Jay Weideman is a financial advisor with Raymond James Financial, holding a Series 63 designation and 22 years of industry experience. He previously worked at Edward Jones from 2003 to 2022 before joining Raymond James in 2022. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as employer advisory programs.

James Sidders III is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Based in Waukesha, WI, he operates within one of the largest wealth management firms. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and committee-driven investment insights.

Paul Wickert is a financial advisor with Cetera in Milwaukee, WI, holding a ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including roles at Fiduciary Trust, Avantax Insurance Agency, and Avantax Investment Services. Outside of advisory work, he is a partner in Root Creek Investments of Greenfield LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining affiliated and third-party model strategies across various program structures.

Constance Carmony is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to develop financial plans.

Jake Murray is a financial advisor at Robert W. Baird & Co. with a Series 66 designation. He has experience working at Robert W. Baird & Co. Incorporated since 2026 and previously held roles in logistics and hospitality. Jake attended the University of Wisconsin-Madison from 2014 to 2018. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs both manager-traded and model-traded strategies, incorporates tax management and direct indexing, and uses internal research and artificial intelligence tools in client advice.

Matthew Hug is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as Vice President of the Waukesha West Athletic Booster Club, supporting fundraising efforts for local student athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning across a broad range of financial topics, delivered either as one-time or ongoing engagements, separate from portfolio management services.

Charles Hurtgen is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services Inc, Girard Securities, Inc., and MPC Advisers, LLC. He serves as a board member at Midwest Planning Company and works as a financial consultant specializing in fixed life and long-term care insurance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Cori Raue is a financial advisor at Fidelity with 20 years of industry experience and holds the Series 66 designation. She has worked with various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Kurt Kuettel is a financial advisor with RBC Capital Markets, holding the Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at RBC Capital Markets since 2020, with prior experience at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Allspring Funds Management, LLC. 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 portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Sarah Bucek is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, she worked in the Greendale School District for eight years. Outside of her advisory role, she coaches a community First Lego League team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Ronald Leipzig is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials with 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also serves as a trustee for an irrevocable family trust. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and a broad affiliate network.

Patrick Garrity is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. from 2020 to 2023. He also has experience in the hospitality industry, including employment at The Waterfront Restaurant and Tavern. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and model portfolios. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in its research.

Mathew Kuhnau is a financial advisor with Edward Jones in Greendale, WI, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

Samantha Nelson is a financial advisor with LPL Financial based in Brookfield, WI. She holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, she worked at Johnson Financial Group and has also served as a notary for the State of Wisconsin since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Ronald Pisano is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior roles at Tenet Consulting and Gibson Consulting. Outside of advisory work, Pisano is a principal and co-owner of Hudson West, Inc., a non-investment related business based in Pewaukee, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.

Lisa Lewitzke is a financial professional with 28 years of industry experience, currently affiliated with Cetera. She previously worked at Landaas & Company for 19 years and has been providing financial services through Lewis Financial since 2023. She is a member of a landscaping LLC owned by her husband. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform, managing over $256 billion in assets across more than 10,000 advisors.

Sam Osborne is a financial advisor with Raymond James & Associates in Waukesha, WI. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. Before his financial services career, he competed on the West Florida Golf Tour for seven years. Raymond James & Associates is a large firm serving individuals, institutions, pension plans, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and model manager options.

Jennifer Spiece is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Stifel and B.C. Ziegler and Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by structured discovery processes and firm-approved tools.

Kevin Nemoir is a CFP®-certified financial advisor at LPL Financial with 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Annex Wealth Management. Nemoir is also involved with Forward Financial Partners, LLC, an entity associated with his LPL business activities. 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, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of more than 22,800 advisors.

Adam Obluck is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James and Wells Fargo in various capacities since 2010. Outside of his advisory role, Obluck has been involved in political activities since 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a broad range of portfolio management styles.