Jacob Dziubek is a financial advisor with LPL Financial who holds a Series 66 credential and has three years of industry experience. He previously worked at Ameriprise for four years and has engaged in community involvement through Whitnall Park Lutheran Church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a wide range of advisory and brokerage services.

Elodie Johnson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior experience includes roles at Northwestern Mutual and several independent advisors before joining Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisor services and SIMPLE IRA Employer Advisory programs.

Gregory Dorf is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Equitable Advisors since 2018, following previous roles at Axa Advisors and Wintrust Commercial Banking. Outside of finance, he is involved in several business activities including music performance, operating a coffee resale business, handyman and house painting services, and hosting on Airbnb. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Miracle Hexom is a CFP® professional with 13 years of industry experience. He has been with Cetera and its related entities since 2012 and also works with Waukesha State Bank. Hexom engages in the sale of fixed insurance products through the bank’s insurance agency. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options across discretionary and non-discretionary programs.

Jay Schwab is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Northwestern Mutual and H. Beck, Inc. Schwab serves on the board of the Hales Corners Lutheran Church Foundation, participating in quarterly meetings and community events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations covering a broad range of financial topics. The firm separates planning from managed account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Bernard Lynn is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at BMO Harris and BMO Harris Financial Advisors prior to joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Katie Wilm is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. She has less than one year of industry experience and previously worked in education and hospitality roles, including positions with Teacher's On Call and multiple school districts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority or institutional portfolio management.

Henry Otten is a financial advisor with Stifel in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee for the Knights of Columbus Council 4648 in Brookfield, where he supervises the council’s financial activities and participates in community charitable events. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Anthony Braun is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding a Series 63 designation and 37 years of industry experience. He has been with Robert Baird & Co. since 1993. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies including traditional and non-traditional allocations.

Sara Pitcel is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. She holds a Series 66 designation and is based in Waukesha, WI. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Rezart Ismolli is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Isaac Brewer is a financial advisor with Robert Baird & Co. in Wauwatosa, WI, holding Series 63 and Series 65 credentials and over 29 years of industry experience. He has been with Robert Baird & Co. since 1995. Brewer serves as a board member of WCCF, a charitable organization, where he has held roles including past chair of the Governance Committee. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, pension plans, corporations, and charitable organizations. The firm offers a range of investment strategies and overlays, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

James Longe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at LPL Financial since 2014. Outside of his advisory role, he is involved with Landmark Credit Union as part of their investment-related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Amy Ley is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Woodbury Financial Services Inc, Girard Securities, Inc., Mpc Advisors, LLC, and Matrise, Polzin & Company. Ley is also involved in insurance sales through MPC Insurance Services, LLC and Liberty Insurance Group, Inc., and serves as a shareholder and board member at Midwest Planning Company dba MPC Advisers. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated financial services and utilizes asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

Daniel Bowerman is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Angelo Gonzales is a financial advisor with LPL Financial based in Brookfield, WI, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing. He is also a notary for the State of Nebraska. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and multiple portfolio management approaches.

Sinan Asani is a CFP® and ChFC® with 14 years of industry experience. He is currently affiliated with LPL Financial and previously spent 12 years at Edward Jones. Sinan maintains an additional business entity for non-investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research resources.

Kelli Stuckart is a Series 66 licensed financial advisor with Edward Jones in Waukesha, WI, where she has worked since 2018. She has prior experience with M2K Investments LLC and Melton Investments LLC, and she was involved with Tadpoles for 17 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Michael Poludniak is the Resident Director at Merrill, where he began his career in 2010 focusing on enhancing services and resources for both business and individual clients. Since starting his finance career in 2001, he has provided consultative services centered on 401(k) plans and benefit services. His work includes advising individuals and families on retirement planning and investment management, offering detailed retirement and portfolio analyses along with strategies for social security claiming, income solutions, and long-term care guidance. Michael holds several professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He supports retirement plans through a comprehensive governance service model which involves education, compliance management, and custom plan strategy development for executives and business owners. His clients include both for-profit and not-for-profit organizations. He earned a Bachelor's Degree from the University of Wisconsin System. Michael is actively involved in professional and community organizations such as the Independent Business Association of Wisconsin, where he serves as a Board Member, the Rotary Club of Burlington as a Board Member, and volunteers as a soccer coach for youth leagues.

Matthew Keen is a financial advisor with LPL Financial in Mukwonago, WI, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Generac. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management with access to research, model portfolios, and advanced technologies.