Evan Meyer is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served in the United States Coast Guard and the Coast Guard Reserve from 2015 to 2025 and worked at American Military University from 2020 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold and integrates advisory services with banking, lending, trustee services, and affiliated funds.

John Pelletier is a CFP® with 23 years of industry experience. He is currently with LPL Financial and has also worked at BMO Harris Financial Advisors and M&I Investment Management throughout his career. Pelletier maintains a DBA for LPL Business under the name BMO Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Timothy Ferguson is a financial advisor at OSAIC Wealth, Inc. with 13 years of industry experience. His prior roles include positions at Royal Alliance, MAP Retirement, and GWFS Equities, Inc. He holds Series 63 and Series 65 registrations and operates an investment advisory and fixed insurance business through MK Financial Group, Inc. OSAIC Wealth serves a broad range of retail and institutional clients, offering both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports various client types through a multi-advisor platform and provides access to a diverse set of investment programs and third-party managers.

Gena Friend is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird since 2007 and holds the Series 66 designation. 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, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing both internal research and external partnerships in its advisory approach.

Todd Sivak is a financial advisor at LPL Financial with 34 years of industry experience. He has previously worked at MML Investors Services and MassMutual Life Insurance Company for 19 years. Outside of his advisory role, he serves as an agent for fixed annuities with GBU Financial Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with various investment platforms, including model portfolios, third-party subadvisors, and customized strategies.

Anthony Best is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various JPMorgan Chase entities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Higbee is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Heart of America Corp and Taiho Oncology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Zachary Hietpas is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding a Series 66 credential and with two years of industry experience. Prior to his current role, he has been involved with various local organizations, including coaching basketball for the New Berlin Eisenhower Boys Basketball Booster Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

David Kamine is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with LPL Financial and Summit Credit Union, having previously worked at Edward Jones and held roles in various businesses including Craft Beer Cellar and Dee's Catering. 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 and model portfolio programs, utilizing a broad platform supported by technology and scale.

Andrew Docksey is a financial advisor with LPL Financial based in Hartland, WI, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include service in the US Army Reserve and work with First Command Financial Services. He is also an elected member of the Board of Trustees for the Village of Mount Pleasant. 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 advisors and advanced research tools.

James Magliocco is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at JPMorgan Chase Bank and JP Morgan Securities LLC before joining Ameriprise in 2017. 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 retirement-income planning, utilizing a centralized team that collaborates with advisors to provide written recommendation reports and ongoing guidance.

Mark Thompson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses and is based in Brookfield, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services through a nationwide network of more than 23,700 financial advisors.

Alan Sternberg is a financial advisor with J.P. Morgan Securities in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, M&I Financial Advisors, Chase Investment Services, and Banc One Securities. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm's approach includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Padee Sayaovong is a financial advisor with Robert W. Baird & Co. in Jackson, WI, holding a Series 66 designation and seven years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Julie Rafenstein is a financial advisor with LPL Financial in Cedarburg, WI, holding Series 63 and Series 65 designations and bringing eight years of industry experience. She previously worked at BMO Harris Financial Advisors Inc. for seven years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

David Giddings is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services for 18 years and Principal Financial Services for one year. He is also involved as a financial advisor and independent insurance broker in agencies that sell life insurance, disability, and long-term care products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and access to third-party money managers and alternative investments.

Patrick Wilson is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Empower Financial Services, Inc., Associated Bank, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Joseph Stanislawski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. Outside of advisory work, he is an agent for non-variable insurance through Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Miles Aquino is a financial advisor at Edward Jones in Hartland, WI, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Mark Gregory is a financial advisor with Edward Jones in Cedarburg, WI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at BMO Harris Financial Group from 2015 to 2020 before joining Edward Jones in 2020. Outside of his advisory role, he owns rental properties in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.