Samuel Kinderman is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and three years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework to guide its recommendations.

Mei Lyn Nelson is a financial advisor with LPL Financial based in Brookfield, WI, holding CFP® and ChFC® designations and over 40 years of industry experience. She previously worked at Next Financial Group Inc. for 16 years and founded Nelson Financial Group Inc., which she continues to operate. Outside of her advisory role, she is a certified public accountant and a notary, and also owns businesses including Cheesehead Events LLC and The Loft on Broadway LLC. LPL Financial is a national 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 consulting, providing both discretionary and non-discretionary management supported by research from multiple sources.

Jeffrey Marciniak is a CFP® professional with 44 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2017 and previously spent 15 years at SII Investments, Inc. He is also associated with Honey Creek Wealth Management as an Investment Advisor Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent advisors, employing a range of portfolio management strategies across multiple platform arrangements.

Alexander Doroba is a financial advisor at Charles Schwab with the Series 66 designation and approximately one year of industry experience. His prior roles include positions at WestPoint Financial Group and Avista Wealth Management. Charles Schwab & Co., Inc. 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational structures.

Kyle Poplawski is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Benjamin Carr is a Series 66-licensed financial advisor with 18 years of experience at Thrivent Investment Management and Thrivent Financial for Lutherans in Cedarburg, WI. He has been with the firm since 2008. Outside of his advisory role, he owns and operates a commercial property management LLC for bookkeeping and maintenance purposes related to his Thrivent business. 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 clients the option to combine planning with managed-account programs under a consolidated billing approach.

Sara Virojana is a Series 66-licensed financial advisor with Edward Jones in Brookfield, WI, where she has worked since 2015. She has 10 years of industry experience. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

June Terrasi is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in personalized wealth management strategies tailored to clients' unique financial goals, offering expertise in areas such as education planning, employee benefits planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. June holds the Personal Investment Advisor (PIA) designation and attended the University of Michigan. Prior to her financial advisory career, she practiced real estate and was involved in philanthropy within the arts. She values genuine personal relationships and applies this philosophy in her work with clients. June lives near Lake Michigan and enjoys cooking, music, reading, traveling, and yoga in her personal time.

Jacob Goran is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior experience at U.S. Bank and Belfre Kitchen. Outside of his advisory role, he works seasonally at Riehle's Tree Farm in Dousman, Wisconsin. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, institutions, and charitable organizations with customized financial planning and portfolio management services. The team employs a variety of strategies, including both traditional and non-traditional investments, and offers both discretionary and non-discretionary management tailored to client goals and risk tolerances.

Richard Hagan is a financial advisor with Mass Mutual Investors Services in Wauwatosa, WI, holding a Series 63 designation and 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Co. since 2016, with prior experience at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income insurance, as well as life, accident, and health insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative annual financial planning engagements using firm-approved tools to analyze goals, offering event-driven planning services such as estate settlement and employer-sponsored plans.

Thomas Mueller is a financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent and its affiliates since 2018, following five years at Marcus Corporation. Mueller serves as an ambassador for the Cedarburg Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.

Joshua Corroy is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and 14 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered by a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

William Duffy is a Vice President, Wealth Planner at Fidelity Investments. He holds the Certified Financial Planner designation and works closely with clients to understand their financial goals and develop tailored plans. His approach emphasizes partnership and clear communication to assist clients in reaching their objectives. Since joining Fidelity Investments in 2020, William has held multiple roles, including Financial Consultant and Senior Executive Stock Plan Specialist, gaining diverse experience within the firm. His career progression reflects a focus on wealth planning and client service. Outside of his professional work, William has interests in baseball, fitness, golf, museums, and volunteering.

Frank Mularz III is a financial advisor with LPL Financial in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2013. His other business activities include providing investment services 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 through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by model portfolios, research, and various technology-driven solutions.

Jeremy Grannan is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to partnering with clients to co-create comprehensive financial plans and assist in implementing strategies to achieve their financial goals. He holds the Certified Financial Planner™ designation and emphasizes ensuring his team has the skills to understand clients' needs and improve their experience. He has been with Fidelity Investments since 2011, progressing from Investment Consultant to Vice President, Financial Consultant, and currently Branch Leader. Prior to joining Fidelity, Jeremy held various roles including Associate Regional Director and Senior Investment Specialist at Wells Fargo Advantage Funds, as well as positions at Strong Investments and TCF Investments & Insurance Group. Outside of his professional work, Jeremy engages in family activities, golf, traveling, and volunteering.

Jacob Pfeifer is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. He previously worked at Northwestern Mutual and has a diverse background including employment with Insomnia Cookies and several retail and school district positions. Pfeifer maintains part-time employment with Kroger alongside his advisory role. 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 provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Ruggles is a financial advisor at Edward Jones in Elm Grove, WI, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kurt Stengel is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 34 years of industry experience. He holds a Series 63 designation and has been with Robert W. Baird since 2002. He is part of The DDK Group, a team within Robert W. Baird’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 services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs tailored to client goals and risk tolerances.

Erin Stanek is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with nine years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, Stanek is a board member of the Wauwatosa Public Library Foundation and serves on its Investment and Finance Committee. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and investment vehicles tailored to client goals and risk tolerances.

Michael Kramer is a financial advisor with Stifel in Mequon, Wisconsin, holding a Series 66 designation and 25 years of industry experience. Prior to joining Stifel in 2018, he worked at B C Ziegler and Company for 18 years. He has held leadership and board roles outside of advising, including past president of the Mequon-Thiensville Chamber of Commerce, membership on the City of Mequon's Economic Development Board, and a board position with Community Projects for Seniors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.