA name he uses for his wealth management and fixed insurance product services. Independent Financial Partners is an enterprise-level firm providing investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with a focus on decentralized investment strategies and notable retirement-plan advisory and pension consulting capabilities.

Chad Fawcett is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Creative Planning since 2017, following roles at H. Beck and TD Ameritrade. He is based in Brookfield, WI. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and fundamental equity sleeves, and offers a broad range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Zachary Davis is a financial advisor at PlanMember Securities Corporation with a Series 66 designation and one year of industry experience. His prior roles include positions at Northbound Financial Services and Associated Bank. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment process is based on a strategic asset allocation framework and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

John White is a CFP® professional with 12 years of experience in the financial industry. He is currently with Creative Planning and has prior experience at Mutual Securities, Kowal Investment Group, Raymond James Financial Services Advisors, and MML Investor Services. 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 that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Samuel Kruschel is a financial advisor at Creative Planning with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes roles at Hogan Financial, MML Investors Services, and Mass Mutual. He serves as a board member for the WELS Retirement Program Commission, a nonprofit retirement plan organization, with no compensation. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

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.

Nicholas Wendt is a CFP® with nine years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He previously worked with Waddell & Reed, Inc. and is involved with Straight Arrow Financial Group, an entity through which he provides investment advisory services. Outside of his advisory work, Wendt serves as a high school wrestling coach for Cedar Grove-Belgium School District. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance client services.

Kyle Breitzman is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with PlanMember Securities Corporation and also serves as President and CEO of Northbound Financial Services and Lake Runner Tax Services. His career includes roles at multiple firms, including Securities America Advisors and Securities Service Network. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through risk-based mutual fund portfolios. The firm emphasizes education and support for plan sponsors and participants and employs a top-down strategic asset allocation approach.

Curtis Holbrook is a financial advisor with Commonwealth Financial Network in Waukesha, WI. He holds a Series 66 designation and has been working in the industry since 2025. Prior to his advisory career, he operated Holbrook Court Services from 2015 to 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients with various investment solutions.

Steven Dye is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 12 years of industry experience, including roles at LPL Financial, Benjamin Haddorff, UBER, and Waddell & Reed, Inc. Dye provides investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting services using a range of portfolio management strategies and technology platforms, combining a network of independent advisors with industry partnerships.

Austin Finn is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and Series 65 licenses. He has eight years of industry experience, including prior roles at LPL Financial LLC and Augustine Financial, LLC, where he is also involved in fixed insurance sales as an agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, and a range of investment options.

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.

Jacob Rabay is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Northwestern Mutual and Annex Wealth Management. He serves on the board of directors for Parents Place, a nonprofit organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Sharon Green is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has previously worked at Woodbury Financial Services, Annex Advisory Services, and SII Investments. Outside of her advisory role, she serves as a FINRA arbitrator and teaches adult education classes at multiple institutions including WCTC, Marquette, and Alverno College. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of advisors and utilizes multiple program platforms to deliver tailored investment solutions.

Tom Driscoll is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Avantax Investment Services, NFP Advisor Services, and R&R Wealth Management. In addition to advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

James Senglaub is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked with Independent Financial Group since 2020 and previously worked at Sagepoint Financial Inc. from 2014 to 2020, while also operating The Senglaub Financial Group since 1986. Outside of advisory services, he is a partial owner of several land properties rented to non-related farmers. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory programs and third-party asset managers to implement client investment profiles.