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 has operated his own advisory entity since 2010. In addition to his advisory work, Payant is an independent insurance agent offering long-term care insurance as well as fixed life and disability insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, unified managed account programs, and access to third-party money managers, using a combination of model portfolios and technology tools to execute client strategies through largely non-discretionary client relationships.

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 with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and 44 years of industry experience. She has held positions at Arbor Point Advisors, Securities America, Inc., and founded Storm Fischer Investment Group, LLC. Fischer serves as an arbitrator with FINRA and volunteers on the investment committee for Wisconsin Public Radio. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a broad client base including individuals, pension plans, corporations, charities, and sovereign wealth funds. The firm offers a variety of investment programs and retirement plan consulting, utilizing multiple strategies and platform relationships to support both discretionary and non-discretionary account management.

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 credentials. He has 29 years of industry experience and has operated his own business entity, Shawn D. MacDonald, LLC, since 1999. He is also involved in tax preparation and accounting through Skye Financial Services, Inc., where he has served as president since 2006. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and other institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodial and third-party management platforms, with a significant portion of assets managed on a non-discretionary basis.

Brent Adams is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 designations and four years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial and Ellenbecker Investment Group, Inc. Adams has a diverse background including roles outside finance, such as with the African American Chamber of Commerce WI. Independent Advisor Alliance serves a broad client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model with discretionary and non-discretionary portfolio management, incorporating various analytical techniques and technology platforms to support client services.

Ryan Heidel is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. He has previously worked at Praxis Wealth Partners, Harrison Financial, and several other organizations including First National Bank & Trust and UW-Whitewater. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Joshua Frank is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 65 designation and has been with Wealthspire Advisors since 2017. Prior to his advisory career, he worked at Milwaukee Kollel and B.E.S.T. Camp. He serves as vice president of the board of directors for Torah Academy of Milwaukee, a local girls' high school, where he participates in fundraising and budget approval on a volunteer basis. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees. The firm offers customized wealth management and financial planning services with an investment approach that emphasizes diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.

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 financial advisor with Guardian Life and holds a Series 66 designation. She has 12 years of industry experience, including prior roles at Robert W. Baird & Co. She serves as a Germantown Village Trustee in District 4. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and a range of proprietary and third-party solutions.

Michael Senglaub is a financial advisor at Independent Financial Group, LLC with 8 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Independent Financial Group in 2019, he worked at Sagepoint and operated Senglaub Financial Group. He serves on the boards of the Catholic Community Land Development Project and the Institute for Human Stewardship. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a range of model portfolios, third-party asset managers, and retirement plan services to deliver tailored investment strategies.

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® professional with 23 years of industry experience, currently serving as an advisor at Osaic Advisory Services, LLC since 2024. Her prior experience includes roles at Arbor Point Advisors and Securities America, Inc., spanning from 2017 to 2024, and at SII Investments, Inc. from 2003 to 2017. She is also a commissioned Notary Public in the State of Wisconsin. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm employs a range of investment strategies and offers services such as retirement plan consulting, financial planning, and access to alternative investments through platform relationships with Fidelity, Schwab, and others.

Kieran Bieneman is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including time at Park Avenue Securities. Outside of his advisory work, he serves as a trustee for his parent's estate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, retirement plan sponsors, and organizations. The firm offers tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.