Timothy Scanlan is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including previous roles at LPL Financial and Wells Fargo Advisors. 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 through a network model that integrates discretionary and non-discretionary portfolio management alongside technology-enabled planning tools.

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, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Northwestern Mutual. Outside of his advisory work, he is also involved as a musician. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and wealth coaching. The firm employs discretionary and non-discretionary portfolio management strategies, utilizing model portfolios, sub-advisors, and various analytical techniques.

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.

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.

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.

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.

Alyson Dix is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Edward Jones and J.P. Morgan Securities. 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 integrates its services closely with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Ruben Rivas is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Kovitz Investment Group Partners, Strategic Wealth Partners Group, U.S. Bancorp Investments, and Robert W. Baird & Co. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, and other wealth solutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers.

Jordan Westphal is a financial advisor at Thrivent Investment Management in Cedarburg, WI, with 10 years of industry experience. He has been with Thrivent and its related entities since 2018 and previously worked at SII Investments from 2012 to 2018. He holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial topics. Their approach separates planning from managed accounts while allowing clients to consolidate billing through their “WealthPlan” service.

Robert Leibham is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been associated with LPL Financial since 2018 and has worked at Johnson Bank since 2002, alongside a prior tenure at INVEST Financial Corporation from 2002 to 2018. In addition to his advisory role, he receives referral compensation from Johnson Financial Group’s Trust Department. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, combining proprietary research and third-party models with discretionary and non-discretionary management approaches.

Martina Stenfors is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to this, she worked at Manna Inc/Chili's for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Lori Gervais is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She has been with Robert W. Baird since 2002 and holds a Series 66 designation. Outside of her advisory role, she is an author of a finance-related book. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing customized consulting and portfolio management services. The team employs a range of investment strategies including traditional and non-traditional allocations, with options for discretionary and non-discretionary management.

Thomas Mayer is a financial advisor with Mass Mutual Investors Services in Glendale, WI, holding a Series 63 designation and 51 years of industry experience. He has been with Mass Mutual Investors Services since 1982 and with MassMutual Life Insurance Company since 1972. Outside of his advisory role, he is involved as an officer in a family farm and a member of a property rental business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual financial planning engagements using firm-approved analytical tools.

Jonathan Walther is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in West Bend, WI. He has four years of industry experience, including prior roles at Stephens Inc., TKO Miller, Northwestern Mutual, and the University of Wisconsin Milwaukee. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services and investment solutions, supported by proprietary research and planning tools.

Shannon Lutze is a Series 63-licensed financial advisor with Ameriprise in Sussex, WI, and has 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Nathaniel Schlotthauer is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services. Outside of his advisory work, he serves on several nonprofit boards including the Schauer Arts and Activities Center and the Hartford Historical Preservation Foundation, and he participates on the finance committee of Emmanuel Community United Methodist Church. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Eric Demmon is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust Company since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches and a variety of model portfolio strategies.

Carissa Donath is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at BMO Bank NA, where she has been employed for 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.