Phillip Strosahl is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Cetera Wealth Services, LLC, having previously held positions at Avantax Advisory Services and 1st Global Advisors Inc. Outside of his advisory work, he serves as treasurer for Venturing Crew 109, a youth group affiliated with the Boy Scouts. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform that includes affiliated and third-party model portfolios.

Laurie Tebon is a financial advisor with Merrill in Waukesha, Wisconsin, holding a Series 63 credential and 24 years of industry experience. She has worked at Bank of America and Merrill since 2013. She serves as a board member on the finance subcommittee for Family Sharing of Ozaukee County Incorporated, a charitable organization that operates a food pantry and resale shop. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jimmie Collicott Jr. is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He has held roles at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, LLC from 2013 to 2016. He holds Series 63 and Series 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, supporting a large client base through advisor-led and online platforms.

Amanda Kojis is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with eight years of industry experience. Her prior work includes roles at Edward Jones and Amica Mutual Insurance Company. She has been with Morgan Stanley and its Private Bank since 2020. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate financial planning arrangements.

Brennan Gott is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Bank and Clearing. He is based in Sussex, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Thomas Teister is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has operated Teister N' Teister, LLC since 2012 and has been affiliated with Cambridge Investment Research in various capacities since 2008. In addition to his advisory role, he works as an independent insurance agent for multiple insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of discretionary and non-discretionary portfolio management strategies and proprietary models alongside third-party solutions.

Gary Sievewright is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Timothy Moriarty is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he operates Orange Hat Publishing, producing fiction content for publication. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

George Galewski is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with RW Baird since 2015. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored consulting and portfolio services to individuals, families, institutions, and charitable organizations. The firm offers a range of investment strategies and services including discretionary management, separately managed accounts, and overlay services, with capabilities extending to municipal advisory and public finance.

Micah Schroeder is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 licenses and with 10 years of industry experience. His prior work includes roles at Bank Five Nine, MML Investors Services, and MassMutual. He is also an agent for fixed insurance products and life insurance through GBU Financial Life and Crump. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources, and supports both discretionary and non-discretionary management strategies.

Suzanne Carney is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as chair of the board for the Menomonee Falls Farmers Market in Menomonee Falls, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Cody Berger is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He began his career in financial services in 2016 and has held various roles within Fidelity Investments, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Minneapolis Financial Group. Cody focuses on partnering with clients to develop goal-based financial strategies tailored to their individual priorities and preferences. He aims to serve as his clients' primary advisor throughout all stages of life, drawing on his own experiences to emphasize the importance of planning. Outside of his professional role, Cody enjoys biking, fishing, football, spending time at the lake, caring for pets, and traveling.

Mitchell Vogel is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory role, Vogel is involved in online reselling, primarily buying and selling shoes as part of a personal hobby. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining separation between the two.

Gregory Branson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a member of the Elm Grove Fire Department. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporations, charities, and government entities. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs and is notable for its municipal finance and institutional consulting capabilities.

Eric Brown is a financial advisor with LPL Financial in Richfield, WI, holding Series 66 and Series 63 credentials and 30 years of industry experience. He worked at Investment Centers of America, Inc. from 2014 to 2017 before joining LPL Financial in 2017. He serves as a local school board member outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

Maiti Quill is a financial advisor with Morgan Stanley in Waukesha, Wisconsin, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2023, Quill worked at Merrill for four years and Stifel for one year. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeled with Global Investment Committee data and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Kenneth Malczewski is a financial advisor with Primerica Advisors in Brookfield, WI, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005 and was previously involved with Cross Plains Brewing Company for nine years. He is also a 15% co-owner of Polski Investments, operating as Bull & Bear Associates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Gennell Warner is a financial advisor with Stifel, holding a Series 66 credential and over one year of industry experience. Prior to joining Stifel in 2023, Warner worked for Edward D. Jones and Co. for 15 years. Outside of advisory work, Warner is involved with Pruvit Ventures Inc., a dietary supplements company engaged in direct sales. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decisions in asset allocation and financial planning.

Gregory Dietz is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and is concurrently associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Since 1984, he has also operated as an independent insurance agent selling fixed annuities and Medicare-related life, accident, and health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analysis tools, with optional implementation through brokerage or insurance arrangements.

Peter Kontich is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate personalized retirement income recommendations, primarily for clients with assets managed within Ameriprise.