Joseph Pometto is a financial advisor at J. W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including J.W. Cole Financial, Inc., Integrity Alliance, LLC, and Principal Life Insurance Co. Outside of advising, he is involved in running several companies under Dovetail Consulting, LLC, and is also an owner and performer with Inherit the Earth, a music performance venture. J. W. Cole Advisors, Inc. operates a large network of independent advisers 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 institutional accounts. The firm offers both discretionary and non-discretionary management using a combination of fundamental, technical, and model-based strategies.

Jerry Dunnick is a financial advisor with GWN Securities Inc. in West Bend, WI, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with GWN Securities since 2005 and also operates Groenke Dunnick & Associates LLC, which he founded in 1999. Outside of his advisory work, Dunnick serves as a committee member for the City of Delafield Lake Welfare Committee and is a member of the Delafield Lions Club, supporting local charities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning, employing both affiliated and unaffiliated sub-advisers. The firm offers a range of discretionary portfolio management options that incorporate tactical and market-timing strategies alongside model-based asset allocation.

Ronald Sadoff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 24 years of industry experience. He previously operated Sadoff Investment Management and Ronald Sadoff's Major Trends for 44 years before joining Wealth Enhancement Group and its advisory services in 2022. Outside of his advisory work, he serves as president of Milwaukee College Prep, a K-8 charter school, and is a board member at the University of Wisconsin-Milwaukee. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, employing a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Christopher Clinton is a financial advisor at Transamerica Retirement Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Diversified Investors Securities Corp. since 2011. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, using proprietary software and model portfolios provided by Morningstar Investment Management, and manages a large client base with a focus on non-discretionary assets.

Elizabeth Fox is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked with LPL Financial and other firms since 2013 and manages her advisory activities through Straight Arrow Financial Group, a business she oversees. Elizabeth operates out of Richfield, WI. 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 services. The firm employs both discretionary and non-discretionary portfolio management using various strategies and leverages technology platforms for asset aggregation and estate-planning workflows.

John O'Hare III is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch over a decade, as well as Raymond James Financial Services. He is also involved as an insurance agent and owns a support company, O'Hare Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves high-net-worth individuals, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning, pension consulting, and managed account programs.

Faith Schanowski is a financial advisor at Mariner with Series 65 credentials and one year of industry experience. She has previously worked at Annex Wealth Management and 1834 Investment Advisors, and she attended the University of Iowa. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal portfolio team and external managers, and it is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Lauren Jamrose is a financial advisor at Hightower Advisors with 16 years of industry experience. She previously worked at Robert W. Baird & Co. for 16 years before joining Hightower in 2025. Jamrose holds a Series 66 designation and serves on the Board Advancement Committee at Mount Mary University, contributing to fundraising strategy and alumni engagement. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and various investment vehicles.

Peter Heimerman is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with Independent Advisor Alliance and LPL Financial since 2017 and previously worked for various insurance carriers and Waddell & Reed, Inc. for 15 years. 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 services. The firm employs a combination of discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to integrate asset aggregation and estate planning.

Jodie Mrotek is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Geneva Capital Management, LTD for 16 years and at O'Hare Wealth Management. Outside of her advisory role, she co-manages a personal rental property in Milwaukee with her husband. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of portfolio management and financial planning services.

William Pokorsky is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Outside of his advisory role, he works part-time as a delivery driver for Door Dash. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs supported by Morningstar Investment Management’s proprietary software and model portfolios. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.

Robert Spector is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. He has been with PNC since 2015 and previously worked at J.P. Morgan Securities from 2012 to 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessments to guide investment strategies implemented via mutual funds and ETFs.

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.

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.

Tanner Leister is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 credentials. He has nine years of industry experience, having previously worked at Cambridge Investment Research Advisors, LPL Financial LLC, and Northwestern Mutual. Outside of his advisory work, he is also active as a musician. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network model with a range of portfolio management strategies and technology platforms to deliver customized client services.

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.

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.

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.

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.