Michael Prasch is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. He has been with Wells Fargo since 2024 and holds experience in various roles, including positions outside the financial industry such as work at Dick's Sporting Goods and Saloon Royal. 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 offers both brokerage and advisory solutions.

Debra Holewinski is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1983. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize firm-approved tools and modeling techniques without providing individual security recommendations as part of the standalone planning program.

Stephanie Friemoth is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones before joining Raymond James in 2023. Outside of her advisory work, she is a co-owner of a brunch restaurant franchise in Delafield, Wisconsin. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and public entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Katherine Cavanaugh is a Series 66-credentialed financial advisor with Thrivent Investment Management in Waukesha, WI, where she has worked since 2019. She has four years of industry experience and previously worked at Children’s Wisconsin for seven years. Cavanaugh serves on the board of Family Voices of Wisconsin, a nonprofit supporting families of children with special health care needs through education and advocacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping services separate.

William Hienz Jr. is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Robert W. Baird & Company since 2000. 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 provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies and overlay services.

Stephen Sliwa is a Financial Consultant currently working at Fidelity Investments since 2023. He has held multiple roles in the financial services industry, including positions as a Financial Consultant at E*TRADE from 2022 to 2023, an Investment Consultant at Charles Schwab in 2022, and a Financial Solutions Advisor at Bank of America-Merrill from 2018 to 2022. Stephen focuses on building trust with clients by understanding their unique financial situations and co-creating financial plans that align with their personal and financial goals. He emphasizes financial education and guidance to help clients develop, implement, and maintain plans that instill confidence. Outside of his professional responsibilities, Stephen has interests in concerts, fitness, music, pets, reading, and yoga.

Colin Schultz is a financial advisor with Thrivent Investment Management in Oconomowoc, WI. He holds the Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he was involved with businesses including K6 Apparel and Promos LLC and Shine and Drive LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Jorden Trochelman is a financial advisor with Thrivent Investment Management based in Brookfield, WI. He holds Series 63 and Series 66 credentials and has 24 years of industry experience. His prior work includes roles at Fidelity Brokerage Services and RUSSELL Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers a consolidated billing option for planning combined with managed-account services.

Jamie Spindler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Sii Investments, Inc. for five years before joining LPL Financial in 2018. Outside of his advisory role, he serves as a successor trustee for a family trust and manages Spindler Investments LLC, an investment-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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Lucas Plese is a financial advisor with Wells Fargo Clearing in New Berlin, WI, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven advisory process based on modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Drew Schwartz is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports in partnership with its financial advisors.

Scott Dziubek is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial since 2026. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2016 to 2026. In addition to his advisory role, he is involved as a sports and fitness coach with Franklin Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, supported by research and model portfolios, with both discretionary and non-discretionary management options.

Evan Sinda is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. Sinda is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Michael Ovsak is a financial advisor with LPL Financial in Brookfield, WI. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Ameriprise for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio strategies.

Jason Pokorny is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Wells Fargo in various advisory roles. In addition to his advisory work, he is also licensed as an insurance agent involved in the sale and service of accident and health insurance, fixed annuities, and traditional life insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Mitchell Andrews is a CFP® professional with four years of industry experience, currently serving as a financial advisor at OSAIC. His prior roles include positions at Securities America Advisors and Securities America, Inc. He also works as a tax preparer outside of his advisory duties. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that can include a variety of investment types.

Patrick Rich is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has held various roles including work with Cutting Edge Staffing and Rich Language Consulting. Outside of his advisory work, he has been involved with Inter Northshore FC/Milwaukee Kickers and Neighborhood House of Milwaukee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Cody Ganchar is a financial advisor with Edward Jones in Germantown, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he coached youth hockey with the Milwaukee Jr. Admirals and worked at Johnson Controls. He continues to serve as a youth hockey coach in Milwaukee outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Curtis May is a financial advisor with Equitable Advisors in Cedarburg, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 2013, including time when the firm operated as AXA Advisors, LLC. Outside of his advisory role, May serves as a board member of the Cedar Reserve Homeowners Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, emphasizing tailored client services and a combination of advisory and brokerage channels.

Deidra Catus is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 66 credentials and six years of industry experience. Her career includes roles at Morgan Stanley, J.P. Morgan Securities LLC, and Fidelity Investments. Outside of advisory work, she is the sole proprietor of The DMW Collection LLC, an art and culture business based in Texas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with a nationwide adviser force. The firm serves a diverse client base, offering financial planning and consulting services with a non-discretionary approach, leveraging a range of portfolio management styles and affiliated research.