Joseph Fenlon is a financial advisor with Principal Financial Services based in Wauwatosa, WI. He holds Series 63 and Series 65 designations and has 24 years of industry experience. His career includes roles at Principal Securities Inc., Union Financial Inc., and Principal Life Insurance Co. Fenlon is also involved in selling fixed annuities, fixed life insurance, long-term care, group benefits, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. 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.

Susan Lenz is a financial advisor with TIAA-CREF in Brookfield, WI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options under a fiduciary standard.

James Spiegelberg is a financial advisor with Cetera Planning Partners and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including longstanding roles at Avantax and ProEquities. Outside of advising, Spiegelberg is the owner of James H Spiegelberg CPA LLC, providing tax, accounting, and consulting services, and serves as an outside director and audit committee chairman for 1895 Bancorp of Wisconsin. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, and ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified, document-driven investment process.

Jordan Chardukian is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 designations and two years of industry experience. His prior roles include positions at CMG Financial and RBC Capital Markets, LLC, as well as a period of self-employment. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage accounts. The firm offers an integrated service model focused on long-term portfolio returns and annual rebalancing, operating within platforms connected to Empower’s recordkeeping and administrative systems.

Bryan O'dell is a financial advisor at Creative Planning with 19 years of industry experience. He holds the Series 66 designation and has been with Creative Planning since 2012. 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 approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, supported by a broad advisory team and centralized infrastructure.

Drew Fortney is a financial advisor at Eagle Strategies (NY Life) based in Milwaukee, WI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, Fortney held positions at Citizens First Bank, NYLIFE Securities LLC, and New York Life Insurance Company, among others. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and maintains a significant non-discretionary asset base, operating within an integrated New York Life affiliate structure.

Curtis Edmark is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Centaurus Financial since 2017 and Pioneer Financial Group since 1991. Outside of his advisory role, he is involved in insurance sales, focusing on annuity recommendations and client engagement through public meetings. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts, utilizing a combination of discretionary and non-discretionary arrangements.

Andrea Elser is a CFA® charterholder with nine years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2021. Prior to that, she was with SVA Plumb Wealth Management, LLC from 2015 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Timothy Jones Jr. is a financial advisor with Empower Advisory Group in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at Empower Financial Services, Elite Human Capital Group, and several short-term roles in other industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through proprietary and third-party methodologies.

Daniel Borchard is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and was previously with Russell Investments from 2010 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines customized, discretionary portfolio management with integrated tax and accounting services, offering a range of strategies across asset classes and operational capabilities uncommon for firms of its size.

Tykia Williams is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Drake & Associates, LLC and Wells Fargo. Outside of her advisory role, she operates an online retail clothing business, Opulent Laze, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative systems and emphasizes long-term portfolio returns and annual rebalancing in its planning services.

Marta Bartolacci is a financial advisor with Principal Financial Services in Pewaukee, WI, holding a ChFC® designation and Series 63 license. She has 11 years of industry experience, including roles at Charles Schwab and Cetera Investment Advisors. Bartolacci is also the owner of Bartolacci Wealth Management LLC, which operates as a DBA for her Cetera business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, 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.

Chaunston Weisensel is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Mutual Securities, Kowal Investment Group, and Prudential Insurance Company of America. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market investments.

Michael Lanigan is a financial advisor at TIAA-CREF with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with pre-existing retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios under a fiduciary standard.

Jay Czarapata is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Wealthspire Advisors in Milwaukee, WI, where he has worked since 2013. Prior to this, he spent five years at Wealthspire Capital, LLC. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, utilizing an institutional-style asset allocation framework implemented through mutual funds, ETFs, private investments, and separate account managers.

Jay Stueber is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Stueber has been with J.W. Cole Financial, Inc. since 2011 and joined J.W. Cole Advisors, Inc. in 2026. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, third-party manager platforms, digital advice, and annuity sub-account management to individuals, high-net-worth clients, and institutional accounts. The firm provides both transaction-based and wrap managed program options and utilizes a mix of fundamental and technical analysis, model or manager-based strategies, and multiple custodial platforms.

Joseph Kapp is a financial advisor at Empower Advisory Group in Milwaukee, WI, with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at GWFS Equities, Inc. since 2011. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing, with recommendations typically made within plan lineups selected by plan sponsors.

Thomas Meeker is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Creative Planning, Inc. since 2019 and previously spent three years at Hogan Financial. Meeker serves as the Symposium Director for the Financial Planning Association of Wisconsin. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services for 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 through a broad network of advisors and offices.

John Morton is a financial advisor at Mariner with 10 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. His prior experience includes seven years at Boardwalk Financial Strategies and two years at Balasa Dinverno Foltz LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to create customized discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Michael Bogard is a CFA® charterholder with nine years of industry experience. He currently works at Allworth Financial, L.P. and previously spent eight years at Heck Capital Advisors. Allworth Financial serves a broad client base including individual and high-net-worth investors, trusts, pension plans, and charitable organizations. The firm offers comprehensive financial planning and portfolio management using a combination of quantitative and qualitative analysis, with access to specialized portfolios and outsourced management options.