Matthew Lynch is a financial advisor with RBC Capital Markets in Delafield, WI, holding the ChFC® and Series 63 designations and bringing seven years of industry experience. His prior roles include positions at Pacer Financial, Inc. and Jackson National Life Distributors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s advisory risk profile.

Nolan Rux is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has previously worked at Pruco Securities LLC and Cintas Corporation. 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 allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while keeping the services separate.

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.

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.

Jordan Hopp is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at SII Investments, Inc. for five years before joining LPL Financial in 2018. Outside of advising, Hopp is employed as a carpenter with Ironwood Builders in Waukesha, WI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Brandon Cintron is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 credential and 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

August Fuiten is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior experience at University of Wisconsin - La Crosse and Wipfli Financial Advisors. Outside of his advisory role, he is involved with BA Superstructure, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

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.

Jeffrey Ehrhardt is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios delivered to intermediary platforms.

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.

Bridget Lee is a CFP® professional with 15 years of industry experience, currently advising at Charles Schwab in Brookfield, WI. Her prior work includes roles at Baird and RBC Capital Markets. Outside of finance, she owns a home bakery business called Bridget’s Mobile Bakery. Charles Schwab serves a large client base of 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 solutions supported by integrated custody, brokerage, and research capabilities.

Robert Di Donato II is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Paul Coldagelli is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 license and has 33 years of industry experience. His prior work includes a role as an agent for Banner Life Insurance Company from 2014 to 2017. Coldagelli is also the owner of Wellspring Personal Financial Services LLC, a support business based in Brookfield, WI. 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 non-discretionary planning tailored to client goals and supports institutional consulting and portfolio management across a large network of advisors.

Cristina Vasquez is a Financial Consultant at Fidelity Investments, where she has been serving since 2021. Prior to this role, she held positions at Fidelity Investments as an Investment Consultant from 2020 to 2021 and as a Financial Representative from 2019 to 2020. Her experience also includes roles at Heck Capital Advisors as a Financial Planning Client Relationship Associate from 2018 to 2019, and at Northwestern Mutual, where she worked as an Associate Portfolio Manager in 2017, Portfolio Management Consultant in 2017, and Senior Portfolio Specialist from 2014 to 2017. Cristina is a CERTIFIED FINANCIAL PLANNER™ and focuses on helping clients make confident, informed decisions by co-creating personalized financial plans that begin with understanding their goals, priorities, and values.

Jacalyn Brown is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 33 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she is a co-owner of a family rental property in Tomahawk, 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Amanda Carlson is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Empower Retirement, Cross Country Mortgage, and Quicken Loans. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and utilizes firm-approved planning tools such as Secular Return Estimates and Monte Carlo simulations.

Debrah Oelke is a financial advisor with Ameriprise in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has worked at Ameriprise since 2017, following a nine-year tenure at UBS Financial Services. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, delivering written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad array of advisory, brokerage, and insurance solutions through its affiliated entities.

Erika Milosevich is a financial advisor at Cetera with Series 63 and Series 65 credentials and 32 years of industry experience. She has been with Cetera Investment Services LLC since 2004 and Northshore Bank since 2000. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and investment options.

Michael Villanueva is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked at the Federal Deposit Insurance Corporation. Outside of finance, he has experience in education, including roles at the University of Wisconsin - Milwaukee and local schools. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing tailored consulting and portfolio management services across a range of investment strategies.