Gregory Alft is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with LPL Financial since 2019 and has been involved with Forward Financial Group, LLC since 2018. Outside of his advisory role, he is a tennis instructor with the Waukesha Tennis Association. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisors with access to third-party managers and technology platforms to provide both discretionary and non-discretionary portfolio management.

Joseph Romas is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC, Ameriprise Financial Services Inc., and Cloud Park, LLC. Outside of his financial advisory role, he is a certified flight instructor at Spring City Aviation. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

James Mc Knight is a financial advisor with CIBC Private Wealth Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Annex Wealth Management, LLC, Charles Schwab Bank, Charles Schwab, and B.C. Ziegler and Company. Outside of his advisory work, he serves on the advisory board for Catholic Memorial High School and coaches a Pee Wee A youth hockey team. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach integrates an internal team, relationship managers, and governance committees to deliver customized portfolios using a combination of proprietary and external strategies, including options and structured notes, and manages a significant asset base with a notably high assets-under-management per advisor ratio.

Drew Hebbe is a financial advisor with Primerica Advisors who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Bender Kind and Stafford Dental, Maas Brothers Construction, and the Fort Atkinson School District. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services such as lending solutions and donor-advised funds.

Betty Wellhoefer Hill is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at J.W. Cole Advisors since 2017 and previously spent four years with LPL Financial. In addition to her advisory role, she is a licensed insurance agent. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm utilizes both discretionary and non-discretionary management approaches, including fundamental and technical analysis and digital advice solutions.

Nicholas Dewsnap is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Churchill Management Group since 2016. Focus Partners Wealth serves a wide range of clients including individuals, family offices, corporations, retirement plans, and institutions, offering investment management and integrated wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and manages a diverse set of investment vehicles and advisory programs.

Jeffrey Kralovec is a financial advisor with Beacon Pointe Advisors, LLC in Milwaukee, WI. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining Beacon Pointe in 2021, he worked for Next Generation Wealth Management, Inc. for 15 years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing a proprietary “Focus List” and both active and passive strategies, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Tyler Carpiaux is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has two years of industry experience, including roles at United Financial Advisors and Principal Life Insurance Company. His background includes a range of positions spanning financial services and other industries, such as work with DoorDash and Bremer Bank. 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 direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Elizabeth Plotkin is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management for 11 years, followed by Empower Financial Services, Inc. for one year. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, corporations, pension plans, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

William Cronin is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been associated with Kestra Investment Services, LLC since 2012 and Kestra Advisory Services, LLC since 2016. Outside his advisory roles, he owns Integrity Retirement Plan Services, LLC, where he oversees employee administrators. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, compliance testing, fiduciary consulting, and employee education, serving significant institutional investors such as sovereign wealth funds.

Gregory Johnson is a financial advisor with Principal Financial Services holding a Series 66 designation and 14 years of industry experience. He has been affiliated with multiple firms, including Lake Country Financial Services, Synder Financial Services, Union Financial Inc, and Principal Securities since 2012. Outside of advisory work, he is a one-third silent partner in Gary's Auto Repair, Inc., where he consults on business operations and financial performance. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ciaran Cummins is a financial advisor with Principal Financial Services, holding a Series 66 designation and six years of industry experience. He has worked with Union Financial, Inc. since 2021 and has been associated with Principal Life Insurance Company and Principal Securities Inc since 2020. Cummins also maintains a notary public commission in Wisconsin. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Shelly Wohler is a financial advisor at Independent Financial Partners with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities and Thrivent Financial. Wohler serves on the board of directors for the Muskego Chamber of Commerce, a nonprofit organization. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with discretionary and non-discretionary account management and offers specialized retirement-plan advisory and pension consulting services.

Michael Sadoff is a financial advisor at Wealth Enhancement Advisory Services, LLC with 24 years of industry experience. He previously led Sadoff Investment Management and Ronald Sadoff's Major Trends for 22 years. Sadoff serves on the investment committees of both the Milwaukee Jewish Foundation and the Milwaukee Jewish Federation, where he is the committee chair. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies, supported by an internal Investment Committee.

Stephen Mc Donnell is a financial advisor with Independent Financial Partners in Waukesha, WI, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Independent Financial Partners since 2011. Outside of his advisory role, he is involved with Retirement Plan Solutions, assisting with client solicitation and support related to qualified retirement plans. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12 billion in assets. The firm offers a decentralized advisory model with a formal retirement-plan advisory and pension consulting capability, supporting a broad range of individual, charitable, corporate, and high-net-worth clients.

Max Flanagan is a CFP® professional with eight years of experience in the financial services industry. He is currently an advisor with Independent Advisor Alliance, LLC and has previously worked at firms including LPL Financial, Spectrum Investment Advisors, Charles Schwab, Freedom Wealth Alliance, and Edward Jones. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model of independent advisors combined with access to brokerage services through LPL Financial and offers technology-driven solutions including estate-planning platforms and third-party managers.

Devon Portz is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and two years of industry experience. He has worked since 2017 with Skye Financial Services, Inc., where he also provides tax preparation and bookkeeping services. United Planners Financial Services is a national wealth-management enterprise with over $12 billion in assets under management, serving a diverse client base through independent advisors who deliver both advisory and brokerage services.

Bradley Schumacher is a financial advisor with Empower Advisory Group in Milwaukee, WI, holding Series 66 and Series 63 licenses and having eight years of industry experience. He has worked at GWFS Equities, Inc. since 2013, including continuing through its current iteration since 2021, and was briefly employed at DoorDash in 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jacob Peroceschi is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2004 to 2024 before joining his current firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving 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 managers guided by an internal Investment Committee.

Elizabeth Kocour is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Wipfli Financial Advisors, LLC since 2018 and previously held roles at the Grainger Institute for Engineering and Student Veterans of America. Elizabeth is currently based in Brookfield, WI. She is affiliated with Creative Planning, an enterprise wealth management firm serving individuals, pension and profit-sharing plans, trusts, foundations, 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, alongside offering discretionary portfolio management, private market investments, and a range of institutional services.