Brynne Simpson is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. In her role, she emphasizes strong financial planning through active listening, understanding clients' goals and concerns, and collaborating to develop actionable strategies tailored to their financial journeys. Simpson aims to support clients in making confident financial decisions at every stage. Prior to her current position, she held roles including Associate Regional Director at Russell Investments from 2021 to 2022, Internal Wholesaler Advisor at Insurance Solutions Center - AIG from 2019 to 2021, and Internal Wholesaler at Jackson National from 2015 to 2018. These positions have contributed to her experience in financial consulting and advisory services. Outside of her professional work, Simpson's interests include cooking and baking, fitness, football, reading, and yoga.

Jerald Haerle Jr. is a Series 66 licensed financial advisor with six years of experience at Thrivent Investment Management. He previously worked in publishing and as a business owner before joining Thrivent. He serves as secretary for GOD'S FUND INC., a Christian nonprofit focused on aiding victims of modern slavery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and planning without discretionary trading authority. The firm’s services include a broad range of topics such as retirement, tax, estate, and special needs planning, delivered through a large network of advisors.

Jacob Taylor is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for the City of Waukesha for nine years. Outside of his advisory role, he is a co-owner of Midwest Agave Spirits, Inc., a tequila brand based in Guadalajara, Mexico. Ameriprise serves clients with a focus on retirement-income planning, offering specialized services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Robert Teofilo is a financial advisor at LPL Financial with 47 years of industry experience. He holds a Series 63 designation and has worked at firms including Grove Point Investments, H. Beck, Inc., and Beacon Benefits Group. Teofilo is also involved with Elmbrook Associates, a business connected to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing both proprietary and third-party research to support diverse investment strategies.

Erin Keller is a Planning Consultant with experience in the financial services industry. She has held several roles at Fidelity Investments, including Investment Consultant from 2020 to 2021, Financial Representative in 2020, and Client Experience Associate in 2020. Erin focuses on understanding the unique personal and financial goals of clients to identify strategies that fit their lifestyles. She works collaboratively to analyze current strategies, create comprehensive plans aimed at achieving long-term objectives, and implement clear and manageable courses of action.

Laurie Ufnowski is a financial advisor with Ameriprise in New Berlin, WI, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley and UBS Financial Services. Laurie serves on the boards of the Polish Heritage Alliance and Polanki, nonprofit organizations based in Wisconsin. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Jonathan Schomberg is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Timothy Windler is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. His work history includes several roles within Cetera and affiliated firms since 2015. Outside of advising, he serves as a referee and board member for the Wisconsin Basketball Officials Association and works as an insurance agent selling life and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment program options, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Ellie Sturgeon is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 license with two years of industry experience. Her prior roles include positions at Stifel, Ellenbecker Investment Group, and Northwestern Mutual. Outside of finance, she has worked in education and youth sports organizations, including Pewaukee School District and Swimwest Swim School. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

David Giddings is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously spent 18 years at Woodbury Financial Services. Giddings is also involved in insurance sales through VIZANCE, Inc. and CPS Horizon Financial, focusing on life, disability, and long-term care insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various portfolio construction and management tools and a range of investment products.

Patrick Wilson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, with prior experience at Empower Financial Services and Associated Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jeffrey Demichiel is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Morgan Stanley since 2014 and currently works at Morgan Stanley Private Bank, N.A. in Waukesha, Wisconsin. Outside of his advisory role, he serves as an umpire for the Wisconsin State Youth Baseball League. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Jeffrey Dorward is a CFP® professional with 25 years of industry experience, currently affiliated with OSAIC in Brookfield, WI. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Mass Mutual Investors Services. Outside of his advisory work, he operates a sole proprietorship focused on the sales and marketing of fixed annuities, insurance, securities, and investment advisory products. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated financial services with an emphasis on asset allocation, risk management, and portfolio construction using a range of investment vehicles and third-party solutions.

Donald Stoll is a financial advisor with Equitable Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he volunteers with Star and Stripes Honor Flights and serves as an administrator or trustee for family and non-family estates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Joseph Stanislawski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also active as a non-variable insurance agent in Sussex, WI. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model wealth portfolios, third-party asset management, and a range of financial products, including insurance through an affiliated agency, using an integrated platform for investment advice and client support.

Scott Layeux is a CFP®-certified financial advisor with 35 years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience with Nettworth Financial Group and Financial Partners, LLC. Layeux also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies along with both proprietary and third-party model solutions.

Miles Aquino is a financial advisor with Edward Jones in Hartland, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates under a fiduciary standard.

Mary Bush is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is involved in managing a business entity, B&B Lifeworx LLC, which supports her practice operations. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Scott Jenson is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 63 designation and 31 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is a certified group fitness instructor at the Wisconsin Athletic Club. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Nathan Verbeten is a CFP® and ChFC® with 13 years of industry experience. He is currently with Ameriprise in Waukesha, WI, having joined the firm in 2024 after previously working at Prudential Insurance Company of America and Pruco Securities. Outside of finance, he was involved with RSVDQ Inc./Dairy Queen for 10 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement-income planning reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.