Jacob Peroceschi is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2004 to 2024 before joining his current firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving 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 managers guided by an internal Investment Committee.

Elizabeth Kocour is a CFP® with seven years of industry experience, currently advising at Creative Planning. Her prior experience includes multiple roles at Wipfli Financial Advisors and positions at the Grainger Institute for Engineering and Student Veterans of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to 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.

Kathleen Dougherty Klein is a CFP® professional with 25 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, Park Place Capital Management, Inc., Marietta Investment Partners, LLC, and Strong Capital Management Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis.

Merissa Mc Cuen is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Fidelity Personal and Workplace Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Steven Phillips is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Union Financial and Principal Life Insurance Co. since 2015 and 2014, respectively. His outside business activities include involvement in insurance, disability insurance, health, group benefits, fixed annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals across wealth levels, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various adviser and promoter arrangements.

Mckenna Galante is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with Creative Planning, LLC, where she has worked since 2022. Prior to that, she held positions at Wipfli Financial Advisors, LLC, and Hewins Financial Advisors, LLC. 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 process that integrates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

James Healy is a financial advisor at Eagle Strategies (NY Life) based in Milwaukee, WI, with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Eagle Strategies and affiliated entities since 2019, previously spending 11 years with Thrivent Financial for Lutherans. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs and emphasizes non-discretionary management, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

David Tiutczenko is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding Series 63 and Series 66 licenses and six years of industry experience. His previous roles include positions at Northwestern Mutual, AE Wealth Management, and Thrivent Financial. In addition to his advisory work, he is involved in the sales of fixed insurance products including annuities and life insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions with both adviser and promoter arrangements.

Rebecca Gruver is a financial advisor at Creative Planning with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Kowal Investment Group LLC, Mutual Securities, Inc., and Raymond James Financial Services. 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 client assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Benjamin Trevino is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Union Financial Inc since 2008 and Princor Financial Services Corp and Principal Life Insurance Co since 2007. Outside of his advisory role, Trevino serves as a board member of the MACC Fund’s Emerging Leaders Board, which supports childhood cancer charitable events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. 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.

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, holding the ChFC® and Series 63 designations, and has 26 years of industry experience. He has worked at Commonwealth since 2017 and previously spent eight years at SII Investments. Outside of his advisory role, Hundt is involved in real estate consulting as the owner and president of PAH Real Estate Consulting Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm provides a broad platform that includes managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Ryan Knutson is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Voya, he worked at Harbour Investments, Inc. and E2 Retirement Consulting. Outside of finance, he owns and operates Gingers Fitness LLC, a personal training business. Voya Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, UMA and wrap programs, and retirement-plan advisory services to individuals, pension plans, nonprofits, and corporate clients. The firm combines model portfolios, third-party managers, and technology-enabled tools to implement mostly non-discretionary strategies, while also serving as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Carol Strehlow is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has worked at IFP Securities, LLC since 2019 and has been associated with Independent Financial Partners since 2016. Strehlow is a minority owner of Retirement Plan Solutions, a firm providing wealth management services for individual clients and qualified plans. She also serves as a notary, performing this service without compensation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Timothy Leroy is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a wide range of financial planning and portfolio management services through a large network of advisers, utilizing both in-house and third-party investment strategies and technology-enabled tools to implement client recommendations.

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.

Brett Spaulding is a financial advisor with Eagle Strategies (NY Life) in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Mutual of Omaha Investor Services and Illinois State University. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within the integrated New York Life affiliate structure.

Donald Savaglia is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. His career includes roles at Woodbury Financial Services, Cetera Advisor Networks, and Coordinated Capital Securities. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary management, and maintains affiliations with broker-dealer activities.

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.