Abraham Dispennette is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and American Family Insurance. Outside of advising, he is a 33% owner of a franchise holding company and serves in the Wisconsin Army National Guard. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, using proprietary research and model-based asset allocations to tailor investment strategies. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Charles Albrecht is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Brookfield, Wisconsin. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public finance and institutional consulting capabilities.

Michael Charboneau is a Series 66-licensed financial advisor with Morgan Stanley, based in Waukesha, WI, and has 17 years of industry experience. He previously worked at Robert W Baird & Co. for seven years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he has been since 2022. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Debra Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. She has been associated with Raymond James since 2010 in various capacities and is also involved with Intelligent Investors Group. Outside of her advisory role, she supports Intelligent Investors, LLC in a non-investment capacity. Raymond James Financial Services Advisors serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support services rather than delegated management.

Davin Kuokkanen is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Anthony Szymborski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has worked with Cambridge and its related entities since 2019 and has been affiliated with Nettworth Financial Group since 2004, where he is also a founder and owner. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering a range of financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals. The firm provides both proprietary model strategies and access to third-party managers, with investment solutions tailored to client objectives across multiple platform arrangements.

Ricky Burroughs is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans and implement strategies aimed at simplifying their financial lives. Ricky has experience in wealth management and financial representation, having worked as a Registered Wealth Management Associate at U.S. Bancorp Investments from 2018 to 2023, and as a Financial Representative II at Fidelity Investments from 2016 to 2018. Outside of his professional work, Ricky is interested in family activities, football, golf, softball, and volunteering.

Kirstin Dorn is a financial advisor with Edward Jones in Hartland, WI, holding a Series 66 designation and over 12 years with the firm. She has three years of industry experience. Outside of her advisory role, she occasionally sells essential oils through a direct sales distributorship. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Christopher Pfau is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Edward Jones, Transamerica, and E*TRADE. His career also includes a role at WINTRUST Bank concurrent with his current position. LPL Financial serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

David Etheridge is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2011. Outside of his advisory role, he is involved in fixed and term insurance sales and operates a business as a lessor and lessee of an office building in Sussex, Wisconsin. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management programs. The firm’s integrated platform combines advisory services with brokerage and insurance product sales through affiliated entities.

Zachary Arndt is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds a Series 66 designation and has been with Baird since 2017, previously working at Acuity Insurance. Outside of his advisory role, he is involved as an owner of Small World Threads LLC and works in a bartending capacity for Milwaukee World Festival 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, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Gregory Zwick is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he teaches a retirement education course targeted at baby boomers and serves on the advisory board of a church endowment fund. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary services, leveraging affiliated and third-party managers.

Anthony Griffin is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at JHFN SII for seven years before joining Osaic in 2018. Griffin is also involved as an agent at MK Financial Group, Inc., where he focuses on sales and marketing of fixed annuities and non-variable insurance. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by proprietary tools for portfolio construction and access to third-party money managers across multiple platforms.

Ashley Thomas is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. Thomas has worked at Merrill since 2010 and at Bank of America, N.A. since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a broad set of products and services beyond traditional investment management.

Christopher Svacina is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including previous roles at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. based in Brookfield, WI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, retirement plan consulting, and brokerage services. The firm offers both discretionary and non-discretionary management supported by research and model portfolios, along with additional financial products and technology-driven solutions.

Shelly Rynearson is a CFP® with 40 years of industry experience, currently serving at LPL Financial since 2018. She previously worked at Invest - Delafield and Invest Financial Corporation from 1985 to 2018. Outside of her advisory role, she is a trustee of Holly Hock Hollow Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services, supported by research and model portfolios from multiple sources.

Christopher Ersbo is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and totaling 24 years of industry experience. His prior roles include positions at Cetera Investment Services LLC, North Shore Bank, GWFS Equities Inc. (Empower), Resolute Investment Distributors, and American Beacon Advisors. Outside of his advisory work, he maintains a flower farm and apiary with approximately 30 beehives as a personal hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with over $1 trillion in assets under management.

Jeane Schell is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC. Schell serves as a director for the South Suburban Chamber of Commerce in Oak Creek, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a significant retail advisor and branch network.

Anne Kovales is a Series 66-registered financial advisor at Thrivent Investment Management with three years of industry experience. Her prior work includes roles at North Star Resource Group, Minnesota Life Insurance Co, and Northwestern Mutual. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Brian Bonewell is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2021. He has also worked with BMO Financial Advisors, Inc. for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.