Michael Lanigan is a financial advisor at TIAA-CREF with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with pre-existing retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios under a fiduciary standard.

Jay Czarapata is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Wealthspire Advisors in Milwaukee, WI, where he has worked since 2013. Prior to this, he spent five years at Wealthspire Capital, LLC. Wealthspire Advisors LLC 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, utilizing an institutional-style asset allocation framework implemented through mutual funds, ETFs, private investments, and separate account managers.

Jay Stueber is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Stueber has been with J.W. Cole Financial, Inc. since 2011 and joined J.W. Cole Advisors, Inc. in 2026. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, third-party manager platforms, digital advice, and annuity sub-account management to individuals, high-net-worth clients, and institutional accounts. The firm provides both transaction-based and wrap managed program options and utilizes a mix of fundamental and technical analysis, model or manager-based strategies, and multiple custodial platforms.

Joseph Kapp is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2011. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Thomas Meeker is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Creative Planning, Inc. since 2019 and previously spent three years at Hogan Financial. Meeker serves as the Symposium Director for the Financial Planning Association of Wisconsin. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services for 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 through a broad network of advisors and offices.

Karl Schmidtke is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Independent Advisor Alliance since 2017 and has concurrently been associated with LPL Financial and Northland Securities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and uses a combination of discretionary and non-discretionary management strategies supported by various technology platforms.

Garrett Wilson is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation. He has three years of industry experience, including roles at Augustine Financial and Drake & Associates. Prior to his advisory career, he worked in education for eight years at Chadron State College and Homestead High School. 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 $210 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a wide range of investment options.

Lynda Cichosz is a financial advisor at J. W. Cole Advisors, Inc. with three years of industry experience. She holds a Series 66 designation and has held roles at J.W. Cole Advisors, Trinity Retirement Solutions LLC, and LPL Financial LLC. She has also operated as a self-employed advisor and worked outside the financial industry prior to 2016. J. W. Cole Advisors, Inc. supports a large network of independent advisors and offers a range of services including fee-based portfolio management, financial planning, and retirement plan solutions for individuals, high-net-worth clients, and institutions. The firm utilizes various investment strategies and platforms, including discretionary and non-discretionary account management and digital advice options.

Daniel Schmidt is a Series 66-credentialed financial advisor with four years of industry experience. He is currently affiliated with Commonwealth Financial Network and Hundt Financial Services, Inc. His prior work includes roles at Augustine Financial, Edward Jones, and American Family Insurance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Patrick Masimore is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at GWFS Equities, Inc. alongside his current role. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

Jennifer San Fillippo is a financial advisor with Kestra Advisory Services, LLC and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at Cetera Advisors LLC and First Allied Advisory Services. She is also president of Lakeview Wealth Strategies LLC, an insurance business affiliated with her Kestra work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors, offering fiduciary services, plan design, and access to multiple management platforms and third-party solutions.

Clint Wondra is a CFP® professional with 12 years of industry experience, currently serving at Creative Planning since 2019. Prior to that, he worked at Hogan Financial from 2013 to 2019. Outside of financial advising, he is a member of LMW WI, LLC, an entity involved in his daughter's modeling and acting business. Creative Planning provides comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach that includes low-cost indexing, buy-and-hold strategies, and a range of supplemental portfolio management techniques, supported by a large advisory team and integrated investment infrastructure.

Sierra Schlesner is a CFP® and Series 65-registered financial advisor at Creative Planning with five years of industry experience. She previously worked at WIPFLI Financial Advisors and has a background at the University of Wisconsin - Whitewater. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by customized asset management and private market investments.

Zhenxiang Du is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Medicomp Inc and Kelly Services Global LLC, and he is the owner of Uyghur Grill LLC, a mobile food service business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

John Dodds is a financial advisor with Kestra Advisory Services who holds a Series 63 designation and has 44 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services since 2002. Outside of his advisory work, Dodds is involved in sports media, owning and hosting basketball-themed shows and writing stories about Marquette basketball. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving clients that include sovereign wealth funds and other large institutional investors.

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.

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.

Randall Malone is a ChFC® credentialed financial advisor with 40 years of industry experience, currently practicing with Principal Financial Services. His career includes roles at United Financial Advisors LLC and Principal Securities Inc., along with ownership of Malone Financial Services, LLC. He also serves as an advisor to the Congressman Brian Stiel Insurance and Financial Advisory Board, providing input on federal legislation related to insurance and finance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm focuses on direct advisory programs, financial planning, and retirement plan consulting, with access to third-party money manager solutions implemented primarily on a discretionary basis.

Robert Payant is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with VOYA Financial Advisors since 2014 and operates an independent insurance agency offering long-term care, life, fixed annuity, and disability insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, and retirement plan sponsors, providing financial planning, portfolio management, and consulting services through multiple program structures with a focus on recommendation-based, non-discretionary advice.

Bruce Laning is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse range of clients, including individuals, corporations, retirement plans, and nonprofits, providing wealth management, financial planning, and trust services. The firm follows a customized, relationship-driven approach with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio oversight.