Yesica Rojo Torres is a financial advisor at Morgan Stanley in Waukesha, WI, with five years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Spectrum Investment Advisors, Marquette University, and the University of Illinois at Urbana-Champaign’s Gies College of Business. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and investment strategies guided by a global investment committee.

Eric Corbeg is a CFP®-designated financial advisor with 15 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to this, he held roles at EMC Financial LLC and Waddell & Reed, INC. Outside of his advisory work, Corbeg has been involved with Safari Club International’s Wisconsin Chapter and the Waukesha Gun Club. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Troy Deibert is a financial advisor with Edward Jones in Pewaukee, WI, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for HNTB Corporation for sixteen years. He was also involved with the Pewaukee Sussex United Soccer Club for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates nationwide with a large network of advisors and branch offices.

Thomas Chappelle is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he works as a yoga instructor at Healium Hot Yoga Studio in Milwaukee, teaching occasional classes. Ameriprise offers comprehensive retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Joshua Satzer is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a public address announcer for Sun Prairie Area School District sports teams. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Joseph Bennett is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has seven years of industry experience. His background includes prior roles at Nicolet National Bank and Nicolet Advisory Service, as well as earlier tenure at Charles Schwab & Co., Inc. Bennett has also worked in a non-advisory role at Grand Canyon University. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Derick Klug is a financial advisor with Osaic Wealth, Inc. based in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at SagePoint Financial, Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities, Inc. He is also president of High Point Capital Group, Inc., a strategic platform focused on recruiting and advisor management. Osaic Wealth, Inc. serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment vehicles, supporting both discretionary and non-discretionary account management.

Dean Strom is a financial advisor with LPL Financial, holding a Series 63 credential and over 26 years of industry experience. His prior roles include positions at Grove Point Advisors, Elmbrook Associates, Annex Wealth Management, and Waterstone Financial Group. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing technology and a broad network of advisors to support investment strategies.

Re Ann Holmes is a CFP® with 25 years of industry experience, all of which has been at Edward Jones since 2001. She also serves as adjunct faculty at Carroll College, teaching several hours per week outside of trading hours. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, affiliated mutual funds, and trust services. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

John Lerose III is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, N.A., and MSI Financial Services, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Christopher Langjahr is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has concurrently worked at JPMORGAN Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hunter Maslowski is a financial advisor at OSAIC with one year of industry experience and holds the Series 66 designation. Prior to joining OSAIC Wealth Inc., he was with MPC Advisers, LLC and has academic experience at the University of Wisconsin - Madison. Outside of his advisory roles, he worked at Hidden Glen Golf Club for six years. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to construct diversified portfolios across different asset classes.

Edmond Vaklyes III is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its affiliated entities since 2009. Outside of his advisory role, he is involved in fixed insurance sales through Waukesha State Bank's insurance agency and provides occasional referrals to wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party money managers and a range of program options.

Michelle Kuokkanen is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in real estate ownership, including multi-family and single-family properties. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis with a range of advisory, brokerage, and insurance solutions.

Brogan Etten is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Etten held positions at Wisconsin Athletic Club and Sirona Recovery, among other organizations. Outside of finance, Etten has experience spanning community services and hospitality through prior roles at Children's Wisconsin Community Services and Doyles Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, offering model portfolios and applying oversight through affiliated and unaffiliated sub-advisers.

Rebecca Hammer is a CFP® professional with 15 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at Edward Jones, SSN Advisory, and Securities America Advisors. In addition to her advisory role, she provides tax preparation and planning services through Courts Financial Strategies LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Jeremy Bisick is a Series 66 licensed financial advisor with Edward Jones, based in Sussex, WI, and has 23 years of industry experience. He has been with Edward Jones since 2006. 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, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kelly Ebbole is a financial advisor with Primerica Advisors in Waukesha, WI, holding a Series 66 designation and 21 years of industry experience. She has worked at Primerica Advisors since 2019 and has prior experience with firms including E*Trade Securities LLC and OptionsHouse. Outside of her advisory role, she owns a gift business and is involved in real estate brokerage and consulting through her ownership of KMLE Group, LLC and Strategic Focus Consulting. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Caile Wilson is a financial advisor at Robert W. Baird & Co. in Hartland, WI, holding Series 63 and Series 66 designations with 14 years of industry experience. She has been with Robert W. Baird since 2013. Outside of her advisory role, Wilson promotes healthy living and wellness through sales and marketing of whole food-based nutrition products with The Juice Plus Company. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Rusty Coyle is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His background includes roles at Waddell & Reed, Inc., various insurance carriers, and operating his own advisory business prior to joining LPL Financial. Outside of his advisory work, he also manages a farm. 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 financial planning and asset management solutions, including the use of model portfolios and third-party subadvisors, supported by operational tools such as machine learning.