Elizabeth Roecker is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following an 11-year tenure at Robert W. Baird. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jay Strucel is a CFP®-designated financial advisor with Edward Jones in Waukesha, WI, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Trail King Industries, Inc. from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Russell Zarling is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 26 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that incorporate Social Security strategies, tax-smart withdrawals, and asset analysis. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary recommendations, primarily for clients with assets managed within Ameriprise.

Amedee O’Gorman is a Series 66 credentialed financial advisor with five years of industry experience. He currently works at OSAIC and previously held roles at Woodbury Financial Services, The Manitowoc Company, and Deloitte. Outside of his advisory duties, he provides private baseball instruction to youth players aged 7 through 18. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses proprietary asset-allocation tools and supports a variety of investment options with both discretionary and non-discretionary account management.

Jonathan Pultz is a financial advisor with LPL Financial based in Brookfield, WI, holding a Series 66 license and four years of industry experience. He has worked at BMO Harris Bank and US Bank GFS and has additional experience outside the financial industry as a bartender at Malone's on Brady and Harp in Milwaukee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

Jay Cunningham is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2021, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Jay worked as a Financial Advisor at Wells Fargo Advisors from 2017 to 2021 and at PNC Investments from 2015 to 2017. He also served as Associate Regional Director at Wells Fargo Advantage Funds between 2013 and 2015. Jay is a CERTIFIED FINANCIAL PLANNER4 professional with 13 years of experience in the financial industry. He emphasizes building trust through personalized financial planning and works closely with clients to develop tailored plans focused on their goals and priorities. Jay and his team provide ongoing guidance and clear communication to help clients navigate financial decisions confidently over the long term. Outside of his professional work, Jay's interests include family activities, football, golf, parenthood, running, and traveling.

Rodger Premeau is a Series 66-credentialed financial advisor with 22 years of industry experience, currently with Equitable Advisors since 2006. He previously worked at Axa Advisors, LLC from 2006 to 2020. Outside of his advisory role, he serves on the board of a family computer consulting business. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Mark Bloomer is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He worked at Stifel Independent Advisors, LLC for 23 years before joining OSAIC in 2026. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm combines brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party managers, utilizing advanced asset-allocation tools and automated rebalancing to construct diversified portfolios.

James Lemmenes is a financial advisor with Edward Jones in Elm Grove, WI, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a co-owner of a real estate business in Estero, Florida. 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 programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Eric Leonard is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has prior experience at Edward Jones and roles associated with professional soccer organizations Chicago Fire FC and Forward Madison FC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Zachary Bernarde is a financial advisor with Raymond James Financial in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including LPL Financial, Manchester Investments, and Alliance Wealth Management Milwaukee, where he continues to provide various client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, employing tailored planning and analytical tools to support client goals.

Scott Cayo is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2010. He is based in Brookfield, WI. Outside of his advisory role, he is a co-owner of residential rental properties in Milwaukee, involving occasional upkeep activities. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and strategies, with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide.

Keith Sierra is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. Outside of his advisory role, he serves on the boards of the Catholic Community Foundation and Journey House Inc., both nonprofit organizations based in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs and portfolio management services tailored to client risk profiles, using a combination of in-house and third-party investment managers.

Susan Heitman is a financial advisor at UBS Financial Services with 23 years of industry experience. She has worked at UBS since 2019 and previously spent seven years at BMO Harris Financial Advisors. She holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Christopher Weber is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, as well as prior experience at H. Beck, Inc. and Annex Wealth Management. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as private funds and principal trading activities.

Shawn Zoltak is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Robert W. Baird since 2004. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Tess Glasspool is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2012. Outside of her advisory role, she serves as the treasurer for Cub Scouts Pack 3731 in Appleton, WI. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Alicia Lantz is a financial advisor with LPL Financial and holds the CFP® and Series 66 designations. She has 19 years of industry experience, including prior roles at Robert W. Baird, Northwestern Mutual, and U.S. Bancorp Investments. Alicia also maintains a wealth management role at UW Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by in-house and third-party research.

Bruce Ratay is a CFP® and ChFC® with 40 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns Magic Financial Publications, which produces financial advisor reference guides, and serves as Assistant Fire Chief for the Elm Grove Fire Department. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Chas Hartman is a Financial Consultant currently working at Fidelity Investments since 2020. He partners with individuals and families at various stages of their lives to develop plans aimed at achieving their financial goals. His approach involves listening and understanding clients to help build appropriate financial strategies. Prior to his current role, Chas held positions as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020, a Financial Advisor at Northwestern Mutual from 2016 to 2017, and a Financial Advisor at Edward Jones from 2014 to 2016. Throughout his career, he has gained experience in financial consulting and advising. Outside of his professional work, Chas has interests in baseball, fishing, football, golf, soccer, and traveling.