Jamie Spindler is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, following five years at Sii Investments, Inc. Spindler also serves as a successor trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios and third-party subadvisors, supported by technology tools to assist advisors.

Lucas Plese is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. 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 provides both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Drew Schwartz is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities. Outside of his advisory roles, he has experience in the fitness and delivery sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Mitchell Andrews is a CFP® professional with four years of industry experience, currently serving as a financial advisor at OSAIC. His prior roles include positions at Securities America Advisors and Securities America, Inc. He also works as a tax preparer outside of his advisory duties. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that can include a variety of investment types.

Deidra Catus is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Morgan Stanley, Fidelity Investments, J.P. Morgan Securities, and Empower Financial Services. Outside of her advisory work, she is the sole proprietor of The DMW Collection LLC, an art and culture business based in Texas. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services supported by a wide range of portfolio management styles and affiliated research.

Debra Owen is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 41 years of industry experience. She has worked with Cetera and its affiliated firms since 2007. Outside of her advisory role, she is involved with THE LA BRI GROUP- DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Kristen Metcalf is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, where she has worked since 1999, accumulating 21 years of industry experience. She is involved in the leadership and planning of the Children's Ministry at Thirst4Jesus Church. Kristen is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers, and provides a range of traditional and non-traditional investment strategies.

Ryan Kieckhaefer is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at City National Bank and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customized portfolio management and integrates in-house and third-party investment managers alongside a broad range of services.

Yesica Rojo Torres is a financial advisor at Morgan Stanley in Waukesha, WI, with five years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Spectrum Investment Advisors, Marquette University, and the University of Illinois at Urbana-Champaign’s Gies College of Business. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and investment strategies guided by a global investment committee.

Easton Meckl is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Bryan Jansen - Thrivent Financial. Outside of finance, he has experience working at the Oconomowoc Golf Club for six years. 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 financial planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Eric Corbeg is a CFP®-designated financial advisor with 15 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to this, he held roles at EMC Financial LLC and Waddell & Reed, INC. Outside of his advisory work, Corbeg has been involved with Safari Club International’s Wisconsin Chapter and the Waukesha Gun Club. 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, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Troy Deibert is a financial advisor with Edward Jones in Pewaukee, WI, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for HNTB Corporation for sixteen years. He was also involved with the Pewaukee Sussex United Soccer Club for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates nationwide with a large network of advisors and branch offices.

Thomas Chappelle is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he works as a yoga instructor at Healium Hot Yoga Studio in Milwaukee, teaching occasional classes. Ameriprise offers comprehensive retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Michael Parker Sr. is a financial advisor with Primerica Advisors in Germantown, WI, holding Series 63 and Series 65 designations and over 35 years of industry experience. He has been with Primerica Advisors since 1994 and affiliated with Primerica Financial Services since 1989. Outside of his advisory role, he owns MAP & Associates, LLC, an investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through established custodians.

John Lerose III is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, N.A., and MSI Financial Services, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 and modeling techniques.

Edmond Vaklyes III is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its affiliated entities since 2009. Outside of his advisory role, he is involved in fixed insurance sales through Waukesha State Bank's insurance agency and provides occasional referrals to wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party money managers and a range of program options.

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® professional with 15 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at Edward Jones, SSN Advisory, and Securities America Advisors. In addition to her advisory role, she provides tax preparation and planning services through Courts Financial Strategies LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

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.