Shawn Macdonald is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and also operates as a tax preparer through Skye Financial Services, Inc., a non-investment related business in Hartland, WI. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement both discretionary and non-discretionary investment strategies.

Brent Adams is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining his current firm, he worked at LPL Financial and Ellenbecker Investment Group, Inc. Adams has also been involved with the African American Chamber of Commerce in Wisconsin. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing a network model combined with affiliations to LPL Financial and access to third-party managers and technology platforms.

Joshua Frank is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 65 designation and has been with Wealthspire Advisors since 2017. Prior to his advisory career, he worked at Milwaukee Kollel and B.E.S.T. Camp. He serves as vice president of the board of directors for Torah Academy of Milwaukee, a local girls' high school, where he participates in fundraising and budget approval on a volunteer basis. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees. The firm offers customized wealth management and financial planning services with an investment approach that emphasizes diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.

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.

Thomas Tilley is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. His prior roles include positions at Prime Capital Investment Advisors and Mariner Wealth Advisors. Outside of his advisory work, he serves as a director for the Folds of Honor Foundation, which raises funds to support children of active or retired U.S. military personnel, and provides guidance to Scavuzzo's, Inc., a food and delivery company. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and employer financial wellness tools. The firm implements discretionary, customized portfolios supported by both internal research and third-party managers, with a notable integration of tax, accounting, and administrative family office 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.

Kristen Borst is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with Primerica Advisors. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and previously spent four years at Robert W. Baird & Co. Outside of her advisory work, she serves as a Germantown Village Trustee for District 4. Park Avenue Securities LLC serves a diverse retail client base, providing brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary model portfolios and third-party managers, supporting both discretionary and non-discretionary accounts.

Michael Senglaub is a CFP® with eight years of industry experience and currently serves as a financial advisor at Independent Financial Group, LLC. His previous roles include positions at Sagepoint and his own Senglaub Financial Group. He serves on the boards of two nonprofit organizations, the Catholic Community Land Development Project and the Institute for Human Stewardship. Independent Financial Group is a large integrated advisory and brokerage firm providing investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, and plan sponsors. The firm offers a variety of investment solutions through platforms like AccessPoint, Schwab, and third-party asset managers, utilizing both in-house and external model portfolios.

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.

Kieran Bieneman is a Series 66-credentialed financial advisor with three years of industry experience, currently with Primerica Advisors in Pewaukee, WI. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a trustee for his parent’s estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services through proprietary and third-party investment programs, utilizing both discretionary and non-discretionary account management strategies.

Alyson Dix is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Edward Jones and J.P. Morgan Securities. 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 integrates its services closely with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

Nicholas Weix is a financial advisor with Principal Financial Services based in Oconomowoc, WI. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Lake Country Financial Services and Principal Life Insurance Company. He also sells fixed insurance products, including fixed annuities and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, 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 referral arrangements.

John Dobson is a Series 65-licensed financial advisor with Wealthspire Advisors, where he has worked since 2017. He has eight years of industry experience and previously worked at US Bancorp. Outside of his advisory role, Dobson coaches high school hockey for Waukesha Public Schools. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach, incorporating mutual funds, ETFs, private investments, and separate account managers, with ongoing client monitoring and additional services including financial planning and retirement-plan consulting.

Gregory Vidmar is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Annex Wealth Management, Woodbury Financial Services Inc., and MetLife Securities Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active management with quantitative, momentum, and fundamental analysis.

Jeffrey Krause is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is involved as a director and partner in Krause Properties LLC, a real estate business focused on property management and accounting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and advisory programs, utilizing structured discovery processes and advanced modeling tools to assist clients in developing tailored financial plans.

Steven Kellogg is a financial advisor with Robert W. Baird & Co. in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Kellogg serves as a board member on the Investment and Finance Committee of Brookfield Christian School. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Thomas Hutchinson is a financial advisor at OSAIC with Series 66 designation. He has experience at MPC Advisers and EmbedTek prior to joining OSAIC. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and third-party solutions to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Richard Shelton is a financial advisor with Primerica Advisors in Waukesha, Wisconsin, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at PFS Investments Inc., LA Fitness, Primerica Financial Services, and STATS Perform. Outside of financial advising, he works as a personal trainer for Vip Fitness LLC and has experience in sports data operations with STATS Perform. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, with trade execution and custodial support provided through BNY Mellon Advisors and Pershing.