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.

Elizabeth Kocour is a CFP® with seven years of industry experience, currently advising at Creative Planning. Her prior experience includes multiple roles at Wipfli Financial Advisors and positions at the Grainger Institute for Engineering and Student Veterans of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Spencer Lipo Zovic is a financial advisor with Empower Advisory Group in Milwaukee, WI, holding Series 63 and Series 66 designations. He has two years of industry experience, including prior roles at GWFS Equities and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients, utilizing an integrated approach connected to Empower’s recordkeeping and administrative platforms.

Kathleen Dougherty Klein is a CFP® professional with 25 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, Park Place Capital Management, Inc., Marietta Investment Partners, LLC, and Strong Capital Management Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis.

Merissa Mc Cuen is a Certified Financial Planner® with nine years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and previously held roles at JPMorgan Securities LLC and Fidelity. Wealth Enhancement Advisory Services provides financial planning and asset management 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 process that combines passive and active management with quantitative and fundamental analysis.

Steven Phillips is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Principal Securities Inc., Union Financial, and Principal Life Insurance Co. since 2014. His other business activities include involvement in insurance, disability income, health, group benefits, and fixed annuities. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

James Healy is a financial advisor with Eagle Strategies (New York Life) based in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Eagle Strategies since 2020 and previously held positions at New York Life Insurance Company, Thrivent Financial for Lutherans, and Wells Fargo Clearing. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within a large integrated New York Life structure.

David Tiutczenko is a financial advisor at Principal Financial Services with six years of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes roles at Northwestern Mutual, AE Wealth Management, Thrivent Financial, and Bank of Sun Prairie. In addition to his advisory work, he is involved in the sale of fixed insurance products such as fixed annuities and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory programs.

John Veal Jr. is a financial advisor with PNC Wealth Management in Pewaukee, WI, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Co., Northwestern Mutual, and Wells Fargo Funds Distributor. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk band recommendations and executes investments via approved model strategies.

Rebecca Gruver is a financial advisor at Creative Planning with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Kowal Investment Group LLC, Mutual Securities, Inc., and Raymond James Financial Services. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Benjamin Trevino is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Union Financial Inc since 2008 and Princor Financial Services Corp and Principal Life Insurance Co since 2007. Outside of his advisory role, Trevino serves as a board member of the MACC Fund’s Emerging Leaders Board, which supports childhood cancer charitable events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, 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.

Ryan Knutson is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Voya, he worked at Harbour Investments, Inc. and E2 Retirement Consulting. Outside of finance, he owns and operates Gingers Fitness LLC, a personal training business. Voya Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, UMA and wrap programs, and retirement-plan advisory services to individuals, pension plans, nonprofits, and corporate clients. The firm combines model portfolios, third-party managers, and technology-enabled tools to implement mostly non-discretionary strategies, while also serving as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Carol Strehlow is a financial advisor with Independent Financial Partners and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at IFP Securities, LPL Financial, and Retirement Plan Solutions, where she is a minority owner. Strehlow also serves as a notary with minimal outside involvement. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform with a focus on retirement-plan advisory and pension consulting, providing both discretionary and non-discretionary services along with compliance processes overseen by a home-office team.

Timothy Leroy is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a wide range of financial planning and portfolio management services through a large network of advisers, utilizing both in-house and third-party investment strategies and technology-enabled tools to implement client recommendations.

Randell Godsell is a CFP® professional with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2021. His prior roles include positions at SVA Plumb Wealth Management, LLC and Sva Wealth Management, LLC. He is also the Board President of Lake Country Classical Academy in Oconomowoc, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including 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 management guided by an internal Investment Committee.

Brett Spaulding is a financial advisor with Eagle Strategies (NY Life) in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Mutual of Omaha Investor Services and Illinois State University. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within the integrated New York Life affiliate structure.

Jeffrey Hottinger II is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Creative Planning, LLC and has previously worked at GWFS Equities, Core Staff, Hogan Financial, and Dynamic Ratings. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, along with diverse portfolio management options and private market access.

Maureen Hansen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. She has worked with Wealth Enhancement Advisory Services and Wealth Enhancement Group since 2021 and has been affiliated with SVA Certified Public Accountants, S.C. since 2012, where she serves on the board of directors. Hansen's background includes extensive experience with SVA Wealth Management firms spanning two decades. 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 uses a diversified, risk-class based investment approach blending passive and active strategies overseen by an internal Investment Committee.

Pedro Guerrero is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Voya Financial Advisors, he worked at Mutual of America Securities LLC and SmartFinancial LLC, among other firms. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement investment recommendations, operating primarily with non-discretionary client relationships.

Samuel Thompson is a CFP® with 16 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, Ameriprise Financial Services, and VOYA Financial Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and comprehensive research methods.