Thomas Lind is a CFP® with 28 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2010. Prior to this, he was associated with LaSalle St. Securities, L.L.C. starting in 2006, and briefly worked at Thrivent Investment Management in 2006. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charities, and small businesses. The firm offers both non-discretionary and discretionary investment programs, employing asset-allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.

Andrew Steger is a CFP® at Orgel Wealth Management, LLC with 12 years of industry experience. He has worked at Orgel Wealth Management since 2024 and previously held positions at LendEDU, Gundersen Medical Foundation, and Trust Point, Inc. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting services to individuals, families, institutions, and business entities. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers a multi-team platform that oversees over $8 billion in regulatory assets.

Jon Woo is a CFA® charterholder with one year of experience in financial advising, currently with Nicolet Wealth Management. Prior to joining the firm, he worked at United Natural Food Services and Wells Fargo Private Bank. Nicolet Wealth Management provides retirement plan advisory and consulting services primarily for participant-directed defined-contribution plans, including 401(k) and 403(b) arrangements. The firm offers investment policy development, ongoing monitoring, participant education, and fiduciary services with a coordinated custody model.

Tanner Thompson is a financial advisor at Orgel Wealth Management, LLC, holding a Series 65 designation with five years of industry experience. He has been with Orgel Wealth Management since 2018 and has prior work experience in automotive sales and retail. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers a multi-team platform overseeing over $8 billion in regulatory assets.

Anna Geissler is a financial advisor at Orgel Wealth Management, LLC with Series 65 credentials and no prior industry experience. She has worked at Orgel Wealth Management since 2023 with brief intervals and has been involved with Old Abe's Supper Club since 2023. Orgel Wealth Management serves individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with investment management, financial planning, and retirement plan consulting. The firm manages approximately $9.5 billion in assets, offering disciplined asset allocation, tactical adjustments, and a firm-sponsored wrap-fee program.

Peter Atkinson is a financial advisor at Orgel Wealth Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Orgel Wealth Management since 2013. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm uses a disciplined strategic asset-allocation approach with tactical adjustments, offering discretionary portfolio management and consulting services across a multi-team platform managing over $8 billion in regulatory assets.

Dylan Schulz is a CFP® with two years of industry experience, currently serving as a financial advisor at Orgel Wealth Management, LLC. Prior to joining Orgel Wealth Management in 2021, he worked at Ashley Furniture Industries and Property Minds. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers services including discretionary portfolio management, stand-alone planning, and institutional consulting.

Evie Schaller is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. She holds a Series 65 designation and has worked at CreativeOne Wealth since 2018 through its predecessor, CHANGEPATH, LLC. Outside of her advisory role, she is also involved with Benefit Wealth Partners as an insurance agent. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary and third-party investment models and supports tailored suitability assessments and ongoing portfolio rebalancing.

Tyler Meyer is a CFP® professional with four years of industry experience, currently serving at Orgel Wealth Management, LLC since 2021. Prior to this, he worked at Perceptive Edge Investment Management, Inc. and has a background that includes four years at Bethel University. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers a multi-team platform managing over $8 billion in assets, incorporating private and alternative investments when appropriate.

Brenden Cullen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and two years of industry experience. His prior roles include positions at North Point Advisor Group, LPL Financial, Northwestern Mutual, and Baker Tilly US. He is involved in administrative support activities for Great Valley Advisor Group. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers across multiple platforms.

Brian Mansky is a financial advisor at Orgel Wealth Management, LLC in Altoona, WI, holding a Series 65 designation with four years of industry experience. Prior to joining Orgel Wealth Management in 2021, he worked for Ingersoll Rand/Trane Technologies for 17 years and was involved with the Coulee Region Humane Society for six years. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers a multi-team platform managing over $8 billion in regulatory assets.

Christopher Clauson is a financial advisor at Nations Financial Group, Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at U.S. Bancorp Investments, Inc., JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach involves proprietary model portfolios and tailored recommendations by its investment adviser representatives based on client objectives and risk tolerance.

Mason Nolin is a financial advisor at Orgel Wealth Management, LLC, holding a Series 65 designation with experience beginning in 2021. His prior work includes roles at Bertrang Financial Corp, Sterling Water Inc., Oakwood Bank, and the University of Wisconsin Eau Claire. Orgel Wealth Management serves individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with investment management, financial planning, and retirement plan consulting. The firm emphasizes disciplined asset allocation with a long-term orientation, managing approximately $9.5 billion in regulatory assets and offering a firm-sponsored wrap-fee program.

Allyson Cooper is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet. Her prior experience includes roles at The Vanguard Group and Bankers' Bank. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across wealth levels, using technology-driven, model-based asset allocations primarily involving exchange-traded funds. The firm emphasizes a flat subscription fee structure and integrates a comprehensive planning approach through its multi-advisor platform.

Daniel Oliver is a financial advisor with Orgel Wealth Management, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Orgel Wealth Management since 2018, following brief roles at UBS Financial Services and Fries Financial Group. Orgel Wealth Management serves individuals, families, high-net-worth clients, and various institutional entities with investment management, financial planning, and retirement plan consulting. The firm emphasizes disciplined asset allocation with a long-term orientation, offering discretionary portfolio management and a firm-sponsored wrap-fee program.

Mark Boser is a financial advisor at Orgel Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Orgel Wealth Management since 2013. Outside of advising, he has a minority ownership interest in a partnership that owns the real estate used by Orgel Wealth Management for its operations. Orgel Wealth Management serves individuals, families, and institutional clients with investment management, financial planning, and retirement-plan consulting. The firm employs a disciplined strategic asset-allocation framework with tactical adjustments and offers access to private and alternative investments within a multi-team platform overseeing over $8 billion in assets.

Angela Baggett is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 18 years of industry experience, including roles at Zyia and Triad Advisors, Inc. Outside of her advisory work, she is a representative for an activewear company. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a majority of assets managed on a non-discretionary basis.

Karlyn Etheridge is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 19 years of industry experience and has worked at several firms including LPL Financial, Triad Advisors, and Bernicke Wealth Management. Outside of her advisory work, she co-owns a cattle operation in Eau Claire, Wisconsin. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a majority of assets managed on a non-discretionary or client-directed basis.

Zachary Knox is a CFP® and Series 66-registered advisor at Creative Planning with eight years of industry experience. He previously worked at Stifel for seven years and at ALDI, Inc. for one year. Creative Planning provides wealth management, financial planning, 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 that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

Micah Ballew is a CFP® professional with 10 years of industry experience, currently with Creative Planning. His prior experience includes roles at WipFli Financial Advisors and Thrivent Financial. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by affiliated legal and accounting resources.