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Hunter M
Series 66
Brookfield, WI
OSAIC
Hunter Maslowski is a financial advisor at OSAIC with one year of industry experience and holds the Series 66 designation. Prior to joining OSAIC Wealth Inc., he was with MPC Advisers, LLC and has academic experience at the University of Wisconsin - Madison. Outside of his advisory roles, he worked at Hidden Glen Golf Club for six years. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to construct diversified portfolios across different asset classes.
Edmond V
Series 63, Series 66
Waukesha, WI
Cetera
Edmond Vaklyes III is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its affiliated entities since 2009. Outside of his advisory role, he is involved in fixed insurance sales through Waukesha State Bank's insurance agency and provides occasional referrals to wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party money managers and a range of program options.
Michelle K
Series 63
Brookfield, WI
Ameriprise
Michelle Kuokkanen is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in real estate ownership, including multi-family and single-family properties. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis with a range of advisory, brokerage, and insurance solutions.
Brogan E
Series 66
Brookfield, WI
Fidelity
Brogan Etten is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Etten held positions at Wisconsin Athletic Club and Sirona Recovery, among other organizations. Outside of finance, Etten has experience spanning community services and hospitality through prior roles at Children's Wisconsin Community Services and Doyles Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, offering model portfolios and applying oversight through affiliated and unaffiliated sub-advisers.
Rebecca H
CFP®, Series 66
Waukesha, WI
OSAIC
Rebecca Hammer is a CFP® professional with 15 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at Edward Jones, SSN Advisory, and Securities America Advisors. In addition to her advisory role, she provides tax preparation and planning services through Courts Financial Strategies LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.
Kelly E
Series 66
Waukesha, WI
Primerica Advisors
Kelly Ebbole is a financial advisor with Primerica Advisors in Waukesha, WI, holding a Series 66 designation and 21 years of industry experience. She has worked at Primerica Advisors since 2019 and has prior experience with firms including E*Trade Securities LLC and OptionsHouse. Outside of her advisory role, she owns a gift business and is involved in real estate brokerage and consulting through her ownership of KMLE Group, LLC and Strategic Focus Consulting. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.
Caile W
Series 63, Series 66
Waukesha, WI
Robert Baird & Co.
Caile Wilson is a financial advisor at Robert W. Baird & Co. in Hartland, WI, holding Series 63 and Series 66 designations with 14 years of industry experience. She has been with Robert W. Baird since 2013. Outside of her advisory role, Wilson promotes healthy living and wellness through sales and marketing of whole food-based nutrition products with The Juice Plus Company. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.
Rusty C
Series 63, Series 65
Waukesha, WI
LPL Financial
Rusty Coyle is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His background includes roles at Waddell & Reed, Inc., various insurance carriers, and operating his own advisory business prior to joining LPL Financial. Outside of his advisory work, he also manages a farm. 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 financial planning and asset management solutions, including the use of model portfolios and third-party subadvisors, supported by operational tools such as machine learning.
Glen R
Series 63
Brookfield, WI
UBS Financial Services
Glen Ringwall is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds a Series 63 designation and has been with UBS since 2012. Outside of his advisory work, he is the proprietor of a household goods and textiles business called Bald Guys R Sexy. UBS Financial Services 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 operates across multiple financial services including custody, underwriting, and market-making, integrating institutional capabilities with wealth management.
Craig V
Series 66
Pewaukee, WI
Fidelity
Craig Vento is a Series 66-credentialed financial advisor with 23 years of industry experience, currently affiliated with Fidelity Investments. His prior roles include positions at TD Ameritrade, LPL Financial, BMO Harris Bank, Waddell & Reed, and various insurance agencies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.
Gregory A
Series 63, Series 65
Burlington, WI
Merrill
Gregory Amborn is a financial advisor with Merrill in Burlington, Wisconsin, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes positions at Bank of America, Operose Partners LLC, Piper Jaffray & Co., and M&I Bank. He serves as a board member of the Burlington Catholic School. Merrill, alongside 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 strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.
Jacob M
Series 66
Waukesha, WI
STIFEL
Jacob Melby is a financial advisor with Stifel in Waukesha, Wisconsin, holding a Series 66 designation and four years of industry experience. He previously worked at Drake & Associates and Airgas, and spent over a decade at Target before beginning his career in finance. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.
Dominic R
Series 66
Brookfield, WI
OSAIC
Dominic Rice is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has worked at Woodbury Financial Services Inc., Girard Securities, Inc., and MPC Advisors, LLC. Rice is also involved in fixed insurance sales through Matrise Polzin and Co and MPC Insurance Services, LLC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments.
Scott A
Series 63
New Berlin, WI
Edward Jones
Scott Anderson is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2000. Outside of his advisory role, Anderson serves as a Petty Officer 1st Class in the United States Navy Reserve and is involved in fundraising as a board member for Ducks Unlimited of Milwaukee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.
Andrew D
Series 63, Series 65
Waukesha, WI
Primerica Advisors
Andrew Dadisman is a financial advisor with Primerica Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Bonfe, Tena Companies, and Wells Fargo Bank NA. He is also involved in sales of non-investment products such as home security and automation through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure.
Wade U
Series 63, Series 65
Wauwatosa, WI
Mass Mutual Investors Services
Wade Ullsperger is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a prior role at Metlife Securities. Outside of advising, he is also involved in individual life and group health insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational programs using firm-approved analytical tools, with planning engagements structured as collaborative, ongoing relationships.
Andrew L
Series 63, Series 65
Waukesha, WI
Robert Baird & Co.
Andrew Lien is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert W. Baird & Co. since 2005. Outside of his advisory role, he is a passive investor in DMS Supplements LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, using a combination of in-house and third-party managers and offering various investment strategies including traditional and non-traditional allocations.
Brian A
Series 66
Brookfield, WI
Fidelity
Brian Arvai is a Financial Consultant I at Fidelity Investments, where he has been working since 2026 in his current role. His career at Fidelity includes previous positions as a Planning Consultant from 2025 to 2026, Relationship Manager from 2023 to 2025, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, Brian worked at Wells Fargo Advisors as a Client Associate from 2021 to 2022 and served as a Service Manager at Wells Fargo from 2019 to 2021. Brian's approach to financial planning emphasizes building genuine relationships with clients to understand their individual stories, goals, and challenges. He focuses on co-creating tailored financial strategies that help clients navigate their financial journeys with confidence and clarity. His experience spans various roles within financial services, allowing him to provide personalized guidance and support. Outside of his professional work, Brian enjoys baseball, camping, fishing, football, golf, and outdoor adventures.
Michael P
Series 63, Series 65
Brookfield, WI
OSAIC
Michael Patterson is a financial advisor at Osaic with 34 years of industry experience. He has previously worked at Woodbury Financial Services Inc and Voya Financial Advisors, serving clients in various advisory capacities. Patterson has also been involved with St. Joseph Catholic Church as a Pastoral Council member. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party managers across a broad range of investment products.
Kyle B
Series 66
Wauwatosa, WI
Mass Mutual Investors Services
Kyle Baus is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. Prior to his financial career, he served with the Milwaukee Police Department for 17 years. He currently works at Principal Securities Inc. and Principal Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative planning relationships and event-driven services such as divorce and estate-settlement planning.
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