Russell Kenitzer is a financial advisor with OSAIC, holding a Series 63 designation and possessing 33 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and Sii Investments. He is also the owner of Kenitzer Tax Group, where he has been engaged in tax preparation and planning since 2005. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization.

Tracy Pesl is a financial advisor with Equitable Advisors, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2008. Outside of advising, she has served as a poll worker for Menomonee Falls. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Phillip Strosahl is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Cetera Wealth Services, LLC, having previously held positions at Avantax Advisory Services and 1st Global Advisors Inc. Outside of his advisory work, he serves as treasurer for Venturing Crew 109, a youth group affiliated with the Boy Scouts. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform that includes affiliated and third-party model portfolios.

Laurie Tebon is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 63 designation and has been with Merrill and Bank of America since 2013. Laurie serves on the board and finance subcommittee of Family Sharing of Ozaukee County, a charitable organization that operates a food pantry and resale shop for low-income households. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Jimmie Collicott Jr. is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C. since 2013, as well as prior experience at The Mutual Fund Store and SII Investments, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm integrates a committee-driven modeling process with planner delivery and online tools, offering diversified portfolio management and long-term investment strategies across discretionary and non-discretionary platforms.

Amanda Kojis is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with eight years of industry experience. Her prior work includes roles at Edward Jones and Amica Mutual Insurance Company. She has been with Morgan Stanley and its Private Bank since 2020. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate financial planning arrangements.

Michael Jansen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of his advisory work, he is involved in selling disability insurance for independent contractor real estate agents and also works as a makeup artist with Seint. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Leah Garland is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 65 and Series 63 licenses and has prior work experience with BMO Bank NA, Fifth Third Securities, and Fifth Third Bank. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Brennan Gott is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at LPL Financial and Wells Fargo. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Thomas Teister is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2008 and also operates Teister N' Teister, LLC. Outside of his advisory role, he serves as an independent insurance agent for various companies through Pinnacor Financial Group and his own firm. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Gary Sievewright is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2015. The firm is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James & Associates serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Jackson Gallagher is a financial advisor with Wells Fargo Clearing based in New Berlin, WI. He holds Series 63 and Series 66 designations and has two years of industry experience. Prior to joining Wells Fargo, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Andrew Rux is a financial advisor at Edward Jones in Hartford, WI, holding Series 63 and Series 66 credentials with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Robert Ciriacks is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Northwestern Mutual Investment Services LLC and Scottrade. He is based in Brookfield, Wisconsin. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Center for Financial Research.

Eric Tweeden is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services Inc, Girard Securities, Inc., MPC Advisors LLC, and Matrise/Polzin Retirement Planning Corp. In addition to his advisory role, he is an agent with MPC Insurance Services LLC, focusing on life insurance and fixed annuities. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by both proprietary and third-party investment strategies.

Timothy Moriarty is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he operates Orange Hat Publishing, producing fiction content for publication. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

George Galewski is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Robert W. Baird since 2015 and previously spent 17 years at UBS Financial Services. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with an emphasis on ongoing manager selection and internal research.

Micah Schroeder is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at MML Investors Services and MassMutual from 2015 to 2020, and he has been affiliated with Bank Five Nine and LPL Financial since 2020. He is also an agent for fixed and life non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a range of strategies and tools.

David Tuttle is a CFP® professional with 32 years of industry experience, currently serving at J.P. Morgan Securities since 2012. His prior experience includes roles at JPMorgan Chase Bank, N.A., M&I Financial Advisors, Inc., and Vision Asset Management Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative analysis and integrates ESG criteria in its recommendations.

Suzanne Carney is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as chair of the board for the Menomonee Falls Farmers Market in Menomonee Falls, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.