Ashley Gaszak is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2012. Prior to that, she worked at JPMorgan Chase Bank in Wisconsin beginning in 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s process integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Bradley Tipple is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes a 16-year tenure at Robert W Baird & Co and roles at API Financial Advisors, LLC and Lake Street Financial, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, access to model portfolios, and third-party asset management through an integrated platform that combines adviser programs with various financial products.

Dea Harizaj is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at various Morgan Stanley entities as well as Northwestern Mutual. Outside of her advisory role, she is involved in modeling. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and utilizes firm-approved tools, serving clients primarily in an advisory capacity.

David Dudek is a financial advisor with Charles Schwab in Brookfield, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012. Dudek serves on the advisory board for the University of Wisconsin-Green Bay Charles Schwab Foundation Center for Financial Wellness, focusing on increasing awareness of personal finance within the university and local community. Charles Schwab serves a large client base, 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 options supported by multi-asset model portfolios and centralized operational infrastructure.

Jacob Bill is a Series 66-licensed financial advisor with LPL Financial in Greendale, WI, where he has worked since 2015. He has 10 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Irina Dianov is a financial advisor with Ameriprise in Oconomowoc, WI, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service for clients typically with at least $1 million in investable assets, providing tailored written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process within a large institutional framework.

Mark Otten is a financial advisor with Stifel, holding the Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which focuses on forward-looking capital market assumptions and probabilistic modeling.

Kevin Cahill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and National Life of Utah. He is based in Waukesha, Wisconsin. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, combining retail advisory offerings with municipal and financing capabilities.

Adam Rick is a financial advisor with LPL Financial in Franklin, WI, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2015 and also worked at Commerce State Bank from 2015 to 2020. 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 retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Diane Sherwin is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 66 license and over 20 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves on the Elmbrook School Board, representing the community's interests in local education matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor client solutions.

Hunter Riley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and previously at TD Ameritrade. Prior to his financial services career, he was employed at Mattress Firm and attended Stephen F. Austin State University. Charles Schwab & Co., Inc. serves a large client base primarily made up of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Benjamin Koehler is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2012. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Michael Schlueter is a financial advisor at Osaic Wealth with 39 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, he worked at LPL Financial for six years and SII Investments, Inc. for five years, while maintaining a longstanding role at First Team Financial Group since 2002. He also owns a tax preparation business that operates seasonally. Osaic Wealth serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to various third-party money managers and managed-account solutions.

Kevin Lewis is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2019 and previously worked at Wells Fargo Funds Distributor, LLC from 2015 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving plan objectives with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Andrew Laudicina is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds the Series 66 designation and has been with Baird in various roles since 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies with an emphasis on ongoing manager selection and internal research.

Andrei Junge is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and BMO Harris Financial Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to managed portfolios, third-party asset management, and a range of financial products, utilizing an integrated platform that combines advisor programs with active sales of insurance and other products.

Pamela Kelly is a Series 66-licensed financial advisor with UBS Financial Services in Brookfield, WI. She has 11 years of industry experience and has been with UBS since 2013. Outside of her advisory role, she serves as an associate board member for Friends of the Parks, a charitable organization focused on environmental and park-related volunteer efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and integrated capital markets services.

Brett Sikorski is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, Wells Fargo, Northwestern Mutual, and US Bancorp Fund Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Keith Orcutt is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at several Morgan Stanley entities since 2019, as well as prior roles at McLane Co. Inc., American Amicable Life Insurance Company, and Baylor University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Stephen Wattles is a financial advisor with Raymond James Financial Services Advisors, holding Series 66 and Series 63 credentials and 11 years of industry experience. He has worked at Raymond James since 2025 and has a diverse background that includes roles at JP Morgan Securities and various entrepreneurial ventures. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and combines institutional consulting with individual portfolio management.