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® with 13 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 his financial advisory work, he is involved as a member of an entity supporting his daughter's modeling and acting business. 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 that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by other active and passive strategies.

Jill Snyder Stahl is a financial advisor at PlanMember Securities Corporation with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including GWN Securities and Northbound Financial Services, as well as operating her own business since 1991. Her activities include insurance and Medicare sales. PlanMember Securities Corporation provides retirement plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.

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.

Thomas Charon is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining Kestra in 2024, he spent 20 years with American Funds Distributors, Inc. His activities include registered representative roles focused on retirement plan sales and solicitation through Kestra Advisory Services and Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including sovereign wealth funds.

Gordon Frater is a CFP® professional with 16 years of experience in the financial services industry. He has held roles at firms including Wells Fargo Funds Management, Allspring Funds Distributor, and Drake & Associates before joining Mariner in 2025. Frater is based in Brookfield, WI. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and access to specialized third-party managers. The firm offers customized discretionary portfolios supported by in-house research and third-party allocations, alongside integrated tax and accounting services.

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.

Erika Osborn is a Series 66-licensed advisor with Ameritas Advisory Services, LLC, based in Eagle, Wisconsin, with three years of industry experience. She has worked with Ameritas entities since 2022 and has been associated with Williams Financial LLC since 2016. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory services, utilizing various model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

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 has operated his own advisory entity since 2010. In addition to his advisory work, Payant is an independent insurance agent offering long-term care insurance as well as fixed life and disability insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, unified managed account programs, and access to third-party money managers, using a combination of model portfolios and technology tools to execute client strategies through largely non-discretionary client relationships.

Nathan Digmann is a CFP® and holds a Series 65 license with nine years of experience in the financial advisory industry. He is currently with Creative Planning, where he has worked since 2022. Prior to that, he was employed at Wipfli Financial Advisors and Hewins Financial Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Cynthia Storm Fischer is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and 44 years of industry experience. She has held positions at Arbor Point Advisors, Securities America, Inc., and founded Storm Fischer Investment Group, LLC. Fischer serves as an arbitrator with FINRA and volunteers on the investment committee for Wisconsin Public Radio. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a broad client base including individuals, pension plans, corporations, charities, and sovereign wealth funds. The firm offers a variety of investment programs and retirement plan consulting, utilizing multiple strategies and platform relationships to support both discretionary and non-discretionary account management.

Brent Adams is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 designations and four years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial and Ellenbecker Investment Group, Inc. Adams has a diverse background including roles outside finance, such as with the African American Chamber of Commerce WI. Independent Advisor Alliance serves a broad client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model with discretionary and non-discretionary portfolio management, incorporating various analytical techniques and technology platforms to support client services.

Ryan Heidel is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. He has previously worked at Praxis Wealth Partners, Harrison Financial, and several other organizations including First National Bank & Trust and UW-Whitewater. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Jungen is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked at Eagle Strategies since 1999 and has operated his own firm, Jungen & Co. Financial Advisors, since 2005. Outside of his advisory work, Jungen serves as a director for the Wauwatosa Mayfair Rotary, a charitable community nonprofit. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and delivers advice through various program types, with most assets managed on a non-discretionary basis and fiduciary responsibilities to retirement investors.

Jon Frederickson is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including roles at PRUCO Securities and Park Avenue Securities. Guardian Life’s Park Avenue® Wealth Management, where Frederickson practices, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with brokerage and advisory services. The firm blends advisor-led discretionary management and model-based strategies, offering tailored client solutions that include financial planning, consulting, and access to insurance and alternative investment products.

Kurt Triebold is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked with firms including Waddell & Reed, Inc. and LPL Financial, and has been affiliated with Independent Advisor Alliance since 2017. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management and utilizes a network model supported by technology platforms and a range of advisory services.