Tracy Dallen is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 63 designation and bringing 26 years of industry experience. Dallen has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of advising, Dallen owns Vetric Enterprises, LLC, a holding company for sport horses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Caitlyn Creed is a financial advisor at Wells Fargo Advisors in Waukesha, WI, with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Waddell & Reed. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options and investment solutions.

Jake Balistreri is a financial advisor at OSAIC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms, including SagePoint Financial Inc. and Steve Koch. Outside of his advisory role, he serves as a health care power of attorney for a family member. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment process incorporating asset allocation and portfolio optimization, offering a wide range of advisory and brokerage services through a multi-advisor platform.

Caleb Schmidt is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Eaton Corporation. Outside of his advisory role, Schmidt is employed as a cashier at Kwik Trip. 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, model portfolios, third-party asset management, and institutional platforms.

Alicia Albarran is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has eight years of industry experience. Her work history includes roles at Waukesha State Bank and affiliated entities since 2014. She is also involved in the sale of fixed insurance products through Waukesha State Bank’s insurance agency and provides occasional referrals to Prairie Trust/Waukesha State Bank Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports varied investment strategies and holds over $256 billion in assets under management.

Jacob Augustine is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Augustine Financial. Prior to his financial career, he was involved in academic and religious institutions, including teaching roles and church service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options supported by technology and a large network of advisors.

Kevin Cosentino is a financial advisor with Equitable Advisors in Hartland, WI, holding a Series 66 designation and 22 years of industry experience. He has worked with Equitable Advisors since 2003, including its predecessor Axa Advisors from 2004 to 2020. Outside of his advisory role, he operates a business under the name Cosentino Financial Group, Ltd. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management through a broad network of Investment Adviser Representatives and relies heavily on third-party program sponsors and asset managers for implementation.

Michael Russo Jr. is a financial advisor with Mass Mutual Investors Services in Wauwatosa, WI, holding Series 63 and Series 65 licenses and with 38 years of industry experience. His career includes nearly three decades at Metlife Securities Inc. before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also works as an independent insurance agent selling disability, life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, with a focus on collaborative annual planning relationships and event-driven services such as divorce and estate settlement planning.

James Kieckhaefer is a financial advisor with RBC Capital Markets in Delafield, WI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at City National Bank and Wells Fargo Clearing. He serves as co-trustee for his mother in a personal fiduciary capacity. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Suzanne Rinelli is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets and its affiliated entities since 2008. Outside of her advisory role, she is actively involved as the owner and contact for SBR Management LLC, which manages an apartment building. 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 with customized portfolio management and financial planning services tailored to each client’s risk profile.

Anna Hackbarth is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2024, she worked at Woodbury Financial Services and MPC Advisers. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm uses a model-based investment process with a variety of program options and is notable for its scale, complex affiliate network, and recent industry consolidation.

Kenneth Wolfe is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Raymond James since 2002 and also serves as an instructor. Wolfe offers disability and non-variable life insurance products tailored to physician clients through his insurance brokerage. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting.

Danielle Pfeifer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with Equitable Advisors since 2012, including during its time as AXA Advisors. Outside of her advisory role, she is involved as an administrator or executor of estates and trusts and operates Pfeifer and Reinhart, LLC, doing business as Lake Financial Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs implemented through Investment Adviser Representatives and third-party sponsors, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Coloso is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 42 years of industry experience. His career includes roles at First Allied Advisory Services and First Allied Securities, as well as managing his own firm, John Coloso Investments, since 2002. Outside of his advisory work, he serves as a trustee for a supplemental trust and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a diverse clientele, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers to provide discretionary and non-discretionary investment services.

Vanessa Welter is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she currently works as a sales associate at Walgreens. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and insurance products.

Christopher Czarnecki is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 credential and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with 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 that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Paul Broesch is a Series 66-licensed financial advisor with Ameriprise in Waukesha, Wisconsin, and has 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory work, he is co-owner of Broesch & Co., S.C., a tax preparation firm, and serves as Financial Secretary on the Board of Directors for Grace Bible Fellowship of West Bend. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written reports and ongoing retirement-income planning advice focused on tax-aware withdrawal strategies and dependable income sources.

Jonathan Ewart is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial and IAG Wealth Partners, LLC. Ewart provides administrative support to IAG Wealth Partners, an independent investment advisor firm. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of managed account programs and third-party manager options.

Matthew Winters is a financial advisor at Wells Fargo Advisors in Pewaukee, WI, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2021. Prior to his current role, he was involved with the Potawatomi Area Council Boy Scouts of America for eleven years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold and integrates advisory services with various financial product offerings.

Donna Nagel is a financial advisor with LPL Financial in Germantown, WI, holding Series 63 and Series 65 credentials with 27 years of industry experience. Her prior work includes roles at Transamerica Financial Advisors, Liberty Tax Services, Aflac, Highland Capital Brokerage, National Guardian Life Insurance, and World Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.