Matthew Bruce is a CFP® with 15 years of industry experience, currently affiliated with Independent Financial Partners. His prior work includes roles at Sheridan Road Advisors, LPL Financial, and Annex Wealth Management. Bruce also operates a wealth management practice under the name Pointer Financial Group. Independent Financial Partners serves a nationwide client base through a network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model and is noted for its specialized retirement-plan advisory and pension consulting capabilities.

Chad Fawcett is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Creative Planning since 2017, following roles at H. Beck and TD Ameritrade. He is based in Brookfield, WI. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and fundamental equity sleeves, and offers a broad range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Jeffrey Lehrer is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Northland Securities and LPL Financial. Lehrer is also involved in agricultural activities, owning a farm for cash crops. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, and charitable organizations, providing services such as asset management, financial planning, and retirement plan consulting. The firm utilizes both discretionary and non-discretionary portfolio management strategies and integrates technology platforms for asset aggregation and estate planning.

Jeremy Lee is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 65 designation and previously worked at Personal Capital Advisors Corporation, Annex Wealth Management, ASQ, and Hedge Plus. Outside of his advisory work, he is a licensed real estate agent with Premier Point Realty LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated approach is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Zachary Davis is a financial advisor with PlanMember Securities Corporation in Waukesha, WI, holding a Series 66 designation and one year of industry experience. His prior experience includes positions at Northbound Financial Services and Associated Bank, as well as roles at Morgan Stanley-Novak Wealth Management and other organizations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is centered on a top-down strategic asset allocation framework and the management of risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

John White is a CFP® professional with 12 years of experience in the financial industry. He is currently with Creative Planning and has prior experience at Mutual Securities, Kowal Investment Group, Raymond James Financial Services Advisors, and MML Investor Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Christopher Luebke is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at J. W. Cole Advisors since 2021. Luebke is also president of CAL Capital Corporation and serves as a backup trustee and power of attorney for immediate family members. 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 offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented using fundamental and technical analysis, model portfolios, or digital advice platforms.

Dustin Hanson is a financial advisor with Eagle Strategies (NY Life) in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Mutual of Omaha, Securian Financial Services, Principal Life, and Mass Mutual. He is also licensed as an insurance agent, focusing on life, health, annuities, and variable insurance products. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm provides customized advice and implements solutions through various programs, emphasizing non-discretionary asset management and relationships with a diverse range of institutional sponsors.

Stephen Karakis is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 12 years at VOYA Financial Advisors and previous work at Voya Financial Partners, LLC. He is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations across non-discretionary and discretionary account structures.

Joshua Horner is a financial advisor at Mariner Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Northwestern Mutual and Kohl's. Outside of finance, he is involved in fashion design and manages a small merchandise and accessories business under YALO LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm emphasizes customized portfolio management supported by internal research and third-party managers, along with integrated tax and accounting services and specialized financial wellness and family office solutions.

Kyle Breitzman is a CFP® professional with 20 years of experience in the financial services industry. He is currently with PlanMember Securities Corporation and has held roles at several firms including Northbound Financial Services, Securities America Advisors, and MSI Financial Services. Outside of his advisory work, he is involved in tax preparation services as president of Lake Runner Tax Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and managing risk-based mutual fund portfolios. The firm offers education and support services to plan sponsors and participants and operates as both a broker-dealer and investment adviser.

Michael Tyler is a CFP® credentialed financial advisor with seven years of industry experience. He is currently with Wealthspire Advisors in Milwaukee, WI, where he has worked since 2017, including through its predecessor entities. Prior to joining Wealthspire, he was employed at US Bancorp Fund Services for three years. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various investment vehicles.

Mitchell Manning is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding a Series 66 designation and 12 years of industry experience. Prior to joining Voya in 2017, he worked at Edward Jones and Waddell & Reed. He also operates as an independent insurance agent, selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm integrates in-house and external strategists with technology-enabled tools to manage both non-discretionary and discretionary accounts through a large network of investment adviser representatives.

Elizabeth Summers is a financial advisor at Wealthspire Advisors in Milwaukee, WI, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, UBS Financial Services Inc., and Fredrikson & Byron. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Madelyn Oemig is a Series 65 licensed advisor with Wealthspire Advisors in Milwaukee, WI, where she has worked since 2022. She has two years of industry experience and previously worked at the University of Wisconsin Madison from 2020 to 2023 and in secondary education from 2013 to 2020. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm offers wealth management, financial planning, and trust administration services through a customized, relationship-driven process and utilizes diversified, institutional-style asset allocation strategies.

Christine Kopecky is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Transamerica Life Insurance Company, Securities America Advisors, and Northwestern Mutual. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolio services and investment education focused on asset allocation, contribution rates, and retirement guidance. The firm integrates Morningstar Investment Management’s proprietary software and model portfolios in its advice programs and operates at scale with over 200,000 clients.

John Nolle is a financial advisor with Guardian Life and holds a Series 66 designation. He has been working at Guardian Life and its affiliated firm Park Avenue Securities since 2026. Prior to that, he was a student for 17 years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and a digital advisory solution, with access to insurance products and alternative investments through its connection with Guardian Life.

Steven Dye is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 12 years of industry experience, including roles at LPL Financial, Benjamin Haddorff, UBER, and Waddell & Reed, Inc. Dye provides investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting services using a range of portfolio management strategies and technology platforms, combining a network of independent advisors with industry partnerships.

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.