James Stefl Jr. is a financial advisor with Morgan Stanley in Waukesha, WI. He holds a Series 66 designation and has been with Morgan Stanley since 2025. Prior to joining the firm, he worked in educational roles at the University of Alabama, Arrowhead High School, and North Shore Middle School. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages extensive client assets and offers both direct and employer-based financial planning services.

Rafaella Seifert is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and The Northern Trust Company. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Mark Wildeman is a Series 66-licensed financial advisor with 27 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Hilltop 74 LLC, Cincinnati Life, Waddell & Reed, and longstanding involvement with Fox River Christian Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by in-house and third-party research.

Derek Jelinski is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 registrations with 24 years of industry experience. He has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association, since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Timothy Schlosser is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Bank Five Nine, First Bank Financial Centre, MML Investors Services Inc, and MassMutual Life Insurance Company. He is also a licensed agent for fixed life insurance with GBU Financial Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing research from LPL Research and third-party subadvisors.

Anthony Carini is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and SII Investments. Carini is the president and founder of Diversified Wealth Strategies, LLC, and also delivers financial education seminars through the Foundation for Financial Education, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various investment types on both discretionary and non-discretionary bases.

Derek Thiel is a financial advisor with J.P. Morgan Securities in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering advisory services alongside affiliated brokerage and investment management capabilities.

Benjamin Barrette is a financial advisor with Fidelity Investments in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Outlier AI, Under Armour, and Purdue University Northwest. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios. The firm serves retail and institutional investors and maintains a distinctive role in delivering model portfolios and advising registered investment companies.

Thomas Nowalis Jr. is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as a trustee for multiple family trusts and holds power of attorney responsibilities related to family financial matters. 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 combines brokerage and advisory solutions while utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Christopher Napholz is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Ameriprise Financial Services, Inc. He also worked in the hospitality industry at Thunder Bay Grille and has experience at the University of Wisconsin. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides specialized retirement income planning through written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

James Marlin is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with 10 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2015. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and scenario modeling.

Michael Struebing is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1999 and Bank of America, N.A. since 2011. He is also associated with EMS as a fiduciary, acting under power of attorney. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Robert May is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Fisher Investments since 2010. Outside of his advisory role, he owns a merchandising and autoracing hobby business called Un-Luckys/May Motorsports. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process and provides sub-advisory and retirement plan services.

Matthew Yerkes is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and RBC Capital Markets. Outside his advisory role, he is involved as an insurance agent with Ferrito & O'Gorman Financial Group. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging various asset-allocation tools and third-party platforms to manage portfolios on discretionary and non-discretionary bases.

Charles Becker is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and currently based in Nashotah, WI. He has one year of industry experience and previously worked at Marine Credit Union. Outside of advising, he assists with his family’s tile installation business by coordinating material deliveries. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning that covers topics such as retirement, taxes, estate, and special needs planning, with an option to combine planning and managed accounts under a consolidated billing service called WealthPlan.

Heather Johnson is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA. She is also involved with Johnson Financial Group as a notary and financial institution professional. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Joshua Corroy is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and 14 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered by a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

William Duffy is a Vice President, Wealth Planner at Fidelity Investments. He holds the Certified Financial Planner designation and works closely with clients to understand their financial goals and develop tailored plans. His approach emphasizes partnership and clear communication to assist clients in reaching their objectives. Since joining Fidelity Investments in 2020, William has held multiple roles, including Financial Consultant and Senior Executive Stock Plan Specialist, gaining diverse experience within the firm. His career progression reflects a focus on wealth planning and client service. Outside of his professional work, William has interests in baseball, fitness, golf, museums, and volunteering.

Jeremy Grannan is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to partnering with clients to co-create comprehensive financial plans and assist in implementing strategies to achieve their financial goals. He holds the Certified Financial Planner™ designation and emphasizes ensuring his team has the skills to understand clients' needs and improve their experience. He has been with Fidelity Investments since 2011, progressing from Investment Consultant to Vice President, Financial Consultant, and currently Branch Leader. Prior to joining Fidelity, Jeremy held various roles including Associate Regional Director and Senior Investment Specialist at Wells Fargo Advantage Funds, as well as positions at Strong Investments and TCF Investments & Insurance Group. Outside of his professional work, Jeremy engages in family activities, golf, traveling, and volunteering.

Anthony Consiglio is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert Baird & Co. since 1996 and is also involved as a board member with the local Boy Scouts of America Potawatomi Area Council. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.