Jason Woodbury is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including COUNTRY Trust Bank, MassMutual Life Insurance Co, and Harrison Financial. He also sells fixed insurance products, including fixed annuities, long-term care, disability, group benefits, health, Medicare, and property and casualty insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Austin Finn is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and Series 65 licenses. He has eight years of industry experience, including prior roles at LPL Financial LLC and Augustine Financial, LLC, where he is also involved in fixed insurance sales as an agent. 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 over $212 billion in client assets. The firm provides a broad adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, and a range of investment options.

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.

Jacob Rabay is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Northwestern Mutual and Annex Wealth Management. He serves on the board of directors for Parents Place, a nonprofit organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Heather Schaber is a financial advisor at Beacon Pointe Advisors, LLC in Milwaukee, WI, with five years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at Aoy Mitchell from 2016 to 2022. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Terek Glenetski is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Union Financial, Inc. and Baird, among others. He also serves as a licensed agent for fixed insurance products and provides notary public services in Wisconsin. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed internationally. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Sharon Green is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has previously worked at Woodbury Financial Services, Annex Advisory Services, and SII Investments. Outside of her advisory role, she serves as a FINRA arbitrator and teaches adult education classes at multiple institutions including WCTC, Marquette, and Alverno College. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of advisors and utilizes multiple program platforms to deliver tailored investment solutions.

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 possessing 43 years of industry experience. He has worked with Independent Financial Group since 2020 and previously worked at Sagepoint Financial Inc. from 2014 to 2020, while also operating The Senglaub Financial Group since 1986. Outside of advisory services, he is a partial owner of several land properties rented to non-related farmers. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory programs and third-party asset managers to implement client investment profiles.

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.

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, holding a Series 66 designation and 13 years of industry experience. He has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC 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 TIAA-administered employer retirement plans. The firm offers a range of services including point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its RIA services.

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 at Transamerica Financial Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in accounting and financial services since 2014, including roles at Lida Accounting Service LLC and involvement with the Wisconsin Chinese Chamber of Commerce as a board member. Yuan also volunteers with AARP to provide tax preparation services to low-income taxpayers. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, employing a mix of proprietary and third-party investment models, with discretionary and non-discretionary program options.

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.