Michael Lanigan is a financial advisor at TIAA-CREF with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with pre-existing retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios under a fiduciary standard.

Jay Czarapata is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Wealthspire Advisors in Milwaukee, WI, where he has worked since 2013. Prior to this, he spent five years at Wealthspire Capital, LLC. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, utilizing an institutional-style asset allocation framework implemented through mutual funds, ETFs, private investments, and separate account managers.

Lauren Jamrose is a financial advisor at Hightower Advisors with 16 years of industry experience. She previously worked at Robert W. Baird & Co. for 16 years before joining Hightower in 2025. Jamrose holds a Series 66 designation and serves on the Board Advancement Committee at Mount Mary University, contributing to fundraising strategy and alumni engagement. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and various investment vehicles.

Jay Stueber is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Stueber has been with J.W. Cole Financial, Inc. since 2011 and joined J.W. Cole Advisors, Inc. in 2026. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, third-party manager platforms, digital advice, and annuity sub-account management to individuals, high-net-worth clients, and institutional accounts. The firm provides both transaction-based and wrap managed program options and utilizes a mix of fundamental and technical analysis, model or manager-based strategies, and multiple custodial platforms.

Joseph Kapp is a financial advisor at Empower Advisory Group in Milwaukee, WI, with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at GWFS Equities, Inc. since 2011. 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’s integrated services emphasize long-term portfolio returns and annual rebalancing, with recommendations typically made within plan lineups selected by plan sponsors.

Thomas Meeker is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Creative Planning, Inc. since 2019 and previously spent three years at Hogan Financial. Meeker serves as the Symposium Director for the Financial Planning Association of Wisconsin. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services for individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through a broad network of advisors and offices.

John Morton is a financial advisor at Mariner with 10 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. His prior experience includes seven years at Boardwalk Financial Strategies and two years at Balasa Dinverno Foltz LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to create customized discretionary portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Michael Bogard is a CFA® charterholder with nine years of industry experience. He currently works at Allworth Financial, L.P. and previously spent eight years at Heck Capital Advisors. Allworth Financial serves a broad client base including individual and high-net-worth investors, trusts, pension plans, and charitable organizations. The firm offers comprehensive financial planning and portfolio management using a combination of quantitative and qualitative analysis, with access to specialized portfolios and outsourced management options.

Peter Heimerman is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with Independent Advisor Alliance and LPL Financial since 2017 and previously worked for various insurance carriers and Waddell & Reed, Inc. for 15 years. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a combination of discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to integrate asset aggregation and estate planning.

Eric White is a Series 66-licensed financial advisor with Independent Advisor Alliance, LLC, based in Sussex, WI. He has four years of industry experience and previously worked at LPL Financial, as well as in educational roles at YK Pao School and The American School in Switzerland. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting services using a combination of discretionary and non-discretionary portfolio management, model portfolios, and technology platforms.

Karl Schmidtke is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior roles include tenures at Northland Securities, Inc., Cleary Gull Inc., and First MidAmerica Investment Corporation. He operates through Independent Advisor Alliance, a firm serving a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement plan consulting, utilizing a combination of discretionary and non-discretionary portfolio management with access to various advisory platforms and third-party services.

Lynda Cichosz is a financial advisor at J. W. Cole Advisors, Inc. with three years of industry experience. She holds a Series 66 designation and has held roles at J.W. Cole Advisors, Trinity Retirement Solutions LLC, and LPL Financial LLC. She has also operated as a self-employed advisor and worked outside the financial industry prior to 2016. J. W. Cole Advisors, Inc. supports a large network of independent advisors and offers a range of services including fee-based portfolio management, financial planning, and retirement plan solutions for individuals, high-net-worth clients, and institutions. The firm utilizes various investment strategies and platforms, including discretionary and non-discretionary account management and digital advice options.

Michael Churchill is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and previously worked at Hightower and STA Wealth Management, LLC. Outside of his advisory role, he serves as President of Churchill Consolidated Group Inc., a company focused on accounting and tax preparation. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account 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 that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Jodie Mrotek is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Geneva Capital Management, LTD for 16 years and at O'Hare Wealth Management. Outside of her advisory role, she co-manages a personal rental property in Milwaukee with her husband. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of portfolio management and financial planning services.

Mitchell Ahmad is a CFA® charterholder with eight years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC, where he has been since 2021. His prior roles include positions at SVA Plumb Wealth Management, LLC, and Carroll University. 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 management, supported by an internal Investment Committee.

William Pokorsky is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Outside of his advisory role, he works part-time as a delivery driver for Door Dash. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs supported by Morningstar Investment Management’s proprietary software and model portfolios. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.

Robert Spector is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. He has been with PNC since 2015 and previously worked at J.P. Morgan Securities from 2012 to 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessments to guide investment strategies implemented via mutual funds and ETFs.

Timothy Scanlan is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, Cedar Creek Securities, Morgan Stanley, and Citigroup Global Markets. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting through a network of advisory representatives who utilize discretionary and non-discretionary portfolio management strategies.

Patrick Masimore is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 credentials and bringing 15 years of industry experience. His prior work includes roles at GWFS Equities, Inc. and Robert Baird & Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Jennifer San Fillippo is a financial advisor with Kestra Advisory Services, LLC and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at Cetera Advisors LLC and First Allied Advisory Services. She is also president of Lakeview Wealth Strategies LLC, an insurance business affiliated with her Kestra work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors, offering fiduciary services, plan design, and access to multiple management platforms and third-party solutions.