Nicholas Galfano is a financial advisor at Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Johnson Controls, Apple, GE Healthcare, and Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Michael Kieckhaefer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at City National Bank and Target Corporation. Outside of finance, he has been involved with Fort Wilderness Ministries over multiple years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles, utilizing both in-house and third-party investment managers, and provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Jeffrey M. Steffes is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 1991 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Matthew Hilton is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at BMO Harris Bank, U.S. Bancorp Investments, and U.S. Bank. Outside of advising, he is involved with BMO Investment Services in Brookfield, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Sondra Safer is a financial advisor with Cetera in Brookfield, WI, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has been with Cetera since 2004. Safer also operates an income tax and accounting service and is a certified public accountant who performs notarial acts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a nationwide network of over 10,000 advisors.

Nathan Schmidt is a Financial Consultant currently working at Fidelity Investments since 2026. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His professional experience also includes a five-year tenure as a Financial Advisor at Raymond James & Associates from 2019 to 2024. Nathan focuses on guiding clients to develop financial habits and co-creating plans that build confidence in reaching their financial goals. He emphasizes clear guidance and partnering with clients to implement plans they feel assured in. Outside of his professional work, Nathan enjoys family activities, fitness, golf, movies, museums, and reading.

Jonathan Leipold is a financial advisor with RBC Capital Markets in Delafield, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at RBC Capital Markets since 2013 and previously spent eight years with City National Bank. Leipold serves on the board of directors for the NHL team Minnesota Wild. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with customized portfolio management and financial planning supported by a combination of in-house and third-party managers.

Derek Dahl is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Securities America, Inc., and Mutual of Omaha. In addition to his advisory role, he is an insurance agent with Futurity First Insurance Group under the DBA Dahl Financial Partners. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing various tools and third-party solutions to construct and manage portfolios tailored to client needs.

Megan Roraff is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 13 years of industry experience. She has been associated with Wells Fargo entities since 2012 and has maintained a role at Abrasive Specialties since 2000. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Angela Krause Lane is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She has been with Robert W. Baird since 2004 and holds Series 63 and Series 66 credentials. She is part of the DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group offers customized financial planning and portfolio management using a range of strategies and services, including separately managed accounts and tax-management overlays.

Valeriya Malevany is a financial advisor at Fidelity with Series 63 and Series 65 credentials and eight years of industry experience. She worked at Charles Schwab from 2017 to 2024 before joining Fidelity in 2024. Prior to her financial services career, she was involved with New Health Services/Supportive Home Care from 2008 to 2017. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Margaret Bentzler is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles and utilizes a combination of in-house and third-party managers to implement diversified investment strategies.

James Pietrzak is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. In his position, he focuses on helping clients develop comprehensive financial plans that align with their goals and visions for future success. He has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, James worked as an Investment Consultant at Scottrade from 2014 to 2016 and as a Financial Representative at New England Financial from 2013 to 2014. He is a Certified Financial Planner (CFP®), committed to providing financial guidance tailored to enrich every stage of his clients' lives. Outside of his professional work, James enjoys activities such as going to the beach, camping, cooking and baking, football, and parenthood. He is also involved in volunteering.

Thomas Gagliano is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2007. His current role includes work at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee analyses.

Caleb Radomski is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at E^2 Retirement Consulting and Harbour Investments, Inc. Outside of his advisory role, he is involved as an independent insurance agent, which may include equity-indexed annuities. 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.

Jeffrey Novak is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley in 2017. Outside of his advisory role, he is a partner in Inspire by Fire, LLC, a technology company based in Oconomowoc, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and modeling techniques.

Elizabeth Roecker is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following an 11-year tenure at Robert W. Baird. Merrill, together 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jay Strucel is a CFP®-designated financial advisor with Edward Jones in Waukesha, WI, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Trail King Industries, Inc. from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Russell Zarling is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 26 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that incorporate Social Security strategies, tax-smart withdrawals, and asset analysis. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary recommendations, primarily for clients with assets managed within Ameriprise.

Amedee O’Gorman is a Series 66 credentialed financial advisor with five years of industry experience. He currently works at OSAIC and previously held roles at Woodbury Financial Services, The Manitowoc Company, and Deloitte. Outside of his advisory duties, he provides private baseball instruction to youth players aged 7 through 18. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses proprietary asset-allocation tools and supports a variety of investment options with both discretionary and non-discretionary account management.