Kyle Breitzman is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with PlanMember Securities Corporation and also serves as President and CEO of Northbound Financial Services and Lake Runner Tax Services. His career includes roles at multiple firms, including Securities America Advisors and Securities Service Network. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through risk-based mutual fund portfolios. The firm emphasizes education and support for plan sponsors and participants and employs a top-down strategic asset allocation approach.

Curtis Holbrook is a financial advisor with Commonwealth Financial Network in Waukesha, WI. He holds a Series 66 designation and has been working in the industry since 2025. Prior to his advisory career, he operated Holbrook Court Services from 2015 to 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients with various investment solutions.

Steven Dye is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 12 years of industry experience, including roles at LPL Financial, Benjamin Haddorff, UBER, and Waddell & Reed, Inc. Dye provides investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting services using a range of portfolio management strategies and technology platforms, combining a network of independent advisors with industry partnerships.

Tom Driscoll is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Avantax Investment Services, NFP Advisor Services, and R&R Wealth Management. In addition to advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

James Senglaub is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked with Independent Financial Group since 2020 and previously worked at Sagepoint Financial Inc. from 2014 to 2020, while also operating The Senglaub Financial Group since 1986. Outside of advisory services, he is a partial owner of several land properties rented to non-related farmers. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory programs and third-party asset managers to implement client investment profiles.

Robert Holton is a financial advisor at Commonwealth Financial Network with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms including LPL Financial, BMO Harris Financial Advisors, and Cleary Gull Advisors. Outside of his advisory work, Holton serves on the board of Walters Buildings, Inc. and owns The Westborough Group, LLC, a publishing company. 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 provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Gregory Alft is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with LPL Financial since 2019 and has been involved with Forward Financial Group, LLC since 2018. Outside of his advisory role, he is a tennis instructor with the Waukesha Tennis Association. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisors with access to third-party managers and technology platforms to provide both discretionary and non-discretionary portfolio management.

Brian Konz is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Commonwealth since 2009. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Drew Hebbe is a financial advisor with Primerica Advisors who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Bender Kind and Stafford Dental, Maas Brothers Construction, and the Fort Atkinson School District. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services such as lending solutions and donor-advised funds.

Nicholas Dewsnap is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Churchill Management Group since 2016. Focus Partners Wealth serves a wide range of clients including individuals, family offices, corporations, retirement plans, and institutions, offering investment management and integrated wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and manages a diverse set of investment vehicles and advisory programs.

Stephen Mc Donnell is a financial advisor at Independent Financial Partners with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Independent Financial Partners since 2011. In addition to his advisory role, he is involved with Retirement Plan Solutions, assisting in client solicitation and support related to qualified retirement plans. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm supports a multi-advisor platform offering decentralized investment strategies, formal retirement-plan advisory and pension consulting services, and partnerships for directed trustee services.

Max Flanagan is a CFP® professional with eight years of experience in the financial services industry. He is currently an advisor with Independent Advisor Alliance, LLC and has previously worked at firms including LPL Financial, Spectrum Investment Advisors, Charles Schwab, Freedom Wealth Alliance, and Edward Jones. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model of independent advisors combined with access to brokerage services through LPL Financial and offers technology-driven solutions including estate-planning platforms and third-party managers.

Devon Portz is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and two years of industry experience. He has worked since 2017 with Skye Financial Services, Inc., where he also provides tax preparation and bookkeeping services. United Planners Financial Services is a national wealth-management enterprise with over $12 billion in assets under management, serving a diverse client base through independent advisors who deliver both advisory and brokerage services.

Jeremy Roche is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. His prior work history includes roles at Mutual of Omaha and Primerica. He also holds a position related to the sale of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Carol Strehlow is a financial advisor with Independent Financial Partners in Waukesha, WI, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked with IFP Securities, LLC, LPL Financial, LLC, and has been involved with Retirement Plan Solutions since 2012, where she is a minority owner. Strehlow also performs notary services on a volunteer basis. Independent Financial Partners is an enterprise firm providing investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with various management options and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Donald Savaglia is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and over a decade of industry experience. His prior roles include positions at Woodbury Financial Services, Cetera Advisor Networks, and OSAIC. He also operates Donald R Savaglia LLC. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to various third-party manager programs, utilizing both discretionary and model-based portfolio approaches.

Kevin Miller is a Series 66-credentialed financial advisor with 25 years of industry experience. He has worked at Sanctuary Advisors, LLC since 2023 and previously held roles at CWM, LLC, Carson Group entities, Arbor Point Advisors, and Securities America for extended periods. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who employ various investment strategies and analytical approaches while delivering services on discretionary or non-discretionary bases.

Joseph Senglaub is a financial advisor with J. W. Cole Advisors, Inc. He holds the Series 66 designation and has 25 years of industry experience. His work history includes positions at LPL Financial and SII Investments, Inc., and he has operated The Senglaub Financial Group since 1998. Outside of his advisory work, he serves as a part-time parish coordinator at St. Bruno Catholic Church in Dousman, WI. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary account management using a blend of fundamental and technical strategies along with digital advice solutions.

Joseph Pometto is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. His prior roles include positions at Principal Life Insurance Co, SuiteDynamics, Anchor Group, and Selle Financial. Outside of advisory work, he is involved in entrepreneurial activities as CEO of Dovetail Consulting, LLC, which oversees several related businesses, and he is also active in music performance as the owner of Inherit the Earth. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, employing various portfolio management approaches and providing access to multiple custodial platforms and third-party programs.

Raziel Hecht is a CFP® and Series 66-registered advisor with Wealthspire Advisors in Delafield, WI, bringing 11 years of industry experience. He previously worked at Wealthspire Capital, LLC from 2015 to 2020. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and financial planning services, employing a relationship-driven process and institutional-style asset allocation across a range of portfolio guidelines.