Seth Haag is a financial advisor with Principal Financial Services in Wauwatosa, WI. He holds the Series 66 designation and has experience with Principal Securities, Principal Life Insurance, and UMB Fund Services. He is also involved in the sales of fixed insurance products, including fixed life, fixed annuity, disability income, long-term care, group benefits, health, and medical insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

James Healy is a financial advisor at Eagle Strategies (NY Life) based in Milwaukee, WI, with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Eagle Strategies and affiliated entities since 2019, previously spending 11 years with Thrivent Financial for Lutherans. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs and emphasizes non-discretionary management, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

David Tiutczenko is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes positions at Northwestern Mutual, AE Wealth Management, and Thrivent Financial. He is also involved in the sales of fixed insurance products, including fixed annuities and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate clients. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Bryan Sadoff is a financial advisor at Wealth Enhancement Advisory Services, LLC with 23 years of industry experience. He holds a Series 65 designation and previously operated Sadoff Investment Management and Ronald Sadoff's Major Trends for 25 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2022. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

John Veal Jr. is a financial advisor with PNC Wealth Management in Pewaukee, WI, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Co., Northwestern Mutual, and Wells Fargo Funds Distributor. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk band recommendations and executes investments via approved model strategies.

Rebecca Gruver is a financial advisor at Creative Planning with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Kowal Investment Group LLC, Mutual Securities, Inc., and Raymond James Financial Services. 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 client assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Benjamin Trevino is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Union Financial Inc since 2008 and Princor Financial Services Corp and Principal Life Insurance Co since 2007. Outside of his advisory role, Trevino serves as a board member of the MACC Fund’s Emerging Leaders Board, which supports childhood cancer charitable events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, 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.

Peter Hundt is a financial advisor with Commonwealth Financial Network in Brookfield, WI, holding the ChFC® and Series 63 designations. He has 25 years of industry experience, including prior roles at SII Investments and his own firm, Hundt Financial Services, Inc. Outside of advisory work, Hundt is involved in real estate consulting and management through several private entities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by a comprehensive operations and technology platform.

Ryan Knutson is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Voya, he worked at Northwestern Mutual Investment Services and several other firms. Outside of his advisory role, he owns a personal training business, Gingers Fitness LLC. 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 offers adviser-led programs combining model portfolios and manager-driven strategies, with a significant focus on non-discretionary assets alongside discretionary offerings.

Carol Strehlow is a financial advisor with Independent Financial Partners in Waukesha, WI, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked with IFP Securities, LLC, LPL Financial, LLC, and has been involved with Retirement Plan Solutions since 2012, where she is a minority owner. Strehlow also performs notary services on a volunteer basis. Independent Financial Partners is an enterprise firm providing investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with various management options and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Timothy Leroy is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, he is an independent insurance agent. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of investment programs featuring both discretionary and non-discretionary strategies, supported by an integrated advisory and broker-dealer platform.

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.

Randell Godsell is a CFP® professional with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2021. His prior roles include positions at SVA Plumb Wealth Management, LLC and Sva Wealth Management, LLC. He is also the Board President of Lake Country Classical Academy in Oconomowoc, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise 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, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Jeffrey Hottinger II is a CFP®-designated financial advisor at Creative Planning with nine years of industry experience. He previously worked at GWFS Equities for seven years and has held roles at several other firms including Core Staff, Hogan Financial, and Dynamic Ratings. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focusing on low-cost indexing and buy-and-hold strategies, alongside access to private market investments and institutional services.

Maureen Hansen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Wealth Enhancement Advisory Services and Wealth Enhancement Group since 2021 and has a background in accounting through her ongoing role at SVA Certified Public Accountants, where she also serves on the board of directors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of program offerings including financial planning, asset management, and specialized retirement plan consulting.

Pedro Guerrero is a Series 66 licensed financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. His prior work includes roles at Mutual of America Securities LLC and SmartFinancial LLC. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance product distribution. The firm uses a combination of model portfolios, affiliated and third-party strategies, and provides both discretionary and predominantly non-discretionary advisory services.

Samuel Thompson is a CFP® with 16 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, Ameriprise Financial Services, and VOYA Financial Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and comprehensive research methods.

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.

Jordan Chardukian is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at CMG Financial and RBC Capital Markets, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates in their planning approach.