Susy Suarez Lemcke is a CFP® professional with 12 years of industry experience, currently working at Edward Jones since 2014. She holds the Series 66 designation and is based in Waukesha, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dylan Krause is a financial advisor with LPL Enterprise holding a Series 66 designation and has less than one year of industry experience. His prior work includes roles at Northwestern Mutual and running an independent venture, Two Dog Enterprise. He has also been involved in education at several institutions including the University of Wisconsin La Crosse and Muskego High School. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Michael Dearing is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Grove Point Investments, Grove Point Advisors, Elmbrook Associates, H. Beck, Inc., and Johnson Controls. 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 broad range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and operational tools.

Nadya Tenges is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has worked at Baird since 2024. Her prior experience includes roles at New York Life Insurance Company and several positions outside the financial industry. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and alternative investment strategies.

Conner Beres is a financial advisor with Raymond James Financial in Waukesha, WI. He holds Series 63 and Series 65 licenses and has been active in the industry since 2023. His prior experience includes roles at The Legend at Brandybrook and Equitable Advisors LLC, as well as employment outside the financial sector. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

Sara Cliff is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked with various firms within the Cetera network and has maintained a longstanding association with John Coloso Investments. Outside of advisory roles, she is active as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified investment strategies through a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Anna Jaeger is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 65 and Series 63 licenses and 13 years of industry experience. She has worked at Robert W. Baird & Co. since 2020, following prior roles at Midland Financial Advisors and Cedarpoint Investment Advisors. She is also licensed in insurance, although commissions from insurance products are not a substantial source of her income. Anna is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a variety of investment strategies and tools including discretionary portfolio management, separately managed accounts, and tax-management techniques, supported by ongoing manager research and internal resources.

Gregory Pfaff is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 63 designation and 35 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Mark Sexton is a financial advisor with Ameriprise in Hartland, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations, supported by algorithmic tools and oversight committees.

Lauren Crawford is a financial advisor at Osaic with four years of industry experience. She holds the Series 66 credential and previously worked at Woodbury Financial Services and MPC Advisers. Her background includes roles outside of finance, such as positions at Truck Toyz and Goodwill Industries. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

Bradley Baldridge is a CFP® professional with 32 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2011 and previously was with Securities America Advisors. He is engaged in college funding counseling and consulting through several related ventures he owns. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Samuel Zabkowicz is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Drake & Associates, and U.S. Bancorp Investments. In addition to his advisory role, he is involved in servicing and selling individual health insurance. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Joseph Steffes is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets services through its comprehensive platform.

Kristin Guadagno is Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2010. She has over 30 years of experience in the financial industry, with prior roles including Vice President, Regional Planning Consultant from 2007 to 2010 and Investment Consultant from 1992 to 2006 at Fidelity Investments. Kristin's practice focuses on developing personalized strategies for retirement and tax-efficient investing, as well as reviewing estate planning considerations, income generation, and asset allocation. Her approach emphasizes understanding clients' priorities to co-create tailored financial plans. Kristin values client referrals as a key indicator of her service quality. Outside of her professional role, she enjoys family activities, horseback riding, scuba diving, traveling, and yoga.

Kevin Mccormick is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include nine years at BMO Harris Financial Advisors and ongoing positions with BMO Harris Bank, M&I Trust Company, M&I Insurance Services, and M&I Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a large network of advisors.

Bradley Richter is a financial advisor with LPL Financial in Mukwonago, WI, holding Series 66 and Series 63 licenses and 18 years of industry experience. He previously worked for JP Morgan Chase Bank and JP Morgan Securities LLC for ten years before joining LPL Financial and Citizens Bank. Additionally, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Megan Wangerin is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Her work history includes positions at Fidelity Investments and various roles within Charles Schwab’s affiliated entities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach.

Jordan Smith is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Wells Fargo Funds Distributor, LLC and US Bank Global Fund Services. Jordan is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves multiple registered investment companies and funds.

Kevin Bay is a financial advisor with Stifel in Brookfield, WI, holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. His prior experience includes roles at Kevin Bay Investments, LLC, UBS Financial Services, and Piper Sandler & Co. He has been with Stifel since 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing analytical support for asset allocation and financial planning.

Darla Miller is a financial advisor at LPL Financial with six years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. In addition to her advisory role, Miller is a notary in Brookfield, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging a large network of advisors and a variety of investment strategies.