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 financial advisor with Equitable Advisors, holding a Series 66 credential and bringing 22 years of industry experience. He has worked with Equitable Advisors since 2006, including its predecessor, Axa Advisors. Outside of his advisory role, he serves as a board member for a family computer consulting business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services, focusing on a broad range of investment options without sponsoring its own wrap fee program.

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.

Joseph Schilz is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Grove Point Advisors. Outside of his advisory work, he is involved in tax preparation and accounting through his separate CPA practice. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing assets totaling more than $256 billion.

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.

John Poirier is a financial advisor at Ameriprise with 46 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Poirier serves on the board of the Alford H. Hermann Family Foundation. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm delivers these services through a centralized consulting team and integrates algorithmic automation with oversight to support its advisory process.

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.

Joshua Ringelberg is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets, Martin Brower, and Nike Outlet. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools, third-party money manager access, and multiple advisory platforms.

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.

Jessica Mathias is a financial advisor with Ameriprise in Oconomowoc, WI, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliate since 2007. Outside of her advisory role, she is a managing partner of Mathias Properties, LLC, which holds real estate property. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations through a centralized consulting team.

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.

Bryan Nill is a financial advisor with Raymond James Financial, holding a Series 66 credential and having 13 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Peoples State Bank, J.W. Cole Advisors, and Cherry Creek Mortgage Company. Outside of his advisory work, he is the owner of an investment-related real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using analytical tools, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

Alicia Lantz is a CFP®-certified financial advisor with 20 years of industry experience. She is currently affiliated with LPL Financial and UW Credit Union, having previously worked at U.S. Bancorp Investments, Northwestern Mutual, Robert W. Baird, Citigroup Global Markets, and Ameriprise. She holds the Series 66 designation. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.