Kurtis Maltby is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his primary role, Maltby is involved with Annex Insurance Services and Annex Wealth Management, where he provides financial planning and investment advice. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs that include tailored financial planning supported by firm-approved tools and analyses.

Jacquilyn Egholm is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Robert W. Baird since 2014. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and other advisory services, supported by internal research and a mix of manager-traded and model-traded strategies.

Jake Luthardt is a financial advisor with Wells Fargo Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC and Robert W Baird & Co., Incorporated. 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. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored recommendations.

Lauren Thompson is a financial advisor at Osaic Wealth, Inc. with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services Inc and Girard Securities, Inc. Thompson is involved with ABATE of Wisconsin as a state treasurer, handling regional treasurers' monthly reporting and bookkeeping duties. Osaic Wealth, Inc. serves a diverse clientele including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services, employing asset-allocation tools, risk assessments, and various investment platforms to manage portfolios across multiple asset classes.

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, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for eight years and Sii for five years. In addition to his advisory role, he is involved in the sales and marketing of fixed annuities and non-variable insurance through his sole proprietorship, Strategic Wealth & Legacy Advisors. OSAIC serves a broad range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and risk-assessment frameworks to build diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

Daniel Duran is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses. He has been in the financial industry since 2022, including experience at BMO Harris Bank prior to joining LPL Financial. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.