Erik Lindenberg is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at OSAIC since 2018, following eight years at Jhfn Sii. Lindenberg serves as council president for St. Peter Lutheran School, a charitable organization. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that can include various investment products across discretionary and non-discretionary accounts.

Katherine Higgins is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Merrill in Waukesha, WI. She has held positions at Merrill since 2007 and has also worked at Old National Bank and Bank of America, N.A. since 2024. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Asuncion is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to his advisory roles, he held various positions including roles at Kenyon College and Maverick Health Policy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

Chad Osmanski is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and with 25 years of industry experience. He has been with Robert W. Baird & Co. since 1999. Outside of his advisory role, Osmanski officiates high school basketball statewide and serves as an assistant basketball coach for the School District of Waukesha. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, using a combination of in-house and third-party managers to implement strategies across a range of traditional and non-traditional asset classes.

Joshua Christensen is a financial advisor with Edward Jones in Franklin, WI. He holds a Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

James Eberle is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2003. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Matthew Taken is a financial advisor at Edward Jones in New Berlin, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served as a consultant for Stigmacure SC, a mental health clinic, and has management experience as president of MET 5 Management LLC, a franchise business. He is also associated with SEM Foods Investment, LLC, a frozen food production company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

John Marlis is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, METLIFE Securities Inc., and Aegis Wealth Advisors, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jeffrey Baier is a Series 66 licensed financial advisor with Edward Jones in Elm Grove, WI, bringing one year of industry experience. Prior to joining Edward Jones, he worked for eight years at Roundy's Supermarkets, Inc., a division of The Kroger Co., and has additional experience with the University of Minnesota in wellness and recreation roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and related services, including wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Jared Matheny is a financial advisor with Ameriprise Financial Services, LLC in Brookfield, WI, holding a Series 66 designation and two years of industry experience. His background includes roles outside finance such as working with La Crosse Parks and Recreation and at Houghtons Jackson Street Pub. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning advice through collaborative, non-discretionary recommendations informed by proprietary research and third-party data.

Mark Severson is a CFP® professional with 41 years of industry experience, currently with Stifel since 2018. He previously worked at B. C. Ziegler and Company for 34 years. Outside of his advisory role, Severson serves as a basketball official, refereeing boys’ and girls’ games from elementary through high school levels. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Sarah Nelson is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. She previously worked at Drake & Associates LLC and R&R Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management along with fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Matthew Malten is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Wauwatosa, WI. Outside of his advisory role, Malten serves as a finance committee board member at St. Matthew's Evangelical Lutheran Church, where he is involved in overseeing the church’s operating budget and investments. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Kevin Sharping is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment solutions, along with affiliated trust and insurance services.

Harrison Seidner is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023, as well as Charles Schwab Bank, SSB since 2025. Prior to his financial services career, he spent several years involved with the Fiesta Bowl and in education. 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 centralized custody and order-routing functions.

Jeremy Frantz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 10 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and J.P. Morgan Chase Bank, N.A. since 2018. Outside of his advisory role, he is a partial owner of Brew Town Trading Co., LLC, a business involved in collecting and selling sports cards and collectibles. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations while delivering recommendations on a non-discretionary basis.

Michael Sellinger is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Gilbert Garcia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes prior roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust and Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Vavruska is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored retirement plans, and corporate entities. The firm employs a model-driven investment approach, primarily offering access to third-party asset managers and participating in the Model Wealth Portfolios wrap program.

Scott Lovejoy is a financial advisor with Edward Jones in Elm Grove, WI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Edward Jones since 2019 and has also been involved with COUNTRY Capital Management Company since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branches, and operates under a fiduciary standard.