Samuel Peters is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held various roles across several industries, including positions at Fontana Sports and Lifetime Fitness Club. He also has experience working in university settings and part-time roles in service and retail sectors. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and asset management services. The firm’s financial planning process utilizes structured discovery tools and modeling techniques but generally does not include individual security recommendations within standalone planning programs.

Connor Fixel is a financial advisor with Osaic Wealth, Inc. in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at SagePoint Financial and High Point Capital, as well as experience in tax preparation through a separate financial services firm. Osaic Wealth serves a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios with various asset classes on discretionary or non-discretionary terms.

Tyler Sass is a financial advisor at LPL Financial in Germantown, WI, with nine years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role, he has worked at several firms including WaterStone Bank and Associated Investment Services, Inc. Outside of his advisory work, he operates a Twitch streaming channel focused on video games. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both proprietary research and advanced operational tools.

Carrie Schilz is a financial advisor with Wells Fargo Advisors and holds the Series 63 and Series 66 credentials. She has 19 years of industry experience, including 17 years at Wells Fargo Advisors Financial Network LLC. In addition to her advisory role, she serves as a Notary Public in Wisconsin. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

John Hutchinson is a financial advisor at OSAIC with 34 years of industry experience. He previously worked at Woodbury Financial Services, LPL Financial, and First Midwest Bank. Hutchinson also holds Series 63 and Series 66 credentials and is active as an insurance agent assisting clients with life, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment options and uses firm-provided tools such as asset-allocation models and automated rebalancing to manage client portfolios.

Joseph Poletti is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Scott Measner is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company for five years. He holds the Series 63 and Series 65 designations. Outside his advisory role, Measner serves as a Board of Elders member at Trinity Lutheran Church and School in West Bend, Wisconsin, assisting the pastor with church functions. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Sandra Kalve is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2009. Kalve joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Annemieke Van Der Werf is a financial advisor with Ameriprise Financial Services LLC and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Edward Jones prior to joining Ameriprise. Outside of her advisory work, she serves as a dog show judge for the American Kennel Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Justin Brellenthin is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He is based in New Berlin, WI, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and money market options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Michael Bergan is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a range of advisory programs serving both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

April Cleavland is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at BMO Harris Bank, Associated Investment Services, and M&I Financial Advisors. Outside of her advisory work, she serves as an election inspector for the City of Milwaukee and assists as a DJ at local events. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Cailyn Greenberg is a financial advisor with Edward Jones in Grafton, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked in various roles including managing outdoor recreation activities and as a barista. Outside of advising, she has experience managing kayak and paddleboard rentals on the Milwaukee River. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of advisors. The firm offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Tanner Federspill is a Financial Consultant currently working at Fidelity Investments. He began his tenure at Fidelity in 2022 as an Investment Consultant before advancing to his current role in 2023. Prior to joining Fidelity, Tanner served as a Private Client Banker at JP Morgan & Chase from 2018 to 2022. In his role, Tanner focuses on helping clients define clear financial goals and develop personalized plans that align with their values and priorities. His approach involves understanding clients' concerns and aspirations to tailor strategies that support their financial journeys. Tanner emphasizes building a strong foundation and continuously refining plans to adapt to clients' evolving needs. Outside of his professional work, Tanner has interests in football, golf, movies, reading, skiing, and soccer.

Joyce Yarid is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at LPL Financial since 2021 and concurrently operates Tax Advisory Group, LLC, a tax preparation and accounting business. Additionally, she is employed with First Fidelity Home Mortgage of Wisconsin LLC. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by scalable technology and diverse investment options.

Samuel Gutierrez is a Series 66 credentialed financial advisor at Robert W. Baird & Co. with four years at the firm and two years of industry experience. His prior roles include positions at Marquette University Spirit Shop and Marquette University. Robert W. Baird & Co.’s DDK Group, where Gutierrez is a team member, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services supported by internal research, manager selection, and advanced tools such as artificial intelligence.

Kerry Lapp is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus since 2008. Stifel serves a wide range of clients, from individuals—including high net worth and non-HNW clients—to institutional entities such as pension plans and charitable organizations. The firm offers both brokerage and investment advisory services, supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Monica Mullen is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 23 years of industry experience. She has been with Robert W. Baird & Co. since 2000. Monica is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Robert Mc Elroy is a financial advisor at Osaic with a Series 66 designation. He has been with the firm since 2023 and is also involved with Z Enterprises, LTD, through its DBA entities Focused Tax Solutions and Choice Advisors. Outside of finance, he operates Ridgeview Window Washing. Osaic Wealth, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various investment platforms and employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios.

Thomas Lane is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent five years at UBS Financial Services Inc. Lane serves as Treasurer and a board member of the Germantown Chamber of Commerce. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies including discretionary management and separately managed accounts.