Todd Johnson is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He previously worked at Voya Financial Partners and has been with Fidelity Brokerage Services since 2019. Outside of his advisory role, he is an author of a children's book available on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and is notable for its commodity pool operator registration and advisory role to multiple registered investment companies.

Ashley Rose is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to her current role, she has held positions at Avantax Advisory Services and Avantax Investment Services Inc. She also operates Acc-u-Rite Tax Services, where she provides tax preparation, planning, and consultation. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Lauren Ven Housen is a financial advisor at Edward Jones in Greenfield, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she held positions at Balestrieri Environmental & Development, Inc., Ignition Dealer Services, and Kunes Auto Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Klysh is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Polo Ralph Lauren and New Home Star. Klysh attended the University of Iowa as a full-time student from 2020 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Katie Orvis is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2008, accumulating 18 years of industry experience. She is based in Muskego, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Alan Fischer is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at VOYA Financial Advisors and ongoing involvement with Sauvey & Sauvey since 2008. Fischer is also an independent insurance agent and serves as a New Member Engagement Partner for the Brookfield Chamber of Commerce. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and unaffiliated managers across various program structures.

Brittany Lee is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Racine, WI, bringing three years of industry experience. Her prior roles include positions at Professional Wealth Advisors and Planners Financial Group. She is also a co-owner of Fluid Jiu Jitsu Mount Pleasant. Baird’s Private Wealth Management department serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

David Karlson is a financial advisor with Cetera in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has managed Karlson Wealth Management since 2001 and owns David J. Karlson, LLC, an accounting and income tax service firm established in 1988. Karlson also serves as treasurer for the nonprofit USO of Wisconsin, a role he has held since 2009. Cetera Investment Advisers LLC is an SEC-registered firm providing investment advisory services through a large network of independent advisors. The firm serves a diverse clientele that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and consulting solutions across multiple program structures.

Cassandra Pasbrig is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at various firms including Avantax and currently serves as Operations Manager at Acc-u-rite Tax Service, INC., which provides tax preparation, payroll, and consulting services. She also holds board positions as Vice President of Acc-u-rite Tax & Financial Services and as a member of the Paradise Hills Homeowner's Association Architectural Control Committee. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies across various program structures.

Jason Rose is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency for over a decade. In addition to his advisory role, he operates Acc-U-Rite Tax Service, providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Michael Meyer is a Financial Advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Meyer serves as the Investment Committee Chair for the Wisconsin Lutheran High School Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based planning across various financial topics without managing assets directly under this service. The firm combines planning with managed-account options through its “WealthPlan” program while maintaining separate planning and investment management services.

Eglantina Ismolli is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. She has worked at LPL Financial since 2021 and previously held roles at BMO Harris Financial Advisors and BMO HARRIS Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products and partnerships.

Raquel Zehr is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and previously worked in education and retail before joining Ameriprise. Zehr is also employed at K&S Operations, LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Paul Gwidt is a CFP®-certified financial advisor with six years of industry experience. He is currently with Raymond James & Associates, where he has worked for three years. His prior experience includes roles at Wells Fargo Clearing Services, The VanderBloemen Group, and the University of St Thomas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit entities. The firm provides non-discretionary financial planning and investment consulting, offering a range of portfolio management styles supported by affiliated research and sub-advisers.

Scott Mank is a financial advisor with Edward Jones in Oak Creek, WI. He holds the Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and is notable for its extensive nationwide network of advisors and branches.

Ryan Vandeloo is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial plans and allows clients to integrate planning with managed accounts under a consolidated billing option called WealthPlan, while maintaining separate planning and management services.

Benjamin Smith is a financial advisor with LPL Enterprise in Hales Corners, WI, holding Series 63 and Series 65 registrations and having 17 years of industry experience. He previously worked at Pruco Securities, LLC from 2008 to 2024 and has been associated with LB Financial Corp. since 2008. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities, typically implementing investment strategies through model portfolios and offering access to third-party asset managers and insurance products.

Russell Kortendick is a financial advisor with Edward Jones in Racine, WI, holding a Series 66 credential and six years of industry experience. He has worked at Edward Jones since 2019 and has prior experience in various roles at firms including CliftonLarsonAllen LLP and Seda Packaging. He is also a passive stockholder and board member of Kortendick Ace Hardware, a family hardware store in Racine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Thomas Bode is a Certified Financial Planner® and Personal Financial Specialist™ with 34 years of industry experience. He has been associated with Cambridge Investment Research Advisors and its affiliates since 1997 and also leads Bode Financial Group, Ltd. Outside of his financial advisory roles, he provides tax preparation and planning services as a CPA and serves as the 2nd Vice Chairman of the 1st Congressional District Republican Party of Wisconsin. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, using a range of portfolio management strategies and platform options tailored to client objectives.

Alexa Robinson is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, she held roles at Bottle House 42, Trader Joe's, Lake Tribe Brewing Co., and other businesses. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including registered investment companies and model portfolios for intermediary platforms.