Christina Zalapi is a financial advisor with Edward Jones in Union Grove, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is involved as a distributor in the essential oils business DoTerra for personal use. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branches.

Moira Moran is a financial advisor at Robert Baird & Co. with 24 years of industry experience. She holds a Series 66 designation and has been with Robert Baird since 2002. Outside of her advisory role, she serves as a board member and treasurer for the Whitefish Bay High School Parent Association. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Brian Jansen is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and Tri City Investment Services. Jansen serves on the 401(k) committee for Tri City National Bank, where he collaborates on plan review and fund oversight. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Grant Beck is a financial advisor at Robert W. Baird & Co. in Racine, WI, holding a Series 66 designation. He has been with R.W. Baird since 2022 and has prior experience at U.S. Bank and other roles outside the financial industry. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Jacob Bill is a financial advisor with LPL Financial in Greendale, WI. He holds a Series 66 designation and has 11 years of industry experience, all with LPL Financial. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Adam Rick is a financial advisor with LPL Financial based in Franklin, WI, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL Financial in 2015, he worked at RBC Capital Markets for six years and Commerce State Bank for five years. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Brett Sikorski is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, Wells Fargo, Northwestern Mutual, and US Bancorp Fund Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Joseph Golebiowski is a financial advisor with LPL Financial in Mount Pleasant, WI, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His prior work includes 21 years at Principal Securities Inc and four years at Principal Life Insurance. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joshua Christensen is a financial advisor with Edward Jones in Franklin, WI. He holds a Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Matthew Taken is a financial advisor at Edward Jones in New Berlin, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served as a consultant for Stigmacure SC, a mental health clinic, and has management experience as president of MET 5 Management LLC, a franchise business. He is also associated with SEM Foods Investment, LLC, a frozen food production company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

Gilbert Garcia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes prior roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust and Brokerage Services. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jamie Poulos is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank N.A. and Allspring Global Investments. Poulos is currently based in Oak Creek, WI. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Gerald Thomas is a financial advisor at J.P. Morgan Securities with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2014, with a brief interval before rejoining in 2022. Outside of his advisory role, he is an owner of GimmeShelter Freeze Dry LLC, where he manages scheduling for a freeze dryer. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Brittni Lamothe is a financial advisor with LPL Financial in Oak Creek, WI, holding Series 63 and Series 65 licenses and having four years of industry experience. She has worked at LPL Financial since 2020 and has been with BMO Harris Bank since 2012. 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 provides a range of advisory and brokerage services utilizing various portfolio management strategies and supports over 22,800 advisors nationwide.

Ryan Michala is a financial advisor with Fidelity and holds a Series 66 designation. He has four years of industry experience, including roles at Harbour Investments, e2 Retirement Consulting, and Fidelity Investments. Outside of finance, he operates PKGU Trading Cards, a business focused on buying and reselling trading cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, registration as a commodity pool operator, and its advisory services to multiple registered investment companies.

Carly Dreger is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. The firm serves more than four million individual and institutional clients, offering a range of wealth management and advisory services supported by a large nationwide network of advisors and branch offices. Edward Jones provides various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristine Rossiter Slamka is a CFP® professional with 25 years of industry experience. She has worked at Edward Jones since 2010. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

David Tuttle is a CFP® professional with 31 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Joseph Cronin is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2012. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jacob Michalski is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2021. Prior to that, he was employed by JPMorgan Chase Bank, N.A., and has experience with companies including Routine Baseball and Complex Solutions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.