Jason Fare is a financial advisor with J.P. Morgan Securities in Brookfield, WI, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, NA. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Harmony Tchaikovski is a financial advisor at Edward Jones in Cedarburg, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, Harmony worked in various roles at Jockey International, Blain's Supply, Kohl's Department Stores, Lands' End, and North Shore Bank. She communicates with tenants of a rental property owned by her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Ryan Carow is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2021. Prior to this, he was involved in sports performance and fitness businesses. Outside of his advisory role, Carow is also an associate at Gentian Financial Inc., where he provides administrative support and assists with planning and trading for advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and supports both advisory programs and institutional consulting across a large advisor network.

Brandon Burbach is a financial advisor with Primerica Advisors in Sussex, WI, holding Series 63 and Series 65 registrations and 24 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. His other business activities include the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered wrap fees and oversight of potential conflicts.

Timothy Triolo is a financial advisor with Osaic, holding a Series 66 license and totaling 26 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Sunamerica Securities for over two decades. Outside of advising, he owns WonderGlow LLC, a company that distributes fragranced wax products. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by a range of programs and management strategies.

Michael Franks is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Prior to this, he worked at LPL Financial for 12 years. His other business activities include independent insurance brokering focused on health and Medicare supplement insurance with providers such as United Health, Humana, and Aetna. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, combining research and modeling to provide tax-efficient, customized income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nicholaus Glocke is a financial advisor with Fisher Investments, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Fidelity Investments, Ultimus Fund Distributors, Compass Distributors, USA Mutuals, Quasar Distributors, and Wells Fargo Funds Distributor. Outside of his advisory work, he is involved in building and selling houses as a sole proprietor. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while using tax-aware and defensive strategies to manage risk.

Adam Rahl is a financial advisor with J.P. Morgan Securities in Germantown, WI, holding a Series 66 designation and six years of industry experience. His work history includes roles at JP Morgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research, incorporating ESG factors and offering broader derivatives and commodities capabilities.

Michael Mckillip is a CFP® professional with over 32 years of industry experience. He is currently with Osaic Wealth Inc., where he has worked since 2025, following prior roles at LPL Financial, LLC, SII Investments, Inc., and Packerland Brokerage Services, Inc. In addition to his advisory work, he operates a tax preparation and advisory business as an enrolled agent with the IRS and sells life insurance and fixed annuities through his financial planning practice. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by technology and risk assessment tools, and it is notable for its scale, complex affiliate network, and recent consolidation activities.

Danielle Pfeifer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with Equitable Advisors since 2012, including during its time as AXA Advisors. Outside of her advisory role, she is involved as an administrator or executor of estates and trusts and operates Pfeifer and Reinhart, LLC, doing business as Lake Financial Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs implemented through Investment Adviser Representatives and third-party sponsors, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Teala La Porte is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at AT&T for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Jacqueline Sanchez Mora is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at BMO Bank NA and Target Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Matthew Winters is a financial advisor at Wells Fargo Advisors in Pewaukee, WI, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2021. Prior to his current role, he was involved with the Potawatomi Area Council Boy Scouts of America for eleven years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold and integrates advisory services with various financial product offerings.

Ian Casey is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2023. Prior to his current role, he worked in education for several years and operated Mr. Bob's Boutique Handyman from 2021 to 2023. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing investment oversight and a combination of internal research tools.

Donna Nagel is a financial advisor with LPL Financial in Germantown, WI, holding Series 63 and Series 65 credentials with 27 years of industry experience. Her prior work includes roles at Transamerica Financial Advisors, Liberty Tax Services, Aflac, Highland Capital Brokerage, National Guardian Life Insurance, and World Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Christina Blanc is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 16 years of industry experience. She worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and financial planning services that cover a wide range of needs, including specialized areas such as business-owner transition and special-needs planning. The firm provides tailored recommendations using proprietary research and tools, with clients having flexibility in implementing these through brokerage or advisory programs.

Patrick Bergman is a financial advisor with J.P. Morgan Securities in Brookfield, WI, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 asset allocation advice, investment manager searches, and customized performance reporting. The program’s process combines quantitative and qualitative manager due diligence and may incorporate an ESG framework.

Chad Huenink is a financial advisor with Equitable Advisors in Grafton, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2010 and previously was affiliated with AXA Advisors and TJM Integrated Wealth Management. He serves as a board member of T&C Service Enterprises. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through its network of Investment Adviser Representatives and third-party asset managers, with services including mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Emily Wright is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She has worked at Cetera Investment Services LLC since 2016 and has been associated with North Shore Bank since 2011. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors. The firm serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts.

Christopher Pfau is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His previous roles include positions at Edward Jones, Transamerica Retirement Solutions, E*TRADE Capital Management, and WINTRUST Bank. 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 portfolio programs, third-party asset management, and institutional platforms, supported by tools such as machine learning for research and operations.