Ashley Amstadt is a financial advisor at LPL Financial in Germantown, WI, holding a Series 66 designation with 11 years of industry experience. Her prior work history includes roles at BMO Harris Bank, Morgan Stanley, and U.S. Bancorp Investments among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services along with access to model portfolios and research from LPL and third-party sources.

Christine Kennedy is a financial advisor with Ameriprise in Brookfield, WI, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior work includes positions at Morgan Stanley, Sendiks Food Market, and R&M Rehabilitation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team to deliver tax-efficient, research-driven retirement income recommendations, combining modeling techniques and algorithmic automation to support client planning.

Emily Allee is a Series 66-licensed financial advisor with LPL Financial, based in Elm Grove, WI. She has two years of industry experience, including roles at BMO Investment Services and BMO Bank. Additionally, she serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Tim Christen is a Financial Consultant currently working at Fidelity Investments since 2023. He previously served as a Financial Advisor at Thrivent from 2021 to 2023. In his professional role, Tim focuses on developing personalized financial strategies by understanding clients' financial goals and individual circumstances. Tim's approach involves collaborating with clients to craft sound financial plans tailored to their unique situations. He emphasizes getting to know clients on a personal level to provide guidance that aligns with their values and empowers them to achieve their financial objectives. Outside of his professional work, Tim's personal interests include attending concerts, fitness activities, football, golf, and reading.

Anthony Galati is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and MPC Advisers. Before entering the financial industry, he was involved with Continuum Footspas, LLC for twelve years. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs various portfolio construction tools and third-party platforms to support its extensive network of affiliated advisers.

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 license 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 an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

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 at LPL Financial with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial, he worked at Educators Credit Union and has additional background in various roles including at Russ Darrow Nissan and John Brown University. He is also a commissioned notary in Wisconsin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He is also president of Merritt Wealth & Retirement Advisors, Inc., a financial advisory firm he leads. Previously, he worked at Diversified Management, Inc. and Thrivent Financial. Merritt supports Mark Kelly LLC, providing operational assistance to the branch manager at RJFSA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and analytical modeling, supporting implementation through its advisory programs and affiliate firms.

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.

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 with LPL Financial holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at BMO Harris Financial Advisors, Inc. and Edward Jones. He operates a DBA related to his LPL business in Brookfield, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research resources.