Keith Kuzera is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at SVA Plumb Wealth Management, LLC from 2015 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach combining passive and active management guided by an internal Investment Committee.

Nicholas Weix is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked with Principal Life Insurance Company and Principal Securities, Inc. since 2022, as well as Lake Country Financial Services since 2024. Outside of his advisory role, he is involved in the sale of fixed insurance products including fixed annuities and life 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 plan consulting, and access to third-party money manager solutions, with advisory programs often implemented on a discretionary basis by external managers.

Robert Albert II is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Northwestern Mutual Wealth Management Company and Clear View Wealth Management. Albert is also an owner of Albert Capital LLC, a family-owned business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty 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.

Jason Musante Klumb is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at firms including United Financial Advisors, Commonwealth Financial Network, and Wells Fargo. In addition to his advisory role, he consults with business owners and executives on employer-sponsored retirement plan benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager solutions, often delivered through discretionary investment management arrangements.

Daniel Buehrle is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Fireborn Advisory Partners, Principal Securities, and Principal Life Insurance Company. He serves on the board of the Children’s Hospital of Wisconsin Foundation and is CEO and majority owner of The Phoenix Business Collective, a company focused on leveraging collective buying power for business efficiencies and growth. Additionally, he holds a leadership position as chair of the Mid-Americas YPO network. 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 solutions through various advisory and promoter arrangements.

John Dobson is a Series 65-licensed financial advisor with Wealthspire Advisors, where he has worked since 2017. He has eight years of industry experience and previously worked at US Bancorp. Outside of his advisory role, Dobson coaches high school hockey for Waukesha Public Schools. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach, incorporating mutual funds, ETFs, private investments, and separate account managers, with ongoing client monitoring and additional services including financial planning and retirement-plan consulting.

Ruben Rivas is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Strategic Wealth Partners Group LLC, U.S. Bancorp Investments, Inc., and Robert W. Baird & Co. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Thomas Haarmann is a Series 66-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 2000. He has 26 years of industry experience and previously worked at Continental Savings Bank starting in 1995. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors, using model-driven and asset-allocation approaches that incorporate both discretionary and non-discretionary strategies.

Gregory Vidmar is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Annex Wealth Management, Woodbury Financial Services Inc., and MetLife Securities Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active management with quantitative, momentum, and fundamental analysis.

Matthew Martens is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Great Lakes Retirement Plan Consultants and Principal Life Insurance Company. 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 U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Jorge Benavente is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Company, and Primerica Financial Services. Benavente serves as a board member for Pantheon Industries, a nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, 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 programs through various advisory and promoter arrangements.

Jeffrey Krause is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is involved as a director and partner in Krause Properties LLC, a real estate business focused on property management and accounting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and advisory programs, utilizing structured discovery processes and advanced modeling tools to assist clients in developing tailored financial plans.

Steven Kellogg is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Baird since 2006, following roles at Allspring Funds Management and Strong Capital Management. He serves as a board member on the Investment and Finance Committee of Brookfield Christian School. Baird’s DDK Group, where Kellogg works, provides wealth management services to individuals, corporate clients, pension plans, and charitable organizations, utilizing a range of portfolio management and financial planning strategies supported by internal research and ongoing manager oversight.

Thomas Hutchinson is a financial advisor at OSAIC with Series 66 designation. He has experience at MPC Advisers and EmbedTek prior to joining OSAIC. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and third-party solutions to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Paul Brokenshire is a financial advisor with MassMutual Investors Services in Wauwatosa, WI, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with MassMutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MSI Financial Services. Outside of his advisory role, he owns First Impressions Wealth & Capital and works as an agent and broker providing group life, health insurance, and Medicare/Medicaid products. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers through financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Richard Shelton is a financial advisor with Primerica Advisors in Waukesha, Wisconsin, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at PFS Investments Inc., LA Fitness, Primerica Financial Services, and STATS Perform. Outside of financial advising, he works as a personal trainer for Vip Fitness LLC and has experience in sports data operations with STATS Perform. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, with trade execution and custodial support provided through BNY Mellon Advisors and Pershing.

Sarah Zirbel Nowak is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of her advisory role, she is involved with Hugo Wealth Partners, a DBA related to her LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Amanda Manske is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Cetera and has a background that includes roles at First Allied Advisory Services and Prime Financial Advisors. In addition to her advisory work, she provides non-CPA accounting and tax preparation services and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm that offers financial planning, portfolio management, and retirement services to a wide range of clients including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform with access to affiliated and third-party managers, supporting various portfolio strategies and program structures.

Daniel Dettlaff is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and 35 years of industry experience. He has worked at firms including Guardian Life and MassMutual Life Insurance Company, and he is the owner and president of Dettlaff & Company, Inc., which focuses on writing insurance products. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing financial planning through collaborative, client-specific analyses and offers a range of asset management, wrap, and educational services.

Aaron Berglin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing client strategies in estate planning services, insurance leverage and risk management, and lending. Aaron works closely with clients' accounting and legal professionals to coordinate comprehensive strategies and serves on his team’s planning guidance, investment strategy, business development, and leadership committees. Aaron earned a Bachelor of Science degree in Mathematics from the United States Naval Academy and holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation. He maintains multiple FINRA registrations including Series 7, 66, 9, 10, 24, and 31, and holds a Wisconsin State insurance license for life and health. Before entering financial services in 2001, Aaron served in the naval aviation community following his graduation. Outside of his professional career, Aaron enjoys adventure sports, baseball, biking, boating, camping, football, hiking, hunting, running, and spending time with his family.