Tiana Henika is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James since 2015 and is also involved with Slinger Speedway. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

David Hansen is a financial advisor with OSAIC, holding Series 66 and Series 63 licenses and eight years of industry experience. He previously worked at Woodbury Financial Services Inc. from 2018 to 2024 and owns HD Financial Services LLC, a tax and accounting practice. Hansen is also affiliated with Tenacity Advisory Group, Inc. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by multiple custodial arrangements and alternative investment access.

Jacob Rams is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to UBS, he was employed at Bank Five Nine and has experience in education with the Oconomowoc School District as well as a brief tenure at Nike. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Samuel Peters is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held various roles across several industries, including positions at Fontana Sports and Lifetime Fitness Club. He also has experience working in university settings and part-time roles in service and retail sectors. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and asset management services. The firm’s financial planning process utilizes structured discovery tools and modeling techniques but generally does not include individual security recommendations within standalone planning programs.

Connor Fixel is a financial advisor at Osaic Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial, Inc. and High Point Capital. Outside of his advisory role, he is involved as a tax preparer with First Team Financial during the tax season. Osaic Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and model-based investment strategies. The firm is notable for its scale, recent consolidation activity, and its complex affiliate network that supports a wide range of client needs.

John Hutchinson is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Woodbury Financial Services, LPL Financial, and First Midwest Bank. In addition to advisory work, he assists clients with life, disability, and long-term care insurance through MPC Insurance Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that includes asset allocation, portfolio optimization, and access to both discretionary and third-party-managed strategies.

Joseph Poletti is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 provides a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sandra Kalve is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2009. Kalve joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Annemieke Van Der Werf is a financial advisor with Ameriprise Financial Services LLC and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Edward Jones prior to joining Ameriprise. Outside of her advisory work, she serves as a dog show judge for the American Kennel Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Justin Brellenthin is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He is based in New Berlin, WI, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and money market options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tanner Federspill is a Financial Consultant currently working at Fidelity Investments. He began his tenure at Fidelity in 2022 as an Investment Consultant before advancing to his current role in 2023. Prior to joining Fidelity, Tanner served as a Private Client Banker at JP Morgan & Chase from 2018 to 2022. In his role, Tanner focuses on helping clients define clear financial goals and develop personalized plans that align with their values and priorities. His approach involves understanding clients' concerns and aspirations to tailor strategies that support their financial journeys. Tanner emphasizes building a strong foundation and continuously refining plans to adapt to clients' evolving needs. Outside of his professional work, Tanner has interests in football, golf, movies, reading, skiing, and soccer.

Kerry Lapp is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus since 2008. Stifel serves a wide range of clients, from individuals—including high net worth and non-HNW clients—to institutional entities such as pension plans and charitable organizations. The firm offers both brokerage and investment advisory services, supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Mc Elroy is a financial advisor at OSAIC in Waukesha, WI, holding a Series 66 designation with several years of experience connected to the firm and related entities since 2023. His work history includes involvement with Z Enterprises, LTD, operating under DBAs Focused Tax Solutions and Choice Advisors, as well as a role with Ridgeview Window Washing. OSAIC Wealth serves a diverse client base, including retail, institutional, retirement plan sponsors, and corporate clients. The firm employs a model-based investment approach with extensive advisory and brokerage services delivered through a large multi-advisor platform.

Nicholas Vander Molen is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and includes capabilities in derivatives and commodities.

Sandra Collura is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent time at Prudential Equity Group, LLC in 2003. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory in its investment approach.

Anna Gorman is a CFP® with 20 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at Woodbury Financial Services, VOYA Financial Advisors, Wells Fargo Investments, and Citigroup Global Markets. Beyond her advisory role, she is also an independent insurance agent. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services that include comprehensive financial planning and advisor-managed portfolios. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools and provides multiple program options through its extensive affiliate network.

Jason Steichen is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Briana Berndt is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to align with client goals and risk tolerances.

Tristan Panke is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Infosys. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Trent Santos is a financial advisor with LPL Financial based in New Berlin, WI, holding a Series 66 designation and 18 years of industry experience. He has worked at Landmark Credit Union and LPL Financial since 2011, with previous experience at PNC Wealth Management and RBC Capital Markets. Santos's role at Landmark Investment Center is connected to his employment at Landmark Credit Union. 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, employing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational tools and a broad scale of financial products and partnerships.