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.

Andrew Degroot is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he works seasonally as a farm crew member at Happy Day FarmHaus in Germantown, WI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers. The firm provides discretionary and nondiscretionary management options and maintains unique affiliations that support a broad range of retirement services and succession planning.

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.

Nicholas Lyons is a financial advisor at Empower Advisory Group with credentials including Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Empower Financial Services, Inc., Career Certified, and Junior Achievement of Wisconsin. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain individual account holders. The firm’s approach integrates proprietary and third-party methodologies to deliver “point-in-time” financial plans focused on long-term portfolio returns and savings rates, supported by a large client base and affiliation with Empower’s recordkeeping and administrative platforms.

Sarah Gruber is a financial advisor at J.W. Cole Advisors, Inc. with five years at the firm and a total of 11 years of industry experience. She holds a Series 65 designation and previously worked at Greenstone Financial Services, MoneyWise Planning Group LLC/Woodbury Financial, Lane Investments LLC/Woodbury Financial, and LPL Financial. Outside of her advisory role, she serves as an assistant at Pathway Divorce Solutions, where she is involved in divorce financial analysis. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, third-party investment manager access, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis using various analytical approaches.

Yogesh Khatri is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Eagle Strategies since 2008 and has longstanding affiliations with New York Life Insurance Co. and its related entities since 1990. Outside of his advisory work, he is a partner in RAAGA Entertainment, LLC, which promotes classical and Bollywood music concerts. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Paul Hofmann is a financial advisor with Empower Advisory Group in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Empower Advisory Group in 2024, he worked at GWFS Equities and Core Staff and has a background at U.S. Cellular Corp. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s administrative and recordkeeping platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.

Jeffery Begovatz II is a financial advisor with TIAA-CREF, holding a Series 66 designation and 13 years of industry experience. He has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing TIAA-administered employer retirement plans. The firm offers a range of services including point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its RIA services.

Todd Kreitzman is an investment advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Kestra Advisory since 2016 and has prior experience with BMO Harris Financial Advisors and BMO Harris Bank. Kreitzman serves as a relationship advisor for retirement plans and provides education as well as fiduciary services under 3(21) agreements. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Joshua Timblin is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 12 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2020 and has been with NorthRock Partners since 2020. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing asset allocation across mutual funds, ETFs, and individual securities.

Xinzi Yuan is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in accounting and financial services since 2014, including roles at Lida Accounting Service LLC and involvement with the Wisconsin Chinese Chamber of Commerce as a board member. Yuan also volunteers with AARP to provide tax preparation services to low-income taxpayers. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, employing a mix of proprietary and third-party investment models, with discretionary and non-discretionary program options.

Jodie Lane is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining J.W. Cole Advisors in 2021, she worked at Woodbury Financial Services, Sii Investments, and LPL Financial. Outside of her advisory role, Lane owns Pathway Divorce Solutions, LLC, a non-investment business focused on divorce financial planning. 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 provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Patricia Whiting is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Prior to her current role, she worked at GWFS Equities, Inc. for eight years and at Niebler Properties, Inc. for four years. Outside of finance, she is involved with MVP Staffing, providing temporary festival bartender services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model offers point-in-time financial plans and optional managed account solutions within platforms aligned with Empower’s recordkeeping and administrative services.