Craig Nichols is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2005, including roles at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Matt Schouviller is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he focuses on fostering an environment where associates and clients feel valued in every interaction. He leads a team of financial professionals dedicated to partnering with clients to help them achieve their retirement goals. Prior to his current role, Matt served as the Director of the Investment Solutions Team at Fidelity Investments from 2021 to 2022. Before joining Fidelity, he was the Director of the Affluent Client Program at Wells Fargo Investments from 2011 to 2021. His experience spans leadership roles focused on investment solutions and client programs. Outside of his professional responsibilities, Matt has personal interests that include baseball, cars, food, golf, and music.

Erin Schmidt is a financial advisor with LPL Financial in Mequon, WI, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial, she worked at BMO Bank NA and was involved with St John's Lutheran Church Preschool and Childcare. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Mark Gregory is a financial advisor with Edward Jones in Cedarburg, WI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at BMO Harris Financial Group from 2015 to 2020 before joining Edward Jones in 2020. Outside of his advisory role, he owns rental properties in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Judith Schultz is a financial advisor at Stifel with 36 years of industry experience. She holds a Series 63 designation and has worked at Stifel since 2018, following a two-year tenure at B.C. Ziegler and Company. Outside of her advisory role, she works part-time in customer service at a grocery store. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and public entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Gabriel Schneiss is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He previously worked at Voya Financial Advisors before joining Cambridge in 2018. Outside of his advisory role, Schneiss is involved with several business ventures, including ownership and leadership positions in financial and agricultural entities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, employing various portfolio management and advisory solutions tailored to client objectives.

Bryan Jansen is a financial advisor with Thrivent Investment Management in Germantown, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory work, he serves as a member of the Board of Trustees for the Leukemia and Lymphoma Society. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with its managed-account program under a consolidated billing option called “WealthPlan” while keeping these services separate.

Patrick McMahon is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial since 2022. His prior work includes roles at CUNA Brokerage Services, CUNA Mutual Group, and Wells Fargo Advisors. He is also involved with the Investor Guidance Center, an investment-related business connected to his LPL practice. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and model portfolios.

Tyler Briggs is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at Robert W. Baird. He serves as an officer and board member of the Thiensville-Mequon Rotary Club and is involved with the Greater Milwaukee Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a broad range of services to individual and institutional clients, including advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm uses a mix of in-house and third-party managers to tailor strategies according to clients’ risk profiles.

Gilbert Cervelli is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers, offering both traditional and complex investment strategies.

David Lex is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2021. He has held a position at Harris Investor Services, Inc. since 2010. David holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Derek Johnson is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2011, with prior experience at MassMutual Life Insurance Company and Mass Mutual Investors Services. He also serves as a non-public arbitrator for FINRA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients able to choose how to implement those recommendations.

Brandon Hall is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has been with Robert Baird & Co. since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as president of Cedarburg Baseball Inc., a community organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, and institutions. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Dennis Mccormick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. His career includes roles at Wells Fargo Bank, LPL Financial, and BMO Harris Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary in its advisory capacity.