Jeffrey Ehrhardt is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios delivered to intermediary platforms.

Taylor Fowler is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding a Series 66 credential and five years of industry experience. Prior to joining Equitable Advisors, Fowler worked at Park Avenue Securities and Guardian Life Insurance and has held roles at the University of Wisconsin Whitewater and Milwaukee County Parks. Outside of advising, Fowler serves as Treasurer on the Board of Directors for Blessings in a Backpack, a nonprofit providing weekend meals to students, and is involved with the Brookfield Chamber of Commerce as an Ambassador. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed third-party managers, providing both discretionary and non-discretionary management options.

Julie Irato is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Outside of her advisory role, she serves as the internal vice president of the Ozaukee County Horse and Pony Club, a nonprofit 4-H organization focused on training young horse riders. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment plans.

Robert Di Donato II is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ty Rafn is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has held various roles since 2016, including positions at WestPoint Financial Group and Joe Tamm State Farm. Outside of his advisory work, he is also employed at a bar and grill in Cedarburg, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Darren Boyce is a financial advisor with Robert W. Baird & Co. holding a Series 66 credential and has accumulated one year of industry experience. His previous roles include positions at ISP Capital Markets, Quad, and Marshall & Stevens Incorporated. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research.

David Klapatch is a financial advisor with LPL Financial in Brookfield, WI, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at LPL Financial since 2018 and concurrently manages Klapatch Wealth Management, LLC, which he established in 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven solutions.

Amy Williams is a CFP®, ChFC®, and holds a Series 66 license. She has 16 years of industry experience and has been with Edward Jones since 2016. 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 discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Patrick Marynowski is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 65 licenses and five years of industry experience. He has also worked at BMO Bank N.A. since 2018 and previously at Buffalo Wild Wings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through its national network of investment adviser representatives.

Andrew Kroll is a Series 66 licensed financial advisor with LPL Financial, based in Wauwatosa, WI, with six years of industry experience. He has worked at LPL Financial since 2020 and has been associated with UW Credit Union since 2015. Outside of advisory activities, he serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Andrew Stromwall is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. He has worked at RBC Capital Markets since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves on the board of the Waukesha County Community Dental Clinic, a nonprofit focused on providing dental care to those in need. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Michelle Oldham is a financial advisor with Robert Baird & Co. in West Bend, WI, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Her prior roles include positions at Securities America Advisors, Thrivent Financial, and The Prudential Insurance Company of America. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporations, pensions, profit-sharing plans, and charitable organizations. The firm employs a mix of discretionary and non-discretionary portfolio management strategies, tax management, direct indexing, and ongoing manager oversight to provide a broad range of financial planning and investment services.

Margaret Edmunds is a CFP® professional with 22 years of industry experience. She is currently with Raymond James & Associates and previously worked at Robert W. Baird for 10 years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting services supported by a nationwide adviser network.

John Maguire is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lazard Asset Management LLC and Lazard Asset Management Securities LLC for five years. Outside of his advisory role, he serves as an office administrator for Maguire Projects and Development LLC, a construction contracting business. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors. The firm utilizes a centralized investment approach combining quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.

Margaret Spada is a CFP® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2009, totaling 16 years of industry experience. She is based in Brookfield, WI. Outside of her advisory role, she has participated in guest welcoming and wine tasting events at a winery in Skaneateles, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ashley Gaszak is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2012. Prior to that, she worked at JPMorgan Chase Bank in Wisconsin beginning in 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s process integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Justin Pogodzinski is a financial advisor with Robert W. Baird & Co. in West Bend, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Robert W. Baird since 2015. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Andrew Johnson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously held roles at JPMorgan Chase Bank, NA, and Capital One Advisors, LLC. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with affiliated brokerage and investment management capabilities.

Chris Crain is a financial advisor with Wells Fargo Advisors in Cedarburg, Wisconsin, holding a Series 63 designation and 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011 and has partial ownership in CCPK Investment Consulting, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations, with clients deciding how to implement them.

Mark Gustin is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, where he has worked since 2010. He has 17 years of industry experience. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers, with strategies spanning traditional and non-traditional allocations.