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.

James Spiegelberg is a financial advisor with Cetera Planning Partners and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including longstanding roles at Avantax and ProEquities. Outside of advising, Spiegelberg is the owner of James H Spiegelberg CPA LLC, providing tax, accounting, and consulting services, and serves as an outside director and audit committee chairman for 1895 Bancorp of Wisconsin. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, and ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified, document-driven investment process.

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.

Joseph Pometto is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at Principal Life Insurance, SuiteDynamics, Anchor Group, and Selle Financial. Outside of his advisory work, he is involved in music performance through his ownership of Inherit the Earth. J.W. Cole Advisors operates a large network of independent advisers providing fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a combination of discretionary and non-discretionary management strategies.

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.

Curtis Edmark is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Centaurus Financial since 2017 and Pioneer Financial Group since 1991. Outside of his advisory role, he is involved in insurance sales, focusing on annuity recommendations and client engagement through public meetings. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts, utilizing a combination of discretionary and non-discretionary arrangements.

Ronald Sadoff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 24 years of industry experience. He previously operated Sadoff Investment Management and Ronald Sadoff's Major Trends for 44 years before joining Wealth Enhancement Group and its advisory services in 2022. Outside of his advisory work, he serves as president of Milwaukee College Prep, a K-8 charter school, and is a board member at the University of Wisconsin-Milwaukee. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, employing a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Christopher Clinton is a financial advisor at Transamerica Retirement Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Diversified Investors Securities Corp. since 2011. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, using proprietary software and model portfolios provided by Morningstar Investment Management, and manages a large client base with a focus on non-discretionary assets.

Andrea Elser is a CFA® charterholder with nine years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2021. Prior to that, she was with SVA Plumb Wealth Management, LLC from 2015 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Timothy Jones Jr. is a financial advisor with Empower Advisory Group in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at Empower Financial Services, Elite Human Capital Group, and several short-term roles in other industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through proprietary and third-party methodologies.

Daniel Borchard is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and was previously with Russell Investments from 2010 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines customized, discretionary portfolio management with integrated tax and accounting services, offering a range of strategies across asset classes and operational capabilities uncommon for firms of its size.

Tykia Williams is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Drake & Associates, LLC and Wells Fargo. Outside of her advisory role, she operates an online retail clothing business, Opulent Laze, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative systems and emphasizes long-term portfolio returns and annual rebalancing in its planning services.

John O'Hare III is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch over a decade, as well as Raymond James Financial Services. He is also involved as an insurance agent and owns a support company, O'Hare Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves high-net-worth individuals, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning, pension consulting, and managed account programs.

Chaunston Weisensel is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Mutual Securities, Kowal Investment Group, and Prudential Insurance Company of America. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market investments.

Faith Schanowski is a financial advisor at Mariner with Series 65 credentials and one year of industry experience. She has previously worked at Annex Wealth Management and 1834 Investment Advisors, and she attended the University of Iowa. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal portfolio team and external managers, and it is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Michael Lanigan is a financial advisor at TIAA-CREF with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with pre-existing retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios under a fiduciary standard.

Jay Czarapata is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Wealthspire Advisors in Milwaukee, WI, where he has worked since 2013. Prior to this, he spent five years at Wealthspire Capital, LLC. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, utilizing an institutional-style asset allocation framework implemented through mutual funds, ETFs, private investments, and separate account managers.

Lauren Jamrose is a financial advisor at Hightower Advisors with 16 years of industry experience. She previously worked at Robert W. Baird & Co. for 16 years before joining Hightower in 2025. Jamrose holds a Series 66 designation and serves on the Board Advancement Committee at Mount Mary University, contributing to fundraising strategy and alumni engagement. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and various investment vehicles.