Peter Mc Elmeel is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining the advisory services, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., and earlier spent five years at Hy-Vee. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm combines fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Dylan Ovanin is a financial advisor with Principal Financial Services holding a Series 66 designation and two years of industry experience. Prior to joining Principal Securities, he worked at Equitable Advisors and has a background as a freelance musician, performing at various venues for over a decade. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and 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.

Alexander Barta is a Series 66-licensed financial advisor with five years of industry experience. He is affiliated with United Planners Financial Services of America as a Limited Partner and has prior experience at Sitzberger & Co, SC. Outside of advisory work, he serves as a member of the Board of Trustees for the Montessori School of Waukesha, Inc. United Planners Financial Services is a national wealth-management firm that serves a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and utilizes a mix of custodians and third-party managers, with a notable portion of its assets managed on a non-discretionary basis.

Matthew Moylan is a financial advisor at Independent Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked in the education sector with the Pewaukee and Eau Claire School Districts, as well as in parks and recreation management. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory programs and third-party managers.

William Dyhr is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Sigma Financial Corporation since 2010. Outside of his advisory role, Dyhr serves as co-trustee of the Dyhr Family Trust and is president of BB Investment Management, Inc. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary advice through programs such as the SIGMA Managed Account.

William Ernest is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at R & R Wealth Management LLC, Avantax Insurance Agency, and Wells Fargo. He also conducts fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, compliance, and investment management, offering a range of program structures and discretionary model portfolios.

Erik Swenson is a financial advisor at Independent Financial Partners with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including LPL Financial and Retirement Plan Solutions. Outside of advisory work, he owns and operates a life coaching and spiritual healing business and serves on the board of a nonprofit organization called Dreams Faith Foundation. 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 serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and a formal retirement-plan and pension consulting capability.

Sandeep Brion is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. He previously worked at Wealthspire Advisors and Morgan Dempsey Capital Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Erich Stabelfeldt is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp Advisors, U.S. Bancorp Investments, and BMO Harris Financial Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary private bank models, offering various wrap-fee programs on the Envestnet MAS platform.

Kaitlyn Simon is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Baker Tilly and other firms. Outside of advising, she is a member of DCS Island, LLC, a rental property group that manages Airbnb listings. 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 uses a diversified investment approach that integrates passive and active managers with quantitative, momentum, and fundamental analysis.

Lindsey Bessy is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Northwestern Mutual and MassMutual, and currently serves as a part-time yoga instructor. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, offering financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

David Massart is a financial advisor at Beacon Pointe Advisors, LLC with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Next Generation Wealth Management for 16 years. Outside of his advisory role, he serves as an independent trustee and director for several series funds within the Managed Portfolio Series Trust and ETF Series Solutions Trust, providing oversight to protect shareholders' interests. Beacon Pointe Advisors offers investment advisory and consulting services to a diverse range of individual and institutional clients. The firm emphasizes a manager-driven investment approach utilizing a proprietary Focus List and employs both active and passive strategies, supported by a formal due-diligence process and third-party platforms.

Jeremy Lancour is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds the Series 66 designation and previously worked at Storm Fischer Investment Group and PNC Bank. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services.

Peter Jelacic is a CFP® professional with 20 years of industry experience. He currently serves as an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent several years with SVA Plumb Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a range of financial planning and consulting services.

Jairus Halladay is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at RM Plans and Principal Securities INC, where he has worked since 2016. Outside of his advisory work, he is involved in the sales of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Sandra Bawolek is a financial advisor with Principal Financial Services, holding a Series 66 designation and bringing 11 years of industry experience. She has worked with various Principal entities since 2010, including Principal Life Insurance Services and Principal Securities Inc. Outside of her advisory role, she serves as Treasurer for the Wisconsin Chapter of Women in Insurance and Financial Services, an unpaid board position. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning and retirement plan consulting alongside access to third-party money manager programs under distinct advisory and promoter arrangements.

Matthew Jump is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Wealth Partners. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures, with a significant portion of assets managed on a non-discretionary basis.

Adam Brophy is a financial advisor with Principal Financial Services based in Menomonee Falls, WI. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. He is a 50% owner and active manager of Union Financial, Inc., and is a managing member of Bad Partners, LLC. 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 manager solutions, with investment implementation generally handled on a discretionary basis by the third-party managers.

Heidi Mclemore is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. She holds the Series 66 designation and previously worked for ROBERT W. BAIRD & Co. for 10 years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Peter Lanigan Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He also operates Lanigan Financial Group Incorporated and serves as an independent insurance agent. Additionally, he provides financial consulting services to several businesses, assisting with financial modeling, forecasting, and operational analysis. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures, including Unified Managed Account wrap programs and third-party money manager programs. The firm emphasizes recommendation-based advice through primarily non-discretionary arrangements.