Shane Mc Cauley is a financial advisor with Ameriprise in Muskego, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific eligibility criteria, combining research and modeling to deliver written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Matthew Jackson is a financial advisor with Ameriprise in Hartland, WI. He holds a Series 66 designation and has been with Ameriprise since 2023. Prior to his advisory role, he held positions in various industries including food service and landscaping, and attended the University of Wisconsin Whitewater. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts.

John Gehlhaart is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes prior roles at INVEST Financial Corp, Waterstone Bank, CUNA Brokerage Services, and managing his own firm, Gehlhaart Financial Management, LLC. He is also involved with Waterstone Bank. 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 portfolios, third-party asset management, and institutional platforms.

Matthew Lynch is a financial advisor with RBC Capital Markets in Delafield, WI. He holds the ChFC® designation and Series 63 license, and has seven years of industry experience. His prior roles include positions at Pacer Financial, Inc., Jackson National Life Distributors LLC, and United Technologies Corporation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Nolan Rux is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has previously worked at Pruco Securities LLC and Cintas Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while keeping the services separate.

Sally McVey is a Financial Consultant currently working at Fidelity Investments since 2022. She assists clients in managing their wealth by aligning their financial decisions with their personal priorities, focusing on clarity and simplicity. Her approach includes income generation, tax efficient investing, and estate planning considerations to support clients' lifestyles and long-term goals. Prior to her current role, Sally was an Investment Consultant at Fidelity Investments from 2020 to 2022. She has also held positions as an Equity Analyst and Portfolio Manager at Oarsman Capital, Inc. from 2017 to 2020, and as a Financial Advisor at Edward Jones from 2015 to 2017. Outside of her professional work, Sally enjoys family activities, exploring food, solving puzzles, and playing tennis.

Brandon Hendrickson is a financial advisor at Ameriprise with a Series 66 designation and experience beginning in 2024. Prior to joining Ameriprise, he held positions outside the financial industry, including roles at Cellular Sales of Knoxville Inc., Panera Bread LLC, and Carroll University. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs algorithmic automation alongside research and modeling to generate personalized retirement income plans, serving clients primarily through managed accounts.

Brandon Cintron is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Nathan Fair is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Edward Jones and Hartford Funds Management Company. He is based in Waukesha, WI. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services supported by extensive research and a broad range of portfolio management strategies.

Robert Di Donato II is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Cristina Vasquez is a Financial Consultant at Fidelity Investments, where she has been serving since 2021. Prior to this role, she held positions at Fidelity Investments as an Investment Consultant from 2020 to 2021 and as a Financial Representative from 2019 to 2020. Her experience also includes roles at Heck Capital Advisors as a Financial Planning Client Relationship Associate from 2018 to 2019, and at Northwestern Mutual, where she worked as an Associate Portfolio Manager in 2017, Portfolio Management Consultant in 2017, and Senior Portfolio Specialist from 2014 to 2017. Cristina is a CERTIFIED FINANCIAL PLANNER™ and focuses on helping clients make confident, informed decisions by co-creating personalized financial plans that begin with understanding their goals, priorities, and values.

Jacalyn Brown is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 33 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she is a co-owner of a family rental property in Tomahawk, Wisconsin. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Amanda Carlson is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Empower Retirement, Cross Country Mortgage, and Quicken Loans. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and utilizes firm-approved planning tools such as Secular Return Estimates and Monte Carlo simulations.

Debrah Oelke is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 designations and with 41 years of industry experience. Her prior experience includes roles at UBS Financial Services and RBC Capital Markets. She has been with Ameriprise and its affiliated entities since 2017. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing annual retirement-income planning focused on income stability and tax-aware withdrawal strategies.

Michael Villanueva is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked at the Federal Deposit Insurance Corporation. Outside of finance, he has experience in education, including roles at the University of Wisconsin - Milwaukee and local schools. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing tailored consulting and portfolio management services across a range of investment strategies.

Ish Cardenas is a Financial Consultant at Fidelity Investments, bringing over two decades of experience in personal finance. He has held various roles in the financial services industry, including Regional Director and Financial Planner at Prudential from 2015 to 2024, Regional Manager and District Manager at Catholic Financial Life between 2008 and 2015, and Financial Advisor at Catholic Financial Life from 2005 to 2008. His career began as a Personal Banker at BMO Harris Bank from 2003 to 2005. As a Certified Financial Planner (CFP®) with 21 years of experience, Ish focuses on helping families work toward financial security by simplifying the complexities of personal finance. He emphasizes building lasting relationships based on trust and creating strong financial plans tailored to his clients' unique goals. Outside of his professional work, Ish enjoys family activities, fitness, exploring culinary interests, social events with friends, and traveling.

Jennifer Roettgers is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2013. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of financial planning and portfolio management services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Kurtis Maltby is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his primary role, Maltby is involved with Annex Insurance Services and Annex Wealth Management, where he provides financial planning and investment advice. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs that include tailored financial planning supported by firm-approved tools and analyses.

Jacquilyn Egholm is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Robert W. Baird since 2014. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and other advisory services, supported by internal research and a mix of manager-traded and model-traded strategies.

Jake Luthardt is a financial advisor with Wells Fargo Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Northwestern Mutual Investment Services and Robert W. Baird & Co., Incorporated. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.