Ruben Rivas is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Strategic Wealth Partners Group LLC, U.S. Bancorp Investments, Inc., and Robert W. Baird & Co. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Thomas Haarmann is a Series 66-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 2000. He has 26 years of industry experience and previously worked at Continental Savings Bank starting in 1995. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors, using model-driven and asset-allocation approaches that incorporate both discretionary and non-discretionary strategies.

Timothy Harrison is a financial advisor with Principal Financial Services, holding the CFP® and ChFC® designations and over 25 years of industry experience. His career includes roles at Harrison Financial, Roethel Financial, and Principal Life Insurance Company. Outside of advising, he owns Harrison Tax Service, providing tax preparation services, and serves on the board of the Cedarburg Education Foundation. Principal Securities offers brokerage and advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Gregory Vidmar is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Annex Wealth Management, Woodbury Financial Services Inc., and MetLife Securities Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active management with quantitative, momentum, and fundamental analysis.

Matthew Martens is a financial advisor with Principal Financial Services in Wauwatosa, WI, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked with Principal Securities since 2016 and Principal Life Insurance Company since 2013, with a one-year tenure at Great Lakes Retirement Plan Consultants from 2023 to 2024. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts through distinct adviser and promoter arrangements.

Jorge Benavente is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Company, and Primerica Financial Services. Benavente serves as a board member for Pantheon Industries, a nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Laura Jerominski is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior work includes roles at the Milwaukee Yacht Club and South Shore Yacht Club. 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 various advisory programs with tailored strategies and a range of portfolio management and financial planning services.

Jeffrey Schnoor is a financial advisor with Charles Schwab in Mequon, WI, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He worked at Johnson Wealth Inc. for 20 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Jeffrey Krause is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is involved as a director and partner in Krause Properties LLC, a real estate business focused on property management and accounting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and advisory programs, utilizing structured discovery processes and advanced modeling tools to assist clients in developing tailored financial plans.

Steven Kellogg is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Baird since 2006, following roles at Allspring Funds Management and Strong Capital Management. He serves as a board member on the Investment and Finance Committee of Brookfield Christian School. Baird’s DDK Group, where Kellogg works, provides wealth management services to individuals, corporate clients, pension plans, and charitable organizations, utilizing a range of portfolio management and financial planning strategies supported by internal research and ongoing manager oversight.

Jordan Westphal is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Thrivent Investment Management since 2018 and was previously with SII Investments from 2012 to 2018. He is based in Cedarburg, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning focused on a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing arrangement.

Andrew Charles is a Financial Advisor at Merrill Lynch Wealth Management with nine years of experience in comprehensive wealth management. He specializes in providing customized financial strategies tailored to the unique needs of individuals, families, and businesses. His areas of expertise include college education planning, employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Andrew holds a Bachelor's Degree from The University of Wisconsin Madison and holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA). He is an active member of professional organizations including the Middleton Chamber of Commerce, Morgan's Caring Connection, and The Madison Club. Outside of his professional work, Andrew enjoys a variety of personal interests such as biking, drawing and sketching, fishing, golfing, hiking, ice skating, painting, photography, skiing, and woodworking. He values the opportunity to share hobbies with his clients and aims to deliver financial clarity so his clients can focus on living life rather than managing money.

Thomas Hutchinson is a financial advisor at OSAIC with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at MPC Advisers and EmbedTek. OSAIC Wealth serves a diverse client base including retail investors, retirement plan participants, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Suey Wong is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert W. Baird since 2013. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

Paul Brokenshire is a financial advisor with MML Investors Services, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at MassMutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company since 2016. In addition to his advisory role, Brokenshire is the owner of First Impressions Wealth & Capital and is involved in the sale of group life, health insurance, and Medicare/Medicaid products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, with a focus on collaborative, goal-based planning using firm-approved tools.

Christopher Klopatek is a financial advisor with Robert Baird & Co. in Mequon, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2023, he worked in appraisal services and has a background that includes various roles in theater organizations. Outside of his advisory role, he is also involved as an actor with Actor/Lori Linns, Ltd. Baird’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and uses a mix of SMA strategies alongside tax management and unified fee arrangements.

Richard Shelton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His background includes positions at PFS Investments Inc. and Primerica Financial Services, as well as roles outside finance at LA Fitness and Stats Perform. He is also a personal trainer with Vip Fitness LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, focusing on advisory services rather than institutional or pension clients.

Kylie Sprecher is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has worked at Baird since 2022. Prior to joining Baird, she held various roles at Peggy Borris LLC, Marquette University, Zurn Industries LLC, and other organizations. She also serves as a futsal coach with Wisconsin Futsal Factory. Kylie is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of advisory services, including financial planning, portfolio management, and custody, supported by internal research and a mix of manager-traded and model-traded strategies.

Sarah Zirbel Nowak is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of her advisory role, she is involved with Hugo Wealth Partners, a DBA related to her LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Amanda Manske is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Cetera and has a background that includes roles at First Allied Advisory Services and Prime Financial Advisors. In addition to her advisory work, she provides non-CPA accounting and tax preparation services and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm that offers financial planning, portfolio management, and retirement services to a wide range of clients including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform with access to affiliated and third-party managers, supporting various portfolio strategies and program structures.