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 an advisor at LPL Financial with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining LPL Financial, he worked at Educators Credit Union and has held roles in the automotive and education sectors. He is also a commissioned notary in Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, with a focus on both discretionary and non-discretionary strategies supported by advisor-facing technology.

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 in Waukesha, WI. He holds a Series 66 designation and has 16 years of industry experience, including over 10 years with Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Yingling is a financial advisor at Osaic with Series 63 and Series 66 licenses and three years of industry experience. He also serves as an insurance broker at Kutschenreuter Financial Services Inc, where he sells personal and commercial lines of property and casualty insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process, including discretionary managed accounts and third-party money manager programs.

Nathan Metcalf is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Allspring Funds Management, LLC from 2007 to 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

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 with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and Bank One since 2000. Outside of his advisory role, he serves as an assistant varsity baseball coach at Waukesha North High School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, incorporates ESG criteria in its recommendations, and includes broader derivatives and commodities capabilities.

Andrew Klinzing is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at BMO Harris Financial Advisors and Edward Jones. Klinzing operates in Brookfield, Wisconsin. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and various institutional platforms.

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.

Joseph Matrise is a financial advisor with Osaic Wealth, holding a Series 66 designation and 12 years of industry experience. He previously worked at Woodbury Financial Services, MPC Advisers, and Girard Securities. Outside of advisory work, he is also a licensed agent for fixed insurance products through Midwest Planning Company LLC. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with a focus on asset allocation, portfolio optimization, and risk management, supported by a broad network of affiliated broker-dealers and asset managers.

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.

Tara Rotfeld is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is the owner of TL and JL Holdings, LLC, her Edward Jones branch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its extensive retail advisor and branch network, affiliated investment capabilities, and operation under a fiduciary standard.

Cade Martin is a Series 66-credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he worked in education and retail sectors, including nine years at the School District of Waukesha and roles at Woodman's Food Markets and Culver's Restaurants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and supports combining planning with managed-account programs under a consolidated billing option.

Grant Uitti is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.