Gary Sievewright is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2015. The firm is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James & Associates serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Jackson Gallagher is a financial advisor with Wells Fargo Clearing based in New Berlin, WI. He holds Series 63 and Series 66 designations and has two years of industry experience. Prior to joining Wells Fargo, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Robert Ciriacks is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Northwestern Mutual Investment Services LLC and Scottrade. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Center for Financial Research.

Eric Tweeden is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services Inc, Girard Securities, Inc., MPC Advisors LLC, and Matrise/Polzin Retirement Planning Corp. In addition to his advisory role, he is an agent with MPC Insurance Services LLC, focusing on life insurance and fixed annuities. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by both proprietary and third-party investment strategies.

Timothy Moriarty is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he operates Orange Hat Publishing, producing fiction content for publication. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

George Galewski is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Robert W. Baird since 2015 and previously spent 17 years at UBS Financial Services. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with an emphasis on ongoing manager selection and internal research.

David Tuttle is a CFP® professional with 32 years of industry experience, currently serving at J.P. Morgan Securities since 2012. His prior experience includes roles at JPMorgan Chase Bank, N.A., M&I Financial Advisors, Inc., and Vision Asset Management Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative analysis and integrates ESG criteria in its recommendations.

Cody Berger is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He began his career in financial services in 2016 and has held various roles within Fidelity Investments, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Minneapolis Financial Group. Cody focuses on partnering with clients to develop goal-based financial strategies tailored to their individual priorities and preferences. He aims to serve as his clients' primary advisor throughout all stages of life, drawing on his own experiences to emphasize the importance of planning. Outside of his professional role, Cody enjoys biking, fishing, football, spending time at the lake, caring for pets, and traveling.

Robert Holton is a financial advisor with LPL Financial in Waukesha, Wisconsin, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Commonwealth Financial Network, BMO Harris Financial Advisors, and Cleary Gull Advisors. Outside of finance, he serves on the board of Walters Buildings, Inc., a custom post frame building business, and owns The Westborough Group, LLC, a publishing company. 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 offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with a broad range of investment strategies and operational tools.

Gregory Branson is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Allspring Funds Management, LLC. Outside of finance, he serves as a volunteer member of the Elm Grove Fire Department. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide advisor network.

Jacob Michalski is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and five years of industry experience. He has been with J.P. Morgan Securities since 2021 and concurrently associated with JPMorgan Chase Bank, N.A. since 2020. Prior to this, he worked at Routine Baseball and Complex Solutions from 2018 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities through affiliated entities.

Kayla Lukehart is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at TD Ameritrade and Charles Schwab entities since 2016. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with alternative investment due diligence and centralized custody and order-routing capabilities.

Maiti Quill is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Merrill, Stifel, and UMB Fund Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning services.

Kenneth Malczewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Primerica since 2005 and was previously involved with Cross Plains Brewing Company for nine years. He is also a 15% co-owner of Polski Investments, doing business as Bull & Bear Associates. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-based investment strategies managed by unaffiliated asset managers.

Amanda Barwick is a financial advisor with Ameriprise in New Berlin, WI, holding a Series 66 designation and nine years at Ameriprise following five years at Briggs & Stratton. She has two years of industry experience. Outside of her advisory role, she owns Pickled Oak, a retail business. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gennell Warner is a financial advisor with Stifel, holding a Series 66 credential and over one year of industry experience. Prior to joining Stifel in 2023, Warner worked for Edward D. Jones and Co. for 15 years. Outside of advisory work, Warner is involved with Pruvit Ventures Inc., a dietary supplements company engaged in direct sales. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decisions in asset allocation and financial planning.

Michael Goertz is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Douglas Dynamics, Fiserv, and Johnson Financial Group. Outside of his advisory role, he is a co-owner of Bear Authority, a small business in Milwaukee that sells handcrafted goods and t-shirts at campgrounds and craft shows. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Dietz is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and is concurrently associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Since 1984, he has also operated as an independent insurance agent selling fixed annuities and Medicare-related life, accident, and health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analysis tools, with optional implementation through brokerage or insurance arrangements.

Peter Kontich is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Ameriprise since 2018 and previously at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning, including written Recommendation Reports and ongoing advice focused on income sources and tax‑aware withdrawal strategies.

James Stefl Jr. is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked in educational roles at the University of Alabama, Arrowhead High School, and North Shore Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in assets and offers services through various platforms, including direct individual plans and Corporate Financial Planning agreements.