Brandon Burbach is a financial advisor with Primerica Advisors in Sussex, WI, holding Series 63 and Series 65 registrations and 24 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. His other business activities include the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered wrap fees and oversight of potential conflicts.

Lisa Di Piazza is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2026, and previously worked at Wells Fargo Clearing from 2012 to 2014. Outside of her advisory work, she owns and operates a retail and online store business. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Gerald Arnholt III is a financial advisor with OSAIC based in Brookfield, WI, holding a Series 66 designation and with 10 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii, New York Life Insurance Company, NYLIFE Securities LLC, and Edward Jones. Outside of his advisory work, he serves as president of the Scimitar Foundation, a charity focused on preservation efforts for the Tripoli Shrine Center, and is involved as an associate board member with Shriners Children's Chicago. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across a wide range of investment types on both discretionary and non-discretionary bases.

Zackary Zambo is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and one year of industry experience. Before joining Raymond James in 2025, he worked at Penske Truck Leasing for four years and served in the United States Marine Corps from 2016 to 2020. Raymond James & Associates is a large, 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, pension plans, and municipal entities, offering financial planning and consulting services through a range of portfolio management styles and affiliated research.

Anton Hessner is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked nine years at BMO Harris Financial Advisors, Inc. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Celene Funke is a CFP® and holds a Series 66 license, currently with Robert Baird & Co. in Waukesha, WI. She has four years of industry experience, including positions at Clearpath Financial of Raymond James and Roche. Outside of her advisory work, she coaches softball at D-BAT Brookfield. Celene is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporations, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and technology-driven tools.

John Matthews is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Wintrust Investments LLC, PNC Investments, CL Wealth Management LLC, and Cabot Lodge Securities LLC. Matthews is also involved in non-variable insurance activities alongside his advisory role. 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 portfolio programs, and institutional platforms, supported by research tools and a broad non-advisory financial services network.

Timothy Triolo is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for 14 years and Sunamerica Securities for 25 years. Outside of his advisory work, he owns WonderGlow LLC, a business that distributes fragranced wax products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers across multiple platforms.

Ethan Hanrahan is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked previously at Byline Bank and Menards. His earlier career includes roles at the University of Wisconsin - La Crosse and the Waterford School District. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers personalized recommendations through a centralized consulting team.

Eric Wegner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2019 and has previously worked at Provident Financial, LLC since 2009. Outside of his advisory role, Wegner is president of the Experimental Aircraft Association Chapter 320, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment solutions across multiple platforms and maintains proprietary model strategies alongside access to third-party managers.

Deborah Lammers is a financial advisor at Morgan Stanley in Waukesha, Wisconsin, with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012. Outside of her advisory role, she is involved as a consignor in an online retail business on Poshmark. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and specialized planning groups.

Adam Rahl is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Clearing. Adam is currently based in Germantown, Wisconsin. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Mckillip is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Osaic Wealth Inc in 2025, he worked at LPL Financial, LLC and SII Investments, Inc. Mckillip is also an enrolled agent providing tax preparation and IRS representation services through his sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios with a range of investment types, managed through multiple advisory platforms.

Thomas Mehl is a financial advisor with Thrivent Investment Management in Hartland, Wisconsin, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning across a range of topics. The firm allows clients to integrate planning with managed accounts under a consolidated billing option while maintaining separate service structures.

Tracy Dallen is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 63 designation and bringing 26 years of industry experience. Dallen has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of advising, Dallen owns Vetric Enterprises, LLC, a holding company for sport horses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Caitlyn Creed is a financial advisor at Wells Fargo Advisors in Waukesha, WI, with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Waddell & Reed. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options and investment solutions.

Jake Balistreri is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including SagePoint Financial Inc. and Steve Koch. He also serves as a health care power of attorney for a family member. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to third-party managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios across various investment vehicles.

Caleb Schmidt is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Eaton Corporation. Outside of his advisory role, Schmidt is employed as a cashier at Kwik Trip. 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 portfolios, third-party asset management, and institutional platforms.

Alicia Albarran is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has eight years of industry experience. Her work history includes roles at Waukesha State Bank and affiliated entities since 2014. She is also involved in the sale of fixed insurance products through Waukesha State Bank’s insurance agency and provides occasional referrals to Prairie Trust/Waukesha State Bank Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports varied investment strategies and holds over $256 billion in assets under management.

Kevin Cosentino is a financial advisor with Equitable Advisors in Hartland, WI, holding a Series 66 designation and 22 years of industry experience. He has worked with Equitable Advisors since 2003, including its predecessor Axa Advisors from 2004 to 2020. Outside of his advisory role, he operates a business under the name Cosentino Financial Group, Ltd. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management through a broad network of Investment Adviser Representatives and relies heavily on third-party program sponsors and asset managers for implementation.