Nathan Bruno is a financial advisor at Equitable Advisors with Series 66 credentials and approximately one year of industry experience. His prior work includes roles at Hawkins Ash CPAs and Wisconsin Concrete Coatings, among others. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management services primarily delivered through a network of Investment Adviser Representatives and third-party asset managers.

Bart Lia is a financial advisor at Osaic with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, Mr. Lia worked at Woodbury Financial Services, Inc. for seven years and Girard Securities, Inc. and MPC Advisors, LLC for six years each. He also assists clients with the sales and service of fixed insurance products through MPC Insurance Services. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a network of advisors, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diverse portfolios.

Angela Casper is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Francis Otoole is a financial advisor with Mass Mutual Investors Services, holding a ChFC® designation and the Series 63 license. He has 35 years of industry experience, including roles at Metlife Securities Inc. for 27 years, and MassMutual Life Insurance Company since 2016. In addition to his advisory work, he is involved in individual life, property/casualty, and health insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational programs.

Stacy Williams is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 24 years of industry experience. She has been with Robert W. Baird & Co. since 2000. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of investment strategies and both in-house and third-party managers.

Gregory Kostka is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Zachary Clayton is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and combines structured planning tools with broad retail and institutional offerings.

Steve Ticcioni is a financial advisor at RBC Capital Markets with over four years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining RBC Capital Markets in 2021, he worked at PricewaterhouseCoopers LLP from 2013 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio strategies implemented through various investment managers and model providers.

Luis Rios Alvarado is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 licenses. He has five years of industry experience and has been with Wells Fargo Clearing Services and Wells Fargo Bank since 2017. Prior to that, he worked at Schneider National for three years. 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 utilizes research and analytics to support diversified investment strategies.

Shane Mc Cauley is a financial advisor with Ameriprise in Muskego, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific eligibility criteria, combining research and modeling to deliver written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Nicholas Hassler is a CFP® with 26 years of industry experience, currently serving at OSAIC since 2024. He previously worked at LPL Financial for six years and has been associated with SII Investments, Inc. for over a decade. Outside of advisory roles, Hassler is a registered tax preparer. OSAIC Wealth, Inc. serves a diverse clientele including retail and institutional investors, offering integrated brokerage, investment advisory services, financial planning, and access to various managed account solutions. The firm employs asset-allocation tools and automated rebalancing to build portfolios across multiple asset classes and supports a complex platform structure involving multiple mergers and third-party arrangements.

Scott Bern is a financial advisor with RBC Capital Markets in Mequon, Wisconsin, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2008 and also works at City National Bank since 2017. Bern serves on the board of Mequon Thiensville Sunrise Rotary and participates in at least one Rotary committee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management and financial planning services.

Matthew Jackson is a financial advisor with Ameriprise in Hartland, WI. He holds a Series 66 designation and has been with Ameriprise since 2023. Prior to his advisory role, he held positions in various industries including food service and landscaping, and attended the University of Wisconsin Whitewater. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing 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 a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts.

John Gehlhaart is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes prior roles at INVEST Financial Corp, Waterstone Bank, CUNA Brokerage Services, and managing his own firm, Gehlhaart Financial Management, LLC. He is also involved with Waterstone Bank. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Stencel is a Series 66-licensed advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2005. He has 20 years of industry experience. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Nolan Rux is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has previously worked at Pruco Securities LLC and Cintas Corporation. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while keeping the services separate.

Sally McVey is a Financial Consultant currently working at Fidelity Investments since 2022. She assists clients in managing their wealth by aligning their financial decisions with their personal priorities, focusing on clarity and simplicity. Her approach includes income generation, tax efficient investing, and estate planning considerations to support clients' lifestyles and long-term goals. Prior to her current role, Sally was an Investment Consultant at Fidelity Investments from 2020 to 2022. She has also held positions as an Equity Analyst and Portfolio Manager at Oarsman Capital, Inc. from 2017 to 2020, and as a Financial Advisor at Edward Jones from 2015 to 2017. Outside of her professional work, Sally enjoys family activities, exploring food, solving puzzles, and playing tennis.

Kimberly Coleman is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and has prior work history with High Point Capital Group, Inc. and MassMutual. In addition to her advisory role, she serves as Secretary and Treasurer of High Point Capital Group, where she manages finances and supports business strategy and financial controls. Kimberly also provides notary public services to clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers an integrated range of brokerage and investment advisory services, utilizing various tools and strategies to construct portfolios across multiple asset classes and supporting discretionary and non-discretionary account management.

Michelle Kemmer is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously was employed at SpotMe Inc. from 2016 to 2018. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies, tax-management, and ongoing manager oversight supported by internal research and the use of artificial intelligence.

Bruce Loder is a financial advisor with Stifel, Nicolaus & Company, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel since 2006. Outside of his advisory role, he serves as Chairman of the Budget Committee and Chairman of the Benevolence Committee at North Shore Congregational Church. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.