Jill Snyder Stahl is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her prior work includes roles at GWN Securities and National Services Group, and she has operated her own advisory and insurance businesses since 1991. She also conducts Medicare sales as part of her self-employed activities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Sierra Schlesner is a CFP® and Series 65-registered financial advisor at Creative Planning with five years of industry experience. She previously worked at WIPFLI Financial Advisors and has a background at the University of Wisconsin - Whitewater. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by customized asset management and private market investments.

Thomas Charon is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining Kestra in 2024, he spent 20 years with American Funds Distributors, Inc. His activities include registered representative roles focused on retirement plan sales and solicitation through Kestra Advisory Services and Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including sovereign wealth funds.

Robert Gorde Jr. is a financial advisor at PlanMember Securities Corporation with Series 63 and Series 65 credentials. He has prior experience in mortgage lending and banking, including roles at Novus Home Mortgage and Citizens Bank. Before entering finance, he worked in academic and hospitality settings. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services through personalized planning and seminars.

Gordon Frater is a CFP® professional with 16 years of experience in the financial services industry. He has held roles at firms including Wells Fargo Funds Management, Allspring Funds Distributor, and Drake & Associates before joining Mariner in 2025. Frater is based in Brookfield, WI. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and access to specialized third-party managers. The firm offers customized discretionary portfolios supported by in-house research and third-party allocations, alongside integrated tax and accounting services.

Zhenxiang Du is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Medicomp Inc and Kelly Services Global LLC, and he is the owner of Uyghur Grill LLC, a mobile food service business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

John Dodds is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 43 years of industry experience. He has been with Kestra Advisory since 2016 and has extensive prior experience including founding John F. Dodds & Associates and involvement with Sportsrep Inc and Telesports Communications Co. Outside of advisory work, he is involved in sports media as an owner and co-host of basketball shows focused on Marquette basketball, and has a background representing NBA prospects in the 1980s and 1990s. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds and other large institutional investors.

Emily Perschbacher is a financial advisor at Wealthspire Advisors with a Series 65 credential and three years of industry experience. Her prior work includes roles at Ameriprise Financial and Resilient Wealth Planning, as well as teaching positions at the University of Wisconsin Whitewater and in middle and high schools. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and ongoing portfolio reviews.

Joseph Still is a financial advisor at Creative Planning with 14 years of industry experience and holds a Series 66 designation. His prior roles include positions at Mutual Securities, Kowal Investment Group, Raymond James Financial Services, and Morgan Stanley Smith Barney. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets using a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Anthony Perillo is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Wipfli Financial Advisors and Hewins Financial Advisors. He also oversees the wind down of Wipfli Financial Advisors, a business acquired by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach featuring low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Randall Malone is a financial advisor with Principal Financial Services and holds a ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including roles at United Financial Advisors LLC, Principal Securities Inc, and Malone Financial Services, LLC. Malone serves as an advisor to the Congressman Brian Stiel Insurance and Financial Advisory Board, providing input on federal legislation related to the insurance and financial industry. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and military personnel. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Robert Payant is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has worked at VOYA Financial Advisors and Voya Financial since 2014 and has operated his own advisory business since 2010. In addition to his advisory work, he is an independent insurance agent offering long-term care insurance, fixed life insurance products, fixed annuities, and disability insurance. 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 delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary programs.

Bruce Laning is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse range of clients, including individuals, corporations, retirement plans, and nonprofits, providing wealth management, financial planning, and trust services. The firm follows a customized, relationship-driven approach with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio oversight.

Nathan Digmann is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Wipfli Financial Advisors and Hewins Financial Advisors, and has experience in both advisory and financial planning roles. 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 combines low-cost indexing with supplemental strategies, supported by a large advisory team and integrated investment infrastructure.

Cynthia Storm Fischer is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 designations and over 44 years of industry experience. She has previously worked at Arbor Point Advisors and Securities America, and she has operated Storm Fischer Investment Group, LLC since 2009. Her activities include serving as a securities arbitrator and volunteering on the investment committee for Wisconsin Public Radio. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

Brian Goode is a financial advisor with Principal Financial Services based in Franksville, Wisconsin. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. Brian is president of the Fisher Lake Chain Association in Mercer, Wisconsin, where he leads initiatives related to fishery and lake quality management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, 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 account solutions.

Brent Adams is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining his current firm, he worked at LPL Financial and Ellenbecker Investment Group, Inc. Adams has also been involved with the African American Chamber of Commerce in Wisconsin. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing a network model combined with affiliations to LPL Financial and access to third-party managers and technology platforms.

Ryan Heidel is a financial professional with Principal Financial Services holding a Series 66 designation and one year of industry experience. He has worked at Harrison Financial and several affiliates of Principal, as well as at First National Bank & Trust and the State of Wisconsin. His experience includes sales of fixed insurance products such as fixed life, fixed annuities, disability income, long-term care, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, 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.

Michael Jungen is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. Jungen has worked at Eagle Strategies since 1999 and operates his own firm, Jungen & Co. Financial Advisors, since 2005. He serves as a director of the Wauwatosa Mayfair Rotary, a charitable community nonprofit organization. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services through a variety of program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Joshua Frank is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 65 designation and has been with Wealthspire Advisors since 2017. Prior to his advisory career, he worked at Milwaukee Kollel and B.E.S.T. Camp. He serves as vice president of the board of directors for Torah Academy of Milwaukee, a local girls' high school, where he participates in fundraising and budget approval on a volunteer basis. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees. The firm offers customized wealth management and financial planning services with an investment approach that emphasizes diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.