Christopher Brennan is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at B.C. Ziegler and Company for eight years. He is also involved in his local community as a member of the Parish Pastoral Council at St Mary Church in Sayner, Wisconsin. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Cole Froistad is a financial advisor at Edward Jones in Waukesha, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Gustave A. Larson and Kohl's. 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nicholas Rohlfing is a financial advisor at Morgan Stanley with 13 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 credentials. 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 financial planning services that utilize firm-approved tools and modeling techniques.

Carl Veenendaal is a financial advisor with Raymond James Financial in Elm Grove, WI, holding a Series 63 designation and 36 years of industry experience. He has been with Raymond James Financial and its related entity since 2008. Veenendaal also worked at Catholic Memorial High School for 15 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports a large advisor network with specialized municipal advisory and SIMPLE IRA consulting programs.

Dann Ingebritson is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked with LPL Financial since 2021 and has been associated with BMO Harris since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and a range of investment strategies.

Stephen Mlinaz is a financial advisor at Thrivent Investment Management based in Waukesha, WI, holding a Series 66 designation with one year of industry experience. He previously worked at Core BTS from 2012 to 2024 before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Brady Gerritson is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses, and has one year of industry experience. His prior roles include positions at BCI Burke, J F Ahern Co, and Mercury Marine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Rickey Fong is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2002. Outside of his advisory role, he is a Dale Carnegie course instructor in Wisconsin, dedicating about 20 hours per month to teaching. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Ryan Hitchcock is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, Mass Mutual Investors Services, Massmutual Life Insurance, and Metlife Securities. Hitchcock is also a shareholder in High Point Capital Group, Inc. and works as an independent insurance agent for fixed products through Crump Insurance Services. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios that include a range of investment types managed on discretionary or non-discretionary bases.

Brandon Wiggins is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent seven years at Bank of America and Merrill from 2010 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its advisory services.

Paul Jackson is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Based in Hartland, WI, Jackson focuses on serving clients through the firm’s institutional platform. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and tax-efficiency analysis.

Andrew Kroll is a Series 66 licensed financial advisor with LPL Financial, based in Wauwatosa, WI, with six years of industry experience. He has worked at LPL Financial since 2020 and has been associated with UW Credit Union since 2015. Outside of advisory activities, he serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Keith Dunton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Andrew Stromwall is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. He has worked at RBC Capital Markets since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves on the board of the Waukesha County Community Dental Clinic, a nonprofit focused on providing dental care to those in need. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Bradley Simenz is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves as a trustee for family trusts aimed at generational wealth preservation and distribution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and underwriting services.

Patrick Bernauer is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. His prior work includes positions at Baker Tilly and several roles at the University of Minnesota - Twin Cities. Baird is a large institutional firm with approximately $394 billion in regulatory assets under management as of December 31, 2025. The DDK Group within Baird’s Private Wealth Management department serves individual, corporate, pension, and charitable clients, offering services such as financial planning, portfolio management, and separately managed account programs.

Peter Dahlquist is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, Inc. for 17 years. He is also involved with the Ake L. Dahlquist Scholarship Memorial Fund. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions, offering advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Kathy Ledvina is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ledvina serves on the boards of Novitas Solutions Inc., GuideWell Source, and First Coast Service Options, Inc., where she holds roles including Audit and Compliance Committee Chairperson. Ameriprise offers retirement-income planning services targeting clients with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations. As a large institutional firm, it delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Margaret Edmunds is a CFP® professional with 22 years of industry experience. She is currently with Raymond James & Associates and previously worked at Robert W. Baird for 10 years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting services supported by a nationwide adviser network.

Kyle Wold is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with TD Ameritrade Inc. and Charles Schwab Bank SSB in addition to his current role at Charles Schwab. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.