Derek Jelinski is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 registrations with 24 years of industry experience. He has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association, since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Timothy Schlosser is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Bank Five Nine, First Bank Financial Centre, MML Investors Services Inc, and MassMutual Life Insurance Company. He is also a licensed agent for fixed life insurance with GBU Financial Life. 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 advisers. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing research from LPL Research and third-party subadvisors.

Anthony Carini is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and SII Investments. Carini is the president and founder of Diversified Wealth Strategies, LLC, and also delivers financial education seminars through the Foundation for Financial Education, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various investment types on both discretionary and non-discretionary bases.

Derek Thiel is a financial advisor with J.P. Morgan Securities in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering advisory services alongside affiliated brokerage and investment management capabilities.

Dawn Boegel is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley Smith Barney and Ameriprise Financial Services, Inc. Outside of her advisory role, she has been involved in real estate ownership. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions.

Sharon Staley Smith is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019 and previously worked at Thrivent Financial from 2015 to 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual collaborative planning engagements without discretionary investment authority.

Benjamin Barrette is a financial advisor with Fidelity Investments in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Outlier AI, Under Armour, and Purdue University Northwest. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios. The firm serves retail and institutional investors and maintains a distinctive role in delivering model portfolios and advising registered investment companies.

Leo Lesch is a CFP® with 18 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services and Waddell & Reed, and owns Sky Guard Planning, LLC. Outside of his advisory role, Lesch is a commercial pilot and member-owner of Vortex Leasing, LLC, which leases helicopters to commercial pilots and helicopter businesses. He also serves as Past Council President and Chair of the Nominating Committee for the Potawatomi Area Council of the Boy Scouts of America. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by a wide range of investment platforms and third-party managers.

Thomas Nowalis Jr. is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as a trustee for multiple family trusts and holds power of attorney responsibilities related to family financial matters. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions while utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Christopher Napholz is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Ameriprise Financial Services, Inc. He also worked in the hospitality industry at Thunder Bay Grille and has experience at the University of Wisconsin. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides specialized retirement income planning through written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

James Marlin is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with 10 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and scenario modeling.

Michael Struebing is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1999 and Bank of America, N.A. since 2011. He is also associated with EMS as a fiduciary, acting under power of attorney. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Robert May is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Fisher Investments since 2010. Outside of his advisory role, he owns a merchandising and autoracing hobby business called Un-Luckys/May Motorsports. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process and provides sub-advisory and retirement plan services.

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.