Richard Shelton is a financial advisor with Primerica Advisors in Waukesha, Wisconsin, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at PFS Investments Inc., LA Fitness, Primerica Financial Services, and STATS Perform. Outside of financial advising, he works as a personal trainer for Vip Fitness LLC and has experience in sports data operations with STATS Perform. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, with trade execution and custodial support provided through BNY Mellon Advisors and Pershing.

Sarah Zirbel Nowak is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Amanda Manske is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Cetera and has a background that includes roles at First Allied Advisory Services and Prime Financial Advisors. In addition to her advisory work, she provides non-CPA accounting and tax preparation services and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm that offers financial planning, portfolio management, and retirement services to a wide range of clients including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform with access to affiliated and third-party managers, supporting various portfolio strategies and program structures.

Daniel Dettlaff is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and 35 years of industry experience. He has worked at firms including Guardian Life and MassMutual Life Insurance Company, and he is the owner and president of Dettlaff & Company, Inc., which focuses on writing insurance products. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing financial planning through collaborative, client-specific analyses and offers a range of asset management, wrap, and educational services.

Aaron Berglin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing client strategies in estate planning services, insurance leverage and risk management, and lending. Aaron works closely with clients' accounting and legal professionals to coordinate comprehensive strategies and serves on his team’s planning guidance, investment strategy, business development, and leadership committees. Aaron earned a Bachelor of Science degree in Mathematics from the United States Naval Academy and holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation. He maintains multiple FINRA registrations including Series 7, 66, 9, 10, 24, and 31, and holds a Wisconsin State insurance license for life and health. Before entering financial services in 2001, Aaron served in the naval aviation community following his graduation. Outside of his professional career, Aaron enjoys adventure sports, baseball, biking, boating, camping, football, hiking, hunting, running, and spending time with his family.

Kyle Kraninger is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He partners with clients to identify their personal and financial priorities and co-creates customized financial plans tailored to their unique situations. Kyle emphasizes building lifelong relationships with clients and their families. He has been with Fidelity Investments since 2022, serving in various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. His progressive experience at Fidelity reflects his thorough understanding of financial planning and investment consulting. Kyle holds an Arkansas Insurance License. Outside of his professional role, he enjoys cooking and baking, playing golf, spending time at the lake, watching movies, and traveling.

Zach Lindsley is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 66 designation and previously worked at US Bank and Bank Five Nine. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and uses a range of investment strategies tailored to client goals and risk tolerances.

Robert Leibham is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been associated with LPL Financial since 2018 and has worked at Johnson Bank since 2002, alongside a prior tenure at INVEST Financial Corporation from 2002 to 2018. In addition to his advisory role, he receives referral compensation from Johnson Financial Group’s Trust Department. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, combining proprietary research and third-party models with discretionary and non-discretionary management approaches.

Martina Stenfors is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to this, she worked at Manna Inc/Chili's for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Alyssa Pochert is a financial advisor with Merrill in Waukesha, WI, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2014. Outside of her advisory work, Alyssa manages a side business, Alyssa Pochert Photography LLC, where she provides photography services for individuals, families, couples, and weddings. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicholas Clemence is a financial advisor with Ameriprise in Waukesha, WI, holding CFP®, Series 65, and Series 63 credentials and has 10 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also a member of NLC Industries, LLC, which invested in a private placement. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Lori Gervais is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She has been with Robert W. Baird since 2002 and holds a Series 66 designation. Outside of her advisory role, she is an author of a finance-related book. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing customized consulting and portfolio management services. The team employs a range of investment strategies including traditional and non-traditional allocations, with options for discretionary and non-discretionary management.

Jenna Beaver is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and three years of industry experience. She previously worked at WHR Group, Inc. for ten years before joining Robert W. Baird & Co. in 2021. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Michelle Anderson is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brady Endl is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and its investment management division since 2014. 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 that can be combined with managed-account services under a consolidated billing option called “WealthPlan,” focusing on planning without discretionary trading authority.

Scott Keith is a financial advisor at Robert W. Baird & Co. with 36 years of industry experience. He has been with Robert W. Baird since 2003 and holds a Series 63 designation. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, using a range of traditional and complex investment strategies.

Taylor Hoskins is a financial advisor at OSAIC with 12 years of industry experience and holds a Series 66 designation. He has previously worked at High Point Capital Group, Inc., Sagepoint Financial, Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. In addition to his advisory role, Hoskins is involved in selling life insurance and Medicare plans through Crump. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage and investment advisory services supported by asset-allocation tools, risk-tolerance assessments, and access to multiple third-party money managers and managed-account solutions.

Tyler Schaller is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, Inc., JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. Outside of advising, he occasionally works as a driver for Lyft. 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.

Manohar Khatri is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab and Charles Schwab Bank since 2022, following a 12-year tenure at TD Ameritrade. Charles Schwab & Co., Inc. serves 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Thomas Mayer is a financial advisor with Mass Mutual Investors Services in Glendale, WI, holding a Series 63 designation and 51 years of industry experience. He has been with Mass Mutual Investors Services since 1982 and with MassMutual Life Insurance Company since 1972. Outside of his advisory role, he is involved as an officer in a family farm and a member of a property rental business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual financial planning engagements using firm-approved analytical tools.