Alyson Dix is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Edward Jones and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services closely with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Drew Hildebrand is a financial advisor with Principal Financial Services holding a Series 66 designation. He has recently begun his career in the industry and has prior experience working with the Milwaukee Baseball Academy and in various roles outside finance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel outside the United States. 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.

Michael Weil is a CFP®, ChFC®, and Series 66-registered advisor with 25 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2022. Prior to that, he spent eight years at Next Generation Wealth Management, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of clients, including individuals, institutions, charitable organizations, and retirement plans. The firm employs a manager-driven, asset-allocation approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles alongside its advisory services.

Thomas Krueger is a financial advisor at Creative Planning with 30 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at Kowal Investment Group, Mutual Securities, and Northwestern Mutual. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach, combining low-cost indexing and buy-and-hold strategies with selective private market exposure and institutional services.

Keith Kuzera is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at SVA Plumb Wealth Management, LLC from 2015 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach combining passive and active management guided by an internal Investment Committee.

Robert Albert II is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual in various capacities from 2015 to 2023. Outside of advising, he co-owns Albert Capital LLC. 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 manager solutions, with investment implementation typically managed on a discretionary basis by those third parties.

Jason Musante Klumb is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at firms including United Financial Advisors, Commonwealth Financial Network, and Wells Fargo. In addition to his advisory role, he consults with business owners and executives on employer-sponsored retirement plan benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager solutions, often delivered through discretionary investment management arrangements.

Daniel Buehrle is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Fireborn Advisory Partners, Principal Securities, and Principal Life Insurance Company. He serves on the board of the Children’s Hospital of Wisconsin Foundation and is CEO and majority owner of The Phoenix Business Collective, a company focused on leveraging collective buying power for business efficiencies and growth. Additionally, he holds a leadership position as chair of the Mid-Americas YPO network. 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 solutions through various advisory and promoter arrangements.

Ruben Rivas is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Strategic Wealth Partners Group LLC, U.S. Bancorp Investments, Inc., and Robert W. Baird & Co. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Thomas Haarmann is a Series 66-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 2000. He has 26 years of industry experience and previously worked at Continental Savings Bank starting in 1995. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors, using model-driven and asset-allocation approaches that incorporate both discretionary and non-discretionary strategies.

Gregory Vidmar is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Annex Wealth Management, Woodbury Financial Services Inc., and MetLife Securities 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 employs a diversified, risk-class based investment approach combining passive and active management with quantitative, momentum, and fundamental analysis.

Matthew Martens is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked with Principal Securities since 2016 and Principal Life Insurance Company since 2013, with a one-year tenure at Great Lakes Retirement Plan Consultants from 2023 to 2024. 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 accounts through distinct adviser and promoter arrangements.

Jorge Benavente is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Company, and Primerica Financial Services. Benavente serves as a board member for Pantheon Industries, a nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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.

Laura Jerominski is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior work includes roles at the Milwaukee Yacht Club and South Shore Yacht Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies and a range of portfolio management and financial planning services.

Jeffrey Schnoor is a financial advisor with Charles Schwab in Mequon, WI, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He worked at Johnson Wealth Inc. for 20 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Jeffrey Krause is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is involved as a director and partner in Krause Properties LLC, a real estate business focused on property management and accounting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and advisory programs, utilizing structured discovery processes and advanced modeling tools to assist clients in developing tailored financial plans.

Jordan Westphal is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Thrivent Investment Management since 2018 and was previously with SII Investments from 2012 to 2018. He is based in Cedarburg, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning focused on a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing arrangement.

Andrew Charles is a Financial Advisor at Merrill Lynch Wealth Management with nine years of experience in comprehensive wealth management. He specializes in providing customized financial strategies tailored to the unique needs of individuals, families, and businesses. His areas of expertise include college education planning, employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Andrew holds a Bachelor's Degree from The University of Wisconsin Madison and holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA). He is an active member of professional organizations including the Middleton Chamber of Commerce, Morgan's Caring Connection, and The Madison Club. Outside of his professional work, Andrew enjoys a variety of personal interests such as biking, drawing and sketching, fishing, golfing, hiking, ice skating, painting, photography, skiing, and woodworking. He values the opportunity to share hobbies with his clients and aims to deliver financial clarity so his clients can focus on living life rather than managing money.

Thomas Hutchinson is a financial advisor at OSAIC with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at MPC Advisers and EmbedTek. OSAIC Wealth serves a diverse client base including retail investors, retirement plan participants, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Suey Wong is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert W. Baird since 2013. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.