Michael Malich is a Certified Financial Planner (CFP®) with 14 years of experience, currently serving at Edward Jones in New Berlin, WI since 2012. His background is exclusively with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Penny Seeley Dean is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior roles include positions at BMO Harris Bank, Landmark Credit Union, Wells Fargo Funds Distributor, and Trans International. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various advisory and non-advisory financial activities.

Andrew Starosta is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has worked at Landmark Credit Union and LPL Financial since 2011, with prior experience at Cetera Investment Services, J. W. Cole Advisors, and Chase Investment Services. Starosta is also involved with Landmark Investment Center, a DBA associated with Landmark Credit Union. 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 portfolios, third-party asset management, and institutional platforms, utilizing advanced technology tools to support its network of over 22,800 advisors.

Neil Conway is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust Company, spanning nearly two decades before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocation to tailor client strategies.

Micah Bloom is a financial advisor at RBC Capital Markets with two years of industry experience. He previously worked at Fidelity Investments and has held roles in diverse sectors including medical staffing and retail. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers customized advisory programs with discretionary and non-discretionary portfolio management, utilizing a combination of in-house and third-party investment managers.

Ruth Kitzmann is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior work includes roles at RBC Capital Markets and City National Bank before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Stephen Hayes is a financial advisor with OSAIC based in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at SagePoint Financial, MassMutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Hayes is also involved in independent financial advisory activities through entities such as High Point Capital Group and TVG Advisors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a broad range of integrated brokerage and advisory services, leveraging asset-allocation tools, risk-tolerance assessments, and third-party platforms to tailor portfolio management across various asset classes.

John Pelletier is a CFP® with 23 years of industry experience. He is currently with LPL Financial and has also worked at BMO Harris Financial Advisors and M&I Investment Management throughout his career. Pelletier maintains a DBA for LPL Business under the name BMO Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Wagner is a financial advisor with Ameriprise in Elkhorn, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver customized, non-discretionary retirement income advice.

Stephen Barnes is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 credentials and 45 years of industry experience. His prior roles include positions at Waddell & Reed, Kaplan Financial, and various insurance carriers. He has also been involved with the Waukesha County Business Alliance and the Waukesha YMCA. 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 financial planning, model portfolio programs, and access to third-party asset management, with advice and account management provided by investment adviser representatives using a range of strategies and technology tools.

Harry Mewes is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2006, including roles at Cetera Investment Services LLC from 2006 and Waukesha State Bank since 2000. Outside of advisory services, he is involved in the sale of fixed insurance products through Waukesha State Bank's insurance agency and makes occasional referrals to wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary programs, and diverse account structures.

Allen Dearing is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Grove Point Investments, Elmbrook Associates, Annex Wealth Management, H. Beck, and Waterstone Financial Group. Dearing is also affiliated with Elmbrook Associates, which operates as a DBA for his LPL business. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non‑advisory financial product offering.

Daniel Gehring is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment options through a large nationwide network of advisors and branch offices.

Andrew Due is a financial advisor with LPL Financial in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Educators Credit Union for six years, The Walt Disney Company for one year, and the University of Wisconsin - Parkside for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

John O'Neil is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and CIBC Bank USA. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities, utilizing model-driven investment implementation and offering access to third-party asset managers and insurance products through a broad network of advisers.

John Gamache is a financial advisor with LPL Financial in Waukesha, WI, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2025 and has concurrently worked with IC Advisory Services, Inc. and The Investment Center, Inc. since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Timothy Omalley is a financial advisor with Robert Baird & Co. in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Robert Baird & Co. since 1989. 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 offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Scott Steinke is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. C. Ziegler and Company for 29 years before joining Stifel in 2018. Outside of his advisory role, he serves as an associate lecturer at the University of Wisconsin-Milwaukee, teaching finance courses. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and asset allocation guidance based on forward-looking market assumptions.

Patrick Modjeski is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, Sii, MSI Financial Services, Guardian Life, and Equitable Advisors. Modjeski also serves as an independent contractor and agent involved in insurance services through VANTAGEPOINTE FINANCIAL GROUP. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes various asset-allocation tools and third-party solutions to construct portfolios and manages accounts on both discretionary and non-discretionary bases.

Kendra Gabriel is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has extensive experience in the financial services industry, having served as a Financial Advisor at Merrill Lynch from 2020 to 2024 and at BMO Harris Financial Advisors from 2017 to 2020. Prior to that, she was an Investment Associate at BMO Harris Financial Advisors for over a decade, from 2006 to 2017. Throughout her career, Kendra has focused on helping clients uncover their financial purpose by examining their current lifestyle, future aspirations, and the pursuit of financial security. She works closely with clients to develop strategies aligned with their values and goals, aiming to transform their financial situations into clear roadmaps that support their dreams. Outside of her professional work, Kendra enjoys cooking and baking, engaging in family activities, exploring culinary experiences as a foodie, playing golf, listening to music, and reading.