Robert Spector is a financial advisor with PNC Wealth Management in Menomonee Falls, WI, holding a Series 66 designation and 14 years of industry experience. He has worked at PNC Investments since 2015 and previously at J.P. Morgan Securities beginning in 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account utilizing mutual funds and ETFs with annual rebalancing.

Ryan Kunz is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Luedtke & Associates, Principal Securities Inc, and Farm Financial. Kunz is also the owner and member of Kunz Wealth Partners, LLC, a private entity supporting securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Timothy Scanlan is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including previous roles at LPL Financial and Wells Fargo Advisors. 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 through a network model that integrates discretionary and non-discretionary portfolio management alongside technology-enabled planning tools.

Patrick Masimore is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at GWFS Equities, Inc. alongside his current role. 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 linked to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

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.

Benjamin Tuescher is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. His prior work includes roles at Harrison Financial and Principal Life Insurance Company, as well as experience in the insurance sector involving sales of fixed insurance products. Outside of finance, he has worked in the hospitality industry, including positions at Geneva National Golf Course and Duesterbeck's Brewing Company. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and military personnel. The firm’s advisory services encompass financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Clint Wondra is a CFP® professional with 12 years of industry experience, currently serving at Creative Planning since 2019. Prior to that, he worked at Hogan Financial from 2013 to 2019. Outside of financial advising, he is a member of LMW WI, LLC, an entity involved in his daughter's modeling and acting business. Creative Planning provides comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach that includes low-cost indexing, buy-and-hold strategies, and a range of supplemental portfolio management techniques, supported by a large advisory team and integrated investment infrastructure.

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.

Tanner Leister is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Northwestern Mutual. Outside of his advisory work, he is also involved as a musician. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and wealth coaching. The firm employs discretionary and non-discretionary portfolio management strategies, utilizing model portfolios, sub-advisors, and various analytical techniques.

Jordan Brown is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Mutual of Omaha, Northwestern Mutual, Annex Wealth Management, and Charles Schwab. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management with quantitative and fundamental analysis.

Megan Shupe is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at several firms, including Merrill and Raymond James Financial Services, and is involved with O'Hare Wealth Management as an LLC member. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets, serving individuals, pension plans, corporations, and charitable organizations through personalized portfolio management and financial planning services.

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.

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 ChFC® credentialed financial advisor with 40 years of industry experience, currently practicing with Principal Financial Services. His career includes roles at United Financial Advisors LLC and Principal Securities Inc., along with ownership of Malone Financial Services, LLC. He also serves as an advisor to the Congressman Brian Stiel Insurance and Financial Advisory Board, providing input on federal legislation related to insurance and finance. Principal Securities offers 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. The firm focuses on direct advisory programs, financial planning, and retirement plan consulting, with access to third-party money manager solutions implemented primarily on a discretionary basis.