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 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.

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.

Sandra Kalve is a financial advisor with LPL Enterprise located in Wauwatosa, WI. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated advisory and brokerage platform.

Annemieke Van Der Werf is a financial advisor at Ameriprise with 10 years of industry experience, including a decade at Edward Jones prior to joining Ameriprise in 2025. She holds a Series 66 designation. Outside of her advisory work, she serves as a dog show judge for the American Kennel Club. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored income strategies. The firm serves high-net-worth individuals and integrates advisory, brokerage, and insurance solutions through its institutional platform.

Justin Brellenthin is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He is based in New Berlin, WI, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and money market options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tanner Federspill is a Financial Consultant currently working at Fidelity Investments. He began his tenure at Fidelity in 2022 as an Investment Consultant before advancing to his current role in 2023. Prior to joining Fidelity, Tanner served as a Private Client Banker at JP Morgan & Chase from 2018 to 2022. In his role, Tanner focuses on helping clients define clear financial goals and develop personalized plans that align with their values and priorities. His approach involves understanding clients' concerns and aspirations to tailor strategies that support their financial journeys. Tanner emphasizes building a strong foundation and continuously refining plans to adapt to clients' evolving needs. Outside of his professional work, Tanner has interests in football, golf, movies, reading, skiing, and soccer.

Joyce Yarid is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior work includes roles at Avantax Insurance Services, Avantax Investment Services, and mortgage companies such as First Fidelity Home Mortgage of Wisconsin, where she continues to be involved. She is also engaged in tax preparation and accounting through Tax Advisory Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations with a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management and leverages research, model portfolios, and technology across its offerings.

Kerry Lapp is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus since 2008. He holds Series 63 and Series 65 credentials. 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 uses a proprietary methodology developed by its Investment Strategy Group, emphasizing asset allocation and planning analyses that inform client decisions.

Robert Mc Elroy is a financial advisor at Osaic with a Series 66 designation. He has been with the firm since 2023 and is also involved with Z Enterprises, LTD, through its DBA entities Focused Tax Solutions and Choice Advisors. Outside of finance, he operates Ridgeview Window Washing. Osaic Wealth, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various investment platforms and employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios.

Nicholas Vander Molen is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and six years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis through a select group of Wealth Advisors.

Sandra Collura is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anna Gorman is a Certified Financial Planner® with 20 years of experience in the financial services industry. She currently works at OSAIC and previously held roles at Woodbury Financial Services Inc and Voya Financial Advisors, Inc. Outside of her advisory role, she is an independent insurance agent selling fixed insurance products. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage, investment advisory, and financial planning services. The firm provides a range of portfolio management options and access to third-party money managers through a network of affiliated advisers and multiple advisory platforms.

Jason Steichen is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Briana Berndt is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to align with client goals and risk tolerances.