Sara Spaulding is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 13 years of industry experience. She has worked within various Fidelity entities since 2013. Outside of her advisory role, she is a distributor for AdvoCare, a health and wellness company. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Constance Carmony is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to develop financial plans.

Jake Murray is a financial advisor at Robert W. Baird & Co. with a Series 66 designation. He has experience working at Robert W. Baird & Co. Incorporated since 2026 and previously held roles in logistics and hospitality. Jake attended the University of Wisconsin-Madison from 2014 to 2018. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs both manager-traded and model-traded strategies, incorporates tax management and direct indexing, and uses internal research and artificial intelligence tools in client advice.

Matthew Hug is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as Vice President of the Waukesha West Athletic Booster Club, supporting fundraising efforts for local student athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning across a broad range of financial topics, delivered either as one-time or ongoing engagements, separate from portfolio management services.

Cori Raue is a Series 66-registered financial advisor with Fidelity, bringing 20 years of industry experience. Her prior roles include positions at Allspring Funds Management and Ameriprise. She has worked with various Fidelity entities since 2012. Cori is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to serve its clients.

Creighton Dracca is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wintrust Investments LLC and J.P. Morgan Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kurt Kuettel is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Allspring Funds Management. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Ronald Leipzig is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing. He serves as a trustee for an irrevocable trust in Franklin, Wisconsin. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Patrick Garrity is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at J.W. Cole Advisors and J.W. Cole Financial, as well as having prior experience in the restaurant industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies.

Matthew Rose is a financial advisor at Edward Jones in Hartland, WI, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones, he worked in education and tutoring roles, including positions at Mathnasium, Ace Tutoring Academy, Carnegie Learning, and the Whitefish Bay School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michele Olshanski is a financial advisor with Edward Jones, holding a Series 63 designation and 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1997. Outside of her advisory role, she is involved in several talent agencies focused on modeling and acting as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Menzel is a financial advisor at OSAIC with 30 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc, Union Financial Inc., PRINCIPAL LIFE INSURANCE COMPANY, and Princor Financial Services Corporation. Outside of his advisory work, he serves as a board member for Journeys Lutheran School and coaches girls’ golf at Lake Country Lutheran High School. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk assessments, and automated portfolio rebalancing to build diversified investment strategies tailored to client needs.

Ronald Pisano is a financial advisor with LPL Financial in Pewaukee, WI, holding a Series 66 designation and one year of industry experience. He has worked at Francis Pisano/Meritage Wealth Management and LPL Financial since 2025, with prior experience at Tenet Consulting and Gibson Consulting. Outside of his advisory role, he is co-owner and principal of Hudson West, Inc., a non-investment-related business based in Pewaukee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various investment strategies and technology tools to support its network of over 22,800 advisors.

Sam Osborne is a financial advisor with Raymond James & Associates in Waukesha, WI. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. Before his financial services career, he competed on the West Florida Golf Tour for seven years. Raymond James & Associates is a large firm serving individuals, institutions, pension plans, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and model manager options.

Jennifer Spiece is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Stifel and B.C. Ziegler and Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by structured discovery processes and firm-approved tools.

Matthew Carbol is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2015, as well as Avantax Investment Services from 2020 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it maintains oversight through affiliated and unaffiliated sub-advisers.

Jeremy Bardon is a financial advisor with Ameriprise in Dousman, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Charles Tinder is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the country.

Christopher Knight is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and owned East Town Management LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of financial planning and consulting services. The firm offers non-discretionary investment advice supported by proprietary research and maintains capabilities in municipal advisory and market-making activities.

Gregory Buboltz is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.