Kevin Breckenfelder is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 registrations and 21 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017, as well as at Bank Mutual and LPL Financial. Outside of his advisory work, he serves as a high school soccer referee in the Milwaukee area during the soccer season. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through programs that include managed portfolios and non-discretionary recommendations, supported by Morningstar Investment Management’s proprietary asset allocation models and ongoing portfolio oversight. The firm operates at scale with over 212,000 clients and emphasizes technology-driven, asset allocation-focused retirement advice.

Robert Payant is a financial advisor with VOYA Financial Advisors, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with VOYA Financial Advisors since 2014 and operates an independent insurance agency offering long-term care, life, fixed annuity, and disability insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, and retirement plan sponsors, providing financial planning, portfolio management, and consulting services through multiple program structures with a focus on recommendation-based, non-discretionary advice.

Bruce Laning is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse range of clients, including individuals, corporations, retirement plans, and nonprofits, providing wealth management, financial planning, and trust services. The firm follows a customized, relationship-driven approach with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio oversight.

Nathan Digmann is a CFP® and holds a Series 65 license with nine years of experience in the financial advisory industry. He is currently with Creative Planning, where he has worked since 2022. Prior to that, he was employed at Wipfli Financial Advisors and Hewins Financial Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Cynthia Storm Fischer is a financial advisor at Osaic Advisory Services, LLC with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Securities America, Inc. She volunteers on the investment committee for Wisconsin Public Radio and serves as a securities arbitrator. Osaic Advisory Services, LLC provides investment management, financial planning, retirement plan consulting, and related services to a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm employs multiple advisory program models and uses a combination of proprietary guidance and third-party platforms to build and monitor client portfolios.

Nicholas Buerger is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and has been involved with Tadco Properties LLC since 2018. Outside of his advisory role, he serves as a youth sports coach. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing various investment strategies and technology platforms to support client needs.

Shawn Macdonald is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and also operates as a tax preparer through Skye Financial Services, Inc., a non-investment related business in Hartland, WI. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement both discretionary and non-discretionary investment strategies.

Brent Adams is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining his current firm, he worked at LPL Financial and Ellenbecker Investment Group, Inc. Adams has also been involved with the African American Chamber of Commerce in Wisconsin. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing a network model combined with affiliations to LPL Financial and access to third-party managers and technology platforms.

Ryan Heidel is a financial professional with Principal Financial Services holding a Series 66 designation and one year of industry experience. He has worked at Harrison Financial and several affiliates of Principal, as well as at First National Bank & Trust and the State of Wisconsin. His experience includes sales of fixed insurance products such as fixed life, fixed annuities, disability income, long-term care, and health insurance. 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 military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Michael Jungen is a financial advisor with Eagle Strategies (NY Life) based in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked at Eagle Strategies since 1999 and has operated his own firm, Jungen & Co. Financial Advisors, since 2005. Outside of his advisory work, Jungen serves as a director for the Wauwatosa Mayfair Rotary, a charitable community nonprofit. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and delivers advice through various program types, with most assets managed on a non-discretionary basis and fiduciary responsibilities to retirement investors.

Richard Nagel is a financial advisor with Commonwealth Financial Network in Thiensville, WI, holding the Series 63 designation and over 32 years of industry experience. He previously worked at LPL Financial LLC for 20 years before joining Commonwealth and MainStreet Investment Group in 2018. Outside of his advisory role, he provides aviation consulting services through Nagel Wealth Management LLC. 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 offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Kurt Triebold is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked with firms including Waddell & Reed, Inc. and LPL Financial, and has been affiliated with Independent Advisor Alliance since 2017. 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. The firm offers both discretionary and non-discretionary portfolio management and utilizes a network model supported by technology platforms and a range of advisory services.

Thomas Tilley is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. His prior roles include positions at Prime Capital Investment Advisors and Mariner Wealth Advisors. Outside of his advisory work, he serves as a director for the Folds of Honor Foundation, which raises funds to support children of active or retired U.S. military personnel, and provides guidance to Scavuzzo's, Inc., a food and delivery company. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and employer financial wellness tools. The firm implements discretionary, customized portfolios supported by both internal research and third-party managers, with a notable integration of tax, accounting, and administrative family office services.

Ella Duel is a financial advisor with Wealthspire Advisors in Milwaukee, WI, holding a Series 65 designation. She has been with Wealthspire Advisors since 2025 and previously worked at SSM Health and in education. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, and nonprofits. The firm uses an institutional-style asset allocation framework and offers wealth management, financial planning, retirement-plan consulting, and trustee services.

Lora Murphy is a Certified Financial Planner™ with 22 years of industry experience. She is currently an advisor at Creative Planning, where she has worked since 2022. Prior to that, she worked at Wipfli Financial Advisors, LLC, and Hewins Financial Advisors, LLC. She continues to oversee the wind down of Wipfli Financial Advisors following its acquisition by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Robert Brooks is a CFP®-certified financial advisor with 29 years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held prior roles at Premier Asset Management, 1834 Investment Advisors Co., and Johnson Wealth Inc. based in Bayside, WI. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to 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 blends passive and active management with oversight from an internal Investment Committee.

Kristen Borst is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with Primerica Advisors. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and previously spent four years at Robert W. Baird & Co. Outside of her advisory work, she serves as a Germantown Village Trustee for District 4. Park Avenue Securities LLC serves a diverse retail client base, providing brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary model portfolios and third-party managers, supporting both discretionary and non-discretionary accounts.

Michael Senglaub is a CFP® with eight years of industry experience and currently serves as a financial advisor at Independent Financial Group, LLC. His previous roles include positions at Sagepoint and his own Senglaub Financial Group. He serves on the boards of two nonprofit organizations, the Catholic Community Land Development Project and the Institute for Human Stewardship. Independent Financial Group is a large integrated advisory and brokerage firm providing investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, and plan sponsors. The firm offers a variety of investment solutions through platforms like AccessPoint, Schwab, and third-party asset managers, utilizing both in-house and external model portfolios.

John O'Hare II is a CFA® charterholder with 28 years of experience in financial advisory services. He is currently with Steward Partners Investment Advisory, LLC and its affiliated entities, where he has worked since 2021. Prior to this, he held roles at Raymond James Financial Services, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as treasurer of a homeowners association in Fort Meyers, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory services including portfolio management, financial planning, and pension consulting.

Julie Coombs is a CFP®-credentialed financial advisor with 23 years of industry experience, currently with Osaic Advisory Services, LLC. She previously worked at Arbor Point Advisors and Securities America, Inc., and has been a Notary Public in Wisconsin since 2015. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and a combination of proprietary and third-party platforms.