Matthew Kleiman is a financial advisor at Wealthspire Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at the Development Corporation for Israel and Robert W. Baird. Outside of his advisory role, he is a co-owner of a commercial real estate venture, Emet Holdings, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets across about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation approach implemented through various investment vehicles and centralized oversight.

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.

Sheila Gindhart is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Edward Jones and World Financial Group, Inc., and she has been with Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice, focusing on asset allocation and retirement guidance. The firm employs Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base and significant non-discretionary assets.

Matthew Rielley is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empower Advisory Group since 2018. Prior to that, he worked at GWFS Equities Inc/Great West Life & Annuity Insurance Company starting in 2006. Outside of his advisory role, he serves as Treasurer for Trail Life, USA, a Boy Scout organization, and is a board member and consulting advisor for Virtue Sports, Inc., a nonprofit sports organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes integrated services through Empower’s platforms and a financial planning approach focused on long-term portfolio returns and clients’ savings rates.

Marta Bartolacci is a financial advisor with Principal Financial Services in Pewaukee, WI, holding a ChFC® designation and Series 63 license. She has 11 years of industry experience, including roles at Charles Schwab and Cetera Investment Advisors. Bartolacci is also the owner of Bartolacci Wealth Management LLC, which operates as a DBA for her Cetera business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, 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.

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.

Tamara Macdonald is a CFP® with 37 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. She has maintained owner roles at Skye Financial Services, Inc. since 2006 and Tamara R Rono CFP, LLC since 1999. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm utilizes a range of custodians and third-party managers, managing most assets on a non-discretionary basis, and operates under a limited-partnership ownership structure that includes formal advisor transition support.

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 Stueber is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Stueber has been with J.W. Cole Financial, Inc. since 2011 and joined J.W. Cole Advisors, Inc. in 2026. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, third-party manager platforms, digital advice, and annuity sub-account management to individuals, high-net-worth clients, and institutional accounts. The firm provides both transaction-based and wrap managed program options and utilizes a mix of fundamental and technical analysis, model or manager-based strategies, and multiple custodial platforms.

Jerry Vang is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and five years of industry experience. He previously worked at Thrivent Financial and R&B Wagner. Outside of his advisory role, he serves as a board member for the Ascension Endowment Fund and owns an IT services business providing support and consultation to small businesses. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Thomas Meeker is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Creative Planning, Inc. since 2019 and previously spent three years at Hogan Financial. Meeker serves as the Symposium Director for the Financial Planning Association of Wisconsin. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services for individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through a broad network of advisors and offices.

John Morton is a financial advisor at Mariner with 10 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. His prior experience includes seven years at Boardwalk Financial Strategies and two years at Balasa Dinverno Foltz LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to create customized discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Michael Bogard is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Allworth Financial since 2024 and previously spent eight years at Heck Capital Advisors. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including high-net-worth individuals, qualified retirement plans, and charitable organizations. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Brent Ogden is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services and R&R Wealth Management. Outside of his advisory career, his background includes roles in various organizations such as the Wisconsin PGA Junior Foundation and University of Wisconsin-Whitewater. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Eric White is a Series 66-licensed financial advisor with Independent Advisor Alliance, LLC, based in Sussex, WI. He has four years of industry experience and previously worked at LPL Financial, as well as in educational roles at YK Pao School and The American School in Switzerland. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting services using a combination of discretionary and non-discretionary portfolio management, model portfolios, and technology platforms.

Karl Schmidtke is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Independent Advisor Alliance since 2017 and has concurrently been associated with LPL Financial and Northland Securities. 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 employs a network model of advisory representatives and uses a combination of discretionary and non-discretionary management strategies supported by various technology platforms.

Garrett Wilson is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation. He has three years of industry experience, including roles at Augustine Financial and Drake & Associates. Prior to his advisory career, he worked in education for eight years at Chadron State College and Homestead High School. 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 $210 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a wide range of investment options.

Lynda Cichosz is a financial advisor at J. W. Cole Advisors, Inc. with three years of industry experience. She holds a Series 66 designation and has held roles at J.W. Cole Advisors, Trinity Retirement Solutions LLC, and LPL Financial LLC. She has also operated as a self-employed advisor and worked outside the financial industry prior to 2016. J. W. Cole Advisors, Inc. supports a large network of independent advisors and offers a range of services including fee-based portfolio management, financial planning, and retirement plan solutions for individuals, high-net-worth clients, and institutions. The firm utilizes various investment strategies and platforms, including discretionary and non-discretionary account management and digital advice options.

Daniel Schmidt is a Series 66-credentialed financial advisor with four years of industry experience. He is currently affiliated with Commonwealth Financial Network and Hundt Financial Services, Inc. His prior work includes roles at Augustine Financial, Edward Jones, and American Family Insurance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Mitchell Ahmad is a CFA® charterholder with eight years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC, where he has been since 2021. His prior roles include positions at SVA Plumb Wealth Management, LLC, and Carroll University. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management, supported by an internal Investment Committee.