Thomas Teister is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2008 and also operates Teister N' Teister, LLC. Outside of his advisory role, he serves as an independent insurance agent for various companies through Pinnacor Financial Group and his own firm. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Gary Sievewright is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2015. The firm is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James & Associates serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Jackson Gallagher is a financial advisor with Wells Fargo Clearing based in New Berlin, WI. He holds Series 63 and Series 66 designations and has two years of industry experience. Prior to joining Wells Fargo, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Andrew Rux is a financial advisor at Edward Jones in Hartford, WI, holding Series 63 and Series 66 credentials with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Robert Ciriacks is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Northwestern Mutual Investment Services LLC and Scottrade. He is based in Brookfield, Wisconsin. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Center for Financial Research.

Eric Tweeden is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services Inc, Girard Securities, Inc., MPC Advisors LLC, and Matrise/Polzin Retirement Planning Corp. In addition to his advisory role, he is an agent with MPC Insurance Services LLC, focusing on life insurance and fixed annuities. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by both proprietary and third-party investment strategies.

Timothy Moriarty is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he operates Orange Hat Publishing, producing fiction content for publication. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

George Galewski is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Robert W. Baird since 2015 and previously spent 17 years at UBS Financial Services. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with an emphasis on ongoing manager selection and internal research.

Micah Schroeder is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at MML Investors Services and MassMutual from 2015 to 2020, and he has been affiliated with Bank Five Nine and LPL Financial since 2020. He is also an agent for fixed and life non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a range of strategies and tools.

David Tuttle is a CFP® professional with 32 years of industry experience, currently serving at J.P. Morgan Securities since 2012. His prior experience includes roles at JPMorgan Chase Bank, N.A., M&I Financial Advisors, Inc., and Vision Asset Management Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative analysis and integrates ESG criteria in its recommendations.

Suzanne Carney is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as chair of the board for the Menomonee Falls Farmers Market in Menomonee Falls, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Cody Berger is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He began his career in financial services in 2016 and has held various roles within Fidelity Investments, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Minneapolis Financial Group. Cody focuses on partnering with clients to develop goal-based financial strategies tailored to their individual priorities and preferences. He aims to serve as his clients' primary advisor throughout all stages of life, drawing on his own experiences to emphasize the importance of planning. Outside of his professional role, Cody enjoys biking, fishing, football, spending time at the lake, caring for pets, and traveling.

Mitchell Vogel is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory role, Vogel is involved in online reselling, primarily buying and selling shoes as part of a personal hobby. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining separation between the two.

Gregory Branson is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Allspring Funds Management, LLC. Outside of finance, he serves as a volunteer member of the Elm Grove Fire Department. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide advisor network.

Kimm Schmitz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Their work history includes roles at PFS Investments Inc., MAP & Associates, Primerica Financial Services, Quigley Tax Service, and serving in the Town of Polk. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.

Eric Brown is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Investment Centers of America, Richardson Capital Management, and The Mutual Fund Store. Brown serves as a local school board member in Germantown, Wisconsin. 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 institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kayla Lukehart is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at TD Ameritrade and Charles Schwab entities since 2016. 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 alternative investment due diligence and centralized custody and order-routing capabilities.

Maiti Quill is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Merrill, Stifel, and UMB Fund Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning services.

Kenneth Malczewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Primerica since 2005 and was previously involved with Cross Plains Brewing Company for nine years. He is also a 15% co-owner of Polski Investments, doing business as Bull & Bear Associates. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-based investment strategies managed by unaffiliated asset managers.

Gennell Warner is a financial advisor with Stifel, holding a Series 66 credential and over one year of industry experience. Prior to joining Stifel in 2023, Warner worked for Edward D. Jones and Co. for 15 years. Outside of advisory work, Warner is involved with Pruvit Ventures Inc., a dietary supplements company engaged in direct sales. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decisions in asset allocation and financial planning.