James Alioto is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously spent three years with Wells Fargo Clearing. Raymond James & Associates is a large, dually registered 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 a range of financial planning, investment consulting, and municipal advisory services.

Matthew Malvitz is a financial advisor with LPL Financial in Elkhorn, WI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Edward Jones and Northwestern Mutual. Outside of advising, he has operated Mattys Golf Club Repair LLC since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolios, supported by extensive technology and a broad network of over 22,800 advisors.

Mary Pelkofer is a financial advisor with Thrivent Investment Management in Muskego, Wisconsin, holding a Series 66 license and six years with Thrivent after prior experience at Northwestern Mutual. She has over eleven years working with Spahn Executive Search and serves as president of Parks Edge Preschool, where she oversees board meetings and supports operational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses and planning without implementation, delivered through a large network of advisors with periodic plan reviews.

Ronald Knaflic is a CFP® certificant and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010, based in Waterford, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Todd Sprecher is a CFP® credentialed financial advisor with 30 years of industry experience. He is currently with LPL Financial and has previously worked at firms including BMO Harris Financial Advisors, Chase Investment Services Corp., and Banc One Securities Corporation. Sprecher also has ongoing roles with M&I Trust, M&I Insurance Services, and M&I Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice implemented through various strategies and supported by proprietary research and technology tools.

Steven Winter is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Kathleen Langston Forbes is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Callahan Tully is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2021, following prior roles at Equitable Advisors and positions with the City of Burlington and the University of Wisconsin-La Crosse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Alan Barnes is a Certified Financial Planner® with 28 years of industry experience. He is currently with LPL Financial and also has a role at Landmark Credit Union. His prior work includes positions at CUNA Brokerage Services and Cuso Financial Services. 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, model portfolios, third-party asset management, and institutional platforms.

Julie Brandt is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including U.S. Bancorp Investments, Global View Capital Management, Northwestern Mutual Investment Management, Merrill, and Red Granite Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a tailored approach based on clients’ Advisory Risk Profiles and a mix of internal and external investment managers.

Jeffrey Rotfeld is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jessica Ebler is a financial advisor with Thrivent Investment Management in Muskego, Wisconsin. She holds a Series 66 designation and has six years of industry experience. Prior to joining Thrivent, she worked at The Design Coach from 2016 to 2018. 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 planning across a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Susy Suarez Lemcke is a CFP® professional with 12 years of industry experience, currently working at Edward Jones since 2014. She holds the Series 66 designation and is based in Waukesha, WI. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Dearing is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Grove Point Investments, Grove Point Advisors, Elmbrook Associates, H. Beck, Inc., and Johnson Controls. 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 broad range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and operational tools.

Conner Beres is a financial advisor with Raymond James Financial in Waukesha, WI. He holds Series 63 and Series 65 licenses and has been active in the industry since 2023. His prior experience includes roles at The Legend at Brandybrook and Equitable Advisors LLC, as well as employment outside the financial sector. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

Gregory Pfaff is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 63 designation and 35 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Mark Sexton is a financial advisor with Ameriprise in Hartland, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations, supported by algorithmic tools and oversight committees.

Lauren Crawford is a financial advisor at Osaic with four years of industry experience. She holds the Series 66 credential and previously worked at Woodbury Financial Services and MPC Advisers. Her background includes roles outside of finance, such as positions at Truck Toyz and Goodwill Industries. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

Bradley Baldridge is a CFP® professional with 32 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2011 and previously was with Securities America Advisors. He is engaged in college funding counseling and consulting through several related ventures he owns. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Samuel Zabkowicz is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Drake & Associates, and U.S. Bancorp Investments. In addition to his advisory role, he is involved in servicing and selling individual health insurance. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.