Anthony Priester is a CFP® and Series 66-registered financial advisor with Creative Planning, LLC, based in Brookfield, WI. He has four years of industry experience, including roles at Mutual Securities, Kowal Investment Group, and Colony Brands. Prior to his financial services career, he worked at Jimmy John's for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to corporations. The firm employs a financial-planning-led investment approach focusing on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Joseph Romas is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC, Ameriprise Financial Services Inc., and Cloud Park, LLC. Outside of his financial advisory role, he is a certified flight instructor at Spring City Aviation. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

James Mc Knight is a financial advisor with CIBC Private Wealth Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Annex Wealth Management, LLC, Charles Schwab Bank, Charles Schwab, and B.C. Ziegler and Company. Outside of his advisory work, he serves on the advisory board for Catholic Memorial High School and coaches a Pee Wee A youth hockey team. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach integrates an internal team, relationship managers, and governance committees to deliver customized portfolios using a combination of proprietary and external strategies, including options and structured notes, and manages a significant asset base with a notably high assets-under-management per advisor ratio.

Betty Wellhoefer Hill is a financial advisor with J.W. Cole Advisors, Inc. She holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining J.W. Cole Advisors in 2017, she worked at LPL Financial from 2013 to 2017. Outside of her advisory role, she is a licensed insurance agent involved with Crescendo Wealth Management. J.W. Cole Advisors is an SEC-registered firm 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, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Jeffrey Kralovec is a financial advisor with Beacon Pointe Advisors, LLC in Milwaukee, WI. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining Beacon Pointe in 2021, he worked for Next Generation Wealth Management, Inc. for 15 years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing a proprietary “Focus List” and both active and passive strategies, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Tyler Carpiaux is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has two years of industry experience, including roles at United Financial Advisors and Principal Life Insurance Company. His background includes a range of positions spanning financial services and other industries, such as work with DoorDash and Bremer Bank. 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, and access to third-party money managers through various advisory and promoter arrangements.

Elizabeth Plotkin is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management for 11 years, followed by Empower Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse portfolio management and consulting services, utilizing both in-house and third-party strategies, and incorporates technology such as artificial intelligence in certain operations.

William Cronin is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been associated with Kestra Investment Services, LLC since 2012 and Kestra Advisory Services, LLC since 2016. Outside his advisory roles, he owns Integrity Retirement Plan Services, LLC, where he oversees employee administrators. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, compliance testing, fiduciary consulting, and employee education, serving significant institutional investors such as sovereign wealth funds.

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.

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.