Kimm Schmitz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Their work history includes roles at PFS Investments Inc., MAP & Associates, Primerica Financial Services, Quigley Tax Service, and serving in the Town of Polk. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.

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 at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Merrill, Stifel, and UMB Fund Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning services.

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.

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.

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.

Ian Bigott is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior work includes positions at WEA Investment Services, Bankers' Bank, and Northwestern Mutual. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, algorithmic tools, and ongoing advice focused on dependable income and tax-aware strategies.

Michael Struebing is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 credential and has been with Merrill since 1999, also serving Bank of America since 2011. Outside of his advisory role, he is a fiduciary with power of attorney responsibilities for EMS, an investment-related entity based in Waukesha, Wisconsin. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.