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.

Timothy Windler is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. His work history includes several roles within Cetera and affiliated firms since 2015. Outside of advising, he serves as a referee and board member for the Wisconsin Basketball Officials Association and works as an insurance agent selling life and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment program options, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Ellie Sturgeon is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 license with two years of industry experience. Her prior roles include positions at Stifel, Ellenbecker Investment Group, and Northwestern Mutual. Outside of finance, she has worked in education and youth sports organizations, including Pewaukee School District and Swimwest Swim School. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Jeffrey Demichiel is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Morgan Stanley since 2014 and currently works at Morgan Stanley Private Bank, N.A. in Waukesha, Wisconsin. Outside of his advisory role, he serves as an umpire for the Wisconsin State Youth Baseball League. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Jeffrey Dorward is a CFP® professional with 25 years of industry experience, currently affiliated with OSAIC in Brookfield, WI. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Mass Mutual Investors Services. Outside of his advisory work, he operates a sole proprietorship focused on the sales and marketing of fixed annuities, insurance, securities, and investment advisory products. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated financial services with an emphasis on asset allocation, risk management, and portfolio construction using a range of investment vehicles and third-party solutions.

Donald Stoll is a financial advisor with Equitable Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he volunteers with Star and Stripes Honor Flights and serves as an administrator or trustee for family and non-family estates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Scott Layeux is a CFP®-certified financial advisor with 35 years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience with Nettworth Financial Group and Financial Partners, LLC. Layeux also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies along with both proprietary and third-party model solutions.

Patrick Buss is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bank and Cambridge Investment Research. J.P. Morgan Securities 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 delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Mary Bush is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is involved in managing a business entity, B&B Lifeworx LLC, which supports her practice operations. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Scott Jenson is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 63 designation and 31 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is a certified group fitness instructor at the Wisconsin Athletic Club. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Nathan Verbeten is a CFP® and ChFC® with 13 years of industry experience. He is currently with Ameriprise in Waukesha, WI, having joined the firm in 2024 after previously working at Prudential Insurance Company of America and Pruco Securities. Outside of finance, he was involved with RSVDQ Inc./Dairy Queen for 10 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement-income planning reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Daniel Kolb is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he has served as Vice President of the Board of Directors at Westmoor Country Club and was on the Board of Directors for The Guest House, a homeless shelter for men in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs with customized investment strategies that incorporate in-house and third-party managers, along with various portfolio management and financial planning services.

Erika Shearer is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including Northwestern Mutual and Uber prior to her current role. Outside of financial services, she has experience at companies such as InstaCart. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting services and supports municipal and public-finance work through a unique municipal advisor affiliation.

Timothy Ryan is a financial advisor with Equitable Advisors in Brookfield, WI, holding a Series 66 designation and five years of industry experience. He previously worked at Gordon Flesh Company for seven years before joining Equitable Advisors in 2020. Outside of his advisory role, he is involved as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model utilizing multiple TAMPs and offers both advisory and brokerage/insurance channels to implement client recommendations.

Jacqueline Lange is a Financial Consultant at Fidelity Investments, where she has been serving since 2026. Prior to this role, she held several positions at Fidelity, including Planning Consultant and Investment Consultant, beginning in 2024. Jacqueline's career in finance spans over eight years, during which she has developed expertise in guiding clients towards their financial goals. Her professional experience includes roles at Robert W. Baird & Co. Inc., where she progressed from Compliance & Registrations Intern to Client Specialist between 2018 and 2024. Jacqueline is committed to educating her clients and continuously expanding her knowledge to better assist them. In her personal time, Jacqueline enjoys activities such as reading, cooking and baking, spending time with family and friends, outdoor adventures, and caring for her pets. She also values exploring new places and spending time up north with her family.

Paul Zudyk is a financial advisor with Edward Jones in Waukesha, WI, holding Series 63, Series 65, and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds.

Gary Peppel is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. He is based in Waukesha, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools.

Timothy Rennicke is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving at Thrivent Investment Management. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across multiple financial topics and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Blake Bauer is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. He previously worked at Hays Solutions and Northwestern Mutual and has held various roles at the University of Wisconsin - La Crosse and other organizations. RBC Wealth Management serves individual investors, institutional clients, corporations, and charitable organizations with tailored investment strategies and offers multiple advisory programs that include portfolio management, financial planning, and brokerage services.

Barney Moore is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Equitable Advisors since 2009 and was previously with AXA Advisors. Outside of his advisory role, Moore serves as a member of the Shorewood Police Commission in Shorewood, WI. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage services tailored to client goals and risk tolerance.