Tegan Schultz is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2017 and has experience with Bank of America and other financial firms. Outside of her advisory role, she assists part-time with production and manufacturing at Acro Magnetics Inc, a family business. 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 investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

J. Wehmeier is a financial advisor with Equitable Advisors in Elkhorn, WI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Equitable Advisors since 2008, previously affiliated with AXA Advisors. Outside of his advisory role, he is involved in community organizations including the Elkhorn Chamber of Commerce, the Elkhorn Lions Club executive board, and the Camp Luwisomo Development Board. He also owns and operates a small business focused on making and packaging candies and candied nuts. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering a combination of financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Karen Kallem is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2010. Additionally, she has a 50% ownership interest in Arris Capital Management, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, including specialized areas such as business-owner transition planning and special-needs analysis.

Andrew Kubicsko Jr. is a financial advisor with Raymond James & Associates in Lake Geneva, WI, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he is involved in managing rental real estate properties with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles, affiliated research, and specialized municipal advisory services.

Thomas Plummer is a financial advisor with Ameriprise in Lake Geneva, WI, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets managed within Ameriprise accounts.