Kevin Morrison is a financial advisor with Raymond James & Associates in New Lisbon, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2007. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus that includes public finance and municipal services.

Jose Rosa Orellana is a financial advisor at Edward Jones with Series 63 and Series 66 designations and several years of experience in the industry. His prior work includes roles at TD Ameritrade, Scottrade, and the Department of Defense Education Activity Ramstein MS. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Brian Sonnenberg is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021. His prior experience includes roles at BMO Harris Financial Advisors, Inc. and BMO Harris Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Alfred Czerniewski Jr. is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FSC Securities Corporation for 22 years. He is also co-owner and manager of Czerniewski Insurance Agency LLC, an insurance business he has operated since 1983 alongside his son. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory services, with a network of over 6,000 advisors and approximately $200 billion in assets under management.