Dustin Hanson is a financial advisor with Eagle Strategies (NY Life) in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Mutual of Omaha, Securian Financial Services, Principal Life, and Mass Mutual. He is also licensed as an insurance agent, focusing on life, health, annuities, and variable insurance products. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm provides customized advice and implements solutions through various programs, emphasizing non-discretionary asset management and relationships with a diverse range of institutional sponsors.

Stephen Karakis is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 12 years at VOYA Financial Advisors and previous work at Voya Financial Partners, LLC. He is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations across non-discretionary and discretionary account structures.

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.

Kyle Breitzman is a CFP® professional with 20 years of experience in the financial services industry. He is currently with PlanMember Securities Corporation and has held roles at several firms including Northbound Financial Services, Securities America Advisors, and MSI Financial Services. Outside of his advisory work, he is involved in tax preparation services as president of Lake Runner Tax Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and managing risk-based mutual fund portfolios. The firm offers education and support services to plan sponsors and participants and operates as both a broker-dealer and investment adviser.

Michael Tyler is a CFP® credentialed financial advisor with seven years of industry experience. He is currently with Wealthspire Advisors in Milwaukee, WI, where he has worked since 2017, including through its predecessor entities. Prior to joining Wealthspire, he was employed at US Bancorp Fund Services for three years. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various investment vehicles.

Mitchell Manning is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding a Series 66 designation and 12 years of industry experience. Prior to joining Voya in 2017, he worked at Edward Jones and Waddell & Reed. He also operates as an independent insurance agent, selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm integrates in-house and external strategists with technology-enabled tools to manage both non-discretionary and discretionary accounts through a large network of investment adviser representatives.

Elizabeth Summers is a financial advisor at Wealthspire Advisors in Milwaukee, WI, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, UBS Financial Services Inc., and Fredrikson & Byron. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Madelyn Oemig is a Series 65 licensed advisor with Wealthspire Advisors in Milwaukee, WI, where she has worked since 2022. She has two years of industry experience and previously worked at the University of Wisconsin Madison from 2020 to 2023 and in secondary education from 2013 to 2020. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm offers wealth management, financial planning, and trust administration services through a customized, relationship-driven process and utilizes diversified, institutional-style asset allocation strategies.

Zachary Olson is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Creative Planning, where he has worked since 2022. Prior to that, he was employed at Wipfli Financial Advisors, LLC, and he also has experience from his time at the University of Wisconsin - Madison. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, 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 tax-loss harvesting, individually managed strategies, and selective private market exposure.

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.

Heather Schaber is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Aoy Mitchell and Allspring Funds Management, LLC. Based in Milwaukee, WI, she has been with Beacon Pointe Advisors since 2022. Beacon Pointe Advisors provides comprehensive wealth advisory and consulting services to individuals, corporations, and institutional clients, employing a blend of active and passive investment strategies across public and private asset classes. The firm offers portfolio management, retirement-plan services, and proprietary private fund partnerships, supported by ongoing due diligence and detailed performance reporting.

Terek Glenetski is a financial advisor at Principal Financial Services with six years of industry experience and holds a Series 66 designation. He has worked at various firms including Principal Securities Inc., Union Financial, Inc., Praxis Wealth Partners, and Baird. In addition to his advisory work, Glenetski provides fixed insurance products and serves as a notary public in Wauwatosa, Wisconsin. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions implemented primarily on a discretionary basis.

James Senglaub is a financial advisor at Independent Financial Group, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Financial Group since 2020, following six years at Sagepoint Financial Inc and over 40 years at The Senglaub Financial Group. Outside of his advisory role, he is a 50% owner of multiple land holdings rented for farming purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning, portfolio management, and access to third-party asset managers, employing a mix of passive and active investment strategies tailored to client risk profiles.

Andrew Degroot is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he works seasonally as a farm crew member at Happy Day FarmHaus in Germantown, WI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers. The firm provides discretionary and nondiscretionary management options and maintains unique affiliations that support a broad range of retirement services and succession planning.

Todd Barden is a CFP® with 35 years of industry experience, currently serving with Principal Financial Services. His prior roles include seven years at Morgan Stanley and Morgan Stanley Private Bank. He is also an adjunct lecturer at The Plan Sponsor University, where he annually educates on the importance of financial planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Nicholas Lyons is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Empower Financial Services, Career Certified, and Junior Achievement of Wisconsin. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long‑term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Sarah Gruber is a financial advisor with J.W. Cole Advisors, Inc. in Greenfield, WI, holding a Series 65 designation and three years of industry experience. She previously worked at Greenstone Financial Services and MoneyWise Planning Group LLC/Woodbury Financial. In addition to her advisory role, she serves as a Certified Divorce Financial Analyst assistant at Pathway Divorce Solutions. J.W. Cole Advisors operates a large network of independent investment adviser representatives, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a range of discretionary and non-discretionary strategies and digital advice solutions.

Yogesh Khatri is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Eagle Strategies since 2008 and has longstanding affiliations with New York Life Insurance Co. and its related entities since 1990. Outside of his advisory work, he is a partner in RAAGA Entertainment, LLC, which promotes classical and Bollywood music concerts. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Paul Hofmann is a financial advisor with Empower Advisory Group in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Empower Advisory Group in 2024, he worked at GWFS Equities and Core Staff and has a background at U.S. Cellular Corp. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s administrative and recordkeeping platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.

Jeffery Begovatz II is a financial advisor with TIAA-CREF in Brookfield, WI, holding a Series 66 designation and 14 years of industry experience. He has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated group that uses affiliated funds.