Jeffrey Baier is a Series 66 licensed financial advisor with Edward Jones in Elm Grove, WI, bringing one year of industry experience. Prior to joining Edward Jones, he worked for eight years at Roundy's Supermarkets, Inc., a division of The Kroger Co., and has additional experience with the University of Minnesota in wellness and recreation roles. 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 related services, including wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Jared Matheny is a financial advisor with Ameriprise Financial Services, LLC in Brookfield, WI, holding a Series 66 designation and two years of industry experience. His background includes roles outside finance such as working with La Crosse Parks and Recreation and at Houghtons Jackson Street Pub. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning advice through collaborative, non-discretionary recommendations informed by proprietary research and third-party data.

Mark Severson is a CFP® professional with 41 years of industry experience, currently with Stifel since 2018. He previously worked at B. C. Ziegler and Company for 34 years. Outside of his advisory role, Severson serves as a basketball official, refereeing boys’ and girls’ games from elementary through high school levels. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Sarah Nelson is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. She previously worked at Drake & Associates LLC and R&R Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management along with fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Matthew Malten is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Wauwatosa, WI. Outside of his advisory role, Malten serves as a finance committee board member at St. Matthew's Evangelical Lutheran Church, where he is involved in overseeing the church’s operating budget and investments. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Erin Nowakowski Lubarsky is a financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, holding a Series 63 designation and 25 years of industry experience. She has been with Robert W. Baird & Co. since 1999. Outside of her advisory role, she is involved in youth soccer coaching and community activities through the Polonia Youth Soccer Club and the Wisconsin Youth Soccer Association. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a broad range of clients including high-net-worth individuals, families, and institutional clients. The group offers customized financial planning, portfolio management, and a variety of investment strategies tailored to client goals and risk tolerances.

Kevin Sharping is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment solutions, along with affiliated trust and insurance services.

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 financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 10 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and J.P. Morgan Chase Bank, N.A. since 2018. 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 LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations while delivering recommendations on a non-discretionary basis.

John Furrer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes positions at BMO Harris Financial Advisors, Inc., M&I Investment Management Corp., and M&I Financial Advisors, Inc. Outside of his advisory role, he serves as a basketball official. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Michael Sellinger is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Gilbert Garcia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes prior roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust and Brokerage Services. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with Edward Jones in Elm Grove, WI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Edward Jones since 2019 and has also been involved with COUNTRY Capital Management Company since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branches, and operates under a fiduciary standard.

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 at J.P. Morgan Securities with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2014, with a brief interval before rejoining in 2022. Outside of his advisory role, he is an owner of GimmeShelter Freeze Dry LLC, where he manages scheduling for a freeze dryer. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Russell Kenitzer is a financial advisor at OSAIC with 32 years of industry experience. He holds the Series 63 designation and has previously worked at Woodbury Financial Services Inc and Sii Investments. In addition to his advisory role, he owns Kenitzer Tax Group, a sole proprietorship focused on tax preparation and planning, and operates an insurance agency specializing in fixed insurance products. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options supported by asset-allocation tools, risk-tolerance assessments, and third-party money managers.