Jacob Rabay is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Northwestern Mutual and Annex Wealth Management. He serves on the board of directors for Parents Place, a nonprofit organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Heather Schaber is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Aoy Mitchell and Allspring Funds Management, LLC. Heather is based in Milwaukee, WI. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers through both active and passive strategies across public and private assets.

Terek Glenetski is a financial advisor at Principal Financial Services with six years of industry experience and holds a Series 66 designation. He has worked at various firms including Principal Securities Inc., Union Financial, Inc., Praxis Wealth Partners, and Baird. In addition to his advisory work, Glenetski provides fixed insurance products and serves as a notary public in Wauwatosa, Wisconsin. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions implemented primarily on a discretionary basis.

Sharon Green is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. Her prior roles include positions at Woodbury Financial Services INC, Annex Advisory Services, LLC, and SII Investments, Inc. She serves as a FINRA arbitrator and teaches adult education classes at several institutions including WCTC, Marquette, and Alverno College. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm combines strategic asset allocation with multi-manager portfolios and uses both passive and active investment exposures across various risk profiles.

Tom Driscoll is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Avantax Investment Services, NFP Advisor Services, and R&R Wealth Management. In addition to advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

James Senglaub is a financial advisor at Independent Financial Group, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Financial Group since 2020, following six years at Sagepoint Financial Inc and over 40 years at The Senglaub Financial Group. Outside of his advisory role, he is a 50% owner of multiple land holdings rented for farming purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning, portfolio management, and access to third-party asset managers, employing a mix of passive and active investment strategies tailored to client risk profiles.

Andrew Degroot is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he works seasonally as a farm crew member at Happy Day FarmHaus in Germantown, WI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers. The firm provides discretionary and nondiscretionary management options and maintains unique affiliations that support a broad range of retirement services and succession planning.

Todd Barden is a CFP® with 35 years of industry experience, currently serving with Principal Financial Services. His prior roles include seven years at Morgan Stanley and Morgan Stanley Private Bank. He is also an adjunct lecturer at The Plan Sponsor University, where he annually educates on the importance of financial planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Nicholas Lyons is a financial advisor with Empower Advisory Group in Wauwatosa, WI, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior work includes roles at Empower Financial Services, Inc., Career Certified, and Junior Achievement of Wisconsin. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates, offering both point-in-time financial plans and optional managed account solutions.

Sarah Gruber is a financial advisor with J.W. Cole Advisors, Inc. in Greenfield, WI, holding a Series 65 designation and three years of industry experience. She previously worked at Greenstone Financial Services and MoneyWise Planning Group LLC/Woodbury Financial. In addition to her advisory role, she serves as a Certified Divorce Financial Analyst assistant at Pathway Divorce Solutions. J.W. Cole Advisors operates a large network of independent investment adviser representatives, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a range of discretionary and non-discretionary strategies and digital advice solutions.

Kelly Lagore is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at firms including LPL Financial, SVA Plumb Wealth Management, and Robert W Baird & Co. Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based allocations that combine passive and active management overseen by an internal Investment Committee.

Yogesh Khatri is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Eagle Strategies since 2008 and has longstanding affiliations with New York Life Insurance Co. and its related entities since 1990. Outside of his advisory work, he is a partner in RAAGA Entertainment, LLC, which promotes classical and Bollywood music concerts. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Paul Hofmann is a financial advisor with Empower Advisory Group in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Empower Advisory Group in 2024, he worked at GWFS Equities and Core Staff and has a background at U.S. Cellular Corp. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s administrative and recordkeeping platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.

Jeffery Begovatz II is a financial advisor with TIAA-CREF in Brookfield, WI, holding a Series 66 designation and 14 years of industry experience. He has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated group that uses affiliated funds.

Todd Kreitzman is an investment advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He has worked at Kestra Advisory since 2016 and has prior experience with BMO Harris Financial Advisors and Commonwealth Financial Network. In addition to his advisory role, he serves as managing partner at Robertson & Ryan Financial Services, focusing on retirement plans and individual clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting for a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm acts as an ERISA fiduciary and manages approximately $79.8 billion in assets, serving large institutional investors including sovereign wealth funds.

Joshua Timblin is a financial advisor at NewEdge Advisors with 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2020, followed by NorthRock Partners until 2025. Timblin holds a Series 66 designation. NewEdge Advisors is an enterprise‑scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a range of services including portfolio management, financial planning, and access to sponsored advisory programs, utilizing centralized due diligence and technology tools to support clients and advisors.

Xinzi Yuan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked across multiple roles since 2011, including positions at World Financial Group, Lida Accounting Service LLC, and Accounting & Financial Services LLC. Yuan is active in community organizations, serving on the board of the Wisconsin Chinese Chamber of Commerce and volunteering with AARP to provide tax preparation for low-income taxpayers. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment programs that include discretionary and non-discretionary options.

Jodie Lane is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining J.W. Cole Advisors in 2021, she worked at Woodbury Financial Services, Sii Investments, and LPL Financial. Outside of her advisory role, Lane owns Pathway Divorce Solutions, LLC, a non-investment business focused on divorce financial planning. 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 investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Patricia Whiting is a financial advisor at Empower Advisory Group with Series 63, 65, and 66 licenses and nine years of industry experience. She has worked at GWFS Equities, Inc. since 2018 and previously held roles at Niebler Properties, Inc. and Merrill. Outside of advising, she is involved with MVP Staffing as a temporary festival bartender. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping platforms, emphasizing long-term portfolio returns, annual rebalancing, and savings rates in their planning approach.

Robert Holton is a financial advisor at Commonwealth Financial Network with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms including LPL Financial, BMO Harris Financial Advisors, and Cleary Gull Advisors. Outside of his advisory work, Holton serves on the board of Walters Buildings, Inc. and owns The Westborough Group, LLC, a publishing company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.