Gregory Johnson is a financial advisor with Principal Financial Services holding a Series 66 designation and 14 years of industry experience. He has been affiliated with multiple firms, including Lake Country Financial Services, Synder Financial Services, Union Financial Inc, and Principal Securities since 2012. Outside of advisory work, he is a one-third silent partner in Gary's Auto Repair, Inc., where he consults on business operations and financial performance. 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.

Ciaran Cummins is a financial advisor with Principal Financial Services, holding a Series 66 designation and six years of industry experience. He has worked with Union Financial, Inc. since 2021 and has been associated with Principal Life Insurance Company and Principal Securities Inc since 2020. Cummins also maintains a notary public commission in Wisconsin. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Shelly Wohler is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 licenses and with ten years of industry experience. Her work history includes roles at J.P. Morgan Securities, Thrivent Financial, and Ironwood Drive Financial Group. She serves on the board of directors for the Muskego Chamber of Commerce, a nonprofit organization. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Michael Sadoff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 23 years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2022, he was associated with Sadoff Investment Management and Ronald Sadoff's Major Trends for 22 years. He serves on the investment committees of the Milwaukee Jewish Foundation and chairs the investment committee for the Milwaukee Jewish Federation. 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’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and various specialized program offerings.

Bradley Schumacher is a financial advisor with Empower Advisory Group in Milwaukee, WI, holding Series 66 and Series 63 licenses and having eight years of industry experience. He has worked at GWFS Equities, Inc. since 2013, including continuing through its current iteration since 2021, and was briefly employed at DoorDash in 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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® and holds a Series 65 license with seven years of industry experience. She has worked at Wipfli Financial Advisors, LLC since 2018 and previously held roles at the Grainger Institute for Engineering and Student Veterans of America. Elizabeth is currently based in Brookfield, WI. She is affiliated with Creative Planning, an enterprise wealth management firm serving individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, alongside offering discretionary portfolio management, private market investments, and a range of institutional services.

Spencer Lipo Zovic is a financial advisor with Empower Advisory Group in Milwaukee, WI, holding Series 63 and Series 66 designations. He has two years of industry experience, including prior roles at GWFS Equities and Empower Financial Services. 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 select retail brokerage clients, utilizing an integrated approach connected to Empower’s recordkeeping and administrative platforms.

Kathleen Dougherty Klein is a CFP® with 24 years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, Strategic Wealth Partners, and Park Place Capital Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Merissa Mc Cuen is a CFP®-certified financial advisor with 9 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. She has previously worked at JPMorgan Securities and Fidelity, among other roles. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment process that blends passive and active management overseen by an internal Investment Committee.

Donald Fortney is a financial advisor with Money Concepts Capital Corp in Grafton, WI, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has been with Money Concepts Capital since 2006. He also serves as president of U.S. Marketing Corporation, a wholesale fixed annuities, life, and long-term care insurance business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and utilizes model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

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.

Seth Haag is a financial advisor with Principal Financial Services in Wauwatosa, WI. He holds the Series 66 designation and has experience with Principal Securities, Principal Life Insurance, and UMB Fund Services. He is also involved in the sales of fixed insurance products, including fixed life, fixed annuity, disability income, long-term care, group benefits, health, and medical 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 financial planning, retirement consulting, and access to third-party money manager programs under various advisory 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 prior work includes positions at Northwestern Mutual, AE Wealth Management, and Thrivent Financial. He is also involved in the sales of fixed insurance products, including fixed annuities and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate clients. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Bryan Sadoff is a financial advisor at Wealth Enhancement Advisory Services, LLC with 23 years of industry experience. He holds a Series 65 designation and previously operated Sadoff Investment Management and Ronald Sadoff's Major Trends for 25 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2022. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

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.

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.