IAG Wealth Partners, LLC

Thomas Peterson is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with IAG Wealth Partners (formerly Investors Advisory Group LLC) and LPL Financial LLC since 2011. IAG Wealth Partners manages approximately $1.585 billion in assets across about 2,210 client relationships through a 14-advisor team. The firm serves individual and high-net-worth clients with financial planning, consulting, and portfolio management, employing a long-term, buy-and-hold investment approach that includes both model-based and custom strategies.

Jennifer Vonruden is a financial advisor with IAG Wealth Partners, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at LPL Financial LLC since 2014 and has been with IAG Wealth Partners since 2003. Outside of her advisory role, she is involved in managing a family farm inherited with her siblings. IAG Wealth Partners manages approximately $1.585 billion in client assets and serves individual and high-net-worth clients through a 14-advisor team. The firm offers financial planning, consulting, and portfolio management with a long-term, buy-and-hold investment approach, utilizing both model-based and custom strategies, and often incorporates third-party managers and LPL-sponsored programs in client solutions.

Michael Koerner is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at IAG Wealth Partners since 2017, with prior experience at LPL Financial LLC, H. Beck, Inc., and Annex Wealth Management. Outside of his advisory role, Koerner serves as a staff soccer coach for Elmbrook United. IAG Wealth Partners manages approximately $1.585 billion in assets across more than 2,200 client relationships with a 14-advisor team. The firm offers financial planning, consulting, and portfolio management for individual and high-net-worth clients, employing a long-term, buy-and-hold investment approach that includes both model-based and custom strategies, as well as third-party managers and LPL-sponsored advisory programs.

Joshua Oswald is a financial advisor at IAG Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and has worked at IAG Wealth Partners and LPL Financial since 2022. Outside of his advisory role, he works part-time delivering for DoorDash and is employed seasonally at The Ingleside Hotel. IAG Wealth Partners manages approximately $1.6 billion in client assets across over 2,200 relationships. The firm serves individual and high-net-worth clients with a long-term, buy-and-hold investment approach, offering both model-based and custom portfolio strategies, and utilizes a range of third-party managers and LPL-sponsored advisory programs.

Jesse Sindorf is a financial advisor with IAG Wealth Partners, LLC, holding a Series 66 license and bringing eight years of industry experience. He has worked at IAG Wealth Partners since 2016 and at LPL Financial, LLC since 2017. IAG Wealth Partners manages approximately $1.585 billion in client assets across 2,210 relationships with a 14-advisor team. The firm offers financial planning, consulting, and portfolio management services to individual and high-net-worth clients, employing a long-term, buy-and-hold investment approach that includes model-based and custom strategies, as well as less-liquid partnership investments for qualified clients.

Russell Peterson is a financial advisor with IAG Wealth Partners, LLC, holding a ChFC® designation as well as Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with LPL Financial since 2013. In addition to his advisory role, he is involved in life, disability, and health insurance trail commissions. IAG Wealth Partners manages approximately $1.585 billion in client assets through a 14-advisor team, serving individual and high-net-worth clients. The firm offers financial planning, hourly consulting, and portfolio management with a long-term, buy-and-hold approach, utilizing both model-based and custom strategies along with third-party managers and LPL-sponsored advisory programs.

Lori Watt is a CFP® with 40 years of industry experience, currently serving at IAG Wealth Partners, LLC since 2009. She has maintained concurrent affiliation with LPL Financial, LLC over the same period. Lori also holds licenses to offer fixed life insurance, disability, and long-term care insurance products. IAG Wealth Partners manages approximately $1.585 billion in assets for individual and high-net-worth clients, providing financial planning, consulting, and portfolio management services. The firm employs a long-term, buy-and-hold investment approach and utilizes both model-based and custom strategies, often incorporating third-party managers and LPL-sponsored advisory programs.

Debra Melvin is a financial advisor with IAG Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with IAG Wealth Partners and LPL Financial since 2014. In addition to her advisory work, Melvin authored a financial workbook for women titled *Finding Your Worth & Wealth*. IAG Wealth Partners manages approximately $1.585 billion in client assets across 2,210 relationships with a 14-advisor team. The firm serves individual and high-net-worth clients using a long-term, buy-and-hold investment approach, offering both model-based and custom portfolio strategies along with financial planning and consulting services.

Christopher Mitchell is a CFP® professional with 23 years of industry experience. He is affiliated with IAG Wealth Partners, LLC and has worked at LPL Financial LLC since 2009. IAG Wealth Partners manages approximately $1.585 billion in client assets, serving individual and high-net-worth clients with financial planning, consulting, and portfolio management. The firm employs a long-term, buy-and-hold investment approach using both model-based and custom strategies, and frequently utilizes third-party managers and LPL-sponsored advisory programs.

Scott Heins is a CFP® professional with 26 years of industry experience, currently affiliated with IAG Wealth Partners, LLC in Waukesha, WI. He has been with IAG Wealth Partners since 1999 and concurrently with LPL Financial LLC since 2009. IAG Wealth Partners manages approximately $1.585 billion in assets for individual and high-net-worth clients, offering financial planning, hourly consulting, and portfolio management services. The firm employs a long-term, buy-and-hold investment approach with both model-based and custom strategies, often utilizing third-party managers and LPL-sponsored advisory programs.

Anne Sapienza is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding a Series 66 designation and 17 years of industry experience. She has worked at LPL Financial and IAG Wealth Partners since 2009. Sapienza serves on the board of directors for Shorehaven, a nonprofit continuing care retirement community. IAG Wealth Partners manages approximately $1.585 billion in client assets across 2,210 relationships with a 14-advisor team. The firm offers financial planning, consulting, and portfolio management services to individual and high-net-worth clients, employing a long-term, buy-and-hold investment approach with both model-based and custom strategies.

Michael Kutz is a financial advisor with IAG Wealth Partners, LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with IAG Wealth Partners and affiliated with LPL Financial since 2011. IAG Wealth Partners manages approximately $1.585 billion in client assets through a 14-advisor team, serving individual and high-net-worth clients with financial planning, consulting, and portfolio management. The firm emphasizes a long-term, buy-and-hold investment approach, offering both model-based and customized strategies, and frequently utilizes third-party managers and LPL-sponsored advisory programs.

Kyle Bence is a financial advisor at IAG Wealth Partners, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Integra Machine Tool and ZIN - Uncommon California Italian. Outside of his advisory role, he is also a registered representative of LPL Financial, providing brokerage products to clients. IAG Wealth Partners manages approximately $1.585 billion in client assets and serves individual and high-net-worth clients with financial planning, consulting, and portfolio management services. The firm employs a long-term, buy-and-hold investment approach using both model-based and custom strategies, and frequently utilizes third-party managers and LPL-sponsored advisory programs to implement client strategies.

Jayme Heineck is a financial advisor with IAG Wealth Partners, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has been associated with both IAG Wealth Partners and LPL Financial since 2013 and 2014, respectively. IAG Wealth Partners manages approximately $1.585 billion in client assets across more than 2,200 relationships, offering financial planning, consulting, and portfolio management for individual and high-net-worth clients. The firm employs a long-term, buy-and-hold investment approach, utilizing both model-based and customized strategies, and frequently incorporates third-party managers and LPL-sponsored advisory programs.

Jason Ganiere is a CFP® professional with 12 years of industry experience, currently affiliated with IAG Wealth Partners, LLC in Waukesha, WI. His background includes roles at LPL Financial, Annex Wealth Management, and H. Beck Inc., as well as a lengthy career with the New Berlin Police Department. He also has a teaching role at Waukesha County Technical College. IAG Wealth Partners manages approximately $1.585 billion in assets across more than 2,200 client relationships through a 14-advisor team. The firm offers financial planning, consulting, and portfolio management services with a long-term, buy-and-hold investment approach, utilizing both model-based and custom strategies, and incorporates third-party managers and LPL-sponsored advisory programs.