Danielle Pfeifer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with Equitable Advisors since 2012, including during its time as AXA Advisors. Outside of her advisory role, she is involved as an administrator or executor of estates and trusts and operates Pfeifer and Reinhart, LLC, doing business as Lake Financial Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs implemented through Investment Adviser Representatives and third-party sponsors, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Coloso is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 42 years of industry experience. His career includes roles at First Allied Advisory Services and First Allied Securities, as well as managing his own firm, John Coloso Investments, since 2002. Outside of his advisory work, he serves as a trustee for a supplemental trust and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a diverse clientele, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers to provide discretionary and non-discretionary investment services.

Christopher Czarnecki is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 credential and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Paul Broesch is a Series 66-licensed financial advisor with Ameriprise in Waukesha, Wisconsin, and has 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory work, he is co-owner of Broesch & Co., S.C., a tax preparation firm, and serves as Financial Secretary on the Board of Directors for Grace Bible Fellowship of West Bend. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written reports and ongoing retirement-income planning advice focused on tax-aware withdrawal strategies and dependable income sources.

Jonathan Ewart is a financial advisor at OSAIC with Series 66 credentials and one year of industry experience. His prior roles include positions at LPL Financial and IAG Wealth Partners, LLC. He also provides administrative support to IAG Wealth Partners, an independent investment advisory firm. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through an extensive network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Matthew Winters is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2021. Prior to his current role, he was involved with the Potawatomi Area Council Boy Scouts of America from 2010 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for its clients.

Donna Nagel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Transamerica Financial Advisors, Liberty Tax Services, and Aflac. She is also involved with HD Wealth Solutions and maintains an ongoing relationship with World Financial Group. 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 and model portfolio programs, supported by extensive operational tools and a broad platform of non-advisory financial activities.

Lukas Zabel is a financial advisor at OSAIC Wealth Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Ferrito & O'Gorman Financial Group and Waterstone Bank. Outside of his advisory role, he assists clients with the sale of life insurance through a sole proprietorship. OSAIC Wealth Inc. serves retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios containing a variety of investment types and provides access to third-party money managers and wrap programs.

RaeAnn Enders is a Vice President and Wealth Planner at Fidelity Investments, where she has been serving since 2023. In her role, she partners with individuals and families to personalize financial plans that meet their specific needs and those of their loved ones. RaeAnn focuses on building strategies for financial longevity and maintains ongoing client relationships tailored to preferred communication methods. She has extensive experience in the financial industry, having held several roles at Fidelity Investments since 2011, progressing from Senior Relationship Manager to Financial Consultant before her current position. Her earlier career includes positions at Regions Bank, Us Bancorp Investments, State Farm, ING, Banc One Securities, and Mutual Savings Bank, demonstrating a broad background in financial consulting, relationship management, and banking. Outside of her professional work, RaeAnn has interests in art, baseball, painting, soccer, food, and volunteering.

Stephanie Johnson is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2021, she worked at Advia Credit Union and held various roles including work in athletics and retail. Outside of her advisory role, she is involved in a family-owned restaurant and bakery in Lake Geneva, Wisconsin, where she assists with baking and retail operations on weekends. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a wide range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Matthew Loverine is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. He is the owner of Thomey Financial Services, where he provides portfolio design and financial planning, and also serves as an independent insurance agent offering Medicare supplements and fixed protection products. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm employs a range of asset-allocation tools, integrated brokerage and advisory services, and access to third-party money managers, supporting both discretionary and non-discretionary portfolio management.

Matthew Kolb is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. He has been with RBC Capital Markets since 2018, previously working at Edward Jones and the University of Dayton. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Thomas Klug is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at UBS Financial Services Inc. and has been with Ameriprise in various capacities since 2017. Outside of his advisory role, Klug is a musician who performs with the band Van Eskes. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools to support its recommendations.

Vijay Raj is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Prudential Insurance Company of America since 1992 and was with Pruco Securities, LLC. from 1991 to 2024. Raj holds passive investments in several real estate development and hospitality businesses. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and broker-dealer services.

Melissa Coppage is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior roles include positions at Cetera, Avantax, and Signator Investors. Outside of advising, she teaches fitness classes at Wisconsin Athletic Club and Brooklyn Gyms. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs supported by ongoing manager selection and in-house research.

Patrick Bergman is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Abraham Dispennette is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and American Family Insurance. Outside of advising, he is a 33% owner of a franchise holding company and serves in the Wisconsin Army National Guard. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, using proprietary research and model-based asset allocations to tailor investment strategies. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Charles Albrecht is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2022. Raymond James & Associates is a large registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Michael Charboneau is a Series 66-licensed financial advisor with Morgan Stanley, based in Waukesha, WI, and has 17 years of industry experience. He previously worked at Robert W Baird & Co. for seven years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he has been since 2022. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Debra Johnson is a financial advisor with Raymond James Financial in Elm Grove, WI. She holds a Series 66 designation and has four years of industry experience. Her work history includes roles at Raymond James Financial Services Advisors and Intelligent Investors Group. In addition to advising, she is associated with Intelligent Investors, LLC in a support capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools to align with client goals and supports both advisory programs and institutional portfolio management.