Nicholas Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at LPL Financial, Grove Point Investments, Elmbrook Associates, and several other firms. He also serves as a notary and is involved with a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Philip Sherman Bender is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2024. Prior to this, he was involved with Primerica Financial Services and Marketplace Chaplains, and he is also an owner of Brew City Pizza. Outside of advising, he works as a Lyft driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Samuel Kinderman is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and three years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework to guide its recommendations.

Mei Lyn Nelson is a financial advisor with LPL Financial based in Brookfield, WI, holding CFP® and ChFC® designations and over 40 years of industry experience. She previously worked at Next Financial Group Inc. for 16 years and founded Nelson Financial Group Inc., which she continues to operate. Outside of her advisory role, she is a certified public accountant and a notary, and also owns businesses including Cheesehead Events LLC and The Loft on Broadway LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research from multiple sources.

Jeffrey Marciniak is a CFP® professional with 44 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2017 and previously spent 15 years at SII Investments, Inc. He is also associated with Honey Creek Wealth Management as an Investment Advisor Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent advisors, employing a range of portfolio management strategies across multiple platform arrangements.

Alexander Doroba is a financial advisor at Charles Schwab with the Series 66 designation and approximately one year of industry experience. His prior roles include positions at WestPoint Financial Group and Avista Wealth Management. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational structures.

Matthew Yerkes is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and RBC Capital Markets. Outside his advisory role, he is involved as an insurance agent with Ferrito & O'Gorman Financial Group. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging various asset-allocation tools and third-party platforms to manage portfolios on discretionary and non-discretionary bases.

Sara Virojana is a Series 66-licensed financial advisor with Edward Jones in Brookfield, WI, where she has worked since 2015. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Richard Hagan is a financial advisor with Mass Mutual Investors Services in Wauwatosa, WI, holding a Series 63 designation and 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Co. since 2016, with prior experience at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income insurance, as well as life, accident, and health insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative annual financial planning engagements using firm-approved tools to analyze goals, offering event-driven planning services such as estate settlement and employer-sponsored plans.

Charles Becker is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and currently based in Nashotah, WI. He has one year of industry experience and previously worked at Marine Credit Union. Outside of advising, he assists with his family’s tile installation business by coordinating material deliveries. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning that covers topics such as retirement, taxes, estate, and special needs planning, with an option to combine planning and managed accounts under a consolidated billing service called WealthPlan.

Heather Johnson is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA. She is also involved with Johnson Financial Group as a notary and financial institution professional. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Joshua Corroy is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and 14 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered by a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

William Duffy is a Vice President, Wealth Planner at Fidelity Investments. He holds the Certified Financial Planner designation and works closely with clients to understand their financial goals and develop tailored plans. His approach emphasizes partnership and clear communication to assist clients in reaching their objectives. Since joining Fidelity Investments in 2020, William has held multiple roles, including Financial Consultant and Senior Executive Stock Plan Specialist, gaining diverse experience within the firm. His career progression reflects a focus on wealth planning and client service. Outside of his professional work, William has interests in baseball, fitness, golf, museums, and volunteering.

Frank Mularz III is a financial advisor with LPL Financial in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2013. His other business activities include providing investment services at UW Credit Union. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by model portfolios, research, and various technology-driven solutions.

Jeremy Grannan is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to partnering with clients to co-create comprehensive financial plans and assist in implementing strategies to achieve their financial goals. He holds the Certified Financial Planner™ designation and emphasizes ensuring his team has the skills to understand clients' needs and improve their experience. He has been with Fidelity Investments since 2011, progressing from Investment Consultant to Vice President, Financial Consultant, and currently Branch Leader. Prior to joining Fidelity, Jeremy held various roles including Associate Regional Director and Senior Investment Specialist at Wells Fargo Advantage Funds, as well as positions at Strong Investments and TCF Investments & Insurance Group. Outside of his professional work, Jeremy engages in family activities, golf, traveling, and volunteering.

Jacob Pfeifer is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. He previously worked at Northwestern Mutual and has a diverse background including employment with Insomnia Cookies and several retail and school district positions. Pfeifer maintains part-time employment with Kroger alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Ruggles is a financial advisor at Edward Jones in Elm Grove, WI, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Anthony Consiglio is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert Baird & Co. since 1996 and is also involved as a board member with the local Boy Scouts of America Potawatomi Area Council. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Dylan Hanson is a financial advisor with LPL Financial in Wauwatosa, WI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Transamerica Financial Advisors, Inc., and Wisco Audio, and currently affiliates with HD Wealth Solutions and WFGIA. Outside of his advisory work, Hanson is involved with the Monona Grove Softball Booster Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Dawn Koger is a financial advisor with LPL Financial based in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining LPL Financial in 2020, she worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2010 through 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.