Matthew Young is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Fidelity Investments and has prior experience at Westpac Wealth and Northwestern Mutual. Outside of his advisory work, he coaches for the Milwaukee Jr Admirals hockey team. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Spencer Simonen is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, his family is involved in a franchise business called Aswell Supply, which offers fasteners and cleaning supplies. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Dea Harizaj is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at various Morgan Stanley entities as well as Northwestern Mutual. Outside of her advisory role, she is involved in modeling. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and utilizes firm-approved tools, serving clients primarily in an advisory capacity.

David Dudek is a financial advisor with Charles Schwab in Brookfield, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012. Dudek serves on the advisory board for the University of Wisconsin-Green Bay Charles Schwab Foundation Center for Financial Wellness, focusing on increasing awareness of personal finance within the university and local community. Charles Schwab serves a large client base, 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Irina Dianov is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Mark Otten is a financial advisor with Stifel, holding the Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which focuses on forward-looking capital market assumptions and probabilistic modeling.

Kevin Cahill is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes over three decades at National Life of UT and a year with Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and governmental entities. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing various portfolio management styles and affiliated research.

Diane Sherwin is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 66 license and over 20 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves on the Elmbrook School Board, representing the community's interests in local education matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor client solutions.

Hunter Riley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and previously at TD Ameritrade. Prior to his financial services career, he was employed at Mattress Firm and attended Stephen F. Austin State University. Charles Schwab & Co., Inc. serves a large client base primarily made up of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Kevin Lewis is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2019 and previously worked at Wells Fargo Funds Distributor, LLC from 2015 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving plan objectives with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Andrew Laudicina is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and five years of industry experience. He has worked at Baird since 2018, with a brief period away from the industry during 2019-2020. Prior to his advisory career, he was employed at Schnuck's Markets and attended Illinois State University and Rock Valley College. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and investment technology.

Pamela Kelly is a Series 66-licensed financial advisor with UBS Financial Services in Brookfield, WI. She has 11 years of industry experience and has been with UBS since 2013. Outside of her advisory role, she serves as an associate board member for Friends of the Parks, a charitable organization focused on environmental and park-related volunteer efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and integrated capital markets services.

Gary Martens is a financial advisor with Edward Jones who holds a Series 63 designation and has 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Keith Orcutt is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and seven years of industry experience. He has worked at various divisions within Morgan Stanley since 2019 and has prior experience with McLane Co. Inc., Baylor University, and American Amicable Life Insurance Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Stephen Wattles is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior experience includes roles at JP Morgan Securities LLC, Merrill, and Edward Jones. Outside of finance, he has been involved with several entrepreneurial ventures, including YOGA4, LLC and Concealability LLC. 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 offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Joseph Van Dorn is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked across multiple Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery, and is noted for its use of systematic methodologies and regulatory registrations uncommon among large institutional peers.

Breanna Strerath is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She has previously worked at RBC Capital Markets, LLC for five years and earlier held another position at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Charles Coakley Jr. is a financial advisor with STIFEL in Brookfield, WI, holding a Series 66 designation and 26 years of industry experience. He has worked at Stifel Nicolaus since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment process is supported by a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to guide client decisions.

James Cotturone Jr. is a CFP® professional with 17 years of industry experience, currently serving at Ameriprise Financial Services. His prior work includes roles at Wells Fargo Clearing. Outside of his advisory work, he serves as Treasurer for the Stone Brook Hollow Homeowners Association and is Treasurer and a Board Member of the Rotary Club of Mukwonago. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice based on proprietary research and analysis.

Jacob Mattson is a financial advisor with Equitable Advisors in Brookfield, WI, holding a Series 66 designation and 16 years of industry experience. He has worked with Equitable Advisors since 2010, including time under the Axa Advisors name prior to rebranding. Outside of his advisory role, Mattson serves as a WIAA basketball and football official for youth sports. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment strategies.