Quinn Hoopman is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial and Straight Arrow Financial Group. Outside of his advisory work, he serves as a high school wrestling coach in Cedar Grove, Wisconsin. Independent Advisor Alliance serves individuals, small businesses, charitable organizations, and retirement plans with a range of asset management and financial planning services. The firm employs a network model with supervised advisory representatives and utilizes various portfolio management strategies alongside technology platforms to support client needs.

Peter Hundt is a financial advisor with Commonwealth Financial Network in Brookfield, WI, holding the ChFC® and Series 63 designations. He has 25 years of industry experience, including prior roles at SII Investments and his own firm, Hundt Financial Services, Inc. Outside of advisory work, Hundt is involved in real estate consulting and management through several private entities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by a comprehensive operations and technology platform.

Ryan Knutson is affiliated with Voya Financial Advisors, Inc. and holds Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at Northwestern Mutual Investment Services. Outside of his financial advisory role, he owns and operates Gingers Fitness LLC, a personal training business. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients, offering financial planning, portfolio management, and consulting services through various program structures that emphasize non-discretionary, recommendation-based advice.

Jeremy Roche is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. His prior work history includes roles at Mutual of Omaha and Primerica. He also holds a position related to the sale of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Carol Strehlow is a financial advisor with Independent Financial Partners in Waukesha, WI, holding Series 65 and Series 63 designations and having 10 years of industry experience. She has worked at Independent Financial Partners since 2016 and concurrently at Retirement Plan Solutions since 2012, where she is a minority owner. Strehlow also holds notary credentials with no compensation for that activity. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model and specializes in retirement-plan advisory and pension consulting, serving a wide range of individual, charitable, corporate, and high-net-worth clients.

Timothy Leroy is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting. The firm delivers advice primarily through non-discretionary programs and maintains both SEC-registered adviser and broker-dealer roles.

Peter Wagner is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and LPL Financial, and previously worked at Cambridge Investment Research Advisors. Wagner is also involved in tax preparation through Harvest Tax Service. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model of independent advisory representatives and employs a variety of portfolio management strategies supported by technology platforms.

Randell Godsell is a CFP® professional with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2021. His prior roles include positions at SVA Plumb Wealth Management, LLC and Sva Wealth Management, LLC. He is also the Board President of Lake Country Classical Academy in Oconomowoc, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Donald Savaglia is a financial advisor at Integrity Alliance, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Woodbury Financial Services, Cetera Advisor Networks, and J.W. Cole Financial. Integrity Alliance provides advisory and brokerage services to a broad client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and both wrap and non-wrap programs.

Jeffrey Hottinger II is a CFP®-designated financial advisor at Creative Planning with nine years of industry experience. He previously worked at GWFS Equities for seven years and has held roles at several other firms including Core Staff, Hogan Financial, and Dynamic Ratings. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focusing on low-cost indexing and buy-and-hold strategies, alongside access to private market investments and institutional services.

Kevin Miller is a Series 66-credentialed financial advisor with 25 years of industry experience. He has worked at Sanctuary Advisors, LLC since 2023 and previously held roles at CWM, LLC, Carson Group entities, Arbor Point Advisors, and Securities America for extended periods. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who employ various investment strategies and analytical approaches while delivering services on discretionary or non-discretionary bases.

Maureen Hansen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Wealth Enhancement Advisory Services and Wealth Enhancement Group since 2021 and has a background in accounting through her ongoing role at SVA Certified Public Accountants, where she also serves on the board of directors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of program offerings including financial planning, asset management, and specialized retirement plan consulting.

Pedro Guerrero is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Mutual of America Securities LLC and several other firms. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary client relationships.

Joseph Fenlon is a financial advisor with Principal Financial Services based in Wauwatosa, WI. He holds Series 63 and Series 65 designations and has 24 years of industry experience. His career includes roles at Principal Securities Inc., Union Financial Inc., and Principal Life Insurance Co. Fenlon is also involved in selling fixed annuities, fixed life insurance, long-term care, group benefits, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. 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.

Susan Lenz is a financial advisor with TIAA-CREF in Brookfield, WI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options under a fiduciary standard.

Joseph Senglaub is a financial advisor with J. W. Cole Advisors, Inc. He holds the Series 66 designation and has 25 years of industry experience. His work history includes positions at LPL Financial and SII Investments, Inc., and he has operated The Senglaub Financial Group since 1998. Outside of his advisory work, he serves as a part-time parish coordinator at St. Bruno Catholic Church in Dousman, WI. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary account management using a blend of fundamental and technical strategies along with digital advice solutions.

Jordan Chardukian is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at CMG Financial and RBC Capital Markets, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates in their planning approach.

Bryan O'dell is a financial advisor at Creative Planning with 19 years of industry experience. He holds the Series 66 designation and has been with Creative Planning since 2012. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, supported by a broad advisory team and centralized infrastructure.

Drew Fortney is a financial advisor at Eagle Strategies (NY Life) based in Milwaukee, WI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, Fortney held positions at Citizens First Bank, NYLIFE Securities LLC, and New York Life Insurance Company, among others. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and maintains a significant non-discretionary asset base, operating within an integrated New York Life affiliate structure.

Erin Christensen is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 10 years of industry experience. She has been associated with Commonwealth Financial Network since 2006 and also works with Augustine Financial since 2005. Outside of her advisory role, she serves as a trustee for the Douglas C. Aldridge Trust. 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 $200 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.