Mark Pittleman is a financial advisor at OSAIC with 40 years of industry experience. He spent four decades at Lincoln Financial Advisors before joining OSAIC in 2025. Outside of his advisory role, he serves as a board member of Anshe Sfard Kehillat Torah synagogue in Milwaukee and manages an office building through his ownership of AJC Realty, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank in Wisconsin since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Peter Nordenberg is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 15 years of industry experience. He is also associated with Gentian Financial, Inc., where he assists in managing daily operations, leads security research, and shares client relationship responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm’s approach involves tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supported by a large network of advisors and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Andrew Laudicina is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds the Series 66 designation and has been with Baird in various roles since 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies with an emphasis on ongoing manager selection and internal research.

April Leffingwell is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Robert W. Baird & Co. since 2015. She 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 provides tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of strategies from traditional allocations to complex approaches involving private funds and real assets.

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.

Megan Weigand is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Carr Services LLC and REMAX Realty 100. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics, with clients able to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Andrew Johnson is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has held roles at Capital One Advisors, Woodbury Financial Services, and Ameriprise. Johnson has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

David Mills is a financial advisor with LPL Financial in Grafton, WI, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior work includes positions at Cambridge Investment Research Advisors, Investment Centers of America, Annex Wealth Management, The Mutual Fund Store, and Vanguard Advisers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Rodden is a Senior Resident Director at Merrill, specializing in comprehensive wealth management strategies. He focuses on understanding clients' financial situations, families, and priorities to develop personalized approaches tailored to their goals. Kevin's client expertise spans college education and legacy planning, retirement income, portfolio management, family wealth management, liquidity management, small business strategies, and special needs planning. Kevin has been with Merrill since 2004. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Wisconsin System. Outside of work, Kevin enjoys baseball, golfing, hiking, music, skiing, and spending time with his wife and two children in Pewaukee.

Zachary Deboer is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. He is also associated with Gentian Financial, where he meets with clients to develop and monitor financial plans. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary advice aligned with client goals and supports a broad network of advisors and affiliated firms.

Jason Fain is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Gerber, LLC/Purshe Kaplan Sterling Investments, Transamerica Capital Inc., and American Century Investment Services Inc. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Davis III is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials. He has been with J.P. Morgan Securities since 2026 and previously held positions at JPMorgan Chase Bank, Associated Bank, Wells Fargo Bank, and several other firms. His prior work experience also includes roles outside the financial industry, such as with Deere and Company and Dick's Sporting Goods. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kelly Pekoske is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera and its related entities since 2006. Outside of her advisory role, she serves as the financial secretary for Living Word Lutheran Church, where she handles weekly offering counts and deposits. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Aris Bofiles is a financial advisor with RBC Capital Markets in Mequon, WI, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is a committee member at St. Constantine and Helen Church, where he participates in ushering, festival organization, and church economic management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment advisory programs and portfolio management through a combination of in-house and third-party managers.

Robert Lindner is a financial advisor with Charles Schwab & Co., Inc. in Mequon, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Charles Schwab since 2016. Outside of his advisory work, Lindner serves as a general board member for Congregation Sinai, a religious nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by dedicated research and due diligence.

Katherine Higgins is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Merrill in Waukesha, WI. She has held positions at Merrill since 2007 and has also worked at Old National Bank and Bank of America, N.A. since 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Adam Stapleton is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 license and two years of industry experience. Prior to joining Edward Jones, he worked for Blair Fire Protection, LLC for 12 years. He is a minority shareholder in two real estate companies but has no operational responsibilities in those businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a nationwide network of advisors and branches.