Nicolas Miselem is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Waukesha School District, and FedEx Express. Outside of his advisory role, he is a musician who writes, records, and mixes electronic music released on streaming platforms. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and annual advice focused on income stability and tax strategies.

Steven Sensiba is a financial advisor with OSAIC based in Brookfield, WI, holding a Series 63 designation and bringing 35 years of industry experience. His career includes roles at Securities America Advisors and CRG Financial Services, Inc. Outside of advisory work, he has been involved in insurance sales since 1990. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of asset types and management options.

Brett Schaumberg is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and managed-account services separate.

Conner Crawford is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in New Berlin, WI. He has eight years of industry experience, including prior roles at UW-Whitewater and The Sprinkler Company. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Nicholas Webster is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at City National Bank since 2019 and with RBC Capital Markets since 2008. Outside of his advisory role, he is a hands-off owner of a residential rental property managed by a family member. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management, financial planning, and brokerage services through a range of advisory programs that utilize both in-house and third-party investment managers.

Michael Meyer is a Financial Advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Meyer serves as the Investment Committee Chair for the Wisconsin Lutheran High School Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based planning across various financial topics without managing assets directly under this service. The firm combines planning with managed-account options through its “WealthPlan” program while maintaining separate planning and investment management services.

Brian Stray is a financial advisor with Thrivent Investment Management in Waukesha, WI. He holds a Series 66 designation and has 19 years of industry experience, all with Thrivent Financial for Lutherans and its investment management division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning on a broad range of topics, delivering these services separately from managed-account programs.

Lloyd Frick Jr. is a financial advisor at Stifel with 17 years of industry experience. He holds Series 65 and Series 63 designations and worked previously at Kevin Bay Investments, LLC for 10 years before joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

Lori Baneck is a financial advisor with Osaic Wealth, Inc. in Brookfield, Wisconsin, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Woodbury Financial Services Inc and Girard Securities, Inc., among other firms. In addition to her advisory role, she is a notary and holds a position as an insurance advisor specializing in fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a variety of investment tools and third-party platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jacob Dziubek is a financial advisor with LPL Financial who holds a Series 66 credential and has three years of industry experience. He previously worked at Ameriprise for four years and has engaged in community involvement through Whitnall Park Lutheran Church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a wide range of advisory and brokerage services.

Elodie Johnson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior experience includes roles at Northwestern Mutual and several independent advisors before joining Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisor services and SIMPLE IRA Employer Advisory programs.

Gregory Dorf is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Equitable Advisors since 2018, following previous roles at Axa Advisors and Wintrust Commercial Banking. Outside of finance, he is involved in several business activities including music performance, operating a coffee resale business, handyman and house painting services, and hosting on Airbnb. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Miracle Hexom is a CFP® professional with 13 years of industry experience. He has been with Cetera and its related entities since 2012 and also works with Waukesha State Bank. Hexom engages in the sale of fixed insurance products through the bank’s insurance agency. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options across discretionary and non-discretionary programs.

Jay Schwab is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Northwestern Mutual and H. Beck, Inc. Schwab serves on the board of the Hales Corners Lutheran Church Foundation, participating in quarterly meetings and community events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations covering a broad range of financial topics. The firm separates planning from managed account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Bernard Lynn is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at BMO Harris and BMO Harris Financial Advisors prior to joining LPL Financial in 2021. 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 investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Katie Wilm is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. She has less than one year of industry experience and previously worked in education and hospitality roles, including positions with Teacher's On Call and multiple school districts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority or institutional portfolio management.

Henry Otten is a financial advisor with Stifel in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee for the Knights of Columbus Council 4648 in Brookfield, where he supervises the council’s financial activities and participates in community charitable events. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Sara Pitcel is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. She holds a Series 66 designation and is based in Waukesha, WI. 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 employs structured planning tools supported by its Global Investment Committee.

Rezart Ismolli is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Benjamin Smith is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC for 16 years. Smith is also involved with LB Financial Corp., which offers health insurance and Medicare-related plans. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm provides financial planning, model portfolios, third-party asset management, and access to various brokerage and insurance products through an integrated platform.