Laurie Buffington is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets from 1995 to 2009. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and analytics.

John Sobiech is a financial advisor with LPL Financial based in Elm Grove, WI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Grove Point Investments, Elmbrook Associates, Annex Wealth Management, H. Beck, Inc., Waterstone Financial Group, and FFP Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Jonathan Klein is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing personalized financial strategies that help individuals and families align their investments with their retirement goals and long-term priorities. He emphasizes building meaningful relationships and simplifying complex financial decisions to provide guidance that enables clients to pursue their financial objectives with confidence.\n\nWith experience as a small business owner, Jonathan understands the challenges and commitments involved in managing a business. He applies this insight to assist business owners by learning about their businesses, families, and goals to identify financial opportunities and gaps. His expertise encompasses legacy planning, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income.\n\nJonathan holds a Bachelor's Degree from the United States Air Force Academy and an MBA from Liberty University. He holds a Personal Investment Advisor (PIA) designation. Beyond his professional practice, he participates in community organizations including American Legion Post 63 and the Boy Scouts of America.

Randy Potter is a financial advisor with J.P. Morgan Securities in Wauwatosa, WI, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at J.P. Morgan Chase Bank since 2000. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process incorporates centralized due diligence, a combination of quantitative and qualitative research, and may include ESG criteria within its model asset allocations.

Lisa Di Piazza is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2026, and previously worked at Wells Fargo Clearing from 2012 to 2014. Outside of her advisory work, she owns and operates a retail and online store business. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Gerald Arnholt III is a financial advisor at Osaic with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at Royal Alliance Associates, Sii, New York Life Insurance, NYLIFE Securities, and Edward Jones. Outside of advisory work, he serves as president of the Scimitar Foundation, a nonprofit focused on preserving the Tripoli Shrine Center, and participates as an associate board member of Shriners Children's Chicago. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools, supporting both discretionary and advisor-managed strategies.

Zackary Zambo is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and one year of industry experience. Before joining Raymond James in 2025, he worked at Penske Truck Leasing for four years and served in the United States Marine Corps from 2016 to 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services through a range of portfolio management styles and affiliated research.

Anton Hessner is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked nine years at BMO Harris Financial Advisors, Inc. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Celene Funke is a CFP® and holds a Series 66 license, currently with Robert Baird & Co. in Waukesha, WI. She has four years of industry experience, including positions at Clearpath Financial of Raymond James and Roche. Outside of her advisory work, she coaches softball at D-BAT Brookfield. Celene is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporations, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and technology-driven tools.

John Matthews is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Wintrust Investments LLC, PNC Investments, CL Wealth Management LLC, and Cabot Lodge Securities LLC. Matthews is also involved in non-variable insurance activities alongside his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a broad non-advisory financial services network.

Ethan Hanrahan is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked previously at Byline Bank and Menards. His earlier career includes roles at the University of Wisconsin - La Crosse and the Waterford School District. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers personalized recommendations through a centralized consulting team.

Eric Wegner is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cambridge Investment Research Advisors since 2019. Outside of his advisory role, he is president of a local Experimental Aircraft Association chapter and owns a business involved in aircraft manufacturing and sales. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Deborah Lammers is a financial advisor at Morgan Stanley in Waukesha, Wisconsin, with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012. Outside of her advisory role, she is involved as a consignor in an online retail business on Poshmark. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and specialized planning groups.

Tracy Dallen is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 63 designation and bringing 26 years of industry experience. Dallen has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of advising, Dallen owns Vetric Enterprises, LLC, a holding company for sport horses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Caitlyn Creed is a financial advisor at Wells Fargo Advisors in Waukesha, WI, with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Waddell & Reed. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options and investment solutions.

Scott Schreiber is a CERTIFIED FINANCIAL PLANNER™ professional with over 32 years of experience in the financial services industry. He has been affiliated with Raymond James Financial Services Advisors Inc. since 2017 and previously operated Schreiber Investment Advisory Services for a decade. Outside of his advisory role, he is involved in a support company, Schreiber Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and consulting using analytical tools to align with client goals and supports various advisory programs across a large network.

Jake Balistreri is a financial advisor at OSAIC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms, including SagePoint Financial Inc. and Steve Koch. Outside of his advisory role, he serves as a health care power of attorney for a family member. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment process incorporating asset allocation and portfolio optimization, offering a wide range of advisory and brokerage services through a multi-advisor platform.

Caleb Schmidt is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Eaton Corporation. Outside of his advisory role, Schmidt is employed as a cashier at Kwik Trip. 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.

Alicia Albarran is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has eight years of industry experience. Her work history includes roles at Waukesha State Bank and affiliated entities since 2014. She is also involved in the sale of fixed insurance products through Waukesha State Bank’s insurance agency and provides occasional referrals to Prairie Trust/Waukesha State Bank Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports varied investment strategies and holds over $256 billion in assets under management.

Michael Russo Jr. is a financial advisor with Mass Mutual Investors Services in Wauwatosa, WI, holding Series 63 and Series 65 licenses and with 38 years of industry experience. His career includes nearly three decades at Metlife Securities Inc. before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also works as an independent insurance agent selling disability, life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, with a focus on collaborative annual planning relationships and event-driven services such as divorce and estate settlement planning.