Rezart Ismolli is a financial advisor at Wells Fargo Clearing with 12 years of industry experience and holds the Series 66 designation. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Benjamin Smith is a financial advisor with LPL Enterprise in Hales Corners, WI, holding Series 63 and Series 65 registrations and having 17 years of industry experience. He previously worked at Pruco Securities, LLC from 2008 to 2024 and has been associated with LB Financial Corp. since 2008. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities, typically implementing investment strategies through model portfolios and offering access to third-party asset managers and insurance products.

Daniel Halstead is a financial advisor with J.P. Morgan Securities in Wauwatosa, WI, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at various J.P. Morgan entities and Wells Fargo, with his tenure at J.P. Morgan spanning from 2015 to the present. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Isaac Brewer is a financial advisor with Robert Baird & Co. in Wauwatosa, WI, holding Series 63 and Series 65 credentials and over 29 years of industry experience. He has been with Robert Baird & Co. since 1995. Brewer serves as a board member of WCCF, a charitable organization, where he has held roles including past chair of the Governance Committee. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, pension plans, corporations, and charitable organizations. The firm offers a range of investment strategies and overlays, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

James Longe is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and M&I Financial Advisors. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Amy Ley is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services Inc, Girard Securities, Inc., and Matrise, Polzin & Company. In addition to her advisory role, she serves as a shareholder and board member of Midwest Planning Company and is involved in fixed insurance sales and health insurance agency activities. OSAIC Wealth provides a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a variety of managed portfolio programs delivered through a complex network of affiliated entities.

Daniel Bowerman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Angelo Gonzales is a financial advisor with LPL Financial in Brookfield, WI, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at BMO Harris Bank and Wells Fargo Clearing, as well as Wells Fargo Bank, N.A. He is also a commissioned notary for the State of Nebraska. 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 portfolios, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services platform.

Kelli Stuckart is a Series 66 licensed financial advisor with Edward Jones in Waukesha, WI, where she has worked since 2018. She has prior experience with M2K Investments LLC and Melton Investments LLC, and she was involved with Tadpoles for 17 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Michael Poludniak is a Resident Director at Merrill, specializing in retirement planning and investment management. He began his career in finance in 2001, providing consultative services in 401(k) plans and benefit services. Since joining Merrill in 2010, he has expanded services and resources for both business and personal clients. Michael holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He delivers comprehensive plan governance services, guiding clients in establishing and maintaining efficient and compliant retirement plans. His expertise includes retirement income strategies, social security claiming techniques, long-term care guidance, college savings analysis, and planning for special needs children. He works with for-profit and not-for-profit organizations, offering Fiduciary Advisory Services and customized plan strategies. He earned a Bachelor's degree from the University of Wisconsin System. Michael is also involved in professional and community organizations such as the Independent Business Association of Wisconsin, where he serves as a board member, the Rotary Club of Burlington, for which he is also a board member, as well as the Burlington Chamber of Commerce and the Waukesha County Business Alliance. Additionally, he dedicates time to coaching youth soccer through UpWards Sports and the Waukesha Community Soccer League.

Matthew Keen is a financial advisor with LPL Financial in Mukwonago, WI, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Generac. Keen also serves as a non-variable insurance agent with Ash Brokerage. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse strategic options.

Darryl Witkowski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including discretionary and non-discretionary retirement plan solutions informed by research and modern portfolio theory.

Zachery West is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms including Fisher Investments and Northwestern Mutual, with a career spanning advisory and investment services roles. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advisory approaches.

Tyler Johnson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, JPMorgan Securities LLC, and Raymond James Financial. He has a power of attorney role in an unrelated personal capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donald Hayden is a financial advisor at LPL Financial with 44 years of industry experience. He holds a Series 63 designation and has worked with firms including Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and his own Hayden Financial. Hayden also maintains a non-variable insurance-related business activity at Hayden Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

Spencer Von Rueden is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Trinity Financial Planning and Empowered Financial Management. Prior to his advisory career, he was involved in the hospitality industry at Crandall's Peruvian Bistro. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

William Beauchene is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he served 25 years with the City of Milwaukee Police Department. He is also a Lieutenant Colonel in the United States Air Force Reserves, where he holds leadership roles including deputy mission support group commander and deputy branch chief. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of advisory strategies and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Graham Kent is a financial advisor at Osaic Wealth Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Great Point Capital, LLC, the University of Wisconsin-Whitewater, and Applied Industrial Technologies. Kent’s background includes roles in both financial services and academia. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a multi-advisor platform and emphasizes model-based asset allocation and portfolio optimization.

Justin Heim is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he engages with clients through a collaborative planning process to provide guidance on financial decisions and help them gain clarity about their financial lives. Prior to joining Fidelity Investments, Justin worked as a Personal Banker at Wells Fargo from 2022 to 2023. His professional experience has centered around building client relationships and advising on financial matters.

Luis Heredia is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior work includes roles at the Rafa Nadal Academy and Marquette University. Outside of his advising duties, he serves as an assistant tennis coach at the Marquette Tennis facility. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and organizations. The firm utilizes a network of investment adviser representatives and offers a range of third-party and proprietary advisory programs tailored to client risk tolerance and goals.