Carissa Donath is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at BMO Bank NA, where she has been employed for 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Timothy Prevo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent a decade with Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable investment menu that includes insurance-related vehicles and bank deposit sweep options.

Steven Luterbach is a financial advisor with Stifel in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at B. C. Ziegler and Company from 2010 to 2018 before joining Stifel. He serves on the advisory board for the UW-Whitewater Finance and Business Law Department, providing feedback on student presentations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

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, holding Series 65 and Series 63 licenses and seven years of industry experience. He previously worked at G2 Insurance Services, Inc and Ohio National Financial Services and has a long tenure with THE O.N. Equity Sales Company. Outside of his advisory role, he is involved with Dequardo Insurance Services, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of advisers, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

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.

Sean Fahey is a financial advisor with LPL Financial, holding the Series 63, 65, and 66 designations and over 34 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Investment Centers of America. Fahey also works as an independent insurance agent for multiple insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisers, offering a range of advisory programs, financial planning, and brokerage services.

Joshua Pullmann is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He has worked at LPL Enterprise since 2024 and previously at The Prudential Insurance Company of America. Outside of his advisory role, he is involved in the sale of fixed life insurance products through Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutions, providing financial planning, advisory, and brokerage services. The firm uses an integrated platform that combines investment adviser programs with sales of financial products including insurance, and offers access to model portfolios and third-party asset managers.

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 in Hartland, WI, holding a Series 66 designation and 21 years of industry experience. His prior roles include 17 years at Ameriprise Financial Services and three years at BMO Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Steven Clasen is a financial advisor with Thrivent Investment Management in Cedarburg, WI, holding Series 63 and Series 66 registrations. He has 21 years of industry experience and has worked with Thrivent since 2004. Outside of his advisory role, he serves as School Ministry Chair for Morning Star Lutheran School in Jackson, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across a wide range of financial topics. The firm offers planning separately from managed accounts and does not accept discretionary trading authority for its planning services.

Lisa Becker is a financial advisor with Edward Jones in Germantown, WI, holding a Series 66 designation and 22 years of experience at the firm. She has worked exclusively at Edward Jones since 2004. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 with J.P. Morgan Securities, holding a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan Securities, he has held roles at various firms including Lowe's Companies, Inc. 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 investment 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 with nine years of industry experience. He holds the ChFC® and Series 66 designations and has worked at several firms including Associated Investment Services, WaterStone Bank, and Western Southern Life. Outside of his advisory role, he operates a Twitch streaming channel where he streams video games. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing model portfolios and research from various sources to support diversified and alternative strategies.

Carrie Schilz is a financial advisor with Wells Fargo Advisors and holds the Series 63 and Series 66 credentials. She has 19 years of industry experience, including 17 years at Wells Fargo Advisors Financial Network LLC. In addition to her advisory role, she serves as a Notary Public in Wisconsin. 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 and uses proprietary research and tools to develop tailored recommendations for its clients.