Daniel Doyle is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and is currently with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based financial models.

Peter Merritt is a financial advisor with Raymond James Financial in Waukesha, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Baird, Tesla, Apple, and Piggly Wiggly. He is also the owner of an online skin care business, Beatific LLC. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through various advisory programs and specialized services.

Austin Stevens is a financial advisor at OSAIC Wealth, Inc. in Milwaukee, WI, holding a Series 66 designation. He has been in the industry since 2026 and previously held roles at High Point Capital Group, Badger Liquor, Beechwood Sales and Service, and other organizations. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

Leah Bartelme is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. She has worked previously at the University of Wisconsin–Green Bay and Northeast Wisconsin Technical College and was involved with Good City Brewing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning that includes written recommendations and ongoing advice based on detailed investment research and tax-aware withdrawal strategies.

Carol Galewski is a financial advisor with Robert W. Baird & Co. in Waukesha, Wisconsin, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Robert W. Baird & Co. since 2017 and previously spent time at Sikich. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and use of internal research and tools.

Bradley Olson is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Oak Tree Financial Services. Olson is also a board member of the Salvation Army of Waukesha. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paul K Ramus is a Series 66 licensed financial advisor with UBS Financial Services in Brookfield, WI, and has 22 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as Chairman of the Investment Subcommittee of Finance at St. Thomas More High School, overseeing management of the school's Endowment Fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to a wide range of investment products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies to clients’ objectives and risk profiles.

Daniel Krause is a financial advisor at Morgan Stanley with 48 years of industry experience. He has held positions at Citigroup Global Markets and Morgan Stanley Smith Barney prior to his current role at Morgan Stanley Private Bank, N.A. He holds Series 63 and Series 65 designations. Krause is involved in lending activities outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured discovery processes and firm-approved planning tools.

Zachary Walsh is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Ernst & Young, Baker Tilly, and Stifel, as well as entrepreneurial ventures with Pineapple Supply LLC and Mill Avenue Tacos LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Kyle Rossi is a financial advisor with LPL Financial in Wauwatosa, WI, holding a Series 66 designation and over 13 years of industry experience. His prior positions include roles at Johnson Bank, INVEST Financial Corporation, and Iowa State Bank. 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 provides a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and custom strategies across discretionary and non-discretionary platforms.

Frank Vaeth is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes positions at U.S. Bancorp Investments, Wells Fargo Clearing Services, Merrill, and Robert W. Baird & Co. Frank is based in Thiensville, WI. 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, third-party asset management, and institutional platforms.

Doug Chellevold is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Strong Capital Management Inc from 1999 to 2002. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Gary Garvin is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mass Mutual Life Insurance Company and with the Ho-Chunk Nation in various roles. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside ongoing manager selection and internal research.

Richard Dallen is a CFP® with 39 years of industry experience and is currently with Ameriprise in Pewaukee, WI. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for Happy Snout Ranch, LTD, and is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet certain asset thresholds, delivering written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide these services and offers a broad range of advisory, brokerage, and insurance solutions.

Jake Zarling is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Brenda Merschdorf is a CFP®-certified financial advisor with Edward Jones in New Berlin, WI, bringing 32 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management.

Jonathan Fiorito is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with LPL Financial and has previous experience at firms including CUNA Mutual Group, AXA Advisors, and Chase Investment Services. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of more than 22,800 advisors.

Rachel Panasuk is a Certified Financial Planner® with 23 years of industry experience. She is affiliated with RBC Capital Markets and City National Bank, having worked at RBC Capital Markets since 2008 and City National Bank since 2017. She serves as a committee member for Secure Futures, a nonprofit that provides financial literacy programs aimed at empowering students to make sound financial decisions. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party managers while providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Wayne Pipkorn is a financial advisor at Cetera with 34 years of industry experience and holds a Series 63 designation. He previously worked at Avantax Advisory Services and Avantax Investment Services for over three decades. Outside of his advisory role, he serves as an elected official in the Town of Cedarburg and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services, utilizing a multi-manager platform with both affiliated and third-party managers, and oversees more than $256 billion in assets.

Brian Wielgus is a financial advisor with Robert W. Baird & Co. in Waukesha, WI. He holds a Series 66 designation and has 14 years of industry experience, with his tenure at Robert W. Baird beginning in 2011. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement strategies across traditional and non-traditional asset classes.