Tanner Federspill is a Financial Consultant currently working at Fidelity Investments. He began his tenure at Fidelity in 2022 as an Investment Consultant before advancing to his current role in 2023. Prior to joining Fidelity, Tanner served as a Private Client Banker at JP Morgan & Chase from 2018 to 2022. In his role, Tanner focuses on helping clients define clear financial goals and develop personalized plans that align with their values and priorities. His approach involves understanding clients' concerns and aspirations to tailor strategies that support their financial journeys. Tanner emphasizes building a strong foundation and continuously refining plans to adapt to clients' evolving needs. Outside of his professional work, Tanner has interests in football, golf, movies, reading, skiing, and soccer.

Kerry Lapp is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus since 2008. He holds Series 63 and Series 65 credentials. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, emphasizing asset allocation and planning analyses that inform client decisions.

Robert Mc Elroy is a financial advisor at Osaic with a Series 66 designation. He has been with the firm since 2023 and is also involved with Z Enterprises, LTD, through its DBA entities Focused Tax Solutions and Choice Advisors. Outside of finance, he operates Ridgeview Window Washing. Osaic Wealth, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various investment platforms and employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios.

Nicholas Vander Molen is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and six years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis through a select group of Wealth Advisors.

Sandra Collura is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Steichen is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Briana Berndt is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to align with client goals and risk tolerances.

Ross Kopfer is a financial advisor with Robert Baird & Co. in Oconomowoc, Wisconsin. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, having worked with Robert Baird & Co. since 1993. Ross 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

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.

Lisa Di Piazza is a financial advisor at Morgan Stanley in Waukesha, Wisconsin, with 13 years of industry experience and a Series 66 designation. She has been with Morgan Stanley since 2014 and currently works at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she owns and operates a retail and online store business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models to support client decision-making.

Zackary Zambo is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, he worked at Penske Truck Leasing for four years and served in the United States Marine Corps from 2016 to 2020. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning, investment consulting, and institutional services to a diverse client base that includes individuals, pension plans, corporations, and government entities.

Celene Funke is a CFP® and holds a Series 66 license, currently with Robert Baird & Co. in Waukesha, WI. She has four years of industry experience, including positions at Clearpath Financial of Raymond James and Roche. Outside of her advisory work, she coaches softball at D-BAT Brookfield. Celene is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporations, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and technology-driven tools.

John Matthews is a financial advisor at LPL Financial with 22 years of industry experience and holds a Series 66 designation. He previously worked at Wintrust Investments LLC, PNC Investments, CL Wealth Management LLC, and Cabot Lodge Securities LLC. In addition to his advisory role, Matthews is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ethan Hanrahan is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked previously at Byline Bank and Menards. His earlier career includes roles at the University of Wisconsin - La Crosse and the Waterford School District. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers personalized recommendations through a centralized consulting team.

Eric Wegner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2019 and has previously worked at Provident Financial, LLC since 2009. Outside of his advisory role, Wegner is president of the Experimental Aircraft Association Chapter 320, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment solutions across multiple platforms and maintains proprietary model strategies alongside access to third-party managers.

Deborah Lammers is a financial advisor at Morgan Stanley in Waukesha, Wisconsin, with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012. Outside of her advisory role, she is involved as a consignor in an online retail business on Poshmark. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and specialized planning groups.

Thomas Mehl is a financial advisor with Thrivent Investment Management in Hartland, Wisconsin, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning across a range of topics. The firm allows clients to integrate planning with managed accounts under a consolidated billing option while maintaining separate service structures.

Tracy Dallen is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 63 designation and bringing 26 years of industry experience. Dallen has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of advising, Dallen owns Vetric Enterprises, LLC, a holding company for sport horses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Caitlyn Creed is a financial advisor with Wells Fargo Advisors in Waukesha, WI, holding a Series 66 designation and bringing 14 years of industry experience. Her career has been primarily with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with banking and other financial products to meet clients’ diverse needs.

Caleb Schmidt is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for three years and spent twelve years with Eaton Corporation. In addition to his advisory role, Schmidt is employed as a cashier at Kwik Trip. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—retirement plans, financial institutions, corporations, and nonprofits. The firm provides a range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and advanced technologies.