Dustin Hanson is a financial advisor with Eagle Strategies (NY Life) in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Mutual of Omaha, Securian Financial Services, Principal Life, and Mass Mutual. He is also licensed as an insurance agent, focusing on life, health, annuities, and variable insurance products. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm provides customized advice and implements solutions through various programs, emphasizing non-discretionary asset management and relationships with a diverse range of institutional sponsors.

Stephen Karakis is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 12 years at VOYA Financial Advisors and previous work at Voya Financial Partners, LLC. He is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations across non-discretionary and discretionary account structures.

Joshua Horner is a financial advisor at Mariner Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Northwestern Mutual and Kohl's. Outside of finance, he is involved in fashion design and manages a small merchandise and accessories business under YALO LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm emphasizes customized portfolio management supported by internal research and third-party managers, along with integrated tax and accounting services and specialized financial wellness and family office solutions.

Nicholas Wendt is a CFP® with nine years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He previously worked with Waddell & Reed, Inc. and is involved with Straight Arrow Financial Group, an entity through which he provides investment advisory services. Outside of his advisory work, Wendt serves as a high school wrestling coach for Cedar Grove-Belgium School District. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance client services.

Kyle Breitzman is a CFP® professional with 20 years of experience in the financial services industry. He is currently with PlanMember Securities Corporation and has held roles at several firms including Northbound Financial Services, Securities America Advisors, and MSI Financial Services. Outside of his advisory work, he is involved in tax preparation services as president of Lake Runner Tax Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and managing risk-based mutual fund portfolios. The firm offers education and support services to plan sponsors and participants and operates as both a broker-dealer and investment adviser.

Mitchell Manning is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding a Series 66 designation and 12 years of industry experience. Prior to joining Voya in 2017, he worked at Edward Jones and Waddell & Reed. He also operates as an independent insurance agent, selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm integrates in-house and external strategists with technology-enabled tools to manage both non-discretionary and discretionary accounts through a large network of investment adviser representatives.

Curtis Holbrook is a financial advisor with Commonwealth Financial Network in Waukesha, WI. He holds a Series 66 designation and has been working in the industry since 2025. Prior to his advisory career, he operated Holbrook Court Services from 2015 to 2023. 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 over $210 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients with various investment solutions.

John Nolle is a financial advisor with Guardian Life and holds a Series 66 designation. He has been working at Guardian Life and its affiliated firm Park Avenue Securities since 2026. Prior to that, he was a student for 17 years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and a digital advisory solution, with access to insurance products and alternative investments through its connection with Guardian Life.

Steven Dye is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 12 years of industry experience, including roles at LPL Financial, Benjamin Haddorff, UBER, and Waddell & Reed, Inc. Dye provides investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting services using a range of portfolio management strategies and technology platforms, combining a network of independent advisors with industry partnerships.

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 with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Aoy Mitchell and Allspring Funds Management, LLC. Heather is based in Milwaukee, WI. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers through both active and passive strategies across public and private assets.

Terek Glenetski is a financial advisor at Principal Financial Services with six years of industry experience and holds a Series 66 designation. He has worked at various firms including Principal Securities Inc., Union Financial, Inc., Praxis Wealth Partners, and Baird. In addition to his advisory work, Glenetski provides fixed insurance products and serves as a notary public in Wauwatosa, Wisconsin. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions implemented primarily on a discretionary basis.

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 at Independent Financial Group, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Financial Group since 2020, following six years at Sagepoint Financial Inc and over 40 years at The Senglaub Financial Group. Outside of his advisory role, he is a 50% owner of multiple land holdings rented for farming purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning, portfolio management, and access to third-party asset managers, employing a mix of passive and active investment strategies tailored to client risk 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 with Empower Advisory Group in Wauwatosa, WI, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior work includes roles 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, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates, offering both point-in-time financial plans and optional managed account solutions.

Kelly Lagore is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at firms including LPL Financial, SVA Plumb Wealth Management, and Robert W Baird & Co. 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 emphasizes diversified, risk-class based allocations that combine passive and active management overseen by an internal Investment Committee.