Charlotte Bouche is a CFP® professional with 29 years of experience in the financial industry. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. Outside of her advisory role, she works as a freelance pianist, organist, accompanist, and composer/arranger. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jordan Smith is a financial advisor at Fidelity with Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Fidelity, he worked at Wells Fargo Funds Distributor, LLC and US Bank Global Fund Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, employing systematic methodologies and oversight controls to address conflicts of interest.

Kevin Bay is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following a 12-year period running his own firm, Kevin Bay Investments, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Roenitz is a financial advisor with Morgan Stanley, holding a Series 66 credential and based in Milwaukee, WI. His background includes experience at Deloitte Consulting and academic involvement at the University of Michigan’s Stephen M. Ross School of Business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not provide individual security recommendations through its standalone planning service.

Darla Miller is a financial advisor at LPL Financial with six years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. In addition to her advisory role, Miller is a notary in Brookfield, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging a large network of advisors and a variety of investment strategies.

Cathy Schmidtke is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 20 years of industry experience. Her career includes roles at SagePoint Financial, Mass Mutual Investors Services, Metlife Securities, Inc., and Metropolitan Life Insurance Company. In addition to her advisory work, she serves as Director of Operations and Vice President at High Point Capital Group, where she assists with firm operations, compliance, and training. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios that may include a broad range of investment products, offering both discretionary and non-discretionary management.

Robert Drida is a financial advisor with UBS Financial Services in Brookfield, WI. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Drida has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, model-based asset allocations tailored to client goals.

Bryan Marshall is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc, Girard Securities, Inc., and MPC Advisors, LLC. He is also a shareholder and board member of Midwest Planning Company (MPC Advisers) and serves as an agent for MPC Insurance Services, which sells and services fixed life, annuities, long-term care, and disability insurance. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm utilizes a variety of asset-allocation tools and third-party services to construct portfolios across multiple investment types, managing accounts on both discretionary and non-discretionary bases.

John Desing is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley entities since 2016. Outside of his advisory role, he serves on the investment committee and finance committee for Dominican High School, a nonprofit organization in Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of services supported by structured planning tools and investment research.

Michael Malich is a Certified Financial Planner (CFP®) with 14 years of experience, currently serving at Edward Jones in New Berlin, WI since 2012. His background is exclusively with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Penny Seeley Dean is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior roles include positions at BMO Harris Bank, Landmark Credit Union, Wells Fargo Funds Distributor, and Trans International. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various advisory and non-advisory financial activities.

Julie Niznansky is a financial advisor at RBC Capital Markets in Milwaukee, WI, holding a Series 66 designation with experience dating from 2013. Her career includes twelve years at Associated Bank and current roles at both RBC Capital Markets and City National Bank. She serves as a volunteer committee member for Make A Wish Wisconsin, assisting in the planning of the organization’s annual gala. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services tailored to client risk profiles.

James Lavelle is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Joseph Czechowicz is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert W. Baird since 2015. Outside of his advisory role, he manages rental properties through a separate business activity. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services that include discretionary and non-discretionary strategies, utilizing both in-house and third-party managers.

Eric Elias is a financial advisor at Equitable Advisors with 45 years of industry experience. He has held his current role since 1999 and previously worked with Axa Advisors, LLC. His credentials include Series 63 and Series 65 licenses. Outside of his advisory work, he is involved in insurance-related activities with companies such as United Healthcare, Unum, Anthem Blue Cross Blue Shield, and MetLife Dental. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented by third-party managers and offers ERISA fiduciary services through credentialed representatives.

Ivana Marich is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 18 years of industry experience. She has been with Robert W. Baird since 2016. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Alexa Stroner is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Merrill and the Oak Creek Franklin Joint School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with various advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Monte Carlo simulations to support its financial planning process.

Julie Andreoli is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Michelle Hernandez Cortes is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Company since 2002. She holds the Series 66 designation and is based in Grafton, Wisconsin. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Andrew Starosta is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has worked at Landmark Credit Union and LPL Financial since 2011, with prior experience at Cetera Investment Services, J. W. Cole Advisors, and Chase Investment Services. Starosta is also involved with Landmark Investment Center, a DBA associated with Landmark Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing advanced technology tools to support its network of over 22,800 advisors.