Gerald Schuelke is a financial advisor with Ameriprise in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include extensive tenure at Northwestern Mutual from 1991 to 2019 and work with LPL Financial and Freedom Wealth Alliance between 2019 and 2026. He also provides investment advisory services through Intrua Financial, an independent investment advisor firm he established in 2023. Ameriprise Financial Services serves individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement income planning, asset allocation, and tax-aware withdrawal strategies. The firm uses proprietary research and third-party tools to develop non-discretionary recommendations within a defined investment universe influenced by its affiliated products and relationships.

Jeffrey Labri is a financial advisor with Cetera holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes tenure at First Allied Advisory Services and First Allied Securities before joining Cetera in 2020. He serves as president of a local condo association, reflecting involvement in community leadership. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with access to affiliated and third-party managers, supporting diverse investment strategies under various discretionary and non-discretionary programs.

Lukas Bergstrom is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at BMO Harris Bank, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he was involved with 4 Star Casting for three years. 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 financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Melissa Hofmeister is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has nine years of industry experience, all with Thrivent, where she has worked since 2016. Outside of her advisory role, she serves as a public speaker at ministry events and is a board member of Catapult, an organization focused on expanding gospel outreach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning through its network of advisors without discretionary portfolio management.

Phillip Holahan is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 designations. His career includes over 20 years at Fidelity Investments and a prior role at Allspring Funds Management. Outside of his advisory work, Holahan serves as a director of a youth sports league in Wisconsin, organizing and managing league activities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Joshua Baade is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and Scottrade, Inc. He is based in Brookfield, Wisconsin. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and comprehensive due diligence on alternative investments.

Timothy Magner is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including BMO Harris Bank, UW Credit Union, MassMutual, Bank of America, and Merrill. Outside of his advisory role, he is also a commissioned notary. 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, model portfolios, third-party asset management, and institutional platforms.

Florence Prospero is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 licenses and totaling 24 years of industry experience. She previously worked at Wells Fargo Clearing and Morgan Stanley Dw Inc. Florence has joint ownership of a rental duplex with her husband. 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 municipalities, offering financial planning and consulting with a variety of portfolio management styles supported by affiliated research and model managers.

Alexander Bray is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prime Financial Services and Equitable Advisors, among others. He serves as a board member of the Just Fore Kids Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Ryen Ryba is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. His background includes roles in education and retail, such as positions at University of Wisconsin–Milwaukee, Madison Area Technical College, and Ace Hardware. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kevin Barry is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC for eight years. Outside of his advisory role, Barry serves as a trustee and holds financial power of attorney for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party asset managers, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Roffers is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2017, following a one-year tenure at HC Technologies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

Reed Albinger is a CFP® and Series 66-registered financial professional with four years of industry experience. He is currently affiliated with Cetera and has prior experience at Prime Financial Services and GE Healthcare. Outside of his advisory role, Albinger is also active as an actor and model, participating in photo shoots, print work, and radio/film projects. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Brynne Simpson is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. In her role, she emphasizes strong financial planning through active listening, understanding clients' goals and concerns, and collaborating to develop actionable strategies tailored to their financial journeys. Simpson aims to support clients in making confident financial decisions at every stage. Prior to her current position, she held roles including Associate Regional Director at Russell Investments from 2021 to 2022, Internal Wholesaler Advisor at Insurance Solutions Center - AIG from 2019 to 2021, and Internal Wholesaler at Jackson National from 2015 to 2018. These positions have contributed to her experience in financial consulting and advisory services. Outside of her professional work, Simpson's interests include cooking and baking, fitness, football, reading, and yoga.

Jerald Haerle Jr. is a Series 66-licensed financial advisor with six years of industry experience, currently serving with Thrivent Investment Management. Prior to his current role starting in 2020, he was involved with Purple Wizard USA LLC for seven years. He serves as secretary for GOD'S FUND INC., a Christian organization focused on aiding the less fortunate and combating slavery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive financial planning without portfolio management or institutional advisory roles. The firm delivers holistic, goal-based analyses through financial advisors, with options to combine planning and managed accounts under a consolidated billing program.

Lukas Schreiber is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. He has held various roles at Raymond James Financial Services and its affiliates since 2022. Outside of advising, he worked operationally for Schreiber Financial Services, Inc., supporting paperwork and administrative functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized services in municipal finance and SIMPLE IRA advisory programs.

Jacob Taylor is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for the City of Waukesha for nine years. Outside of his advisory role, he is a co-owner of Midwest Agave Spirits, Inc., a tequila brand based in Guadalajara, Mexico. Ameriprise serves clients with a focus on retirement-income planning, offering specialized services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Erin Keller is a Planning Consultant with experience in the financial services industry. She has held several roles at Fidelity Investments, including Investment Consultant from 2020 to 2021, Financial Representative in 2020, and Client Experience Associate in 2020. Erin focuses on understanding the unique personal and financial goals of clients to identify strategies that fit their lifestyles. She works collaboratively to analyze current strategies, create comprehensive plans aimed at achieving long-term objectives, and implement clear and manageable courses of action.

Laurie Ufnowski is a financial advisor with Ameriprise in New Berlin, WI, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley and UBS Financial Services. Laurie serves on the boards of the Polish Heritage Alliance and Polanki, nonprofit organizations based in Wisconsin. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Jonathan Schomberg is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.