Erin Ulicki is a financial advisor with Edward Jones in Hartland, WI, holding a Series 66 designation and over 10 years of industry experience. She has been with Edward Jones since 2016 and also founded Ulicki Strategy LLC in 2013. Erin established The Table, a networking group for female financial advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Lisa Haushalter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at LPL Financial since 2011 and concurrently serves as a wealth advisor at Old National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Julie Starchevich is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2014 and holds the Series 66 designation. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Neil Conway is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust Company, spanning nearly two decades before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocation to tailor client strategies.

Micah Bloom is a financial advisor at RBC Capital Markets with two years of industry experience. He previously worked at Fidelity Investments and has held roles in diverse sectors including medical staffing and retail. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers customized advisory programs with discretionary and non-discretionary portfolio management, utilizing a combination of in-house and third-party investment managers.

Ruth Kitzmann is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior work includes roles at RBC Capital Markets and City National Bank before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Thomas Wagner is a financial advisor with Ameriprise in Elkhorn, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver customized, non-discretionary retirement income advice.

Stephen Barnes is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. His career includes over two decades with Waddell & Reed, Inc. and experience with Kaplan Financial. Barnes has also been involved with local organizations such as the Waukesha County Business Alliance and the Waukesha YMCA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources alongside discretionary and non-discretionary management options.

Harry Mewes is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2006, including roles at Cetera Investment Services LLC from 2006 and Waukesha State Bank since 2000. Outside of advisory services, he is involved in the sale of fixed insurance products through Waukesha State Bank's insurance agency and makes occasional referrals to wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary programs, and diverse account structures.

Allen Dearing is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments, Grove Point Advisors, Elmbrook Associates, Annex Wealth Management, and H. Beck, Inc. He is also associated with Elmbrook Associates, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Timothy Ferguson is a financial advisor at Osaic Wealth, Inc. with 13 years of industry experience. His prior roles include positions at Royal Alliance, MAP Retirement, and GWFS Equities. He holds Series 63 and Series 65 designations. In addition to his advisory work, he is involved with MK Financial Group, Inc., where he markets fixed annuities, insurance products, and securities. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to offer customized portfolio management and financial planning solutions.

Daniel Gehring is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment options through a large nationwide network of advisors and branch offices.

Gena Friend is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2007. Gena is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Todd Sivak is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for MML Investors Services and MassMutual Life Insurance Company for 19 years. He is also an agent for fixed annuities through GBU Financial Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting services through a national network of investment adviser representatives.

Anthony Best is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Higbee is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Heart of America Corp and Taiho Oncology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

John Gamache is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2025 and has concurrently worked with IC Advisory Services, Inc. and The Investment Center, Inc. since 2008. 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 and financial planning services, utilizing research and model portfolios from internal and third-party sources across various investment strategies.

Timothy Omalley is a financial advisor with Robert Baird & Co. in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Robert Baird & Co. since 1989. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Scott Steinke is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. C. Ziegler and Company for 29 years before joining Stifel in 2018. Outside of his advisory role, he serves as an associate lecturer at the University of Wisconsin-Milwaukee, teaching finance courses. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and asset allocation guidance based on forward-looking market assumptions.

Patrick Modjeski is a financial advisor with OSAIC based in Brookfield, WI, holding a Series 66 designation and 26 years of industry experience. He has worked at Royal Alliance Associates, INC. since 2018 and at Sii from 2016 to 2018. In addition to his advisory role, he is involved as an insurance broker and agent in the sale and service of fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large affiliated adviser network. The firm provides integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to construct portfolios across various asset classes.