Heather Cortez is a financial advisor at &PARTNERS with eight years of industry experience. She holds the Series 66 designation and has worked previously at Old National Bank, LPL Financial, First Midwest Bank, and Chase Bank. &PARTNERS serves a wide range of clients, including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services, employing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.

Matthew Kenter is a financial advisor with Goldman Sachs Wealth Services in Bristol, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 12 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors and institutional clients, offering financial planning, portfolio management, and specialized executive wealth programs. The firm integrates strategic allocation models, manager selections, and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions across multiple platform options.

Todd Schober is a CFP® professional with 40 years of industry experience, currently serving at Integrity Alliance, LLC. His prior roles include positions at Lion Street Advisors, Risk Strategies Co, LPL Financial, Johnson Bank, and Invest Financial Corporation. In addition to his advisory work, he assists clients with life, disability, and long-term care planning through his role at Risk Strategies Co. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers comprehensive asset management, financial planning, and consulting services, utilizing a range of investment strategies and platforms.

Stephanie Goins is a CFP® professional with seven years of industry experience. She is currently with Creative Planning and previously held roles at Principal Advised Services, Principal Securities, Principal Life Insurance Company, Edward Jones, and HSBC. 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 additional equity and tax-efficient trading options, and offers integrated retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Michael Ramos is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, Bank of America, Merrill, and Guardian Credit Union. Outside of his advisory role, Ramos works as a DoorDash driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

David Hatton is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with &PARTNERS and previously worked at Old National Bank, LPL Financial, and First Midwest Bank. &PARTNERS serves a diverse clientele, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a range of strategies incorporating fundamental, technical, and quantitative analysis and utilizes both proprietary and third-party portfolio management.

Brent Griffin is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Edward Jones, Merrill Lynch, and JP Morgan Securities. Outside of financial advising, he owns The Soap Boxx Company, which holds a patent-pending household product, and serves as a board member for the Legacy Reentry Foundation. Concurrent Investment Advisors, LLC is a multi-team advisory firm that provides wealth and investment management, financial planning, and retirement plan services to individuals, families, trusts, and businesses. The firm emphasizes customized, long-term portfolios using ETFs, mutual funds, and other securities, supported by internal due diligence and a network of more than 280 advisors.

George Yost is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill, BANK of AMERICA, N.A., Old National Bank, and LPL Financial. Yost served in the United States Marine Corps for two years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a mix of fundamental, technical, and quantitative strategies, with both discretionary and non-discretionary account management.

Joseph Herron is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Empower Advisory Group and has previously worked at firms including GWFS Equities, Transamerica Investors Securities Corporation, and Thrivent Investment Management. Outside of his advisory role, Herron is involved in community activities such as serving as chairman of his local church council and operates a woodworking business with his son. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plans and Empower Premier IRA and retail brokerage account holders, using an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Eric Anders is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gurnee, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. for 11 years before joining Fifth Third Securities in 2017. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers a variety of investment programs via its Passageway Managed Account Platform, utilizing multiple third-party portfolio managers and strategies such as mutual funds, SMAs, tax-overlay services, and direct indexing.

Michele Randall is a CFP® with 30 years of industry experience, currently affiliated with Carson Wealth. She previously worked at Robert Baird & Co. and has been involved with Randall & Pobar, LLC since 2012, where she is the founder and wealth advisor. Randall serves on the boards of the Gateway Technical College Foundation and the Racine Community Foundation, contributing to their finance and investment committees. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers comprehensive services including discretionary asset management and financial planning, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

John Reakes is a CFP® professional with 19 years of experience in the financial services industry. He currently works at &PARTNERS and has held previous roles at Old National Bank, LPL Financial, First Midwest Bank, J.P. Morgan Securities, and Uvest Financial Services Group. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, using a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Mark De Merritt is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Hornor Townsend And Kent, Inc. since 2005. Outside of advisory services, he is also involved in life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing over $8 billion in discretionary assets and offering both discretionary and non-discretionary account options.

Arthur Siegel is a financial advisor at Centaurus Financial, Inc. in Kenosha, WI, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2008, alongside running Art Siegel Associates since 1988. Outside of advisory services, he is a licensed insurance agent focusing on fixed life insurance, annuities, health insurance, and long-term care. Centaurus Financial, Inc. provides advisory and brokerage services to a broad range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting with a mix of discretionary and non-discretionary arrangements, employing various analytical approaches and utilizing specialized platforms such as CLASSIC Plus and FlexUMA.

Kyle Kibar is a financial advisor with Edward Jones in Kenosha, WI, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, he worked for four years at Lennox International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated financial services.

William Kletzien is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird since 2007. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Gary Skinner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. In addition to his advisory role, he is an independent distributor for Reliv International, a home-based network marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated products supported by a large network of advisors and branch offices nationwide.

Julie Plutchak is a financial advisor at Ameriprise with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Johnson Bank, LPL Financial LLC, Gateway Mortgage Corporation, and Southport Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stefanie Theuer is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including BMO Harris Financial Advisors and Cetera Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms.

Gavin Carlson is a financial advisor at Osaic with two years of industry experience and holds a Series 66 designation. His work history includes positions at Osaic Wealth Inc, Spectrum Wealth Advisors, First American Bank, and Amazon, as well as educational experience at the University of Wisconsin-Madison and Westosha Central High School. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager options, and is notable for its scale, complex affiliate network, and recent consolidation activity.