Gordon Frater is a CFP® professional with 16 years of experience in the financial services industry. He has held roles at firms including Wells Fargo Funds Management, Allspring Funds Distributor, and Drake & Associates before joining Mariner in 2025. Frater is based in Brookfield, WI. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and access to specialized third-party managers. The firm offers customized discretionary portfolios supported by in-house research and third-party allocations, alongside integrated tax and accounting services.

Zhenxiang Du is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Medicomp Inc and Kelly Services Global LLC, and he is the owner of Uyghur Grill LLC, a mobile food service business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Tanner Leister is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Northwestern Mutual. Outside of his advisory work, he is also involved as a musician. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and wealth coaching. The firm employs discretionary and non-discretionary portfolio management strategies, utilizing model portfolios, sub-advisors, and various analytical techniques.

Jordan Brown is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Mutual of Omaha, Northwestern Mutual, Annex Wealth Management, and Charles Schwab. Wealth Enhancement Advisory Services, LLC is an SEC-registered 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, utilizing a strategic investment approach that combines passive and active management with quantitative and fundamental analysis.

Megan Shupe is a financial advisor at Steward Partners Investment Advisory, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill and Raymond James Financial Services. Megan is also involved in a family office through O'Hare Wealth Management, where she serves as an LLC member. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as retirement plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through proprietary and third-party strategies.

John Dodds is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 43 years of industry experience. He has been with Kestra Advisory since 2016 and has extensive prior experience including founding John F. Dodds & Associates and involvement with Sportsrep Inc and Telesports Communications Co. Outside of advisory work, he is involved in sports media as an owner and co-host of basketball shows focused on Marquette basketball, and has a background representing NBA prospects in the 1980s and 1990s. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds and other large institutional investors.

Joseph Still is a financial advisor at Creative Planning with 14 years of industry experience and holds a Series 66 designation. His prior roles include positions at Mutual Securities, Kowal Investment Group, Raymond James Financial Services, and Morgan Stanley Smith Barney. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets using a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Anthony Perillo is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Wipfli Financial Advisors and Hewins Financial Advisors. He also oversees the wind down of Wipfli Financial Advisors, a business acquired by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach featuring low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Randall Malone is a financial advisor with Principal Financial Services and holds a ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including roles at United Financial Advisors LLC, Principal Securities Inc, and Malone Financial Services, LLC. Malone serves as an advisor to the Congressman Brian Stiel Insurance and Financial Advisory Board, providing input on federal legislation related to the insurance and financial industry. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and military personnel. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Robert Payant is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has worked at VOYA Financial Advisors and Voya Financial since 2014 and has operated his own advisory business since 2010. In addition to his advisory work, he is an independent insurance agent offering long-term care insurance, fixed life insurance products, fixed annuities, and disability insurance. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary programs.

Bruce Laning is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse range of clients, including individuals, corporations, retirement plans, and nonprofits, providing wealth management, financial planning, and trust services. The firm follows a customized, relationship-driven approach with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio oversight.

Nathan Digmann is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Wipfli Financial Advisors and Hewins Financial Advisors, and has experience in both advisory and financial planning roles. 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 assets and employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies, supported by a large advisory team and integrated investment infrastructure.

Cynthia Storm Fischer is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 designations and over 44 years of industry experience. She has previously worked at Arbor Point Advisors and Securities America, and she has operated Storm Fischer Investment Group, LLC since 2009. Her activities include serving as a securities arbitrator and volunteering on the investment committee for Wisconsin Public Radio. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

Ryan Heidel is a financial professional with Principal Financial Services holding a Series 66 designation and one year of industry experience. He has worked at Harrison Financial and several affiliates of Principal, as well as at First National Bank & Trust and the State of Wisconsin. His experience includes sales of fixed insurance products such as fixed life, fixed annuities, disability income, long-term care, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, 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 programs through various advisory and promoter arrangements.

Michael Jungen is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. Jungen has worked at Eagle Strategies since 1999 and operates his own firm, Jungen & Co. Financial Advisors, since 2005. He serves as a director of the Wauwatosa Mayfair Rotary, a charitable community nonprofit organization. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services through a variety of program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Richard Nagel is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at LPL Financial LLC for 20 years before joining Commonwealth and MainStreet Investment Group in 2018. Outside of his advisory work, he is involved in aviation consulting through his private entity, Nagel Wealth Management LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, combining operational and technological support with managed model portfolios and customizable investment solutions.

Thomas Tilley is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. His prior roles include positions at Prime Capital Investment Advisors and Mariner Wealth Advisors. Outside of his advisory work, he serves as a director for the Folds of Honor Foundation, which raises funds to support children of active or retired U.S. military personnel, and provides guidance to Scavuzzo's, Inc., a food and delivery company. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and employer financial wellness tools. The firm implements discretionary, customized portfolios supported by both internal research and third-party managers, with a notable integration of tax, accounting, and administrative family office services.

Ella Duel is a financial advisor with Wealthspire Advisors in Milwaukee, WI, holding a Series 65 designation. She has been with Wealthspire Advisors since 2025 and previously worked at SSM Health and in education. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, and nonprofits. The firm uses an institutional-style asset allocation framework and offers wealth management, financial planning, retirement-plan consulting, and trustee services.

Lora Murphy is a Certified Financial Planner™ with 22 years of industry experience. She is currently an advisor at Creative Planning, where she has worked since 2022. Prior to that, she worked at Wipfli Financial Advisors, LLC, and Hewins Financial Advisors, LLC. She continues to oversee the wind down of Wipfli Financial Advisors following its acquisition by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Robert Brooks is a CFP®-certified financial advisor with 29 years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held prior roles at Premier Asset Management, 1834 Investment Advisors Co., and Johnson Wealth Inc. based in Bayside, WI. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to 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 approach that blends passive and active management with oversight from an internal Investment Committee.