Todd Barden is a CFP® with 35 years of industry experience, currently serving with Principal Financial Services. His prior roles include seven years at Morgan Stanley and Morgan Stanley Private Bank. He is also an adjunct lecturer at The Plan Sponsor University, where he annually educates on the importance of financial planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Nicholas Lyons is a financial advisor with Empower Advisory Group in Wauwatosa, WI, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior work includes roles at Empower Financial Services, Inc., Career Certified, and Junior Achievement of Wisconsin. 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 tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates, offering both point-in-time financial plans and optional managed account solutions.

Sarah Gruber is a financial advisor with J.W. Cole Advisors, Inc. in Greenfield, WI, holding a Series 65 designation and three years of industry experience. She previously worked at Greenstone Financial Services and MoneyWise Planning Group LLC/Woodbury Financial. In addition to her advisory role, she serves as a Certified Divorce Financial Analyst assistant at Pathway Divorce Solutions. J.W. Cole Advisors operates a large network of independent investment adviser representatives, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a range of discretionary and non-discretionary strategies and digital advice solutions.

Kelly Lagore is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at firms including LPL Financial, SVA Plumb Wealth Management, and Robert W Baird & Co. Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based allocations that combine passive and active management overseen by an internal Investment Committee.

Yogesh Khatri is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Eagle Strategies since 2008 and has longstanding affiliations with New York Life Insurance Co. and its related entities since 1990. Outside of his advisory work, he is a partner in RAAGA Entertainment, LLC, which promotes classical and Bollywood music concerts. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Paul Hofmann is a financial advisor with Empower Advisory Group in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Empower Advisory Group in 2024, he worked at GWFS Equities and Core Staff and has a background at U.S. Cellular Corp. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s administrative and recordkeeping platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.

Jeffery Begovatz II is a financial advisor with TIAA-CREF in Brookfield, WI, holding a Series 66 designation and 14 years of industry experience. He has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated group that uses affiliated funds.

Todd Kreitzman is an investment advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He has worked at Kestra Advisory since 2016 and has prior experience with BMO Harris Financial Advisors and Commonwealth Financial Network. In addition to his advisory role, he serves as managing partner at Robertson & Ryan Financial Services, focusing on retirement plans and individual clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting for a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm acts as an ERISA fiduciary and manages approximately $79.8 billion in assets, serving large institutional investors including sovereign wealth funds.

Joshua Timblin is a financial advisor at NewEdge Advisors with 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2020, followed by NorthRock Partners until 2025. Timblin holds a Series 66 designation. NewEdge Advisors is an enterprise‑scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a range of services including portfolio management, financial planning, and access to sponsored advisory programs, utilizing centralized due diligence and technology tools to support clients and advisors.

Xinzi Yuan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked across multiple roles since 2011, including positions at World Financial Group, Lida Accounting Service LLC, and Accounting & Financial Services LLC. Yuan is active in community organizations, serving on the board of the Wisconsin Chinese Chamber of Commerce and volunteering with AARP to provide tax preparation for low-income taxpayers. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment programs that include discretionary and non-discretionary options.

Jodie Lane is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining J.W. Cole Advisors in 2021, she worked at Woodbury Financial Services, Sii Investments, and LPL Financial. Outside of her advisory role, Lane owns Pathway Divorce Solutions, LLC, a non-investment business focused on divorce financial planning. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Patricia Whiting is a financial advisor at Empower Advisory Group with Series 63, 65, and 66 licenses and nine years of industry experience. She has worked at GWFS Equities, Inc. since 2018 and previously held roles at Niebler Properties, Inc. and Merrill. Outside of advising, she is involved with MVP Staffing as a temporary festival bartender. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping platforms, emphasizing long-term portfolio returns, annual rebalancing, and savings rates in their planning approach.

Robert Holton is a financial advisor at Commonwealth Financial Network with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms including LPL Financial, BMO Harris Financial Advisors, and Cleary Gull Advisors. Outside of his advisory work, Holton serves on the board of Walters Buildings, Inc. and owns The Westborough Group, LLC, a publishing company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Anthony Priester is a CFP® and Series 66-registered financial advisor with Creative Planning, LLC, based in Brookfield, WI. He has four years of industry experience, including roles at Mutual Securities, Kowal Investment Group, and Colony Brands. Prior to his financial services career, he worked at Jimmy John's for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to corporations. The firm employs a financial-planning-led investment approach focusing on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Gregory Alft is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with LPL Financial since 2019 and has been involved with Forward Financial Group, LLC since 2018. Outside of his advisory role, he is a tennis instructor with the Waukesha Tennis Association. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisors with access to third-party managers and technology platforms to provide both discretionary and non-discretionary portfolio management.

Joseph Romas is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC, Ameriprise Financial Services Inc., and Cloud Park, LLC. Outside of his financial advisory role, he is a certified flight instructor at Spring City Aviation. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

James Mc Knight is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Milwaukee, WI, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Annex Wealth Management, Charles Schwab Bank, Charles Schwab, and B.C. Ziegler and Company. Outside of work, he serves on an advisory committee for Catholic Memorial High School and coaches a youth hockey team. CIBC Private Wealth Advisors offers investment and wealth advisory services to a wide range of clients including individuals, families, trusts, corporations, and investment companies. The firm utilizes a multi-disciplinary investment process combining internal teams and external managers to provide customized portfolio management and family office services, managing approximately $67.8 billion in assets.

Drew Hebbe is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His prior work includes roles at Park Avenue Securities, Bender Kind and Stafford Dental, Maas Brothers Construction, and Fort Atkinson School District. He is also involved in insurance activities outside of Guardian Life. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led management with model-based strategies and provides access to proprietary programs, alternative investments, and integrated lending options.

Nicholas Dewsnap is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Churchill Management Group, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

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.