Antony Close is a financial advisor at Stifel with 21 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Gregory Thomson is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He has been with Robert Baird since 1994 and holds Series 63 and Series 65 licenses. 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 financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, wrap programs, and custody and brokerage services.

Thomas Bagin is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously operated Bagin Music, LLC, providing DJ and audio services. His prior work includes service with the Village of Hartland Police Department and the City of Hartford Police Department. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across various fund structures.

Kristopher Marlis is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, with a brief period at Wells Fargo Clearing Services, LLC. Outside of his advisory role, he owns and manages a rental property in Hartland, Wisconsin. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Andrew Martineau is a Financial Consultant at Fidelity Investments, where he is part of the Wealth Management team. He focuses on creating personalized and holistic financial plans to help clients strive towards their goals. Andrew holds the Certified Financial Planner™ designation. His professional experience includes roles such as Vice President and Financial Consultant at Charles Schwab from 2021 to 2023, Investment Consultant at TD Ameritrade from 2020 to 2021, and Investment Specialist at Merrill from 2019 to 2020. Through these positions, he has developed expertise in financial planning and investment consulting. Outside of work, Andrew is an avid outdoorsman who enjoys boating, fishing, golfing, football, and traveling.

Jaime Corcoran is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Their career includes a decade at UBS Financial Services Inc. from 2007 to 2017, followed by roles at Morgan Stanley and UBS. Outside of advising, Jaime is a proprietor of a real estate business through the Corcoran Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations with proprietary research. The firm offers a broad range of wealth management and institutional trading capabilities, including advisory, principal trading, underwriting, and securities-backed lending programs.

Abigail Lindsay is a financial advisor with LPL Financial and holds a Series 66 designation. She has less than one year of industry experience and has previously worked with Johnson Financial Group while also spending several years in roles outside finance, including four years at Bistro on The Glen and over a decade with the Milwaukee Bucks. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio strategies and technology tools to support client solutions.

Daniel Geigler is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and currently serves in the Morgan Stanley Private Bank, National Association. Outside of his advisory role, Geigler is an adjunct instructor teaching risk management at Marquette University and the Milwaukee School of Engineering, and he serves on the Finance Committee of the Ronald McDonald House Charities of Eastern Wisconsin. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and sophisticated investment strategies.

Nicholas Wilsens is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 66 designation and 20 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Michael Hiller is a ChFC® with 41 years of industry experience, currently serving as a financial professional at Cetera since 2013. He is based in West Allis, WI, and has a background that includes financial and insurance sales through his role at Central Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services.

Elizabeth Baird is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding a Series 66 designation and six years of industry experience. She joined Baird in 2020 after working at Marquette University and the YMCA of Greater Waukesha County. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing a combination of manager-traded and model-traded strategies as well as internal research tools in client advisory.

David Miller is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He has worked at Cetera Wealth Services, LLC since 2013 and has longstanding experience with Aviva Life and Annuity Co dating back to 1989. Outside of advising, he is involved in tax preparation and offers fixed insurance products, including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing assets exceeding $256 billion.

Kathryn Braun is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Justin Delwiche is a Financial Consultant currently working with Fidelity Investments, a position he has held since 2021. He focuses on partnering with clients to understand their short- and long-term financial goals and to develop customized financial plans that meet their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining a foundation of trust, reliability, and competency. Justin has extensive experience in the financial services industry. Prior to his current role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021. Before joining Fidelity, he worked at Ameriprise Financial Services, LLC, where he was a Financial Advisor from 2015 to 2020 and a Paraplanner from 2013 to 2015. Outside of his professional life, Justin enjoys boating, fishing, fitness, football, and outdoor adventures.

Angela Johnson is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following a year at B.C. Ziegler and Company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance that clients use to make informed decisions.

Thomas Weber is a financial advisor with LPL Enterprise, holding the Series 66 designation and bringing seven years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Edward Jones, and West Corporation. Outside of advisory work, he is a limited partner in a commercial property leasing venture. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm emphasizes model-driven investment implementation, access to third-party asset managers, and a range of financial planning and consulting services.

Daniel Doyle is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and is currently with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based financial models.

Peter Merritt is a financial advisor with Raymond James Financial in Waukesha, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Baird, Tesla, Apple, and Piggly Wiggly. He is also the owner of an online skin care business, Beatific LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through various advisory programs and specialized services.

Austin Stevens is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. His prior work includes roles at High Point Capital Group, Badger Liquor, Beechwood Sales and Service, and Mukwonago High School. He also attended Ripon College from 2022 to 2026. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and multiple investment platforms to deliver portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Leah Bartelme is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. She has worked previously at the University of Wisconsin–Green Bay and Northeast Wisconsin Technical College and was involved with Good City Brewing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning that includes written recommendations and ongoing advice based on detailed investment research and tax-aware withdrawal strategies.