Lindsey Kreske is a CFP® professional with 21 years of industry experience, currently serving at LPL Financial since 2023. Prior to this, she spent 18 years at Ameriprise Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment approaches through a large network of investment adviser representatives.

Bryan Donovan is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with Financial Consultants and clients to create detailed roadmaps tailored to clients' visions for future retirement and their unique financial needs. He works collaboratively to navigate clients' financial futures, connecting them with Fidelity Investments' resources. Bryan's experience at Fidelity Investments includes roles as a Relationship Manager from 2020 to 2021 and as a Financial Representative from 2018 to 2020. Through these positions, he has developed expertise in financial planning and client relationship management. Outside of his professional responsibilities, Bryan has interests in comedy, concerts, fitness, music, pets, and reading.

Joseph Schmidt is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes multiple roles at Hillsdale College and other organizations in varied fields before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs, and holds distinctive registrations and advisory roles uncommon among large institutional peers.

Terrill Jannsen is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera. His career includes roles at Avantax and 1st Global Advisors, among others. He also provides consulting services focused on team development. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

David Price is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He previously worked at Russell Financial Services for 13 years and Allspring Funds Management, LLC for four years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Antony Close is a financial advisor at Stifel with 21 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Gregory Thomson is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He has been with Robert Baird since 1994 and holds Series 63 and Series 65 licenses. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, wrap programs, and custody and brokerage services.

Thomas Bagin is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously operated Bagin Music, LLC, providing DJ and audio services. His prior work includes service with the Village of Hartland Police Department and the City of Hartford Police Department. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across various fund structures.

Kristopher Marlis is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, with a brief period at Wells Fargo Clearing Services, LLC. Outside of his advisory role, he owns and manages a rental property in Hartland, Wisconsin. Merrill, along 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Andrew Martineau is a Financial Consultant at Fidelity Investments, where he is part of the Wealth Management team. He focuses on creating personalized and holistic financial plans to help clients strive towards their goals. Andrew holds the Certified Financial Planner™ designation. His professional experience includes roles such as Vice President and Financial Consultant at Charles Schwab from 2021 to 2023, Investment Consultant at TD Ameritrade from 2020 to 2021, and Investment Specialist at Merrill from 2019 to 2020. Through these positions, he has developed expertise in financial planning and investment consulting. Outside of work, Andrew is an avid outdoorsman who enjoys boating, fishing, golfing, football, and traveling.

Jaime Corcoran is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at UBS since 2007, with a two-year period at Morgan Stanley from 2017 to 2019. Outside of his advisory role, he is a proprietor involved in real estate through ownership and maintenance of residential properties. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, incorporating proprietary research and model-based asset allocations. The firm combines wealth management with institutional trading capabilities and provides diversified financial services including custody, underwriting, and securities-backed lending.

Samuel Giordano III is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Royal Alliance Associates, Inc. and Signator Investors, Inc. He is also a commissioned Notary Public in Wisconsin. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a broad range of portfolio management options, utilizing asset-allocation tools and third-party platforms.

Daniel Geigler is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and currently serves in the Morgan Stanley Private Bank, National Association. Outside of his advisory role, Geigler is an adjunct instructor teaching risk management at Marquette University and the Milwaukee School of Engineering, and he serves on the Finance Committee of the Ronald McDonald House Charities of Eastern Wisconsin. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and sophisticated investment strategies.

Nicholas Wilsens is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 66 designation and 20 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Elizabeth Baird is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding a Series 66 designation and six years of industry experience. She joined Baird in 2020 after working at Marquette University and the YMCA of Greater Waukesha County. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing a combination of manager-traded and model-traded strategies as well as internal research tools in client advisory.

Edwin Wincek is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His outside business activities include serving as an agent for a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to third-party asset managers and insurance products through affiliated entities.

Kathryn Braun is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Justin Delwiche is a Financial Consultant currently working with Fidelity Investments, a position he has held since 2021. He focuses on partnering with clients to understand their short- and long-term financial goals and to develop customized financial plans that meet their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining a foundation of trust, reliability, and competency. Justin has extensive experience in the financial services industry. Prior to his current role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021. Before joining Fidelity, he worked at Ameriprise Financial Services, LLC, where he was a Financial Advisor from 2015 to 2020 and a Paraplanner from 2013 to 2015. Outside of his professional life, Justin enjoys boating, fishing, fitness, football, and outdoor adventures.

Angela Johnson is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following a year at B.C. Ziegler and Company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance that clients use to make informed decisions.

Nicholas Lenski is a financial advisor with Ameriprise in Oconomowoc, WI, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services INC, SII Investments, Inc, and BeneVest. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.