Xinzi Yuan is a financial advisor with Transamerica Financial Advisors in Brookfield, WI, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has worked with several organizations including Accounting & Financial Services LLC and serves on the board of the Wisconsin Chinese Chamber of Commerce, where she helps develop educational topics and organize training events. Yuan also volunteers providing tax preparation services to low-income taxpayers through AARP. Transamerica Financial Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, delivering advice through proprietary model suites and third-party managers with discretionary and non-discretionary program options.

Jodie Lane is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining J.W. Cole Advisors in 2021, she worked at Woodbury Financial Services, Sii Investments, and LPL Financial. Outside of her advisory role, Lane owns Pathway Divorce Solutions, LLC, a non-investment business focused on divorce financial planning. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Patricia Whiting is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Prior to her current role, she worked at GWFS Equities, Inc. for eight years and at Niebler Properties, Inc. for four years. Outside of finance, she is involved with MVP Staffing, providing temporary festival bartender services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model offers point-in-time financial plans and optional managed account solutions within platforms aligned with Empower’s recordkeeping and administrative services.

Robert Holton is a financial advisor at Commonwealth Financial Network with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms including LPL Financial, BMO Harris Financial Advisors, and Cleary Gull Advisors. Outside of his advisory work, Holton serves on the board of Walters Buildings, Inc. and owns The Westborough Group, LLC, a publishing company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

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.

Gregory Alft is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with LPL Financial since 2019 and has been involved with Forward Financial Group, LLC since 2018. Outside of his advisory role, he is a tennis instructor with the Waukesha Tennis Association. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisors with access to third-party managers and technology platforms to provide both discretionary and non-discretionary portfolio management.

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 at CIBC Private Wealth Advisors, Inc. based in Milwaukee, WI, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Annex Wealth Management, Charles Schwab Bank, Charles Schwab, and B.C. Ziegler and Company. Outside of work, he serves on an advisory committee for Catholic Memorial High School and coaches a youth hockey team. CIBC Private Wealth Advisors offers investment and wealth advisory services to a wide range of clients including individuals, families, trusts, corporations, and investment companies. The firm utilizes a multi-disciplinary investment process combining internal teams and external managers to provide customized portfolio management and family office services, managing approximately $67.8 billion in assets.

Drew Hebbe is a financial advisor with Primerica Advisors who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Bender Kind and Stafford Dental, Maas Brothers Construction, and the Fort Atkinson School District. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services such as lending solutions and donor-advised funds.

Nicholas Dewsnap is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Churchill Management Group, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

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. His work history includes roles at Principal Securities Inc., Union Financial, Inc., and Praxis Wealth Partners. In addition to his advisory duties, he is a notary public in Wisconsin. 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.

Shelly Wohler is a financial advisor at Independent Financial Partners with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities and Thrivent Financial. Wohler serves on the board of directors for the Muskego Chamber of Commerce, a nonprofit organization. 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 with discretionary and non-discretionary account management and offers specialized retirement-plan advisory and pension consulting services.

Stephen Mc Donnell is a financial advisor with Independent Financial Partners in Waukesha, WI, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Independent Financial Partners since 2011. Outside of his advisory role, he is involved with Retirement Plan Solutions, assisting with client solicitation and support related to qualified retirement plans. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12 billion in assets. The firm offers a decentralized advisory model with a formal retirement-plan advisory and pension consulting capability, supporting a broad range of individual, charitable, corporate, and high-net-worth clients.

Max Flanagan is a CFP® professional with eight years of experience in the financial services industry. He is currently an advisor with Independent Advisor Alliance, LLC and has previously worked at firms including LPL Financial, Spectrum Investment Advisors, Charles Schwab, Freedom Wealth Alliance, and Edward Jones. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model of independent advisors combined with access to brokerage services through LPL Financial and offers technology-driven solutions including estate-planning platforms and third-party managers.

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.