Gregory Buxa is a Series 66-licensed financial advisor with 13 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management in Oconomowoc, WI. He has maintained a condo used to support his mother-in-law, reflecting involvement in family-related activities outside his advisory role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Ann Di Donato is a financial advisor with Ameriprise in Hartland, WI, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized recommendations through a centralized consulting team.

Darin Dequardo is a financial advisor with LPL Financial in Wauwatosa, WI, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior roles include working at G2 Insurance Services, Ohio National Financial Services, and THE O.N. Equity Sales Company. Outside of advising, he operates Dequardo Insurance Services, focusing on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Daniel Mares is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at BMO Bank, N.A. for six years and held positions at Local Job Network and Chase Bank, N.A. He serves as a board member of the Riverview Pointe Home Owners Association, overseeing monthly operations and contract negotiations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary advisory solutions under a fiduciary standard.

James Hyndman IV is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc., Packerland Brokerage Services, Inc., and New England Securities. Outside of his advisory role, he has operated as a financial aid consultant through Iron Board Financial LLC and worked as an Uber driver. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, leveraging both proprietary research and technology to support its network of over 22,800 advisors.

Nicholas Larson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has over 21 years of experience in the financial industry, including previous roles as a Senior Financial Consultant at Wells Fargo Funds Distributor from 2005 to 2010, and as a Financial Consultant at Strong Investments from 2004 to 2005. As a Certified Financial Planner, Nicholas partners with clients to develop customized financial plans that start with setting goals and evaluating risks. He emphasizes adjusting these plans over time to help clients work toward their full financial potential. He prioritizes building trust through honesty, integrity, and transparency to become his clients' most trusted advisor. Outside of his professional work, Nicholas enjoys a variety of personal interests including family activities, fishing, golfing, outdoor adventures, traveling, and exploring food.

Laura Wilcox is a CFP® professional with 29 years of experience in financial advising. She is currently affiliated with Cambridge Investment Research Advisors and has held roles at the Financial Planning Center for Women since 2020 and Wilcox Financial Advisors from 2008 to 2019. Wilcox is involved in pro bono community education, providing financial coaching and education to civic groups without compensation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements.

Joshua Pullmann is a Series 66 licensed advisor with LPL Enterprise who has three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as nearly two decades at Panera Bread. Outside of his advisory work, he is involved in the sale of fixed life insurance products through Prudential. LPL Enterprise, LLC offers 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’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it provides financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tiana Henika is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James since 2015 and is also involved with Slinger Speedway. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Ryan Schneider is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. from 2006 to 2023 and BMO Bank since 2023. 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 and access to model portfolios and third-party asset management.

David Hansen is a financial advisor with Osaic, holding Series 66 and Series 63 credentials and seven years of industry experience. Prior to joining Osaic in 2024, he worked for Woodbury Financial Services Inc for six years. He also owns HD Financial Services LLC, a tax and accounting practice. Osaic Wealth, Inc. serves retail and institutional clients through a broad network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Jacob Rams is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to UBS, he was employed at Bank Five Nine and has experience in education with the Oconomowoc School District as well as a brief tenure at Nike. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nathan Kamprath is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Thrivent Financial and WaterStone Bank. Outside of his advisory work, he owns and manages Kamprath Coins, Gems, and Collectibles LLC, where he creates custom jewelry, buys and sells coins, and restores antiques. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Savelkoul is a financial advisor with Edward Jones in Brookfield, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Samuel Peters is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held various roles across several industries, including positions at Fontana Sports and Lifetime Fitness Club. He also has experience working in university settings and part-time roles in service and retail sectors. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and asset management services. The firm’s financial planning process utilizes structured discovery tools and modeling techniques but generally does not include individual security recommendations within standalone planning programs.

Connor Fixel is a financial advisor with Osaic Wealth, Inc. in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at SagePoint Financial and High Point Capital, as well as experience in tax preparation through a separate financial services firm. Osaic Wealth serves a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios with various asset classes on discretionary or non-discretionary terms.

Tyler Sass is a financial advisor at LPL Financial in Germantown, WI, with nine years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role, he has worked at several firms including WaterStone Bank and Associated Investment Services, Inc. Outside of his advisory work, he operates a Twitch streaming channel focused on video games. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both proprietary research and advanced operational tools.

John Hutchinson is a financial advisor at OSAIC with 34 years of industry experience. He previously worked at Woodbury Financial Services, LPL Financial, and First Midwest Bank. Hutchinson also holds Series 63 and Series 66 credentials and is active as an insurance agent assisting clients with life, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment options and uses firm-provided tools such as asset-allocation models and automated rebalancing to manage client portfolios.

Joseph Poletti is a financial advisor at Wells Fargo Clearing in Waukesha, WI, holding a Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michael Mustas is a financial advisor with Edward Jones in Delafield, WI, holding a Series 63 designation and 36 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory role, he is a managing partner at GreenSide Property Development, LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.