Scott Miller is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining Kestra Advisory in 2018, he worked at Securities Service Network, Inc., and TrueCourse Financial Partners LLC. Miller is also involved in tax planning and consulting through other business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including plan design, fiduciary oversight, employee education, and advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions.

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 14 years of industry experience, currently serving as an advisor at Independent Financial Partners. His prior experience includes roles at Sheridan Road Advisors, LLC and LPL Financial. Bruce also operates Bruce Financial LLC, which offers fixed insurance products under the name Pointer Financial Group. Independent Financial Partners is a nationwide advisory firm supporting over 260 advisors with a decentralized investment model. The firm serves a broad client base, including individual, charitable, corporate, and high-net-worth clients, and is noted for its retirement-plan advisory and pension consulting services.

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 financial advisor at Focus Partners Wealth, LLC based in Saint Louis, MO. She holds a Series 65 designation and has worked in the financial industry since 2019, with experience at firms including Buckingham Strategic Wealth and Correct Capital Wealth Management. Outside of her advisory role, she has been involved in a family childcare business, Ages & Stages Childcare, where she assists with administrative tasks. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies and offering a range of specialized investment programs.

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., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, offering both discretionary and non-discretionary 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.

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., holding a Series 66 designation and 11 years of industry experience. He has worked at VOYA since 2017 and previously worked at Edward Jones from 2015 to 2017. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led and manager-driven investment programs, combining non-discretionary and discretionary solutions alongside an active broker-dealer distribution model.

Elizabeth Summers is a financial advisor at Wealthspire Advisors with seven years of industry experience. She holds the Series 66 designation and has held positions at Wells Fargo Clearing Services, Wells Fargo Bank, UBS Financial Services Inc., and Fredrikson & Byron. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of 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 66 and Series 63 licenses and having four years of industry experience. Her prior employment includes roles at Northwestern Mutual and Securities America, as well as a period working independently. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services that emphasize asset allocation and retirement planning through proprietary tools developed with Morningstar Investment Management.