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.

Jason Woodbury is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at COUNTRY Capital Management Company, MML Investors Services LLC, and MassMutual Life Insurance Co. He also sells fixed insurance products such as fixed annuities, long-term care, disability, group benefits, health, Medicare, and property and casualty insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 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.

Joshua Leber is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His previous roles include positions at Raymond James Financial Services, Merrill, Russell Investments, and Wells Fargo. Outside of his advisory work, he serves as a part-time pickleball instructor for the Grafton Parks and Recreation Department. Steward Partners Investment Advisory is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations with various portfolio management and financial planning services through both proprietary and third-party solutions.

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.