Jeffrey Lehrer is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Northland Securities and LPL Financial. Lehrer is also involved in agricultural activities, owning a farm for cash crops. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, and charitable organizations, providing services such as asset management, financial planning, and retirement plan consulting. The firm utilizes both discretionary and non-discretionary portfolio management strategies and integrates technology platforms for asset aggregation and estate planning.

Jeremy Lee is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 65 designation and previously worked at Personal Capital Advisors Corporation, Annex Wealth Management, ASQ, and Hedge Plus. Outside of his advisory work, he is a licensed real estate agent with Premier Point Realty LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated approach is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

John White is a CFP® professional with 12 years of experience in the financial industry. He is currently with Creative Planning and has prior experience at Mutual Securities, Kowal Investment Group, Raymond James Financial Services Advisors, and MML Investor Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Kennadi Haythorne is a Series 65-registered advisor with Focus Partners Wealth, LLC, based in Brown Deer, WI. She has one year of industry experience and has previously worked at Buckingham Strategic Wealth, Correct Capital Wealth Management, Edward Jones, and other firms. Outside of advising, she assists with administrative duties at a family childcare business. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients, offering a broad range of wealth management and advisory services. Their investment approach combines active and passive strategies within an enhanced open architecture framework that incorporates proprietary tools and legacy strategies.

Samuel Kruschel is a CFP®, ChFC®, and Series 66 designated advisor with 18 years of industry experience. He is currently with Creative Planning in Germantown, WI, and previously worked at firms including Hogan Financial, MML Investors Services, Mass Mutual, Morgan Stanley, and Wells Fargo Clearing. Kruschel serves as a board member of the WELS Retirement Program Commission, a role involving oversight in accordance with WELS governance documents. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment strategy that emphasizes low-cost indexing, buy-and-hold approaches for long-term goals, and tailored solutions such as private market investments and tax-efficient strategies.

Shawn McMahon is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including more than a decade with Principal Financial Services and Principal Life Insurance Company. McMahon serves as treasurer for the Glendale River Hills School District Foundation, a nonprofit organization focused on raising and distributing charitable contributions to support local education. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm provides access to direct advisory programs, financial planning, and third-party money manager solutions under various advisory and promoter arrangements.

Christopher Luebke is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at J. W. Cole Advisors since 2021. Luebke is also president of CAL Capital Corporation and serves as a backup trustee and power of attorney for immediate family members. 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 offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented using fundamental and technical analysis, model portfolios, or digital advice platforms.

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.

Michael Tyler is a CFP® credentialed financial advisor with seven years of industry experience. He is currently with Wealthspire Advisors in Milwaukee, WI, where he has worked since 2017, including through its predecessor entities. Prior to joining Wealthspire, he was employed at US Bancorp Fund Services for three years. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various investment vehicles.

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.

Elizabeth Summers is a financial advisor at Wealthspire Advisors in Milwaukee, WI, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, UBS Financial Services Inc., and Fredrikson & Byron. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Gerald Jones is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at Bank of America, Merrill Lynch, and Raymond James Financial Services. Jones is also involved as an insurance agent and a member of O'Hare Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Madelyn Oemig is a Series 65 licensed advisor with Wealthspire Advisors in Milwaukee, WI, where she has worked since 2022. She has two years of industry experience and previously worked at the University of Wisconsin Madison from 2020 to 2023 and in secondary education from 2013 to 2020. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm offers wealth management, financial planning, and trust administration services through a customized, relationship-driven process and utilizes diversified, institutional-style asset allocation strategies.

Christine Kopecky is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes positions at Transamerica Life Insurance Company, Securities America Advisors, and Northwestern Mutual. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice, advisor-managed advice, and investment education services. The firm utilizes proprietary software and third-party model portfolios from Morningstar Investment Management to offer both implemented portfolios and non-discretionary recommendations.

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.