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.

Andreas Mears is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Wauwatosa, WI. His professional background includes roles at Kurz Industrial Solutions, Zenture Solution, and Wisconsin Lutheran College, among others. He has been with LPL Enterprise LLC since 2016. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by research, model portfolios, and third-party strategists.

Joseph Matrise is a financial advisor at OSAIC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, MPC Advisers, and Girard Securities. Matrise is also engaged as an agent for fixed insurance products through Midwest Planning Company LLC. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and a variety of investment options across discretionary and non-discretionary accounts.

Elizabeth Dieringer is a Series 66-licensed financial advisor with Edward Jones based in Waukesha, WI. She has five years of industry experience, all with Edward Jones since 2013. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grant Uitti is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Matthew Witkowski is a financial advisor with Thrivent Investment Management in Milwaukee, WI, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2011. Outside of his advisory role, Witkowski serves as a board member for Athletes Before Christ, coaches varsity basketball at Catholic Memorial High School, and is president of the Rolling Meadows of Vernon Homeowners Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option known as “WealthPlan.”

Susan Walton is a financial advisor with RBC Capital Markets in Brookfield, WI. She holds Series 63 and Series 65 designations and has 34 years of industry experience. She has worked at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Sandra Ellis is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2007. Outside of her advisory role, she works part-time as a front desk employee in the hospitality industry. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm integrates in-house and third-party investment managers and provides access to alternative investments and affiliated capital-markets capabilities.

Dirk Robichaud is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside his advisory role, he serves as co-trustee for family trusts in Wisconsin and Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Colin Dewey is a financial advisor with Edward Jones in Wauwatosa, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked in governmental roles, including positions with Senator David Craig and Governor Scott Walker, and served in the United States Navy Reserve from 2013 to 2019. Outside of finance, Dewey coaches group fitness classes at CrossFit Rohkeus and Badger CrossFit. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Paul Purifoy Robertson is a financial advisor with Merrill in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Northwestern Mutual, and UMB Fund Services. Merrill, together with 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 diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Steil Palma is a financial advisor with Wells Fargo Advisors in Waukesha, Wisconsin, holding a Series 66 designation and 19 years of industry experience. Her prior work includes five years at BMO Harris Bank and five years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2026. Outside of her advisory role, she is involved in retail wine and spirit sales as a sales team member at Total Wine and More. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a wide range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses its own research and planning tools to develop tailored recommendations delivered through client meetings and summary letters.

Adam Voss is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, Investment Solutions Representative, International Trading Associate, High Net Worth Service I, and Financial Representative Full Trader. As a Certified Financial Planner™, Adam partners with clients to create personalized financial plans tailored to their goals and needs. He emphasizes building relationships based on communication and trust to simplify clients' financial lives. Outside of his professional work, Adam enjoys biking, golf, hiking, kayaking, and traveling.

Mark Haglin is a financial advisor with Thrivent Investment Management in Waukesha, WI. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under consolidated billing, while maintaining separate service provisions.

Jack Stewart is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at AXA Advisors LLC, Paramount Financial Strategies, and several other firms. He also operates an outside business activity related to insurance through Paramount Financial Partners. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs.

Casey O'gorman is a financial advisor with Osaic Wealth, Inc. based in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He was previously with Woodbury Financial Services for 18 years before joining Osaic in 2024. Outside of his advisory role, O'gorman serves on the board of the Fellowship of Christian Athletes and the Westmoor Country Club. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing sophisticated asset-allocation tools and access to third-party money managers.

Michael Kilian is a financial advisor with Equitable Advisors in Mequon, WI, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2018 and was previously with Axa Advisors, LLC. Outside of his advisory role, Kilian serves on the Stewardship Commission at Lumen Christi parish, where he assists with welcoming new parishioners and a planned giving project. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Lindsey Kreske is a CFP® professional with 20 years of experience in the financial industry. She has worked at LPL Financial since 2023 and previously spent 18 years at Ameriprise Financial Services, Inc. Kreske operates Kreske Financial Services, LLC, an investment-related business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios from both internal and third-party sources.