Nolan Cohen is a CFP® professional based in Oconomowoc, WI, affiliated with LPL Financial. He has eight years of industry experience, including roles at Northwestern Mutual and Landmark Credit Union. Outside of his financial advisory work, he is involved in a small-scale sports card selling business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered primarily by investment adviser representatives.

Timothy Mittelstadt is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Mittelstadt serves as a middle and high school basketball referee and is a member of the Board of Directors for the Lighthouse Youth Center, participating in finance committee activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive, goal-based planning across various financial topics without discretionary trading authority.

Harrison Seidner is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023, as well as Charles Schwab Bank, SSB since 2025. Prior to his financial services career, he spent several years involved with the Fiesta Bowl and in education. 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. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and order-routing functions.

Jeremy Frantz is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Brookfield, WI. He has 10 years of industry experience and has been with J.P. Morgan Securities since 2015. Outside of his advisory role, he is a partial owner of Brew Town Trading Co., LLC, a business involved in collecting and selling sports cards and collectibles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative screens and qualitative research to build model asset allocations, with recommendations that may include an ESG eligibility framework.

John Furrer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc., M&I Investment Management Corp., and M&I Financial Advisors, Inc. Outside of his advisory role, he is a basketball official in Menomonee Falls, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Michael Sellinger is a financial advisor at RBC Capital Markets with 39 years of industry experience. He has held positions at RBC Capital Markets since 2015 and previously worked at Cleveland Hauswirth Investment Management, Inc. from 2006 to 2014. He holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs. The firm offers tailored portfolio management, financial planning, and brokerage services using both in-house and third-party investment managers.

Joseph Vavruska is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored retirement plans, and corporate entities. The firm employs a model-driven investment approach, primarily offering access to third-party asset managers and participating in the Model Wealth Portfolios wrap program.

Scott Lovejoy is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. Prior to that, he was with COUNTRY Capital Management Company beginning in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth and corporate and charitable entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kayla Cardoza is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and previously worked at Robert Baird & Co. for eight years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Rob Henry is a Financial Consultant currently working at Fidelity Investments since 2024. He has previously held the position of Financial Advisor at Janney Montgomery Scott from 2015 to 2023. Rob focuses on helping clients understand their personal finances and aims to build confidence across various life stages by establishing relationships, identifying concerns, and setting goals. With nearly a decade of experience in the financial advisory field, Rob works collaboratively with clients to develop financial plans aligned with their objectives. His approach emphasizes foundational relationship-building and goal-setting as the basis for effective financial planning. Outside of his professional role, Rob engages in family activities, social events with friends, music, outdoor adventures, reading, and volunteering.

Gerald Thomas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior roles include positions at Citigroup Global Markets, Citicorp Investment Services, and Merrill. Outside of finance, he is an owner and partner of GimmeShelter Freeze Dry LLC, a business that rents time on a freeze dryer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Russell Kenitzer is a financial advisor with OSAIC, holding a Series 63 designation and possessing 33 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and Sii Investments. He is also the owner of Kenitzer Tax Group, where he has been engaged in tax preparation and planning since 2005. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization.

Tracy Pesl is a financial advisor with Equitable Advisors, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2008. Outside of advising, she has served as a poll worker for Menomonee Falls. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Phillip Strosahl is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Cetera Wealth Services, LLC, having previously held positions at Avantax Advisory Services and 1st Global Advisors Inc. Outside of his advisory work, he serves as treasurer for Venturing Crew 109, a youth group affiliated with the Boy Scouts. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform that includes affiliated and third-party model portfolios.

Laurie Tebon is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 63 designation and has been with Merrill and Bank of America since 2013. Laurie serves on the board and finance subcommittee of Family Sharing of Ozaukee County, a charitable organization that operates a food pantry and resale shop for low-income households. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Jimmie Collicott Jr. is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C. since 2013, as well as prior experience at The Mutual Fund Store and SII Investments, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm integrates a committee-driven modeling process with planner delivery and online tools, offering diversified portfolio management and long-term investment strategies across discretionary and non-discretionary platforms.

Amanda Kojis is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with eight years of industry experience. Her prior work includes roles at Edward Jones and Amica Mutual Insurance Company. She has been with Morgan Stanley and its Private Bank since 2020. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate financial planning arrangements.

Michael Jansen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of his advisory work, he is involved in selling disability insurance for independent contractor real estate agents and also works as a makeup artist with Seint. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Leah Garland is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 65 and Series 63 licenses and has prior work experience with BMO Bank NA, Fifth Third Securities, and Fifth Third Bank. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Brennan Gott is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at LPL Financial and Wells Fargo. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.