Jase Atwater is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Meijer and Charles Schwab Independent Branch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm serves a range of clients including registered investment companies and offers services that include discretionary portfolio management, fund advisory, and consulting.

Keith Van Vreede is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 15 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2010 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, including a Plan Level Investment Selection 3(38) discretionary option.

Christopher Yingling is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Osaic, he has been associated with Kutschenreuter Financial Services Inc since 2016. He is also a property and casualty insurance broker engaged in the sale of personal and commercial lines insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and provides integrated brokerage and advisory services. The firm employs various asset allocation tools and offers portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments managed on discretionary or non-discretionary bases.

Nathan Metcalf is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm includes a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Klinzing is a financial advisor with LPL Financial holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at BMO Harris Financial Advisors, Inc. and Edward Jones. He operates a DBA related to his LPL business in Brookfield, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research resources.

Heidi Schilling is a financial advisor at RBC Capital Markets based in Brookfield, WI, holding a Series 66 designation with one year of industry experience. She has been with RBC Capital Markets since 2006. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles through a combination of in-house and third-party investment managers.

Brenda Schafer is a Series 66-licensed financial advisor with Ameriprise in Brookfield, WI, and has 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Matrise is a financial advisor at OSAIC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, MPC Advisers, and Girard Securities. Matrise is also engaged as an agent for fixed insurance products through Midwest Planning Company LLC. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and a variety of investment options across discretionary and non-discretionary accounts.

Elizabeth Dieringer is a Series 66-licensed financial advisor with Edward Jones based in Waukesha, WI. She has five years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tara Rotfeld is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is the owner of TL and JL Holdings, LLC, her Edward Jones branch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its extensive retail advisor and branch network, affiliated investment capabilities, and operation under a fiduciary standard.

Cade Martin is a Series 66-credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he worked in education and retail sectors, including nine years at the School District of Waukesha and roles at Woodman's Food Markets and Culver's Restaurants. 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 financial planning without discretionary trading authority and supports combining planning with managed-account programs under a consolidated billing option.

Susan Walton is a financial advisor with RBC Capital Markets in Brookfield, WI. She holds Series 63 and Series 65 designations and has 34 years of industry experience. She has worked at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Nicole Nickel is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and one year of industry experience. Her prior work includes roles at Next Financial Group, Kohler Co, Interactive Resources, BMO Harris Bank NA, Associated Bank Corp, and 2020 Companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management approaches.

Jennifer Steil Palma is a financial advisor with Wells Fargo Advisors in Waukesha, Wisconsin, holding a Series 66 designation and 19 years of industry experience. Her prior work includes five years at BMO Harris Bank and five years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2026. Outside of her advisory role, she is involved in retail wine and spirit sales as a sales team member at Total Wine and More. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a wide range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses its own research and planning tools to develop tailored recommendations delivered through client meetings and summary letters.

Adam Voss is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, Investment Solutions Representative, International Trading Associate, High Net Worth Service I, and Financial Representative Full Trader. As a Certified Financial Planner™, Adam partners with clients to create personalized financial plans tailored to their goals and needs. He emphasizes building relationships based on communication and trust to simplify clients' financial lives. Outside of his professional work, Adam enjoys biking, golf, hiking, kayaking, and traveling.

Mark Haglin is a financial advisor with Thrivent Investment Management in Waukesha, WI. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under consolidated billing, while maintaining separate service provisions.

Jack Stewart is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at AXA Advisors LLC, Paramount Financial Strategies, and several other firms. He also operates an outside business activity related to insurance through Paramount Financial Partners. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs.

Michael Kilian is a financial advisor with Equitable Advisors in Brookfield, WI, holding a Series 66 designation and seven years of industry experience. His prior work includes positions at Axa Advisors and Oracle Corp., as well as operating K & M Killian LLC. He is a member of the Stewardship Commission at Lumen Christi parish, where he assists with welcoming new parishioners and planned giving projects. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver a range of advisory and brokerage solutions.

Bryan Donovan is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with Financial Consultants and clients to create detailed roadmaps tailored to clients' visions for future retirement and their unique financial needs. He works collaboratively to navigate clients' financial futures, connecting them with Fidelity Investments' resources. Bryan's experience at Fidelity Investments includes roles as a Relationship Manager from 2020 to 2021 and as a Financial Representative from 2018 to 2020. Through these positions, he has developed expertise in financial planning and client relationship management. Outside of his professional responsibilities, Bryan has interests in comedy, concerts, fitness, music, pets, and reading.

Joseph Schmidt is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes multiple roles at Hillsdale College and other organizations in varied fields before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs, and holds distinctive registrations and advisory roles uncommon among large institutional peers.