Kristen Borst is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with Primerica Advisors. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and previously spent four years at Robert W. Baird & Co. Outside of her advisory work, she serves as a Germantown Village Trustee for District 4. Park Avenue Securities LLC serves a diverse retail client base, providing brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary model portfolios and third-party managers, supporting both discretionary and non-discretionary accounts.

John O'Hare II is a CFA® charterholder with 28 years of experience in financial advisory services. He is currently with Steward Partners Investment Advisory, LLC and its affiliated entities, where he has worked since 2021. Prior to this, he held roles at Raymond James Financial Services, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as treasurer of a homeowners association in Fort Meyers, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory services including portfolio management, financial planning, and pension consulting.

Julie Coombs is a CFP® professional with 23 years of industry experience, currently affiliated with OSAIC Advisory Services, LLC. Her prior experience includes roles at Arbor Point Advisors, Securities America, Inc., and SII Investments, Inc. In addition to her advisory work, she serves as a Notary Public in the state of Wisconsin. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a variety of clients, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services, utilizing multiple program models and a mix of proprietary and third-party platforms.

Alice Gabrelian is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. She has been with Eagle Strategies since 2008 and has worked with New York Life entities since 1988. In addition to her advisory role, she serves on the board of directors for the Hidden Lakes Condo Association in Franklin, Wisconsin. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across multiple program types and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Colton Davies is a financial advisor with Principal Financial Services holding a Series 66 designation and has been with the firm since 2025. Prior to joining the financial industry, he worked in various roles in the medical sector, including positions at the Medical College of Wisconsin and Lucile Packard Children's Hospital Stanford. Outside of his advisory work, he has experience balancing family responsibilities as a stay-at-home dad. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Alyson Dix is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Edward Jones and J.P. Morgan Securities. 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 integrates its services closely with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Drew Hildebrand is a financial advisor with Principal Financial Services holding a Series 66 designation. He has recently begun his career in the industry and has prior experience working with the Milwaukee Baseball Academy and in various roles outside finance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel outside the United States. 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.

Michael Weil is a CFP®, ChFC®, and Series 66-registered advisor with 25 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2022. Prior to that, he spent eight years at Next Generation Wealth Management, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of clients, including individuals, institutions, charitable organizations, and retirement plans. The firm employs a manager-driven, asset-allocation approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles alongside its advisory services.

Thomas Krueger is a financial advisor at Creative Planning with 30 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at Kowal Investment Group, Mutual Securities, and Northwestern Mutual. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach, combining low-cost indexing and buy-and-hold strategies with selective private market exposure and institutional services.

Keith Kuzera is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at SVA Plumb Wealth Management, LLC from 2015 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach combining passive and active management guided by an internal Investment Committee.

Robert Albert II is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Northwestern Mutual Wealth Management Company and Clear View Wealth Management. Albert is also an owner of Albert Capital LLC, a family-owned business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, 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.

Jason Musante Klumb is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at firms including United Financial Advisors, Commonwealth Financial Network, and Wells Fargo. In addition to his advisory role, he consults with business owners and executives on employer-sponsored retirement plan benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager solutions, often delivered through discretionary investment management arrangements.

Daniel Buehrle is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Principal Securities since 2016 and with Principal Life Insurance Company since 2002. Buehrle serves on the board of the Children’s Hospital of Wisconsin Foundation and is CEO of The Phoenix Business Collective, a company focused on leveraging collective buying power to create efficiencies and strategic advantages for its members. He also holds the position of Mid-Americas YPO network chair. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Ruben Rivas is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Kovitz Investment Group Partners, Strategic Wealth Partners Group, U.S. Bancorp Investments, and Robert W. Baird & Co. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, and other wealth solutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers.

Thomas Haarmann is a Series 66-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 2000. He has 26 years of industry experience and previously worked at Continental Savings Bank starting in 1995. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors, using model-driven and asset-allocation approaches that incorporate both discretionary and non-discretionary strategies.

Matthew Martens is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Great Lakes Retirement Plan Consultants and Principal Life Insurance Company. 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 U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Jorge Benavente is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Company, and Primerica Financial Services. Benavente serves as a board member for Pantheon Industries, a nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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.

Laura Jerominski is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she held roles at the Milwaukee Yacht Club and South Shore Yacht Club. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ Advisory Risk Profiles.

Jeffrey Schnoor is a financial advisor with Charles Schwab in Mequon, WI, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He worked at Johnson Wealth Inc. for 20 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Jeffrey Krause is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is involved as a director and partner in Krause Properties LLC, a real estate business focused on property management and accounting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and advisory programs, utilizing structured discovery processes and advanced modeling tools to assist clients in developing tailored financial plans.