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.

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 at Osaic Advisory Services, LLC with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Securities America, Inc. She volunteers on the investment committee for Wisconsin Public Radio and serves as a securities arbitrator. Osaic Advisory Services, LLC provides investment management, financial planning, retirement plan consulting, and related services to a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm employs multiple advisory program models and uses a combination of proprietary guidance and third-party platforms to build and monitor client portfolios.

Ryan Heidel is a financial professional with Principal Financial Services holding a Series 66 designation and one year of industry experience. He has worked at Harrison Financial and several affiliates of Principal, as well as at First National Bank & Trust and the State of Wisconsin. His experience includes sales of fixed insurance products such as fixed life, fixed annuities, disability income, long-term care, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

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.

Ella Duel is a financial advisor with Wealthspire Advisors in Milwaukee, WI, holding a Series 65 designation. She has been with Wealthspire Advisors since 2025 and previously worked at SSM Health and in education. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, and nonprofits. The firm uses an institutional-style asset allocation framework and offers wealth management, financial planning, retirement-plan consulting, and trustee services.

Lora Murphy is a Certified Financial Planner™ with 22 years of industry experience. She is currently an advisor at Creative Planning, where she has worked since 2022. Prior to that, she worked at Wipfli Financial Advisors, LLC, and Hewins Financial Advisors, LLC. She continues to oversee the wind down of Wipfli Financial Advisors following its acquisition by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, 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 while offering a range of institutional and retirement plan services.

Julie Coombs is a CFP®-credentialed financial advisor with 23 years of industry experience, currently with Osaic Advisory Services, LLC. She previously worked at Arbor Point Advisors and Securities America, Inc., and has been a Notary Public in Wisconsin since 2015. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and a combination of proprietary and third-party platforms.

Alice Gabrelian is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. She has been with Eagle Strategies since 2008 and has worked with New York Life entities since 1988. In addition to her advisory role, she serves on the board of directors for the Hidden Lakes Condo Association in Franklin, Wisconsin. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across multiple program types and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Colton Davies is a financial advisor with Principal Financial Services holding a Series 66 designation and has been with the firm since 2025. Prior to joining the financial industry, he worked in various roles in the medical sector, including positions at the Medical College of Wisconsin and Lucile Packard Children's Hospital Stanford. Outside of his advisory work, he has experience balancing family responsibilities as a stay-at-home dad. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Drew Hildebrand is a financial advisor with Principal Financial Services holding a Series 66 designation. He has recently begun his career in the industry and has prior experience working with the Milwaukee Baseball Academy and in various roles outside finance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel outside the United States. 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.

Michael Weil is a CFP®, ChFC®, and Series 66-registered advisor with 25 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2022. Prior to that, he spent eight years at Next Generation Wealth Management, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of clients, including individuals, institutions, charitable organizations, and retirement plans. The firm employs a manager-driven, asset-allocation approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles alongside its advisory services.

Thomas Krueger is a financial advisor at Creative Planning with 30 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at Kowal Investment Group, Mutual Securities, and Northwestern Mutual. 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, combining low-cost indexing and buy-and-hold strategies with selective private market exposure and institutional services.

Keith Kuzera is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at SVA Plumb Wealth Management, LLC from 2015 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach combining passive and active management guided by an internal Investment Committee.

Robert Albert II is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Northwestern Mutual Wealth Management Company and Clear View Wealth Management. Albert is also an owner of Albert Capital LLC, a family-owned business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.

Jason Musante Klumb is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at firms including United Financial Advisors, Commonwealth Financial Network, and Wells Fargo. In addition to his advisory role, he consults with business owners and executives on employer-sponsored retirement plan benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager solutions, often delivered through discretionary investment management arrangements.