Angela Johnson is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following a year at B.C. Ziegler and Company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance that clients use to make informed decisions.

Thomas Weber is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Edward Jones, and West Corporation. Outside of his advisory work, he serves as a limited partner consulting with the general partner of a commercial property leasing business. LPL Enterprise serves a diverse clientele including individuals, retirement plans, and institutional clients, offering a wide range of financial planning, advisory, and brokerage services through an integrated platform that includes model portfolios, third-party asset management, and affiliated insurance products.

Daniel Doyle is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and is currently with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based financial models.

Peter Merritt is a financial advisor with Raymond James Financial in Waukesha, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Baird, Tesla, Apple, and Piggly Wiggly. He is also the owner of an online skin care business, Beatific LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through various advisory programs and specialized services.

Austin Stevens is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. His prior work includes roles at High Point Capital Group, Badger Liquor, Beechwood Sales and Service, and Mukwonago High School. He also attended Ripon College from 2022 to 2026. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and multiple investment platforms to deliver portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Blake Durbin is a financial advisor at Edward Jones in Slinger, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Vizance, Sherwin Williams, Associated Bank, and Dick's Sporting Goods. Outside of finance, he has been involved with the Wisconsin Fishing Expo for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Leah Bartelme is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and three years of industry experience. Her background includes roles at the University of Wisconsin - Green Bay and Good City Brewing. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, offering written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to generate tailored retirement recommendations.

Carol Galewski is a financial advisor with Robert W. Baird & Co. in Waukesha, Wisconsin, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Robert W. Baird & Co. since 2017 and previously spent time at Sikich. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and use of internal research and tools.

Bradley Olson is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Oak Tree Financial Services. Olson is also a board member of the Salvation Army of Waukesha. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paul K Ramus is a Series 66 licensed financial advisor with UBS Financial Services in Brookfield, WI, and has 22 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as Chairman of the Investment Subcommittee of Finance at St. Thomas More High School, overseeing management of the school's Endowment Fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to a wide range of investment products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies to clients’ objectives and risk profiles.

Daniel Krause is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2023. Outside of his advisory role, Krause is involved in lending activities in Chicago. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques.

Mary Williams is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 63 designation and 22 years of industry experience. She previously worked at Ameriprise Financial Services and UBS Financial Services. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services supported by a wide range of portfolio management styles and affiliated research.

Zachary Walsh is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Ernst & Young, Baker Tilly, and Stifel, as well as entrepreneurial ventures with Pineapple Supply LLC and Mill Avenue Tacos LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Caroline Strande is a financial professional at Cetera with Series 66 credentials and less than one year of industry experience. Her prior roles include positions at Fidelity Investments, Deerfield Financial Advisors, and Prime Financial Services. Outside of finance, she serves as a youth basketball official. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers.

Kyle Rossi is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at INVEST Financial Corporation and Iowa State Bank. Rossi is also affiliated with Johnson Bank where he serves as a financial advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Frank Vaeth is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes positions at U.S. Bancorp Investments, Wells Fargo Clearing Services, Merrill, and Robert W. Baird & Co. He is based in Thiensville, Wisconsin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, supported by model portfolios, research, and technology-driven strategies.

Doug Chellevold is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gary Garvin is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mass Mutual Life Insurance Company and with the Ho-Chunk Nation in various roles. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside ongoing manager selection and internal research.

Richard Dallen is a CFP® with 39 years of industry experience and is currently with Ameriprise in Pewaukee, WI. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for Happy Snout Ranch, LTD, and is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet certain asset thresholds, delivering written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide these services and offers a broad range of advisory, brokerage, and insurance solutions.

Jake Zarling is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.