Brogan Etten is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Etten held positions at Wisconsin Athletic Club and Sirona Recovery, among other organizations. Outside of finance, Etten has experience spanning community services and hospitality through prior roles at Children's Wisconsin Community Services and Doyles Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, offering model portfolios and applying oversight through affiliated and unaffiliated sub-advisers.

Rebecca Hammer is a CFP® with 15 years of industry experience, currently affiliated with OSAIC since 2024. Her prior experience includes roles at Securities America Advisors, Inc. and SSN Advisory, Inc. In addition to her advisory work, she provides tax preparation and tax planning services through Courts Financial Strategies. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a broad array of investment options and utilizes proprietary tools and third-party platforms to support portfolio construction and management.

Jeremy Bisick is a Series 66 licensed financial advisor with Edward Jones, based in Sussex, WI, and has 23 years of industry experience. He has been with Edward Jones since 2006. 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, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kelly Ebbole is a financial advisor with Primerica Advisors in Waukesha, WI, holding a Series 66 designation and 21 years of industry experience. She has worked at Primerica Advisors since 2019 and has prior experience with firms including E*Trade Securities LLC and OptionsHouse. Outside of her advisory role, she owns a gift business and is involved in real estate brokerage and consulting through her ownership of KMLE Group, LLC and Strategic Focus Consulting. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Caile Wilson is a financial advisor at Robert W. Baird & Co. in Hartland, WI, holding Series 63 and Series 66 designations with 14 years of industry experience. She has been with Robert W. Baird since 2013. Outside of her advisory role, Wilson promotes healthy living and wellness through sales and marketing of whole food-based nutrition products with The Juice Plus Company. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Elise Petty is a financial advisor at Ameriprise with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Schreiber Financial Services - Raymond James for eight years. Outside of her advisory role, she is employed as a waitress at Johnny's Pizza in Oconomowoc, WI. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning through detailed recommendation reports and ongoing advice. The firm’s approach combines investment research, algorithmic tools, and a distinctive selection process that includes managed account assets and affiliated product options.

Rusty Coyle is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Waddell & Reed and various insurance carriers over nearly two decades, as well as running his own practice from 2018 to 2021. Outside of advising, he manages a farm in Nashotah, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

Craig Vento is a Series 66-credentialed financial advisor with 23 years of industry experience, currently affiliated with Fidelity Investments. His prior roles include positions at TD Ameritrade, LPL Financial, BMO Harris Bank, Waddell & Reed, and various insurance agencies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Jacob Melby is a financial advisor with Stifel in Waukesha, Wisconsin, holding a Series 66 designation and four years of industry experience. He previously worked at Drake & Associates and Airgas, and spent over a decade at Target before beginning his career in finance. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Samuel Burkart is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual of Omaha and Securities America. Outside of his advisory role, he is the founder of Burkart Financial, an insurance sales business. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing a range of tools and third-party solutions to construct and manage client portfolios.

Andrew Dadisman is a financial advisor with Primerica Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Bonfe, Tena Companies, and Wells Fargo Bank NA. He is also involved in sales of non-investment products such as home security and automation through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure.

Alexandra Ebert is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and previously worked at Wintrust Wealth Management for eight years and Town Bank for one year. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Andrew Lien is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert W. Baird & Co. since 2005. Outside of his advisory role, he is a passive investor in DMS Supplements LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, using a combination of in-house and third-party managers and offering various investment strategies including traditional and non-traditional allocations.

Brian Arvai is a Financial Consultant I at Fidelity Investments, where he has been working since 2026 in his current role. His career at Fidelity includes previous positions as a Planning Consultant from 2025 to 2026, Relationship Manager from 2023 to 2025, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, Brian worked at Wells Fargo Advisors as a Client Associate from 2021 to 2022 and served as a Service Manager at Wells Fargo from 2019 to 2021. Brian's approach to financial planning emphasizes building genuine relationships with clients to understand their individual stories, goals, and challenges. He focuses on co-creating tailored financial strategies that help clients navigate their financial journeys with confidence and clarity. His experience spans various roles within financial services, allowing him to provide personalized guidance and support. Outside of his professional work, Brian enjoys baseball, camping, fishing, football, golf, and outdoor adventures.

Keith Black is a CFP® with 33 years of industry experience, currently affiliated with Robert Baird & Co. since 2025. He previously worked at Heritage Investment Services, Inc. and Commonwealth Financial Network from 2008 to 2025. Outside of advisory work, he is a notary public and the sole owner of Heritage Investment Services, Inc. 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 offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, including traditional and non-traditional investment strategies.

Joshua Konkel is a financial advisor with LPL Enterprise, holding the CFP® designation and securities licenses Series 63 and Series 65, with 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2010 and was affiliated with Pruco Securities, LLC. prior to joining LPL Enterprise. Outside of his advisory role, he is also licensed as a non-variable insurance agent with Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines advisory programs with active financial product sales.

Rick Napholz is a CFP® with 43 years of industry experience, currently advising at Ameriprise in Brookfield, WI. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Abraham Goldberg is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Waukesha, WI. He has 16 years of industry experience, including six years with Wells Fargo Advisors LLC and ten years with Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Adam Klimas is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. Klimas serves as President and Board Member of the Paradise Hills Home Owners Association, a nonprofit organization. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

Todd Johnson is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He previously worked at Voya Financial Partners and has been with Fidelity Brokerage Services since 2019. Outside of his advisory role, he is an author of a children's book available on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and is notable for its commodity pool operator registration and advisory role to multiple registered investment companies.