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. His work history includes roles at Principal Securities Inc., Union Financial, Inc., and Praxis Wealth Partners. In addition to his advisory duties, he is a notary public in Wisconsin. 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.

Shelly Wohler is a financial advisor at Independent Financial Partners with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities and Thrivent Financial. Wohler serves on the board of directors for the Muskego Chamber of Commerce, a nonprofit organization. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with discretionary and non-discretionary account management and offers specialized retirement-plan advisory and pension consulting services.

Michael Sadoff is a financial advisor at Wealth Enhancement Advisory Services, LLC with 24 years of industry experience. He previously led Sadoff Investment Management and Ronald Sadoff's Major Trends for 22 years. Sadoff serves on the investment committees of both the Milwaukee Jewish Foundation and the Milwaukee Jewish Federation, where he is the committee chair. 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 strategies, supported by an internal Investment Committee.

Bradley Schumacher is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at GWFS Equities, Inc. from 2013 to 2021 and DoorDash in 2020. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

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.

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® 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.

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.

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.

Bryan Sadoff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 24 years of industry experience. Prior to joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2022, he spent 25 years at Sadoff Investment Management and Ronald Sadoff's Major Trends. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

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, 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.