Mitchell Ahmad is a CFA® charterholder with eight years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC, where he has been since 2021. His prior roles include positions at SVA Plumb Wealth Management, LLC, and Carroll University. 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 employs a diversified investment approach that blends passive and active management, supported by an internal Investment Committee.

Robert Spector is a financial advisor with PNC Wealth Management in Menomonee Falls, WI, holding a Series 66 designation and 14 years of industry experience. He has worked at PNC Investments since 2015 and previously at J.P. Morgan Securities beginning in 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account utilizing mutual funds and ETFs with annual rebalancing.

Timothy Scanlan is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including previous roles at LPL Financial and Wells Fargo Advisors. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through a network model that integrates discretionary and non-discretionary portfolio management alongside technology-enabled planning tools.

Jennifer San Fillippo is a financial advisor with Kestra Advisory Services, LLC and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at Cetera Advisors LLC and First Allied Advisory Services. She is also president of Lakeview Wealth Strategies LLC, an insurance business affiliated with her Kestra work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors, offering fiduciary services, plan design, and access to multiple management platforms and third-party solutions.

Clint Wondra is a CFP® professional with 12 years of industry experience, currently serving at Creative Planning since 2019. Prior to that, he worked at Hogan Financial from 2013 to 2019. Outside of financial advising, he is a member of LMW WI, LLC, an entity involved in his daughter's modeling and acting business. Creative Planning provides comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach that includes low-cost indexing, buy-and-hold strategies, and a range of supplemental portfolio management techniques, supported by a large advisory team and integrated investment infrastructure.

Jill Snyder Stahl is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her prior work includes roles at GWN Securities and National Services Group, and she has operated her own advisory and insurance businesses since 1991. She also conducts Medicare sales as part of her self-employed activities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Sierra Schlesner is a CFP® and Series 65-registered financial advisor at Creative Planning with five years of industry experience. She previously worked at WIPFLI Financial Advisors and has a background at the University of Wisconsin - Whitewater. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by customized asset management and private market investments.

Thomas Charon is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining Kestra in 2024, he spent 20 years with American Funds Distributors, Inc. His activities include registered representative roles focused on retirement plan sales and solicitation through Kestra Advisory Services and Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including sovereign wealth funds.

Robert Gorde Jr. is a financial advisor at PlanMember Securities Corporation with Series 63 and Series 65 credentials. He has prior experience in mortgage lending and banking, including roles at Novus Home Mortgage and Citizens Bank. Before entering finance, he worked in academic and hospitality settings. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services through personalized planning and seminars.

Gordon Frater is a CFP® professional with 16 years of experience in the financial services industry. He has held roles at firms including Wells Fargo Funds Management, Allspring Funds Distributor, and Drake & Associates before joining Mariner in 2025. Frater is based in Brookfield, WI. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and access to specialized third-party managers. The firm offers customized discretionary portfolios supported by in-house research and third-party allocations, alongside integrated tax and accounting services.

Zhenxiang Du is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Medicomp Inc and Kelly Services Global LLC, and he is the owner of Uyghur Grill LLC, a mobile food service business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Tanner Leister is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Northwestern Mutual. Outside of his advisory work, he is also involved as a musician. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and wealth coaching. The firm employs discretionary and non-discretionary portfolio management strategies, utilizing model portfolios, sub-advisors, and various analytical techniques.

John Dodds is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 43 years of industry experience. He has been with Kestra Advisory since 2016 and has extensive prior experience including founding John F. Dodds & Associates and involvement with Sportsrep Inc and Telesports Communications Co. Outside of advisory work, he is involved in sports media as an owner and co-host of basketball shows focused on Marquette basketball, and has a background representing NBA prospects in the 1980s and 1990s. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds and other large institutional investors.

Emily Perschbacher is a financial advisor at Wealthspire Advisors with a Series 65 credential and three years of industry experience. Her prior work includes roles at Ameriprise Financial and Resilient Wealth Planning, as well as teaching positions at the University of Wisconsin Whitewater and in middle and high schools. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and ongoing portfolio reviews.

Joseph Still is a financial advisor at Creative Planning with 14 years of industry experience and holds a Series 66 designation. His prior roles include positions at Mutual Securities, Kowal Investment Group, Raymond James Financial Services, and Morgan Stanley Smith Barney. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets using a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Brandon Littleton is a CFP® professional with 15 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has held roles at Union Financial Inc, Lake Country Financial Services, Principal Securities Incorporated, Principal Life Insurance Company, and Fidelity Investments. He is a partner at Lake Country Financial Services 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, retirement plan consulting, and access to third-party money manager solutions.

Anthony Perillo is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Wipfli Financial Advisors and Hewins Financial Advisors. He also oversees the wind down of Wipfli Financial Advisors, a business acquired by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach featuring low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Randall Malone is a financial advisor with Principal Financial Services and holds a ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including roles at United Financial Advisors LLC, Principal Securities Inc, and Malone Financial Services, LLC. Malone serves as an advisor to the Congressman Brian Stiel Insurance and Financial Advisory Board, providing input on federal legislation related to the insurance and financial industry. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and military personnel. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kevin Breckenfelder is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 registrations and 21 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017, as well as at Bank Mutual and LPL Financial. Outside of his advisory work, he serves as a high school soccer referee in the Milwaukee area during the soccer season. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through programs that include managed portfolios and non-discretionary recommendations, supported by Morningstar Investment Management’s proprietary asset allocation models and ongoing portfolio oversight. The firm operates at scale with over 212,000 clients and emphasizes technology-driven, asset allocation-focused retirement advice.

Robert Payant is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has worked at VOYA Financial Advisors and Voya Financial since 2014 and has operated his own advisory business since 2010. In addition to his advisory work, he is an independent insurance agent offering long-term care insurance, fixed life insurance products, fixed annuities, and disability insurance. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary programs.