David Massart is a financial advisor at Beacon Pointe Advisors, LLC with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Next Generation Wealth Management for 16 years. Outside of his advisory role, he serves as an independent trustee and director for several series funds within the Managed Portfolio Series Trust and ETF Series Solutions Trust, providing oversight to protect shareholders' interests. Beacon Pointe Advisors offers investment advisory and consulting services to a diverse range of individual and institutional clients. The firm emphasizes a manager-driven investment approach utilizing a proprietary Focus List and employs both active and passive strategies, supported by a formal due-diligence process and third-party platforms.

Jeremy Lancour is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds the Series 66 designation and previously worked at Storm Fischer Investment Group and PNC Bank. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services.

Peter Jelacic is a CFP® professional with 20 years of industry experience. He currently serves as an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent several years with SVA Plumb Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a range of financial planning and consulting services.

Jairus Halladay is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at RM Plans and Principal Securities INC, where he has worked since 2016. Outside of his advisory work, he is involved in the sales of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Sandra Bawolek is a financial advisor with Principal Financial Services, holding a Series 66 designation and bringing 11 years of industry experience. She has worked with various Principal entities since 2010, including Principal Life Insurance Services and Principal Securities Inc. Outside of her advisory role, she serves as Treasurer for the Wisconsin Chapter of Women in Insurance and Financial Services, an unpaid board position. 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 financial planning and retirement plan consulting alongside access to third-party money manager programs under distinct advisory and promoter arrangements.

Matthew Jump is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Northwestern Mutual Wealth Management Company and Wealth Partners. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance product distribution. The firm delivers advice through Investment Adviser Representatives using model portfolios and third-party strategists, with a focus on non-discretionary asset management and a combination of advisory and brokerage services.

Adam Brophy is a financial advisor with Principal Financial Services based in Menomonee Falls, WI. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. He is a 50% owner and active manager of Union Financial, Inc., and is a managing member of Bad Partners, LLC. 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 manager solutions, with investment implementation generally handled on a discretionary basis by the third-party managers.

Peter Lanigan Jr. is a financial advisor with Voya Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with Voya since 2014 and is also owner of Lanigan Financial Group Incorporated. Outside of advisory work, Lanigan serves as a financial consultant for several businesses, assisting with financial modeling and monthly financial reviews, and is an independent insurance agent. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a mix of model portfolios and manager-driven strategies, supporting both discretionary and non-discretionary investment programs alongside a combined advisory and broker-dealer platform.

Amanda Sachs is a CFP® and ChFC® with 12 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at Steward Partners Investment Solutions, O'Hare Wealth Management, Raymond James Financial Services, and Merrill. Outside of her advisory role, she has part-time employment as a server at Remington's River Inn in Thiensville, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal committee.

Baoqing Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with multiple healthcare and insurance firms, including BlueCross BlueShield IL, United Healthcare, and Common Ground Healthcare. Li is also president of Wall Street to Main Street Financial Education Inc., a non-investment entity focused on tax planning. Transamerica Financial Advisors serves a broad client base, offering advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers. The firm operates as both a registered broker-dealer and RIA and supports plan clients through affiliated retirement and recordkeeping entities.

Karyn Tylicki is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2022. She previously worked at Ellenbecker Investment Group and Sikich LLP. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and trust services. The firm employs a relationship-driven, customized approach with an emphasis on diversified, institutional-style asset allocation.

Tracy Lewinski is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked with Eagle Strategies since 2012 and maintains longstanding roles with Nylife Securities LLC, New York Life Insurance Company, and Michael J Jungen. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily through non-discretionary assets. The firm integrates advisory services with insurance and annuity products and provides tailored solutions across multiple program types.

Jacob Augustine is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. He has been with Commonwealth and Augustine Financial since 2025. Prior to entering the financial industry, he worked in various roles including positions at New Philadelphia Church and Torch Trinity Graduate University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a variety of managed-account programs, access to third-party asset managers, and custodial services, serving both individual and institutional clients.

Marcus Melnarik is a CFP® professional with four years of industry experience, currently serving at Mariner Wealth Advisors since 2020. His prior work includes roles at U.S. Bank and Oak Ridge Country Club. Mariner serves a broad mix of clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to deliver customized portfolios and maintains a notable integration of tax and accounting services.

Laura Barry is a CFP® with 25 years of industry experience, currently serving at Wealthspire Advisors since 2013. She previously worked at Wealthspire Capital, LLC for five years. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Scott Miller is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining Kestra Advisory in 2018, he worked at Securities Service Network, Inc., and TrueCourse Financial Partners LLC. Miller is also involved in tax planning and consulting through other business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including plan design, fiduciary oversight, employee education, and advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions.

Mark Duetsch is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior experience includes roles at Northwestern Mutual, Milwaukee Tool, and Marquette University. Outside of his advisory work, he is the owner and creator of an Etsy business selling 3D printed items. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides unique tax integration and administrative family office services for clients.

William Taylor is a financial advisor at Creative Planning with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors, Principal Advised Services, Principal Securities, Principal Life Insurance Company, and WaterStone Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, pension and profit-sharing plans, trusts, foundations, 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 direct indexing, tax-loss harvesting, and selective private market exposure.

Matthew Bruce is a CFP® with 14 years of industry experience, currently serving as an advisor at Independent Financial Partners. His prior experience includes roles at Sheridan Road Advisors, LLC and LPL Financial. Bruce also operates Bruce Financial LLC, which offers fixed insurance products under the name Pointer Financial Group. Independent Financial Partners is a nationwide advisory firm supporting over 260 advisors with a decentralized investment model. The firm serves a broad client base, including individual, charitable, corporate, and high-net-worth clients, and is noted for its retirement-plan advisory and pension consulting services.

Chad Fawcett is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Creative Planning since 2017, following roles at H. Beck and TD Ameritrade. He is based in Brookfield, WI. 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 tax-loss harvesting and fundamental equity sleeves, and offers a broad range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.