Scott Greening is a CFP® with 14 years of industry experience, currently serving as an advisor at Raymond James Financial. His prior experience includes roles at Thrivent Financial and UBS Financial Services. He is also the Chief Investment Officer of Pinnacle Wealth Management and RBG Ventures LLC, two support companies he owns in Hartland, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support tailored client recommendations.

Ruth Tsakonas is a financial advisor with LPL Financial in Waukesha, WI, holding a Series 66 designation and 15 years of industry experience. Her prior work history includes roles at Rusty Coyle, Waddell & Reed, Regency Wealth Partners, and Woodbury Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management supported by research and model portfolios.

Andrew Armstrong is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Todd Krempasky is a financial advisor with RBC Capital Markets who holds Series 63 and Series 66 designations and has 40 years of industry experience. His work history includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies that incorporate in-house and third-party managers along with features such as tax management and responsible investing options.

Katie Orvis is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2008, accumulating 18 years of industry experience. She is based in Muskego, Wisconsin. 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 advisory strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

John Schreiber is a CFP® with 49 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2017. He previously operated his own advisory firm, Schreiber Investment Advisory Services, for nine years. Schreiber also owns John Schreiber Services Inc., where he works as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach utilizing risk profiling and modeling tools, and supports a broad network of advisors and affiliated firms.

Henry Hessel is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Reinhart Partners, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and public entities, offering tailored financial planning and consulting services through a range of portfolio management styles.

Jeffrey Pfannerstill Jr. is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial, Pumpers & Mitchell's, and various educational institutions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and written recommendations across multiple planning topics. The firm separates its planning services from managed accounts and does not provide portfolio management for institutional clients.

Jordan Bonnett is a financial advisor with Edward Jones in Sussex, WI, holding the ChFC® and Series 66 designations and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alan Fischer is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at VOYA Financial Advisors and ongoing involvement with Sauvey & Sauvey since 2008. Fischer is also an independent insurance agent and serves as a New Member Engagement Partner for the Brookfield Chamber of Commerce. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and unaffiliated managers across various program structures.

Bailey Woltjer is a Series 66-licensed financial advisor with Morgan Stanley in Waukesha, WI, bringing 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning emphasizes structured discovery and proprietary planning tools and manages approximately $2.74 trillion in client assets.

Melissa Ringwall is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has been with UBS Financial Services since 2012. Outside of her advisory role, she is the owner of a nonprofit real estate venture, Stabbin Cabin LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary market assumptions and research to tailor investment strategies.

Tamara Gessay is a financial advisor at RBC Capital Markets with 19 years of experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2007. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Nicolas Miselem is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Waukesha School District, and FedEx Express. Outside of his advisory role, he is a musician who writes, records, and mixes electronic music released on streaming platforms. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and annual advice focused on income stability and tax strategies.

Steven Sensiba is a financial advisor with OSAIC based in Brookfield, WI, holding a Series 63 designation and bringing 35 years of industry experience. His career includes roles at Securities America Advisors and CRG Financial Services, Inc. Outside of advisory work, he has been involved in insurance sales since 1990. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of asset types and management options.

Brett Schaumberg is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and managed-account services separate.

Timothy Dwyer is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. He has worked at Osaic since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Beyond his advisory roles, he serves as chairman of the Endowment Committee for Mother of Good Counsel Church and School and co-chairs the legislative affairs PAC for NAIFA. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services using firm-provided tools and supports both discretionary and non-discretionary portfolio management with access to third-party money managers and wrap programs.

Nicholas Webster is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at City National Bank since 2019 and with RBC Capital Markets since 2008. Outside of his advisory role, he is a hands-off owner of a residential rental property managed by a family member. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management, financial planning, and brokerage services through a range of advisory programs that utilize both in-house and third-party investment managers.

Michael Meyer is a Financial Advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Meyer serves as the Investment Committee Chair for the Wisconsin Lutheran High School Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based planning across various financial topics without managing assets directly under this service. The firm combines planning with managed-account options through its “WealthPlan” program while maintaining separate planning and investment management services.

Brian Stray is a financial advisor with Thrivent Investment Management in Waukesha, WI. He holds a Series 66 designation and has 19 years of industry experience, all with Thrivent Financial for Lutherans and its investment management division. 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 planning on a broad range of topics, delivering these services separately from managed-account programs.