Cashton Craig is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining Charles Schwab in 2024, he worked at LPL Financial LLC, Omni Financial LLC, and Wells Fargo Advisors. He serves as treasurer on the board of the Blackhawk Lofts Condominium Association. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Mark Mattiacci is a financial advisor with Edward Jones in Waukesha, WI, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a silent partner in Catalina Farms LLP and receives residual commissions from prior insurance sales through Mattiacci & Associates, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erik Lindenberg is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Jhfn Sii for eight years before joining OSAIC in 2018. Outside of his advisory role, Lindenberg serves as Council President for St. Peter Lutheran School, a charitable organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a range of managed account programs.

Tom Driscoll is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at multiple firms including Commonwealth Financial, Avantax, and NFP Advisor Services. In addition to his advisory role, he is involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad range of advisory and brokerage services through a large network of investment adviser representatives.

John Asuncion is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to his advisory roles, he held various positions including roles at Kenyon College and Maverick Health Policy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Chad Osmanski is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and with 25 years of industry experience. He has been with Robert W. Baird & Co. since 1999. Outside of his advisory role, Osmanski officiates high school basketball statewide and serves as an assistant basketball coach for the School District of Waukesha. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, using a combination of in-house and third-party managers to implement strategies across a range of traditional and non-traditional asset classes.

James Eberle is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2003. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Matthew Taken is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Stigmacure SC and multiple country clubs. He serves as president of MET 5 Management LLC, a franchise management company, and consults for Stigmacure SC, a mental health clinic. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Jeffrey Baier is a Series 66 licensed financial advisor with Edward Jones in Elm Grove, WI, bringing one year of industry experience. Prior to joining Edward Jones, he worked for eight years at Roundy's Supermarkets, Inc., a division of The Kroger Co., and has additional experience with the University of Minnesota in wellness and recreation roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and related services, including wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Jared Matheny is a Series 66-credentialed financial advisor at Ameriprise Financial Services with three years of industry experience. His background includes roles outside of finance, such as working with La Crosse Parks and Recreation and at Houghtons Jackson Street Pub. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written reports and ongoing advice. The firm's recommendations incorporate proprietary research, third-party data, and algorithmic tools, with a focus on tax-aware withdrawal strategies and asset allocation.

Mark Severson is a CFP® professional with 41 years of industry experience, currently with Stifel since 2018. He previously worked at B. C. Ziegler and Company for 34 years. Outside of his advisory role, Severson serves as a basketball official, refereeing boys’ and girls’ games from elementary through high school levels. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Sarah Nelson is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. She previously worked at Drake & Associates LLC and R&R Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management along with fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Harrison Seidner is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023, as well as Charles Schwab Bank, SSB since 2025. Prior to his financial services career, he spent several years involved with the Fiesta Bowl and in education. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and order-routing functions.

Michael Sellinger is a financial advisor at RBC Capital Markets with 39 years of industry experience. He has held positions at RBC Capital Markets since 2015 and previously worked at Cleveland Hauswirth Investment Management, Inc. from 2006 to 2014. He holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs. The firm offers tailored portfolio management, financial planning, and brokerage services using both in-house and third-party investment managers.

Scott Lovejoy is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. Prior to that, he was with COUNTRY Capital Management Company beginning in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth and corporate and charitable entities. 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.

Kayla Cardoza is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and previously worked at Robert Baird & Co. for eight years before joining Morgan Stanley in 2020. 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 tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Rob Henry is a Financial Consultant currently working at Fidelity Investments since 2024. He has previously held the position of Financial Advisor at Janney Montgomery Scott from 2015 to 2023. Rob focuses on helping clients understand their personal finances and aims to build confidence across various life stages by establishing relationships, identifying concerns, and setting goals. With nearly a decade of experience in the financial advisory field, Rob works collaboratively with clients to develop financial plans aligned with their objectives. His approach emphasizes foundational relationship-building and goal-setting as the basis for effective financial planning. Outside of his professional role, Rob engages in family activities, social events with friends, music, outdoor adventures, reading, and volunteering.

Gerald Thomas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior roles include positions at Citigroup Global Markets, Citicorp Investment Services, and Merrill. Outside of finance, he is an owner and partner of GimmeShelter Freeze Dry LLC, a business that rents time on a freeze dryer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Russell Kenitzer is a financial advisor with OSAIC, holding a Series 63 designation and possessing 33 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and Sii Investments. He is also the owner of Kenitzer Tax Group, where he has been engaged in tax preparation and planning since 2005. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization.

Tracy Pesl is a financial advisor with Equitable Advisors, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2008. Outside of advising, she has served as a poll worker for Menomonee Falls. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.