John Henningfield is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including over 20 years with Cetera Investment Services and more than two decades at The Equitable Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

Brandon Andreasen is a financial advisor with Ameriprise who holds a Series 66 designation and has nine years of industry experience. He has been with Ameriprise Financial Services since 2016. Andreasen serves on the Board of Directors for the Zoological Society of Milwaukee Associate Board. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing annual advice.

Paul Schuelke is a financial advisor with Ameriprise in Brookfield, WI, holding Series 66 and Series 63 registrations and having eight years of industry experience. His prior roles include positions at Intrua Financial, LPL Financial, Northwestern Mutual Wealth Management Company, and other firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice, utilizing a combination of investment research, third-party data, and algorithmic tools.

Michael Groeschl is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2004. In this capacity, he leads, manages, and coaches a team of professionals dedicated to partnering with clients to develop financial plans aimed at achieving their goals. He emphasizes servant leadership as a guiding principle in supporting and motivating his team of investment professionals. Prior to his current position, Michael served as an Investor Center Manager at Strong Investments from 1993 to 2004. His career reflects a long-standing commitment to financial advising and leadership within the investment industry. Outside of his professional responsibilities, Michael has personal interests in baseball and movies.

John Dunn is a financial advisor at RBC Capital Markets with Series 66 registration and three years of industry experience. His prior roles include work at Vrakas CPAs + Advisors and employment unrelated to finance, such as at Oscar's Frozen Custard. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ advisory risk profiles.

Heather Terpstra is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Robert W. Baird, Inc. for nine years and North Shore Bank for three years. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized operational and custodial services.

Samuel Erickson is a financial advisor with LPL Financial in Brookfield, WI, holding a Series 66 credential and three years of industry experience. His prior roles include positions at BMO Harris Bank and Eagle Strategies (NY Life). Erickson has also worked in education and community organizations earlier in his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services supported by a large network of advisors and a diverse platform including model portfolios, third-party asset management, and institutional programs.

Tom Lucash is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. With 23 years of industry experience, he collaborates closely with clients to understand their financial goals and aspirations. Tom focuses on developing customized financial plans that emphasize flexibility, comfort, and sustainability. Before joining Fidelity Investments, Tom worked as an Investment Solutions Consultant at New York Life Insurance Company from 2005 to 2018. He also served as a Financial Advisor at Morgan Stanley from 2003 to 2004. Outside of his professional role, Tom engages in family activities and pursues interests including fitness, golf, hiking, caring for pets, and reading.

Carissa Donath is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at LPL Financial since 2021 and has been with BMO Bank NA since 2007. Located in Germantown, WI, her career includes extensive experience with both institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and significant discretionary assets under management.

Jeremy Lancour is a financial advisor with LPL Financial in Brookfield, WI, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Augustine Financial, Commonwealth Financial Network, Storm Fischer Investment Group, and PNC Bank. Lancour is also involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, utilizing model portfolios, subadvisors, and customized strategies.

Timothy Prevo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent a decade with Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable investment menu that includes insurance-related vehicles and bank deposit sweep options.

Steven Luterbach is a financial advisor with Stifel in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at B. C. Ziegler and Company from 2010 to 2018 before joining Stifel. He serves on the advisory board for the UW-Whitewater Finance and Business Law Department, providing feedback on student presentations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Gregory Buxa is a Series 66-licensed financial advisor with 13 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management in Oconomowoc, WI. He has maintained a condo used to support his mother-in-law, reflecting involvement in family-related activities outside his advisory role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Ann Di Donato is a financial advisor with Ameriprise in Hartland, WI, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset 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, delivering personalized recommendations through a centralized consulting team.

Darin Dequardo is a financial advisor with LPL Financial based in Brookfield, WI, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior work includes roles at G2 Insurance Services, Ohio National Financial Services, and THE O.N. Equity Sales Company. Outside of his advisory work, he is involved with Dequardo Insurance Services, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, leveraging both proprietary and third-party strategies across advisory platforms.

Nicholas Larson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has over 21 years of experience in the financial industry, including previous roles as a Senior Financial Consultant at Wells Fargo Funds Distributor from 2005 to 2010, and as a Financial Consultant at Strong Investments from 2004 to 2005. As a Certified Financial Planner, Nicholas partners with clients to develop customized financial plans that start with setting goals and evaluating risks. He emphasizes adjusting these plans over time to help clients work toward their full financial potential. He prioritizes building trust through honesty, integrity, and transparency to become his clients' most trusted advisor. Outside of his professional work, Nicholas enjoys a variety of personal interests including family activities, fishing, golfing, outdoor adventures, traveling, and exploring food.

Joshua Pullmann is a Series 66 licensed advisor with LPL Enterprise who has three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as nearly two decades at Panera Bread. Outside of his advisory work, he is involved in the sale of fixed life insurance products through Prudential. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it provides financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tiana Henika is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James since 2015 and is also involved with Slinger Speedway. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Ryan Schneider is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. from 2006 to 2023 and BMO Bank since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Lisa Becker is a financial advisor with Edward Jones in Germantown, WI, holding a Series 66 designation and 22 years of experience at the firm. She has worked exclusively at Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.