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.

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 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.

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.

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.

Joshua Timblin is a Series 66-credentialed financial advisor with 12 years of industry experience. He currently works with NewEdge Advisors after previously serving at NorthRock Partners and Morgan Stanley. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisors. The firm offers a variety of portfolio management and consulting services, utilizing both in-house and third-party strategies, with a focus on centralized due diligence and technology integration.

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.

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.

Patricia Whiting is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Prior to her current role, she worked at GWFS Equities, Inc. for eight years and at Niebler Properties, Inc. for four years. Outside of finance, she is involved with MVP Staffing, providing temporary festival bartender services. 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 model offers point-in-time financial plans and optional managed account solutions within platforms aligned with Empower’s recordkeeping and administrative 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.

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.

James Mc Knight is a financial advisor with CIBC Private Wealth Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Annex Wealth Management, LLC, Charles Schwab Bank, Charles Schwab, and B.C. Ziegler and Company. Outside of his advisory work, he serves on the advisory board for Catholic Memorial High School and coaches a Pee Wee A youth hockey team. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach integrates an internal team, relationship managers, and governance committees to deliver customized portfolios using a combination of proprietary and external strategies, including options and structured notes, and manages a significant asset base with a notably high assets-under-management per advisor ratio.