Frank Devincentis is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024. Devincentis has a 50% ownership interest in Verismo Financial LLC, a financial services firm based in Evanston, IL. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, and develops tailored recommendations using proprietary research and tools.

Robert Entwistle Jr. is a Series 66 licensed financial advisor with 10 years of industry experience, currently serving at LPL Financial since 2023. He previously worked at Edward Jones from 2016 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Robert Viau is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc for 20 years. He holds Series 63 and Series 65 designations and operates out of Burlington, Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on a range of investment strategies and comprehensive support tools.

Matthew Malvitz is a financial advisor with LPL Financial in Elkhorn, WI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Edward Jones and Northwestern Mutual. Outside of advising, he has operated Mattys Golf Club Repair LLC since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolios, supported by extensive technology and a broad network of over 22,800 advisors.

Callahan Tully is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2021, following prior roles at Equitable Advisors and positions with the City of Burlington and the University of Wisconsin-La Crosse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Tegan Schultz is a financial advisor at Merrill with 11 years of industry experience and a Series 66 designation. Previously, she worked at Cetera Advisor Networks LLC and Exemplar Financial Network. Outside of her advisory role, she assists with production and manufacturing at Acro Magnetics Inc, a family-owned 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Collingbourne is a CFP® professional with 13 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and First National Bank of Omaha. Prior to that, he worked at Edward Jones and Thrivent Financial for Lutherans. Outside of his advisory role, he is an associate at First Investments and Planning. 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 planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Diego Gomez Tagle Graullera is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank NA, and AT&T Prime. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

J. Wehmeier is a financial advisor with Equitable Advisors in Elkhorn, WI, holding Series 63 and Series 65 designations and having 21 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2008. Outside of advising, he is involved in community organizations including the Elkhorn Chamber of Commerce, the Elkhorn Lions Club, and the Camp LuWiSoMo Development Board, and he also owns a small business that produces candies and candied nuts. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party asset managers.

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.

Michael Frank is a CFP® professional with 38 years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at Cetera Financial Specialists, Sage Private Wealth Group, Raymond James Financial Services, and ownership of Frank Advisory Services, which he operated for over two decades. He also provides tax preparation and accounting services in a part-time capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, combining various portfolio strategies with technology and operational support.

Aaron Mueller is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Before joining Thrivent, he worked at Live Nation and Kwik Trip Inc. among other positions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning across a broad range of topics, offering both one-time and ongoing planning relationships without discretionary trading authority.

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.