Brian Wielgus is a financial advisor with Robert W. Baird & Co. in Waukesha, WI. He holds a Series 66 designation and has 14 years of industry experience, with his tenure at Robert W. Baird beginning in 2011. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement strategies across traditional and non-traditional asset classes.

Steven Fischer is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

James Schneider is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds an inactive CPA license and has ownership in Schneider Wealth Management Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Michael Goldammer is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney and Principal Life Insurance Company. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools with advisor input to support retirement planning within a broad platform of advisory, brokerage, and insurance solutions.

Danny Viola is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2010. 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 a variety of advisory programs tailored to clients’ risk profiles and utilizes both in-house and third-party investment managers to implement portfolios.

Scott Dolven is a financial advisor at OSAIC with 56 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he is a licensed insurance agent providing disability insurance, fixed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs various tools and third-party platforms to construct and manage diversified investment portfolios.

Michael Ollmann is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2015. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Ketter is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2022. Prior to that, he was with Keder Solutions and Mortgage Guarantee Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Dustin Koehler is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at Edward Jones since 2009. Located in Sussex, WI, he holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Gregory Nebel is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2021. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over a decade. He is a board member and treasurer of the Financial Planning Association of Wisconsin. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including retirement, education, and niche services such as sports and entertainment planning. Advisors utilize proprietary research and planning tools to deliver tailored recommendations, with clients able to choose implementation through brokerage or advisory programs.

Nicholas Galfano is a financial advisor at Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Johnson Controls, Apple, GE Healthcare, and Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Michael Kieckhaefer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at City National Bank and Target Corporation. Outside of finance, he has been involved with Fort Wilderness Ministries over multiple years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles, utilizing both in-house and third-party investment managers, and provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Jeffrey M. Steffes is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 1991 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Matthew Hilton is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at BMO Harris Bank, U.S. Bancorp Investments, and U.S. Bank. Outside of advising, he is involved with BMO Investment Services in Brookfield, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Sondra Safer is a financial advisor with Cetera in Brookfield, WI, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has been with Cetera since 2004. Safer also operates an income tax and accounting service and is a certified public accountant who performs notarial acts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a nationwide network of over 10,000 advisors.

Nathan Schmidt is a Financial Consultant currently working at Fidelity Investments since 2026. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His professional experience also includes a five-year tenure as a Financial Advisor at Raymond James & Associates from 2019 to 2024. Nathan focuses on guiding clients to develop financial habits and co-creating plans that build confidence in reaching their financial goals. He emphasizes clear guidance and partnering with clients to implement plans they feel assured in. Outside of his professional work, Nathan enjoys family activities, fitness, golf, movies, museums, and reading.

Jonathan Leipold is a financial advisor with RBC Capital Markets in Delafield, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at RBC Capital Markets since 2013 and previously spent eight years with City National Bank. Leipold serves on the board of directors for the NHL team Minnesota Wild. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with customized portfolio management and financial planning supported by a combination of in-house and third-party managers.

Derek Dahl is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Securities America, Inc., and Mutual of Omaha. In addition to his advisory role, he is an insurance agent with Futurity First Insurance Group under the DBA Dahl Financial Partners. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing various tools and third-party solutions to construct and manage portfolios tailored to client needs.

Megan Roraff is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 13 years of industry experience. She has been associated with Wells Fargo entities since 2012 and has maintained a role at Abrasive Specialties since 2000. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Angela Krause Lane is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She has been with Robert W. Baird since 2004 and holds Series 63 and Series 66 credentials. She is part of the DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group offers customized financial planning and portfolio management using a range of strategies and services, including separately managed accounts and tax-management overlays.