Baoqing Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Li has held various roles in healthcare insurance and financial education organizations, including BlueCross BlueShield Illinois and Wall Street to Main Street Financial Education Inc., where he serves as president. He is involved in activities related to tax planning and occasionally assists clients with health insurance needs. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers. The firm manages a mix of discretionary and non-discretionary assets and provides additional services such as securities-backed lending and bank deposit sweeps.

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® and Series 65 credentialed advisor at Mariner with four years of industry experience. He has been with Mariner Wealth Advisors since 2020 and previously worked at U.S. Bank and Oak Ridge Country Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations through investment management, financial planning, and retirement plan consulting. The firm provides discretionary, customized portfolios supported by internal research and third-party managers, alongside coordinated tax services and financial wellness tools.

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.

Christine Brumfield is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Beacon Pointe Advisors, LLC. She has worked in the financial services industry since 1999, with experience at firms including US Bank, Wisconsin Bank and Trust, Old National Bank, and 1834 Investment Advisors Co. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a wide range of clients including individuals, corporations, and institutional investors. The firm combines proprietary asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private asset classes.

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 15 years of industry experience, currently affiliated with Independent Financial Partners. His prior work includes roles at Sheridan Road Advisors, LPL Financial, and Annex Wealth Management. Bruce also operates a wealth management practice under the name Pointer Financial Group. Independent Financial Partners serves a nationwide client base through a network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model and is noted for its specialized retirement-plan advisory and pension consulting capabilities.

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.

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 five years of industry experience. He holds a Series 65 designation and has previously worked at Personal Capital Advisors Corporation, Annex Wealth Management, ASQ, and Hedge Plus. Outside of advising, he is a licensed real estate agent with Premier Point Reality LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering financial plans focused on long-term portfolio returns 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 financial advisor at Creative Planning with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes roles at Hogan Financial, MML Investors Services, and Mass Mutual. He serves as a board member for the WELS Retirement Program Commission, a nonprofit retirement plan organization, with no compensation. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

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.

Stephen Karakis is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and also operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary arrangements and various managed account programs.

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.