Tyson Abert is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo & Company. Outside of his advisory role, he is a partner in Abert Asset Management LLC, a firm involved in real estate investment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning processes and broad investment offerings while managing approximately $2.74 trillion in client assets.

Jacob Taylor is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for the City of Waukesha for nine years. Outside of his advisory role, he is a co-owner of Midwest Agave Spirits, Inc., a tequila brand based in Guadalajara, Mexico. Ameriprise serves clients with a focus on retirement-income planning, offering specialized services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Robert Teofilo is a financial advisor at LPL Financial with 47 years of industry experience. He holds a Series 63 designation and has worked at firms including Grove Point Investments, H. Beck, Inc., and Beacon Benefits Group. Teofilo is also involved with Elmbrook Associates, a business connected to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing both proprietary and third-party research to support diverse investment strategies.

Erin Keller is a Planning Consultant with experience in the financial services industry. She has held several roles at Fidelity Investments, including Investment Consultant from 2020 to 2021, Financial Representative in 2020, and Client Experience Associate in 2020. Erin focuses on understanding the unique personal and financial goals of clients to identify strategies that fit their lifestyles. She works collaboratively to analyze current strategies, create comprehensive plans aimed at achieving long-term objectives, and implement clear and manageable courses of action.

Michael Thelen Jr. is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and offering various discretionary and non-discretionary management solutions.

Shane Evans is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2019 and previously worked in finance and promotions roles. Outside of his advisory work, Evans is involved in buying and selling collectible cards, managing a small for-profit business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Laurie Ufnowski is a financial advisor with Ameriprise in New Berlin, WI, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley and UBS Financial Services. Laurie serves on the boards of the Polish Heritage Alliance and Polanki, nonprofit organizations based in Wisconsin. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Jonathan Schomberg is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Timothy Windler is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. His work history includes several roles within Cetera and affiliated firms since 2015. Outside of advising, he serves as a referee and board member for the Wisconsin Basketball Officials Association and works as an insurance agent selling life and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment program options, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Ellie Sturgeon is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 license with two years of industry experience. Her prior roles include positions at Stifel, Ellenbecker Investment Group, and Northwestern Mutual. Outside of finance, she has worked in education and youth sports organizations, including Pewaukee School District and Swimwest Swim School. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Steven Koch is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, Mass Mutual Investors Services, MetLife Securities, and Metropolitan Life Insurance Company. He is also a shareholder of High Point Capital Group, Inc. and operates as an independent insurance agent offering fixed products. Osaic Wealth, Inc. serves a diverse client base comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset allocation tools and risk assessment to manage portfolios across various investment types.

Jeffrey Demichiel is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Morgan Stanley since 2014 and currently works at Morgan Stanley Private Bank, N.A. in Waukesha, Wisconsin. Outside of his advisory role, he serves as an umpire for the Wisconsin State Youth Baseball League. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Theresa Kratochvil is a financial advisor at LPL Financial in Oak Creek, WI, holding Series 65 and Series 63 licenses with one year of industry experience. She has worked at BMO Bank since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

Brian Thiet is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Equitable Advisors since 2007, including during its prior iteration as Axa Advisors, LLC. Outside of his advisory role, he serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Jeffrey Dorward is a CFP® professional with 25 years of industry experience, currently affiliated with OSAIC in Brookfield, WI. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Mass Mutual Investors Services. Outside of his advisory work, he operates a sole proprietorship focused on the sales and marketing of fixed annuities, insurance, securities, and investment advisory products. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated financial services with an emphasis on asset allocation, risk management, and portfolio construction using a range of investment vehicles and third-party solutions.

Jason Atwater is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab & Co. since 2021. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and centralized operational support.

Donald Stoll is a financial advisor with Equitable Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he volunteers with Star and Stripes Honor Flights and serves as an administrator or trustee for family and non-family estates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Scott Layeux is a CFP®-certified financial advisor with 35 years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience with Nettworth Financial Group and Financial Partners, LLC. Layeux also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies along with both proprietary and third-party model solutions.

Patrick Buss is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bank and Cambridge Investment Research. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Mary Bush is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is involved in managing a business entity, B&B Lifeworx LLC, which supports her practice operations. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.