Theresa Kratochvil is a financial advisor with LPL Financial in Oak Creek, WI, holding Series 65 and Series 63 licenses. She has one year of experience at LPL Financial and also has a background with BMO Bank, where she has worked since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by advanced operational and research tools.

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.

Patrick Buss is a financial advisor with J.P. Morgan Securities in Muskego, WI, holding a Series 66 designation and three years of industry experience. His career includes roles at J.P. Morgan Securities, JP Morgan Chase Bank, Michele Zurawski Tax, Cambridge Investment Research, and U.S. Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, manager searches, and customized performance reporting. Their process combines quantitative screens and qualitative research with forward-looking capital market assumptions and incorporates derivatives and commodities capabilities through various regulatory registrations and affiliations.

Erika Shearer is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 65 and Series 63 registrations. Her prior roles include positions at Northwestern Mutual and tech companies such as Uber and InstaCart. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored non-discretionary advice supported by analytical tools and maintains specialized programs in municipal finance and employer plan consulting.

Shyanne Lamb is a financial advisor at Edward Jones in Racine, WI, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Frontida Management Group, Creating Clarity, Intuit, CKW Collaborations Inc, and Strategic Retail Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Brandt is a financial advisor at National Accounting and Business Solutions, SC, with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been a CPA at his firm since 1989. In addition to his advisory role, he provides a range of accounting services through his CPA practice. His firm offers investment management referral services alongside accounting and tax services to individuals, pension and profit-sharing plans, corporations, and other business entities. It facilitates client introductions to third-party managed account programs rather than providing discretionary portfolio management directly.