Jay Czarapata is a CFP® professional with 24 years of industry experience, currently serving at Wealthspire Advisors in Milwaukee, WI. He has worked at Wealthspire Advisors since 2013 and was previously with Wealthspire Capital, LLC from 2015 to 2020. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach with diversified asset allocation and utilizes both discretionary and non-discretionary portfolio management.

Lauren Jamrose is a financial advisor at Hightower Advisors with 16 years of industry experience. She previously worked at Robert W. Baird & Co. for 16 years before joining Hightower in 2025. Jamrose holds a Series 66 designation and serves on the Board Advancement Committee at Mount Mary University, contributing to fundraising strategy and alumni engagement. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and various investment vehicles.

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.

Joseph Kapp is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. since 2011. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

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.

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.

Jodie Mrotek is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Geneva Capital Management, LTD for 16 years and at O'Hare Wealth Management. Outside of her advisory role, she co-manages a personal rental property in Milwaukee with her husband. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of portfolio management and financial planning services.

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.

William Pokorsky is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Outside of his advisory role, he works part-time as a delivery driver for Door Dash. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs supported by Morningstar Investment Management’s proprietary software and model portfolios. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.

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.

Ryan Kunz is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Luedtke & Associates, Principal Securities Inc, and Farm Financial. Kunz is also the owner and member of Kunz Wealth Partners, LLC, a private entity supporting securities, advisory, and insurance services. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Patrick Masimore is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at GWFS Equities, Inc. alongside his current role. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

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.

Benjamin Tuescher is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. His prior work includes roles at Harrison Financial and Principal Life Insurance Company, as well as experience in the insurance sector involving sales of fixed insurance products. Outside of finance, he has worked in the hospitality industry, including positions at Geneva National Golf Course and Duesterbeck's Brewing Company. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and military personnel. The firm’s advisory services encompass financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

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.

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.