Cameron Wiczek is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience, including prior roles at Cambridge Investment Research, Inc., and earlier work at the University of Wisconsin-Whitewater. Outside of advising, he serves as a coach for PIUS XI WBB. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm delivers services through a network of independent professionals using a range of portfolio management and model-based solutions, offering both discretionary and non-discretionary investment implementation across multiple platforms.

Timothy Wallerius is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with Charles Schwab in Brookfield, WI, where he has worked since 2021. His prior experience includes positions at TD Ameritrade and Edward Jones. Charles Schwab serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Patrick Schultz is a financial advisor with Edward Jones in Wales, WI, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Knutson is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked with Stifel since 2018, following four years at B.C. Ziegler and Company. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses, while clients retain discretion over implementation.

Thomas Anstett is a financial advisor with LPL Financial in Wauwatosa, WI, holding a Series 63 designation and bringing 43 years of industry experience. He has been associated with Linsco Private Ledger since 2006 and operates a business under the name Anstett Investment Strategies. 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 wide range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Chad Gruett is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a partner in Salsa Verde, LLC, an investment-related business based in Midland, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and investment committee insights to support their advisory services.

Matthew Xiong is a financial advisor with LPL Financial in Waukesha, WI, holding Series 66 and Series 63 licenses. He has one year of industry experience and previously worked at Educators Credit Union and Russ Darrow Nissan. Outside of his advisory role, he is a commissioned notary in Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Brett Lange is a Series 66 registered advisor with Robert W. Baird & Co., based in Oconomowoc, WI, where he has worked since 2019. He has six years of industry experience and previously worked at Pierce Manufacturing. Outside of his advisory role, Lange has been a basketball official for the Wisconsin Interscholastic Athletic Association since 2013, officiating at local high school and youth tournaments. The DDK Group at Robert W. Baird & Co. serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, with ongoing manager selection and monitoring supported by internal research and advanced tools.

Taven Sandstrom is a financial advisor at Edward Jones in Oconomowoc, WI, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience in healthcare and corporate roles. Outside of financial advising, his background includes positions at Aya Healthcare and multiple medical centers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jase Atwater is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Meijer and Charles Schwab Independent Branch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm serves a range of clients including registered investment companies and offers services that include discretionary portfolio management, fund advisory, and consulting.

Joel Merritt is a CFP® professional with 12 years of experience in the financial services industry. He is affiliated with Raymond James Financial Services Advisors, Inc. and serves as president of Merritt Wealth & Retirement Advisors, Inc., a firm he owns. Merritt also provides support to a branch manager at Raymond James as part of Mark Kelly LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm utilizes tailored planning and analytical tools to address client goals and supports municipal and public finance work through unique affiliations among large institutional advisors.

Keith Van Vreede is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 15 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2010 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, including a Plan Level Investment Selection 3(38) discretionary option.

Christopher Yingling is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Osaic, he has been associated with Kutschenreuter Financial Services Inc since 2016. He is also a property and casualty insurance broker engaged in the sale of personal and commercial lines insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and provides integrated brokerage and advisory services. The firm employs various asset allocation tools and offers portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments managed on discretionary or non-discretionary bases.

Nathan Metcalf is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm includes a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

Charles Barrow is a CFP® certified financial advisor with Edward Jones in Delafield, WI, bringing five years of industry experience. He has worked at Edward Jones since 2020 and previously held positions at Reliable of Milwaukee, Legendary Whitetails, and Kohl’s Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a national network of more than 23,700 advisors.

Matthew Gill is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at Bank One and JPMorgan Chase Bank, N.A. Outside of his financial career, he serves as an assistant varsity baseball coach at Waukesha North High School. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Klinzing is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and BMO Harris Financial Advisors. Klinzing also operates a DBA for his LPL business under the name BMO Investment 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, wrap and model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Heidi Schilling is a financial advisor at RBC Capital Markets based in Brookfield, WI, holding a Series 66 designation with one year of industry experience. She has been with RBC Capital Markets since 2006. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles through a combination of in-house and third-party investment managers.

Brenda Schafer is a Series 66-licensed financial advisor with Ameriprise in Brookfield, WI, and has 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Von Estorff is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and two years of industry experience. His work history includes roles at Robert W. Baird since 2023, as well as prior experience in other sectors such as Enterprise Rent-a-Car and Sweeney's Aquatic Weed Removal. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and proprietary research tools.