Jake Zarling is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Brenda Merschdorf is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds Series 63, Series 65, and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Rachel Panasuk is a Certified Financial Planner® with 23 years of industry experience. She is affiliated with RBC Capital Markets and City National Bank, having worked at RBC Capital Markets since 2008 and City National Bank since 2017. She serves as a committee member for Secure Futures, a nonprofit that provides financial literacy programs aimed at empowering students to make sound financial decisions. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party managers while providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Steven Fischer is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

James Schneider is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds an inactive CPA license and has ownership in Schneider Wealth Management Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Michael Goldammer is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney and Principal Life Insurance Company. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools with advisor input to support retirement planning within a broad platform of advisory, brokerage, and insurance solutions.

Danny Viola is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles and utilizes both in-house and third-party investment managers to implement portfolios.

Scott Dolven is a financial advisor at OSAIC with 56 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he is a licensed insurance agent providing disability insurance, fixed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs various tools and third-party platforms to construct and manage diversified investment portfolios.

Michael Ollmann is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2015. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kenneth Lobins is a CFP®-certified financial advisor with 35 years of industry experience, currently practicing at Ameriprise in Oak Creek, WI. He has been with Ameriprise and its affiliated entities since 1991. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves clients primarily through a centralized consulting team and emphasizes solutions involving Ameriprise-managed accounts and affiliated investment products.

Jason Gomolla is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and Scottrade. He has also been affiliated with the University of Wisconsin since 2000. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investments through a centralized and integrated operational structure.

Vehantre Brown is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Merrill, Bank of America, TD Ameritrade, Scottrade, and Wells Fargo. Outside of his advisory role, he works part-time in food delivery for companies including Grubhub, DoorDash, and Uber Eats. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jeffrey M. Steffes is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 1991 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Sondra Safer is a financial advisor with Cetera in Brookfield, WI, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has been with Cetera since 2004. Safer also operates an income tax and accounting service and is a certified public accountant who performs notarial acts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a nationwide network of over 10,000 advisors.

Nathan Schmidt is a Financial Consultant currently working at Fidelity Investments since 2026. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His professional experience also includes a five-year tenure as a Financial Advisor at Raymond James & Associates from 2019 to 2024. Nathan focuses on guiding clients to develop financial habits and co-creating plans that build confidence in reaching their financial goals. He emphasizes clear guidance and partnering with clients to implement plans they feel assured in. Outside of his professional work, Nathan enjoys family activities, fitness, golf, movies, museums, and reading.

Andrew Lafontain is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities. He serves on the Board of Directors for the Education Foundation of New Berlin and is working on authoring a financial and educational book for public distribution. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations.

Megan Roraff is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 13 years of industry experience. She has been associated with Wells Fargo entities since 2012 and has maintained a role at Abrasive Specialties since 2000. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Phillip Pratt is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 65 and Series 63 registrations and previously worked at Northwestern Mutual Investment Services for four years. Outside of his advisory role, he serves as a committee chair for Trail Life USA Troop 1689, a nonprofit organization. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by its in-house research and alternative investments platform.

Valeriya Malevany is a financial advisor at Fidelity with Series 63 and Series 65 credentials and eight years of industry experience. She worked at Charles Schwab from 2017 to 2024 before joining Fidelity in 2024. Prior to her financial services career, she was involved with New Health Services/Supportive Home Care from 2008 to 2017. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

James Pietrzak is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. In his position, he focuses on helping clients develop comprehensive financial plans that align with their goals and visions for future success. He has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, James worked as an Investment Consultant at Scottrade from 2014 to 2016 and as a Financial Representative at New England Financial from 2013 to 2014. He is a Certified Financial Planner (CFP®), committed to providing financial guidance tailored to enrich every stage of his clients' lives. Outside of his professional work, James enjoys activities such as going to the beach, camping, cooking and baking, football, and parenthood. He is also involved in volunteering.