Ryen Ryba is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. His background includes roles in education and retail, such as positions at University of Wisconsin–Milwaukee, Madison Area Technical College, and Ace Hardware. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Craig Mottl Jr. is a CFP® professional with 18 years of experience in financial advisory. He has worked at Edelman Financial Engines since 2013, including its predecessor entities, and has prior experience with The Mutual Fund Store and Allspring Funds Management, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and long-term strategies.

Matthew Roffers is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2017, following a one-year tenure at HC Technologies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

Reed Albinger is a CFP® and Series 66-registered financial professional with four years of industry experience. He is currently affiliated with Cetera and has prior experience at Prime Financial Services and GE Healthcare. Outside of his advisory role, Albinger is also active as an actor and model, participating in photo shoots, print work, and radio/film projects. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse 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 options and access to third-party money managers, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Brynne Simpson is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. In her role, she emphasizes strong financial planning through active listening, understanding clients' goals and concerns, and collaborating to develop actionable strategies tailored to their financial journeys. Simpson aims to support clients in making confident financial decisions at every stage. Prior to her current position, she held roles including Associate Regional Director at Russell Investments from 2021 to 2022, Internal Wholesaler Advisor at Insurance Solutions Center - AIG from 2019 to 2021, and Internal Wholesaler at Jackson National from 2015 to 2018. These positions have contributed to her experience in financial consulting and advisory services. Outside of her professional work, Simpson's interests include cooking and baking, fitness, football, reading, and yoga.

Jerald Haerle Jr. is a Series 66-licensed financial advisor with six years of industry experience, currently serving with Thrivent Investment Management. Prior to his current role starting in 2020, he was involved with Purple Wizard USA LLC for seven years. He serves as secretary for GOD'S FUND INC., a Christian organization focused on aiding the less fortunate and combating slavery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive financial planning without portfolio management or institutional advisory roles. The firm delivers holistic, goal-based analyses through financial advisors, with options to combine planning and managed accounts under a consolidated billing program.

Erin Keller is a Planning Consultant with experience in the financial services industry. She has held several roles at Fidelity Investments, including Investment Consultant from 2020 to 2021, Financial Representative in 2020, and Client Experience Associate in 2020. Erin focuses on understanding the unique personal and financial goals of clients to identify strategies that fit their lifestyles. She works collaboratively to analyze current strategies, create comprehensive plans aimed at achieving long-term objectives, and implement clear and manageable courses of action.

Laurie Ufnowski is a financial advisor with Ameriprise in New Berlin, WI, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley and UBS Financial Services. Laurie serves on the boards of the Polish Heritage Alliance and Polanki, nonprofit organizations based in Wisconsin. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Jonathan Schomberg is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Timothy Windler is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. His work history includes several roles within Cetera and affiliated firms since 2015. Outside of advising, he serves as a referee and board member for the Wisconsin Basketball Officials Association and works as an insurance agent selling life and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment program options, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Ellie Sturgeon is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 license with two years of industry experience. Her prior roles include positions at Stifel, Ellenbecker Investment Group, and Northwestern Mutual. Outside of finance, she has worked in education and youth sports organizations, including Pewaukee School District and Swimwest Swim School. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

David Giddings is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously spent 18 years at Woodbury Financial Services. Giddings is also involved in insurance sales through VIZANCE, Inc. and CPS Horizon Financial, focusing on life, disability, and long-term care insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various portfolio construction and management tools and a range of investment products.

Patrick Wilson is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at JPMorgan Chase Bank, Empower Financial Services, and Associated Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Jeffrey Demichiel is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Morgan Stanley since 2014 and currently works at Morgan Stanley Private Bank, N.A. in Waukesha, Wisconsin. Outside of his advisory role, he serves as an umpire for the Wisconsin State Youth Baseball League. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Donald Stoll is a financial advisor with Equitable Advisors in Waukesha, WI, holding Series 63 and Series 65 designations and 43 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory work, he is involved in volunteer activities with Star and Strips Honor Flights and manages a promotional bat-selling business. Equitable Advisors serves a diverse client base including individual, institutional, and nonprofit clients, offering financial planning, retirement plan consulting, and asset management programs. The firm’s advisory approach includes using third-party program sponsors and discretionary managers to implement tailored investment solutions.

Joseph Stanislawski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. Outside of advisory work, he is an agent for non-variable insurance through Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Miles Aquino is a financial advisor at Edward Jones in Hartland, WI, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Mary Bush is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is involved in managing a business entity, B&B Lifeworx LLC, which supports her practice operations. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Scott Jenson is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 63 designation and 31 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is a certified group fitness instructor at the Wisconsin Athletic Club. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Nathan Verbeten is a CFP® and ChFC® with 13 years of industry experience. He is currently with Ameriprise in Waukesha, WI, having joined the firm in 2024 after previously working at Prudential Insurance Company of America and Pruco Securities. Outside of finance, he was involved with RSVDQ Inc./Dairy Queen for 10 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement-income planning reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.