John Augustine is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. He has operated Augustine Financial since 2006 alongside his role at Commonwealth. Outside of his advisory work, he is involved in fixed insurance sales and has ownership interests in private entities related to his securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and multiple program structures, positioning itself as a platform and operations provider for affiliated advisors.

William Taylor is a financial advisor at Creative Planning with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors, Principal Advised Services, Principal Securities, Principal Life Insurance Company, and WaterStone Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

John Van Eerden is a financial advisor with Empower Advisory Group in West Bend, WI, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Great West Financial Empower, Legacy Research Group, and US Bancorp Fund Services. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Kennadi Haythorne is a Series 65-registered advisor with Focus Partners Wealth, LLC, based in Brown Deer, WI. She has one year of industry experience and has previously worked at Buckingham Strategic Wealth, Correct Capital Wealth Management, Edward Jones, and other firms. Outside of advising, she assists with administrative duties at a family childcare business. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients, offering a broad range of wealth management and advisory services. Their investment approach combines active and passive strategies within an enhanced open architecture framework that incorporates proprietary tools and legacy strategies.

Samuel Kruschel is a CFP®, ChFC®, and Series 66 designated advisor with 18 years of industry experience. He is currently with Creative Planning in Germantown, WI, and previously worked at firms including Hogan Financial, MML Investors Services, Mass Mutual, Morgan Stanley, and Wells Fargo Clearing. Kruschel serves as a board member of the WELS Retirement Program Commission, a role involving oversight in accordance with WELS governance documents. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment strategy that emphasizes low-cost indexing, buy-and-hold approaches for long-term goals, and tailored solutions such as private market investments and tax-efficient strategies.

Nicholas Wendt is a CFP® with nine years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He previously worked with Waddell & Reed, Inc. and is involved with Straight Arrow Financial Group, an entity through which he provides investment advisory services. Outside of his advisory work, Wendt serves as a high school wrestling coach for Cedar Grove-Belgium School District. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance client services.

Gerald Jones is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at Bank of America, Merrill Lynch, and Raymond James Financial Services. Jones is also involved as an insurance agent and a member of O'Hare Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Isaiah Zuleger is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has worked previously at Augustine Financial. Outside of finance, he is involved with Wapi Bricks, an entrepreneurial venture he has been part of for several years. 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 over $210 billion in client assets. The firm provides a broad range of investment and advisory services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Sarah Schultz is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. She has five years of experience at Augustine Financial and six years of prior experience at SSM Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Joshua Leber is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His previous roles include positions at Raymond James Financial Services, Merrill, Russell Investments, and Wells Fargo. Outside of his advisory work, he serves as a part-time pickleball instructor for the Grafton Parks and Recreation Department. Steward Partners Investment Advisory is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations with various portfolio management and financial planning services through both proprietary and third-party solutions.

Betty Wellhoefer Hill is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at J.W. Cole Advisors since 2017 and previously spent four years with LPL Financial. In addition to her advisory role, she is a licensed insurance agent. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm utilizes both discretionary and non-discretionary management approaches, including fundamental and technical analysis and digital advice solutions.

Elizabeth Plotkin is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management for 11 years, followed by Empower Financial Services, Inc. for one year. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, corporations, pension plans, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Michael Sadoff is a financial advisor at Wealth Enhancement Advisory Services, LLC with 24 years of industry experience. He previously led Sadoff Investment Management and Ronald Sadoff's Major Trends for 22 years. Sadoff serves on the investment committees of both the Milwaukee Jewish Foundation and the Milwaukee Jewish Federation, where he is the committee chair. 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 strategies, supported by an internal Investment Committee.

Kathleen Dougherty Klein is a CFP® professional with 25 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, Park Place Capital Management, Inc., Marietta Investment Partners, LLC, and Strong Capital Management Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis.

Donald Fortney is a financial advisor with Money Concepts Capital Corp in Grafton, WI, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has been with Money Concepts Capital since 2006. He also serves as president of U.S. Marketing Corporation, a wholesale fixed annuities, life, and long-term care insurance business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and utilizes model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Mckenna Galante is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with Creative Planning, LLC, where she has worked since 2022. Prior to that, she held positions at Wipfli Financial Advisors, LLC, and Hewins Financial Advisors, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that integrates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Bryan Sadoff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 24 years of industry experience. Prior to joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2022, he spent 25 years at Sadoff Investment Management and Ronald Sadoff's Major Trends. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Quinn Hoopman is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial and Straight Arrow Financial Group. Outside of his advisory work, he serves as a high school wrestling coach in Cedar Grove, Wisconsin. Independent Advisor Alliance serves individuals, small businesses, charitable organizations, and retirement plans with a range of asset management and financial planning services. The firm employs a network model with supervised advisory representatives and utilizes various portfolio management strategies alongside technology platforms to support client needs.

Peter Wagner is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and LPL Financial, and previously worked at Cambridge Investment Research Advisors. Wagner is also involved in tax preparation through Harvest Tax Service. Independent Advisor Alliance serves a diverse 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 of independent advisory representatives and employs a variety of portfolio management strategies supported by technology platforms.

Matthew Zuleger is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network and Augustine Financial since 2007. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner of 4 A Plan Financial, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, and supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.