Dann Ingebritson is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at BMO Harris since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His work history includes roles at BCI Burke, J F Ahern Co, and Mercury Marine, as well as academic experience at the University of Wisconsin Madison. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

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 financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2020, previously serving at UW Credit Union since 2015. In addition to advisory work, he is a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and a broad platform of financial products.

Keith Dunton is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an executor for his father's estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Andrew Stromwall is a financial advisor with RBC Capital Markets in Delafield, WI, holding a Series 66 credential and 16 years of industry experience. He has been with RBC Capital Markets since 2017 and previously worked at Wells Fargo Clearing. Outside of his advisory role, Stromwall serves as a board member for 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, LLC, serves individual and institutional clients, including high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring tailored investment strategies through a combination of in-house and third-party managers, along with services such as portfolio management, financial planning, and brokerage.

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 two years of industry experience. He holds the Series 66 designation and has held prior roles at Baker Tilly and the University of Minnesota—Twin Cities. The DDK Group at Baird 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 supported by internal research and ongoing investment monitoring.

Peter Dahlquist is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He previously worked at Waddell & Reed, Inc. from 2004 to 2021. Dahlquist is also involved with the Ake L. Dahlquist Scholarship Memorial Fund. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large 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.

Kyle Wold is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade in various capacities since 2006. 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 investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

John Maguire is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lazard Asset Management from 2014 to 2019. Outside of advising, he serves as an office administrator for a construction contracting business, handling permitting and payroll functions on a part-time basis. Fisher Investments serves a diverse client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management with a centralized, research-driven investment process and a global approach to risk management.

Sarah Knudson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Charles Schwab in Brookfield, WI. She has been with Charles Schwab and Charles Schwab Bank 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 a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a distinctive operational structure.

Margaret Spada is a CFP® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2009, totaling 16 years of industry experience. She is based in Brookfield, WI. Outside of her advisory role, she has participated in guest welcoming and wine tasting events at a winery in Skaneateles, NY. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

James Wisniewski is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes 35 years at Signator Investors, Inc. and 8 years at Royal Alliance Associates, Inc. Wisniewski also owns and operates several financial services businesses, including Strategic Wealth & Legacy Advisors, where he provides registered representative and investment advisory services. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to managed portfolios and third-party investment solutions. The firm utilizes a variety of asset-allocation tools and manages accounts with flexibility to accommodate client-imposed investment restrictions.

Matthew Young is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Fidelity Investments and has prior experience at Westpac Wealth and Northwestern Mutual. Outside of his advisory work, he coaches for the Milwaukee Jr Admirals hockey team. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.