Jonathan Pultz is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, he worked at BMO Harris Bank and US Bank GFS. Outside of his advisory role, he has part-time employment as a bartender at Malone's on Brady and Harp in Milwaukee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Jay Cunningham is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2021, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Jay worked as a Financial Advisor at Wells Fargo Advisors from 2017 to 2021 and at PNC Investments from 2015 to 2017. He also served as Associate Regional Director at Wells Fargo Advantage Funds between 2013 and 2015. Jay is a CERTIFIED FINANCIAL PLANNER4 professional with 13 years of experience in the financial industry. He emphasizes building trust through personalized financial planning and works closely with clients to develop tailored plans focused on their goals and priorities. Jay and his team provide ongoing guidance and clear communication to help clients navigate financial decisions confidently over the long term. Outside of his professional work, Jay's interests include family activities, football, golf, parenthood, running, and traveling.

James Lemmenes is a financial advisor with Edward Jones in Elm Grove, WI, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a co-owner of a real estate business in Estero, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Eric Leonard is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has prior experience at Edward Jones and roles associated with professional soccer organizations Chicago Fire FC and Forward Madison FC. Charles Schwab serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Keith Sierra is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. Outside of his advisory role, he serves on the boards of the Catholic Community Foundation and Journey House Inc., both nonprofit organizations based in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs and portfolio management services tailored to client risk profiles, using a combination of in-house and third-party investment managers.

Susan Heitman is a financial advisor at UBS Financial Services with 23 years of industry experience. She has worked at UBS since 2019 and previously spent seven years at BMO Harris Financial Advisors. She holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Christopher Weber is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, H. Beck, Inc., Annex Wealth Management, and Pennant Management Inc. Weber is based in Waukesha, WI. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and investment models.

Shawn Zoltak is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Robert W. Baird since 2004. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Tess Glasspool is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2012. Outside of her advisory role, she serves as the treasurer for Cub Scouts Pack 3731 in Appleton, WI. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bruce Ratay is a CFP® and ChFC® with 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, Ratay publishes financial advisor reference guides through Magic Financial Publications and serves as an Assistant Fire Chief at the Elm Grove Fire Department. 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 employs over 14,000 financial advisors and manages approximately $671 billion in assets.

Chas Hartman is a Financial Consultant currently working at Fidelity Investments since 2020. He partners with individuals and families at various stages of their lives to develop plans aimed at achieving their financial goals. His approach involves listening and understanding clients to help build appropriate financial strategies. Prior to his current role, Chas held positions as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020, a Financial Advisor at Northwestern Mutual from 2016 to 2017, and a Financial Advisor at Edward Jones from 2014 to 2016. Throughout his career, he has gained experience in financial consulting and advising. Outside of his professional work, Chas has interests in baseball, fishing, football, golf, soccer, and traveling.

Debra Holewinski is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She worked at Citigroup Global Markets for 26 years before joining Morgan Stanley Smith Barney in 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and integrates diverse investment and planning resources across its broad retail and institutional client base.

Stephanie Friemoth is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones from 2009 to 2023 before joining Raymond James in 2023. Outside of her advisory role, she is a co-owner of a brunch restaurant franchise in Delafield, WI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and investment consulting services supported by a broad range of portfolio management styles and affiliated research.

Randall Benedict is a financial advisor with Ameriprise in Sharon, Wisconsin, holding a Series 66 designation and 21 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of advising, he serves on the Board of Directors for the Community of Christ UMC and assists with dairy farming activities at Davis Dairy Farm. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and a combination of algorithmic and oversight processes.

Katherine Cavanaugh is a Series 66-credentialed financial advisor with Thrivent Investment Management in Waukesha, WI, where she has worked since 2019. She has four years of industry experience and previously worked at Children’s Wisconsin for seven years. Cavanaugh serves on the board of Family Voices of Wisconsin, a nonprofit supporting families of children with special health care needs through education and advocacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping services separate.

William Hienz Jr. is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Robert W. Baird & Company since 2000. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies and overlay services.

Stephen Sliwa is a Financial Consultant currently working at Fidelity Investments since 2023. He has held multiple roles in the financial services industry, including positions as a Financial Consultant at E*TRADE from 2022 to 2023, an Investment Consultant at Charles Schwab in 2022, and a Financial Solutions Advisor at Bank of America-Merrill from 2018 to 2022. Stephen focuses on building trust with clients by understanding their unique financial situations and co-creating financial plans that align with their personal and financial goals. He emphasizes financial education and guidance to help clients develop, implement, and maintain plans that instill confidence. Outside of his professional responsibilities, Stephen has interests in concerts, fitness, music, pets, reading, and yoga.

Jamie Spindler is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, following five years at Sii Investments, Inc. Spindler also serves as a successor trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios and third-party subadvisors, supported by technology tools to assist advisors.

Lucas Plese is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. 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 provides both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Drew Schwartz is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities. Outside of his advisory roles, he has experience in the fitness and delivery sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.