Randell Godsell is a CFP® professional with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2021. His prior roles include positions at SVA Plumb Wealth Management, LLC and Sva Wealth Management, LLC. He is also the Board President of Lake Country Classical Academy in Oconomowoc, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including 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 management guided by an internal Investment Committee.

Maureen Hansen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Wealth Enhancement Advisory Services and Wealth Enhancement Group since 2021 and has a background in accounting through her ongoing role at SVA Certified Public Accountants, where she also serves on the board of directors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of program offerings including financial planning, asset management, and specialized retirement plan consulting.

Pedro Guerrero is a Series 66 licensed financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. His prior work includes roles at Mutual of America Securities LLC and SmartFinancial LLC. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance product distribution. The firm uses a combination of model portfolios, affiliated and third-party strategies, and provides both discretionary and predominantly non-discretionary advisory services.

Samuel Thompson is a CFP® with 16 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, Ameriprise Financial Services, and VOYA Financial Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, 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 comprehensive research methods.

Joseph Fenlon is a financial advisor with Principal Financial Services based in Wauwatosa, WI. He holds Series 63 and Series 65 designations and has 24 years of industry experience. His career includes roles at Principal Securities Inc., Union Financial Inc., and Principal Life Insurance Co. Fenlon is also involved in selling fixed annuities, fixed life insurance, long-term care, group benefits, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. 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.

Susan Lenz is a financial advisor with TIAA-CREF in Brookfield, WI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options under a fiduciary standard.

Jordan Chardukian is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at CMG Financial and RBC Capital Markets, LLC. 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 certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates in their planning approach.

Bryan O'dell is a financial advisor at Creative Planning with 19 years of industry experience. He holds the Series 66 designation and has been with Creative Planning since 2012. 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 approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, supported by a broad advisory team and centralized infrastructure.

Drew Fortney is a financial advisor at Eagle Strategies (NY Life) based in Milwaukee, WI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, Fortney held positions at Citizens First Bank, NYLIFE Securities LLC, and New York Life Insurance Company, among others. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and maintains a significant non-discretionary asset base, operating within an integrated New York Life affiliate structure.

Erin Christensen is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 10 years of industry experience. She has been associated with Commonwealth Financial Network since 2006 and also works with Augustine Financial since 2005. Outside of her advisory role, she serves as a trustee for the Douglas C. Aldridge Trust. 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 $200 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Ronald Sadoff is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 credential. He has 23 years of industry experience and previously operated Sadoff Investment Management and Ronald Sadoff's Major Trends for 44 years. Outside of his advisory work, he serves as president of Milwaukee College Prep, a K-8 charter school, and is a board member at the University of Wisconsin-Milwaukee. 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 with quantitative and fundamental research.

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.

Timothy Jones Jr. is a financial advisor with Empower Advisory Group in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at Empower Financial Services, Elite Human Capital Group, and several short-term roles in other industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through proprietary and third-party methodologies.

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.

Tykia Williams is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Drake & Associates, LLC and Wells Fargo. Outside of financial services, she operates an online retail clothing company, Opulent Laze, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services integrate financial planning with Empower’s administrative platforms and offer options for managed accounts alongside point-in-time financial plans.

John O'Hare III is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch over a decade, as well as Raymond James Financial Services. He is also involved as an insurance agent and owns a support company, O'Hare Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves high-net-worth individuals, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning, pension consulting, and managed account programs.

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.

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.