Collin Heitfeld is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has worked at Stifel since 2021 and previously held roles at FIS Global, UPS, RBC Capital Markets LLC, and other firms. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Robert Russ is a financial advisor at Robert W. Baird & Co. with seven years of industry experience and a Series 66 designation. He has been with Baird since 2017 and also has prior experience with Northwestern Mutual. Robert W. Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Sara Spaulding is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity affiliates since 2013. Outside of her advisory role, she is a distributor for AdvoCare, a health and wellness company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios and registered investment companies.

Creighton Dracca is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. His prior roles include positions at Wintrust Investments LLC and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Kurt Kuettel is a financial advisor with RBC Capital Markets in Delafield, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charities, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Matthew Rose is a financial advisor at Edward Jones in Hartland, WI, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones, he worked in education and tutoring roles, including positions at Mathnasium, Ace Tutoring Academy, Carnegie Learning, and the Whitefish Bay School District. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michele Olshanski is a financial advisor with Edward Jones, holding a Series 63 designation and 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1997. Outside of her advisory role, she is involved in several talent agencies focused on modeling and acting as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jarod Schut is a financial advisor with Cetera who holds the CFP® designation and has 11 years of industry experience. He has worked with Cetera since 2017 and previously held roles at AXA Advisors, LLC and First National Bank & Trust. Schut also serves as an adjunct professor at Beloit College, teaching a personal finance course. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a large nationwide network of advisors.

Brian Menzel is a financial advisor at OSAIC with 30 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc, Union Financial Inc., PRINCIPAL LIFE INSURANCE COMPANY, and Princor Financial Services Corporation. Outside of his advisory work, he serves as a board member for Journeys Lutheran School and coaches girls’ golf at Lake Country Lutheran High School. 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. The firm employs asset-allocation tools, risk assessments, and automated portfolio rebalancing to build diversified investment strategies tailored to client needs.

Ronald Pisano is a financial advisor with LPL Financial in Pewaukee, WI, holding a Series 66 license and one year of industry experience. His prior experience includes roles at Tenet Consulting and Gibson Consulting. He is also a principal and co-owner of Hudson West, Inc., a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse portfolio strategies.

Matthew Carbol is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2015, as well as Avantax Investment Services from 2020 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it maintains oversight through affiliated and unaffiliated sub-advisers.

Charles Tinder is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1994. 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 options supported by a large network of financial advisors and branch offices across the country.

Nathan Stading is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior work includes roles at BMO Harris Bank and several BMO-affiliated firms over more than 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and supports diversified investment strategies with research from multiple sources.

Christopher Brock 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 since 2016. Outside of his advisory role, he serves on the membership committee of the Brookfield Business Builders Networking Group. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies with ongoing manager selection and monitoring by home-office investment professionals.

Melissa Corbeg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with several firms including Waddell & Reed and EMC Financial, LLC. Outside of her advisory role, she has served as a notary public since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a wide range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

John Hopp is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at LPL Financial since 2018 and was previously with SII Investments for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Jacob Stoflet is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones in two periods totaling about 10 years, with additional roles at North Star Resource Group, Minnesota Life Insurance Company, Securian Financial Services Inc, and Ironwood Drive Financial Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of advisory programs, tax-efficient services, and affiliated investment options under a fiduciary standard.

Bryan Johnson is a financial advisor with Robert W. Baird & Co. Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he is a passive member of Gameday Men's Health. 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 through customized financial planning and portfolio management services. The firm offers a range of investment strategies, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

Zachary Poker is a financial advisor with OSAIC based in Pewaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, American Income Life, and PTC. Outside of his advisory work, he drives a pedal tavern, providing entertainment while steering groups through local venues. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios with various investment options on both discretionary and non-discretionary bases.

Robert Groth is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks from 2013 to 2018. He also owns and operates Groth Accounting, Inc., a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and various portfolio management options.