James Longe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at LPL Financial since 2014. Outside of his advisory role, he is involved with Landmark Credit Union as part of their investment-related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Amy Ley is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Woodbury Financial Services Inc, Girard Securities, Inc., Mpc Advisors, LLC, and Matrise, Polzin & Company. Ley is also involved in insurance sales through MPC Insurance Services, LLC and Liberty Insurance Group, Inc., and serves as a shareholder and board member at Midwest Planning Company dba MPC Advisers. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated financial services and utilizes asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

Daniel Bowerman is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Angelo Gonzales is a financial advisor with LPL Financial based in Brookfield, WI, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing. He is also a notary for the State of Nebraska. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and multiple portfolio management approaches.

Sinan Asani is a CFP® and ChFC® with 14 years of industry experience. He is currently affiliated with LPL Financial and previously spent 12 years at Edward Jones. Sinan maintains an additional business entity for non-investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research resources.

Kelli Stuckart is a Series 66 licensed financial advisor with Edward Jones in Waukesha, WI, where she has worked since 2018. She has prior experience with M2K Investments LLC and Melton Investments LLC, and she was involved with Tadpoles for 17 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Michael Poludniak is the Resident Director at Merrill, where he began his career in 2010 focusing on enhancing services and resources for both business and individual clients. Since starting his finance career in 2001, he has provided consultative services centered on 401(k) plans and benefit services. His work includes advising individuals and families on retirement planning and investment management, offering detailed retirement and portfolio analyses along with strategies for social security claiming, income solutions, and long-term care guidance. Michael holds several professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He supports retirement plans through a comprehensive governance service model which involves education, compliance management, and custom plan strategy development for executives and business owners. His clients include both for-profit and not-for-profit organizations. He earned a Bachelor's Degree from the University of Wisconsin System. Michael is actively involved in professional and community organizations such as the Independent Business Association of Wisconsin, where he serves as a Board Member, the Rotary Club of Burlington as a Board Member, and volunteers as a soccer coach for youth leagues.

Matthew Keen is a financial advisor with LPL Financial in Mukwonago, WI, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Generac. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management with access to research, model portfolios, and advanced technologies.

Darryl Witkowski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Tyler Johnson is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2018, and previously at JPMorgan Securities LLC from 2016 to 2018. Outside of his advisory role, he holds a power of attorney position for an entity named M Jo in Mukwonago, Wisconsin. Merrill, together 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, and institutional investors.

Spencer Von Rueden is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Trinity Financial Planning and Empowered Financial Management. Prior to his advisory career, he was involved in the hospitality industry at Crandall's Peruvian Bistro. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

Justin Heim is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he engages with clients through a collaborative planning process to provide guidance on financial decisions and help them gain clarity about their financial lives. Prior to joining Fidelity Investments, Justin worked as a Personal Banker at Wells Fargo from 2022 to 2023. His professional experience has centered around building client relationships and advising on financial matters.

Luis Heredia is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Rafa Nadal Academy and Marquette University. Outside of advising, he serves as an assistant tennis coach at Marquette Tennis facility. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning and asset management through third-party programs and employs a hybrid referral and implementation model to deliver tailored advisory services.

David Wahl is a financial advisor at Ameriprise with 32 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc and BMO Harris Financial Advisors. He serves on the Board of Directors for Share the Gospel, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Kelley Wolff is a CFP®-designated financial advisor at RBC Capital Markets with five years of industry experience. Prior to joining RBC in 2026, Wolff worked at Edward Jones, Robert W Baird, and the Commonwealth Bank of Australia. Wolff also operated Milwaukee Food & City Tours from 2015 to 2017. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs with a range of portfolio management and financial planning services. The firm utilizes both in-house and third-party investment managers and provides options for tax management, rebalancing frequency, and responsible investing.

Laurence Kachel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been associated with Cetera and its affiliates since 2004 and leads Kachel Financial Group since 2012. Outside of advisory services, he serves as chairman of the board for the Greater Whitewater Committee, a nonprofit focused on local business attraction, and holds board roles in education and charitable organizations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party model portfolios, providing a wide range of program structures and investment solutions.

Elijah Crooker is a financial professional with the Series 66 designation and two years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience at Cetera and Teofilo & Company. Outside of his advisory work, he has worked as a sales associate for the Milwaukee Bucks. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of discretionary and non-discretionary strategies across multiple platform arrangements.

Jay Weideman is a financial advisor with Raymond James Financial, holding a Series 63 designation and 22 years of industry experience. He previously worked at Edward Jones from 2003 to 2022 before joining Raymond James in 2022. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as employer advisory programs.

James Sidders III is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Based in Waukesha, WI, he operates within one of the largest wealth management firms. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and committee-driven investment insights.

Constance Carmony is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to develop financial plans.