Nicholas Wendt is a CFP® with nine years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He previously worked with Waddell & Reed, Inc. and is involved with Straight Arrow Financial Group, an entity through which he provides investment advisory services. Outside of his advisory work, Wendt serves as a high school wrestling coach for Cedar Grove-Belgium School District. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance client services.

Isaiah Zuleger is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has worked previously at Augustine Financial. Outside of finance, he is involved with Wapi Bricks, an entrepreneurial venture he has been part of for several years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad range of investment and advisory services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Sarah Schultz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. She has five years of experience at Augustine Financial and six years of prior experience at SSM Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Mckenna Galante is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with Creative Planning, LLC, where she has worked since 2022. Prior to that, she held positions at Wipfli Financial Advisors, LLC, and Hewins Financial Advisors, LLC. 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 integrates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Quinn Hoopman is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial and Straight Arrow Financial Group. Outside of his advisory work, he serves as a high school wrestling coach in Cedar Grove, Wisconsin. Independent Advisor Alliance serves individuals, small businesses, charitable organizations, and retirement plans with a range of asset management and financial planning services. The firm employs a network model with supervised advisory representatives and utilizes various portfolio management strategies alongside technology platforms to support client needs.

Peter Wagner is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and LPL Financial, and previously worked at Cambridge Investment Research Advisors. Wagner is also involved in tax preparation through Harvest Tax Service. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model of independent advisory representatives and employs a variety of portfolio management strategies supported by technology platforms.

Matthew Zuleger is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network and Augustine Financial since 2007. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner of 4 A Plan Financial, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, and supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Brian Hamm is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Mutual of Omaha from 2010 to 2019 before joining J.W. Cole Advisors and J.W. Cole Financial in 2019. Hamm is also a partner in Luebeck Geisler Hamm Wealth Management, Inc., where he is involved in financial planning and insurance sales. 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 representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Jerry Dunnick is a financial advisor with GWN Securities Inc. in West Bend, WI, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with GWN Securities since 2005 and also operates Groenke Dunnick & Associates LLC, which he founded in 1999. Outside of his advisory work, Dunnick serves as a committee member for the City of Delafield Lake Welfare Committee and is a member of the Delafield Lions Club, supporting local charities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning, employing both affiliated and unaffiliated sub-advisers. The firm offers a range of discretionary portfolio management options that incorporate tactical and market-timing strategies alongside model-based asset allocation.

Christopher Clinton is a financial advisor at Transamerica Retirement Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Diversified Investors Securities Corp. since 2011. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, using proprietary software and model portfolios provided by Morningstar Investment Management, and manages a large client base with a focus on non-discretionary assets.

Elizabeth Fox is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked with LPL Financial and other firms since 2013 and manages her advisory activities through Straight Arrow Financial Group, a business she oversees. Elizabeth operates out of Richfield, WI. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary portfolio management using various strategies and leverages technology platforms for asset aggregation and estate-planning workflows.

Faith Schanowski is a financial advisor at Mariner with Series 65 credentials and one year of industry experience. She has previously worked at Annex Wealth Management and 1834 Investment Advisors, and she attended the University of Iowa. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal portfolio team and external managers, and it is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Peter Heimerman is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with Independent Advisor Alliance and LPL Financial since 2017 and previously worked for various insurance carriers and Waddell & Reed, Inc. for 15 years. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a combination of discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to integrate asset aggregation and estate planning.

Robert Spector is a financial advisor with PNC Wealth Management in Menomonee Falls, WI, holding a Series 66 designation and 14 years of industry experience. He has worked at PNC Investments since 2015 and previously at J.P. Morgan Securities beginning in 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account utilizing mutual funds and ETFs with annual rebalancing.

Ryan Kunz is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Luedtke & Associates, Principal Securities Inc, and Farm Financial. Kunz is also the owner and member of Kunz Wealth Partners, LLC, a private entity supporting securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Kevin Breckenfelder is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 registrations and 21 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017, as well as at Bank Mutual and LPL Financial. Outside of his advisory work, he serves as a high school soccer referee in the Milwaukee area during the soccer season. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through programs that include managed portfolios and non-discretionary recommendations, supported by Morningstar Investment Management’s proprietary asset allocation models and ongoing portfolio oversight. The firm operates at scale with over 212,000 clients and emphasizes technology-driven, asset allocation-focused retirement advice.

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.

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.

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.