Christopher Clinton is a financial advisor at Transamerica Retirement Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Diversified Investors Securities Corp. since 2011. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, using proprietary software and model portfolios provided by Morningstar Investment Management, and manages a large client base with a focus on non-discretionary assets.

Andrea Elser is a CFA® charterholder with nine years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2021. Prior to that, she was with SVA Plumb Wealth Management, LLC from 2015 to 2020. 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 offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Matthew Kleiman is a financial advisor at Wealthspire Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at the Development Corporation for Israel and Robert W. Baird. Outside of his advisory role, he is a co-owner of a commercial real estate venture, Emet Holdings, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets across about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation approach implemented through various investment vehicles and centralized oversight.

Daniel Borchard is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and was previously with Russell Investments from 2010 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines customized, discretionary portfolio management with integrated tax and accounting services, offering a range of strategies across asset classes and operational capabilities uncommon for firms of its size.

Matthew Rielley is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empower Advisory Group since 2018. Prior to that, he worked at GWFS Equities Inc/Great West Life & Annuity Insurance Company starting in 2006. Outside of his advisory role, he serves as Treasurer for Trail Life, USA, a Boy Scout organization, and is a board member and consulting advisor for Virtue Sports, Inc., a nonprofit sports organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes integrated services through Empower’s platforms and a financial planning approach focused on long-term portfolio returns and clients’ savings rates.

Marta Bartolacci is a financial advisor with Principal Financial Services in Pewaukee, WI, holding a ChFC® designation and Series 63 license. She has 11 years of industry experience, including roles at Charles Schwab and Cetera Investment Advisors. Bartolacci is also the owner of Bartolacci Wealth Management LLC, which operates as a DBA for her Cetera business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, 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.

Chaunston Weisensel is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Mutual Securities, Kowal Investment Group, and Prudential Insurance Company of America. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market investments.

Faith Schanowski is a financial advisor at Mariner with Series 65 credentials and one year of industry experience. She has previously worked at Annex Wealth Management and 1834 Investment Advisors, and she attended the University of Iowa. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal portfolio team and external managers, and it is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Tamara Macdonald is a financial advisor with United Planners' Financial Services of America, holding the CFP® designation and Series 63 license. She has 36 years of industry experience and has been associated with United Planners and Skye Financial Services Inc. for over 15 years. She also owns Skye Financial Services, Inc. and operates a holding company, Tamara R. Rono, CFP, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors using an open-architecture platform with multiple custodians and third-party money managers.

Michael Lanigan is a financial advisor at TIAA-CREF with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with pre-existing retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios under a fiduciary standard.

Jay Stueber is a financial advisor with J. W. Cole Advisors, Inc. in Wauwatosa, WI, holding Series 65 and Series 63 credentials and 16 years of industry experience. He has been with J.W. Cole Financial, Inc. since 2011 and joined J.W. Cole Advisors, Inc. in 2026. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives, offering fee-based portfolio management, financial planning, retirement plan services, third-party manager platforms, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and platforms, with services managed on both discretionary and non-discretionary bases.

Jerry Vang is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and five years of industry experience. He previously worked at Thrivent Financial and R&B Wagner. Outside of his advisory role, he serves as a board member for the Ascension Endowment Fund and owns an IT services business providing support and consultation to small businesses. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Thomas Meeker is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Creative Planning since 2019 and previously spent three years at Hogan Financial. He serves as Symposium Director for the Financial Planning Association of Wisconsin. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies supported by various passive and active investment options.

John Morton is a CFP®, CFA®, and Series 65 credentialed advisor with nine years of industry experience. He is currently with Mariner, where he has worked since 2025, and previously held roles at Boardwalk Financial Strategies and Balasa Dinverno Foltz LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines discretionary, customized portfolio management with integrated tax and accounting services, as well as operational financial wellness tools for employer clients.

Michael Bogard is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Allworth Financial since 2024 and previously spent eight years at Heck Capital Advisors. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including high-net-worth individuals, qualified retirement plans, and charitable organizations. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Brent Ogden is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services and R&R Wealth Management. Outside of his advisory career, his background includes roles in various organizations such as the Wisconsin PGA Junior Foundation and University of Wisconsin-Whitewater. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Eric White is a Series 66-licensed financial advisor with Independent Advisor Alliance, LLC, based in Sussex, WI. He has four years of industry experience and previously worked at LPL Financial, as well as in educational roles at YK Pao School and The American School in Switzerland. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting services using a combination of discretionary and non-discretionary portfolio management, model portfolios, and technology platforms.

Karl Schmidtke is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Independent Advisor Alliance since 2017 and has concurrently been associated with LPL Financial and Northland Securities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and uses a combination of discretionary and non-discretionary management strategies supported by various technology platforms.

Garrett Wilson is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation. He has three years of industry experience, including roles at Augustine Financial and Drake & Associates. Prior to his advisory career, he worked in education for eight years at Chadron State College and Homestead High School. 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 over $210 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a wide range of investment options.

Daniel Schmidt is a Series 66-credentialed financial advisor with four years of industry experience. He is currently affiliated with Commonwealth Financial Network and Hundt Financial Services, Inc. His prior work includes roles at Augustine Financial, Edward Jones, and American Family Insurance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.