Jake Luthardt is a financial advisor with Wells Fargo Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Northwestern Mutual Investment Services and Robert W. Baird & Co., Incorporated. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

John Hussar is a financial advisor with LPL Financial based in Brookfield, WI. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining LPL Financial, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2017 to 2025 and operated Hussar Capital Group from 2013 to 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management and institutional platforms, with a focus on a broad range of investment strategies and advisor support tools.

Lauren Thompson is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and has worked at Woodbury Financial Services Inc, Girard Securities, Inc., and Matrise, Polzin & Company. Outside of her advisory role, she serves as State Treasurer for ABATE of Wisconsin, assisting with financial reporting and bookkeeping. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

Jeffrey Petrus is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Gary Nadolsky is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera and related entities since 2017. In addition to his advisory role, he is involved in selling fixed insurance products and serves as a customer relationship manager at BeneVest Inc. and BeneTrak, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Dana Felton is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this role, she worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Darren Boyce is a financial advisor with Robert W. Baird & Co. holding a Series 66 credential and has accumulated one year of industry experience. His previous roles include positions at ISP Capital Markets, Quad, and Marshall & Stevens Incorporated. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research.

Christopher Jones is a financial advisor with Osaic Wealth in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining Osaic in 2018, he worked at Sii from 2013 to 2018. He is involved in the sales and marketing of fixed annuities and non-variable insurance through his sole proprietorship, Strategic Wealth & Legacy Advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation, portfolio optimization, and access to multiple investment programs and third-party managers.

Peter Koleske is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Wintrust Private Client, U.S. Bancorp Investments, and BMO Harris Financial Advisors. Outside of his advisory work, he serves on the board of directors for the Catholic Community Foundation of the Archdiocese of Milwaukee and acts as a trustee for St. Joseph Parish, assisting with business decisions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Richard Wartman is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced analytical tools.

Andrew Schaefer is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments and Robert W. Baird. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

John Mc Innes Jr. is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Packerland Brokerage Services, and Edward Jones. Outside of his advisory role, he manages The Pru Crew, LLC, a real estate rental business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs.

David Klapatch is a Series 66-licensed financial advisor with LPL Financial in Brookfield, WI, bringing 22 years of industry experience. He has worked at LPL Financial since 2018 and previously operated Klapatch Wealth Management, LLC since 2010, alongside experience at SII Investments, Inc. and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services including financial planning and model portfolio programs, leveraging both proprietary and third-party resources across discretionary and non-discretionary strategies.

James Mccartan is a financial advisor with Primerica Advisors in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in sales and referral activities related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custodial services.

Charlie Werner is a Planning Consultant at Fidelity Investments, where he assists individuals and families in making financial decisions aligned with their goals and values. He emphasizes a straightforward approach to financial planning and prioritizes building long-term relationships based on trust, clarity, and transparency. He has held various roles at Fidelity Investments, including Planning Consultant since 2026, Relationship Manager from 2025 to 2026, and Financial Representative from 2023 to 2025. His progression within the company reflects his growing expertise in financial planning and client relationship management. Outside of his professional role, Charlie enjoys boating, golfing, running, exploring food as a foodie, and spending time with his pets.

Rachel Lazewski is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has been with Robert W. Baird since 2016 and holds a Series 66 designation. 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 institutional clients. The group offers tailored consulting and portfolio management services using a combination of in-house and third-party strategies, including traditional and non-traditional investment approaches.

Amy Williams is a CFP®, ChFC®, and holds a Series 66 license. She has 16 years of industry experience and has been 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 manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Kiersten Brennan is an Investment Consultant at Fidelity Investments, a position she has held since 2024. She has over a decade of professional experience in financial services, having previously served as Director of Wealth Management at Maiden Cove Capital from 2022 to 2023, Financial Advisor at Kowal Investment Group-Raymond James between 2013 and 2020, and Client Services Specialist at LPL Financial from 2011 to 2013. As a Certified Financial Planner™ and fiduciary, Kiersten specializes in guiding individuals and families through personalized, comprehensive financial planning processes. Her approach is informed by her early exposure to financial planning through her father's practice, which instilled an appreciation for the role of trusted advice and thoughtful guidance. She focuses on helping clients navigate periods of uncertainty with clarity and confidence. Outside of her professional work, Kiersten enjoys gardening, hiking, kayaking, outdoor adventures, spending time with pets, and traveling.

Patrick Marynowski is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at BMO Bank N.A. and Buffalo Wild Wings. 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 and model portfolio programs, supported by advanced operational tools and a broad network of advisors.

Steven Russ is a financial advisor with Robert W. Baird & Co. Inc. in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Robert W. Baird since 2005. Outside of his advisory role, Russ serves on the boards of several nonprofit and religious organizations, including Congregational Home, Inc., and First Congregational Church of Wauwatosa, where he participates in finance and investment committees. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and nonprofit clients, providing tailored financial planning and portfolio management services through a mix of in-house and third-party managers.