Joshua Horner is a financial advisor at Mariner Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Northwestern Mutual and Kohl's. Outside of finance, he is involved in fashion design and manages a small merchandise and accessories business under YALO LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm emphasizes customized portfolio management supported by internal research and third-party managers, along with integrated tax and accounting services and specialized financial wellness and family office solutions.

Kyle Breitzman is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with PlanMember Securities Corporation and also serves as President and CEO of Northbound Financial Services and Lake Runner Tax Services. His career includes roles at multiple firms, including Securities America Advisors and Securities Service Network. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through risk-based mutual fund portfolios. The firm emphasizes education and support for plan sponsors and participants and employs a top-down strategic asset allocation approach.

Michael Tyler is a CFP® credentialed financial advisor with seven years of industry experience. He is currently with Wealthspire Advisors in Milwaukee, WI, where he has worked since 2017, including through its predecessor entities. Prior to joining Wealthspire, he was employed at US Bancorp Fund Services for three years. 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 uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various investment vehicles.

Mitchell Manning is a financial advisor with Voya Financial Advisors, Inc. in Milwaukee, WI, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for two years before joining Voya in 2017. In addition to his advisory role, he operates as an independent insurance agent, focusing on the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through non-discretionary programs and multiple managed account structures.

Elizabeth Summers is a financial advisor at Wealthspire Advisors with seven years of industry experience. She holds the Series 66 designation and has held positions at Wells Fargo Clearing Services, Wells Fargo Bank, UBS Financial Services Inc., and Fredrikson & Byron. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Madelyn Oemig is a Series 65 licensed advisor with Wealthspire Advisors in Milwaukee, WI, where she has worked since 2022. She has two years of industry experience and previously worked at the University of Wisconsin Madison from 2020 to 2023 and in secondary education from 2013 to 2020. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm offers wealth management, financial planning, and trust administration services through a customized, relationship-driven process and utilizes diversified, institutional-style asset allocation strategies.

Christine Kopecky is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 licenses and having four years of industry experience. Her prior employment includes roles at Northwestern Mutual and Securities America, as well as a period working independently. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services that emphasize asset allocation and retirement planning through proprietary tools developed with Morningstar Investment Management.

Zachary Olson is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Creative Planning, where he has worked since 2022. Prior to that, he was employed at Wipfli Financial Advisors, LLC, and he also has experience from his time at the University of Wisconsin - Madison. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Curtis Holbrook is a financial advisor with Commonwealth Financial Network in Waukesha, WI. He holds a Series 66 designation and has been working in the industry since 2025. Prior to his advisory career, he operated Holbrook Court Services from 2015 to 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients with various investment solutions.

Steven Dye is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 12 years of industry experience, including roles at LPL Financial, Benjamin Haddorff, UBER, and Waddell & Reed, Inc. Dye provides investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting services using a range of portfolio management strategies and technology platforms, combining a network of independent advisors with industry partnerships.

Jason Woodbury is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including COUNTRY Trust Bank, MassMutual Life Insurance Co, and Harrison Financial. He also sells fixed insurance products, including fixed annuities, long-term care, disability, group benefits, health, Medicare, and property and casualty insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, estates, 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.

Austin Finn is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and Series 65 licenses. He has eight years of industry experience, including prior roles at LPL Financial LLC and Augustine Financial, LLC, where he is also involved in fixed insurance sales as an agent. 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 $212 billion in client assets. The firm provides a broad adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, and a range of investment options.

Matthew Logue is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mariner. His career includes five years at Balasa Dinverno Foltz LLC before joining Mariner Wealth Advisors, where he worked from 2020 to 2023. Mariner serves a diverse client base including high-net-worth individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to implement customized discretionary portfolios and is notable for its integrated tax and accounting services as well as administrative family office capabilities.

Jacob Rabay is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Northwestern Mutual and Annex Wealth Management. He serves on the board of directors for Parents Place, a nonprofit organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Heather Schaber is a financial advisor at Beacon Pointe Advisors, LLC in Milwaukee, WI, with five years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at Aoy Mitchell from 2016 to 2022. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Terek Glenetski is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Union Financial, Inc. and Baird, among others. He also serves as a licensed agent for fixed insurance products and provides notary public services in Wisconsin. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed internationally. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Sharon Green is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has previously worked at Woodbury Financial Services, Annex Advisory Services, and SII Investments. Outside of her advisory role, she serves as a FINRA arbitrator and teaches adult education classes at multiple institutions including WCTC, Marquette, and Alverno College. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of advisors and utilizes multiple program platforms to deliver tailored investment solutions.

Tom Driscoll is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Avantax Investment Services, NFP Advisor Services, and R&R Wealth Management. In addition to advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

James Senglaub is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked with Independent Financial Group since 2020 and previously worked at Sagepoint Financial Inc. from 2014 to 2020, while also operating The Senglaub Financial Group since 1986. Outside of advisory services, he is a partial owner of several land properties rented to non-related farmers. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory programs and third-party asset managers to implement client investment profiles.

Andrew Degroot is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he works seasonally as a farm crew member at Happy Day FarmHaus in Germantown, WI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers. The firm provides discretionary and nondiscretionary management options and maintains unique affiliations that support a broad range of retirement services and succession planning.