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 worked at Churchill Management Group since 2016. Focus Partners Wealth serves a wide range of clients including individuals, family offices, corporations, retirement plans, and institutions, offering investment management and integrated wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and manages a diverse set of investment vehicles and advisory programs.

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. He has worked with Union Financial, Inc. since 2021 and has been associated with Principal Life Insurance Company and Principal Securities Inc since 2020. Cummins also maintains a notary public commission in Wisconsin. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Shelly Wohler is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 licenses and with ten years of industry experience. Her work history includes roles at J.P. Morgan Securities, Thrivent Financial, and Ironwood Drive Financial Group. She serves on the board of directors for the Muskego Chamber of Commerce, a nonprofit organization. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Stephen Mc Donnell is a financial advisor at Independent Financial Partners with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Independent Financial Partners since 2011. In addition to his advisory role, he is involved with Retirement Plan Solutions, assisting in client solicitation and support related to qualified retirement plans. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm supports a multi-advisor platform offering decentralized investment strategies, formal retirement-plan advisory and pension consulting services, and partnerships for directed trustee services.

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.

Elizabeth Kocour is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Wipfli Financial Advisors, LLC since 2018 and previously held roles at the Grainger Institute for Engineering and Student Veterans of America. Elizabeth is currently based in Brookfield, WI. She is affiliated with Creative Planning, an enterprise wealth management firm serving individuals, pension and profit-sharing plans, trusts, foundations, 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, alongside offering discretionary portfolio management, private market investments, and a range of institutional services.

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.

Merissa Mc Cuen is a CFP®-certified financial advisor with 9 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. She has previously worked at JPMorgan Securities and Fidelity, among other roles. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment process that blends passive and active management overseen by an internal Investment Committee.

Steven Phillips is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Union Financial and Principal Life Insurance Co. since 2015 and 2014, respectively. His outside business activities include involvement in insurance, disability insurance, health, group benefits, fixed annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals across wealth levels, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various adviser and promoter arrangements.

Seth Haag is a financial advisor with Principal Financial Services in Wauwatosa, WI. He holds the Series 66 designation and has experience with Principal Securities, Principal Life Insurance, and UMB Fund Services. He is also involved in the sales of fixed insurance products, including fixed life, fixed annuity, disability income, long-term care, group benefits, health, and medical insurance. 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 financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

James Healy is a financial advisor at Eagle Strategies (NY Life) based in Milwaukee, WI, with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Eagle Strategies and affiliated entities since 2019, previously spending 11 years with Thrivent Financial for Lutherans. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs and emphasizes non-discretionary management, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

David Tiutczenko is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes positions at Northwestern Mutual, AE Wealth Management, and Thrivent Financial. He is also involved in the sales of fixed insurance products, including fixed annuities and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate clients. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

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.