Sharon Green is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. Her prior roles include positions at Woodbury Financial Services INC, Annex Advisory Services, LLC, and SII Investments, Inc. She serves as a FINRA arbitrator and teaches adult education classes at several institutions including WCTC, Marquette, and Alverno College. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm combines strategic asset allocation with multi-manager portfolios and uses both passive and active investment exposures across various risk profiles.

Tom Driscoll is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Avantax Investment Services, NFP Advisor Services, and R&R Wealth Management. In addition to advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

James Senglaub is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Independent Financial Group since 2020 and previously spent six years at Sagepoint Financial Inc. Senglaub has operated The Senglaub Financial Group since 1986. Outside of advising, he is a part-owner of several LLCs that hold land rented to unrelated farmers. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and third-party asset manager programs, utilizing strategic asset allocation and a combination of passive and active investment approaches.

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 credentials including Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Empower Financial Services, Inc., 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 certain individual account holders. The firm’s approach integrates proprietary and third-party methodologies to deliver “point-in-time” financial plans focused on long-term portfolio returns and savings rates, supported by a large client base and affiliation with Empower’s recordkeeping and administrative platforms.

Sarah Gruber is a financial advisor at J.W. Cole Advisors, Inc. with five years at the firm and a total of 11 years of industry experience. She holds a Series 65 designation and previously worked at Greenstone Financial Services, MoneyWise Planning Group LLC/Woodbury Financial, Lane Investments LLC/Woodbury Financial, and LPL Financial. Outside of her advisory role, she serves as an assistant at Pathway Divorce Solutions, where she is involved in divorce financial analysis. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, third-party investment manager access, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis using various analytical approaches.

Kelly Lagore is a CFP® with 11 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at LPL Financial, SVA Plumb Wealth Management, LLC, and Robert W Baird & Co. Inc. She holds Series 66 and Series 63 licenses and is based in Pewaukee, WI. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing diversified, risk-class based investment approaches that combine passive and active managers, with portfolio oversight by an internal Investment Committee.

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.

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.

Todd Kreitzman is an investment advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Kestra Advisory since 2016 and has prior experience with BMO Harris Financial Advisors and BMO Harris Bank. Kreitzman serves as a relationship advisor for retirement plans and provides education as well as fiduciary services under 3(21) agreements. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Xinzi Yuan is a financial advisor with Transamerica Financial Advisors in Brookfield, WI, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has worked with several organizations including Accounting & Financial Services LLC and serves on the board of the Wisconsin Chinese Chamber of Commerce, where she helps develop educational topics and organize training events. Yuan also volunteers providing tax preparation services to low-income taxpayers through AARP. Transamerica Financial Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, delivering advice through proprietary model suites and third-party managers with discretionary and non-discretionary program options.

Jodie Lane is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining J.W. Cole Advisors in 2021, she worked at Woodbury Financial Services, Sii Investments, and LPL Financial. Outside of her advisory role, Lane owns Pathway Divorce Solutions, LLC, a non-investment business focused on divorce financial planning. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Robert Holton is a financial advisor at Commonwealth Financial Network with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms including LPL Financial, BMO Harris Financial Advisors, and Cleary Gull Advisors. Outside of his advisory work, Holton serves on the board of Walters Buildings, Inc. and owns The Westborough Group, LLC, a publishing company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Anthony Priester is a CFP® and Series 66-registered financial advisor with Creative Planning, LLC, based in Brookfield, WI. He has four years of industry experience, including roles at Mutual Securities, Kowal Investment Group, and Colony Brands. Prior to his financial services career, he worked at Jimmy John's for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to corporations. The firm employs a financial-planning-led investment approach focusing on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Gregory Alft is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with LPL Financial since 2019 and has been involved with Forward Financial Group, LLC since 2018. Outside of his advisory role, he is a tennis instructor with the Waukesha Tennis Association. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisors with access to third-party managers and technology platforms to provide both discretionary and non-discretionary portfolio management.

Joseph Romas is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC, Ameriprise Financial Services Inc., and Cloud Park, LLC. Outside of his financial advisory role, he is a certified flight instructor at Spring City Aviation. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

Drew Hebbe is a financial advisor with Primerica Advisors who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Bender Kind and Stafford Dental, Maas Brothers Construction, and the Fort Atkinson School District. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services such as lending solutions and donor-advised funds.

Nicholas Dewsnap is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Churchill Management Group, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jeffrey Kralovec is a financial advisor with Beacon Pointe Advisors, LLC in Milwaukee, WI. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining Beacon Pointe in 2021, he worked for Next Generation Wealth Management, Inc. for 15 years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing a proprietary “Focus List” and both active and passive strategies, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Tyler Carpiaux is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has two years of industry experience, including roles at United Financial Advisors and Principal Life Insurance Company. His background includes a range of positions spanning financial services and other industries, such as work with DoorDash and Bremer Bank. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.