Maxwell Lavin is a financial advisor at Robert Baird & Co. in Waukesha, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Robert W. Baird, he was involved in education roles at the University of Wisconsin Milwaukee and local schools. Robert W. Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, ongoing manager monitoring, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of late 2025.

Sean Delaney is a financial advisor with Ameriprise in Waukesha, WI, holding Series 65 and Series 63 licenses and nine years of industry experience. Prior to joining Ameriprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Laura Kocher is a Series 66-licensed financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at Morgan Stanley Smith Barney LLC from 2017 to the present. Additionally, she serves as a trustee for a trust based in Wauwatosa, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Joseph King is a financial advisor with Wells Fargo Clearing in Waukesha, WI. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Michael Scott is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2011. In addition to his advisory role, he is a W-2 employee at Gustin Consulting Insurance, Inc., where he works in insurance, benefits, and human resources on a limited basis. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Bart Lia is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Woodbury Financial Services, Girard Securities, MPC Advisors, and Securian Financial Services. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Monique Jaglowski is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at BMO Bank, Allspring Funds Distributor, and Wells Fargo Funds Distributor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Francis Otoole is a financial advisor with Mass Mutual Investors Services, holding a ChFC® designation and the Series 63 license. He has 35 years of industry experience, including roles at Metlife Securities Inc. for 27 years, and MassMutual Life Insurance Company since 2016. In addition to his advisory work, he is involved in individual life, property/casualty, and health insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational programs.

Zachary Clayton is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and combines structured planning tools with broad retail and institutional offerings.

Joshua Thomas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined The Ebeling/Melby Group in 2021 as a Financial Advisor and brings 15 years of experience in the financial industry, having worked in various capacities within the field. Joshua's areas of focus include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and retirement income. Joshua holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his High School Diploma/GED from Missouri State University. A United States Army veteran, Joshua is also an avid international traveler. He is involved with the Make A Wish Foundation. He resides in Oconomowoc, Wisconsin with his wife Ashley, their daughter Maribelle, and their dog Cappy. Outside of work, Joshua's personal interests include boating, camping, cooking, football, music, and watching movies.

Shane Mc Cauley is a financial advisor with Ameriprise in Muskego, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific eligibility criteria, combining research and modeling to deliver written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Nicholas Hassler is a financial advisor at OSAIC with 26 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining OSAIC in 2024, he worked at LPL Financial, SII Investments, Inc., and Packerland Brokerage Services, Inc. He is also a registered tax preparer. OSAIC Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform that includes brokerage and advisory services, comprehensive financial planning, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, offering discretionary strategies and third-party manager selections across various program types.

Matthew Jackson is a financial advisor with Ameriprise in Hartland, WI. He holds a Series 66 designation and has been with Ameriprise since 2023. Prior to his advisory role, he held positions in various industries including food service and landscaping, and attended the University of Wisconsin Whitewater. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts.

Sally McVey is a Financial Consultant currently working at Fidelity Investments since 2022. She assists clients in managing their wealth by aligning their financial decisions with their personal priorities, focusing on clarity and simplicity. Her approach includes income generation, tax efficient investing, and estate planning considerations to support clients' lifestyles and long-term goals. Prior to her current role, Sally was an Investment Consultant at Fidelity Investments from 2020 to 2022. She has also held positions as an Equity Analyst and Portfolio Manager at Oarsman Capital, Inc. from 2017 to 2020, and as a Financial Advisor at Edward Jones from 2015 to 2017. Outside of her professional work, Sally enjoys family activities, exploring food, solving puzzles, and playing tennis.

Kimberly Coleman is a financial advisor with OSAIC in Milwaukee, WI, holding a Series 66 designation and one year of industry experience. She has previously worked at High Point Capital Group, Inc. since 2017 and at MassMutual from 2015 to 2017. In addition to her advisory role, she serves as Secretary and Treasurer at High Point Capital Group, managing company finances and supporting business strategy and financial controls. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Brandon Hendrickson is a financial advisor at Ameriprise with a Series 66 designation and experience beginning in 2024. Prior to joining Ameriprise, he held positions outside the financial industry, including roles at Cellular Sales of Knoxville Inc., Panera Bread LLC, and Carroll University. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs algorithmic automation alongside research and modeling to generate personalized retirement income plans, serving clients primarily through managed accounts.

Brandon Cintron is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2016. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Brooke Newell is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at Wellspring Personal Financial Services LLC since 2019, where she provides administrative support, and previously held roles at Reis Financial Services and Wells Fargo Advisors Financial Network. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses a variety of analytical tools to assist clients in meeting their goals.

Joel Mayes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked at Primerica since 2004 and was employed by the Waukesha School District from 2015 to 2023. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.

Nathan Fair is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Edward Jones and Hartford Funds Management Company. He is based in Waukesha, WI. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services supported by extensive research and a broad range of portfolio management strategies.