John Coloso is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 42 years of industry experience. His career includes roles at First Allied Advisory Services and First Allied Securities, as well as managing his own firm, John Coloso Investments, since 2002. Outside of his advisory work, he serves as a trustee for a supplemental trust and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a diverse clientele, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers to provide discretionary and non-discretionary investment services.

Christopher Czarnecki is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 credential and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with 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 that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Paul Broesch is a Series 66-licensed financial advisor with Ameriprise in Menomonee Falls, Wisconsin, with 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Broesch is co-owner of Broesch & Co., S.C., a tax preparation firm, and serves as Financial Secretary on the Board of Directors for Grace Bible Fellowship of West Bend. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies and emphasizes managed accounts in its retirement programs.

Jonathan Ewart is a financial advisor at OSAIC with Series 66 credentials and one year of industry experience. His prior roles include positions at LPL Financial and IAG Wealth Partners, LLC. He also provides administrative support to IAG Wealth Partners, an independent investment advisory firm. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through an extensive network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Matthew Winters is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2021. Prior to his current role, he was involved with the Potawatomi Area Council Boy Scouts of America from 2010 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for its clients.

Michael Shannon is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding CFP® and Series 63 designations and bringing 34 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2014 to 2019. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Donna Nagel is a financial advisor with LPL Financial based in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, Liberty Tax Services, Aflac, Highland Capital Brokerage, National Guardian Life Insurance, and World Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven risk management approaches.

Lukas Zabel is a financial advisor at OSAIC Wealth Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Ferrito & O'Gorman Financial Group and Waterstone Bank. Outside of his advisory role, he assists clients with the sale of life insurance through a sole proprietorship. OSAIC Wealth Inc. serves retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios containing a variety of investment types and provides access to third-party money managers and wrap programs.

RaeAnn Enders is a Vice President and Wealth Planner at Fidelity Investments, where she has been serving since 2023. In her role, she partners with individuals and families to personalize financial plans that meet their specific needs and those of their loved ones. RaeAnn focuses on building strategies for financial longevity and maintains ongoing client relationships tailored to preferred communication methods. She has extensive experience in the financial industry, having held several roles at Fidelity Investments since 2011, progressing from Senior Relationship Manager to Financial Consultant before her current position. Her earlier career includes positions at Regions Bank, Us Bancorp Investments, State Farm, ING, Banc One Securities, and Mutual Savings Bank, demonstrating a broad background in financial consulting, relationship management, and banking. Outside of her professional work, RaeAnn has interests in art, baseball, painting, soccer, food, and volunteering.

Joseph Torelli is a financial advisor with Raymond James Financial in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2011. Torelli is also the owner of RJ MKE, LLC, a support company outside of his advisory role. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations through comprehensive risk profiling and firm research, supported by a broad affiliate network.

Stephanie Johnson is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2021, she worked at Advia Credit Union and held various roles including work in athletics and retail. Outside of her advisory role, she is involved in a family-owned restaurant and bakery in Lake Geneva, Wisconsin, where she assists with baking and retail operations on weekends. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a wide range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Ashley Wade is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Baird, Wade held roles as a student and briefly at Hatch Staffing Services. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, institutional clients, and charitable organizations by providing consulting and portfolio management services tailored to client goals and risk tolerances. Their offerings include discretionary and non-discretionary management, separately managed accounts, and a range of traditional and complex investment strategies.

Matthew Loverine is a financial advisor with OSAIC based in Milwaukee, WI, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. He owns Thomey Financial Services, where he meets clients and provides portfolio design and financial planning. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, managed on either a discretionary or non-discretionary basis.

Matthew Kolb is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. He has been with RBC Capital Markets since 2018, previously working at Edward Jones and the University of Dayton. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Thomas Klug is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at UBS Financial Services Inc. and has been with Ameriprise in various capacities since 2017. Outside of his advisory role, Klug is a musician who performs with the band Van Eskes. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, 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 advice through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools to support its recommendations.

Natalie Cook is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked at the University of Wisconsin-Milwaukee and the Greendale School District. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Vijay Raj is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 34 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. There are no reported outside business activities involving Vijay Raj beyond his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and brokerage products through an integrated platform that combines advisory programs with insurance and lending solutions.

Melissa Coppage is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior roles include positions at Cetera, Avantax, and Signator Investors. Outside of advising, she teaches fitness classes at Wisconsin Athletic Club and Brooklyn Gyms. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs supported by ongoing manager selection and in-house research.

Trent Remmers is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has previously worked with Ellenbecker Investment Group and held various roles at Halquist Stone and the University of Wisconsin. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Abraham Dispennette is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and American Family Insurance. Outside of advising, he is a 33% owner of a franchise holding company and serves in the Wisconsin Army National Guard. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, using proprietary research and model-based asset allocations to tailor investment strategies. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.