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® with 15 years of industry experience, currently affiliated with OSAIC since 2024. Her prior experience includes roles at Securities America Advisors, Inc. and SSN Advisory, Inc. In addition to her advisory work, she provides tax preparation and tax planning services through Courts Financial Strategies. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a broad array of investment options and utilizes proprietary tools and third-party platforms to support portfolio construction and management.

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.

Casey Moneer is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, Casey worked at Johnson Controls and held roles at the Milwaukee School of Engineering. Outside of his advisory work, he serves as the head coach for the Milwaukee Jr. Admirals Hockey Program. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

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 career includes roles at Waddell & Reed and various insurance carriers over nearly two decades, as well as running his own practice from 2018 to 2021. Outside of advising, he manages a farm in Nashotah, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

Glen Ringwall is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds a Series 63 designation and has been with UBS since 2012. Outside of his advisory work, he is the proprietor of a household goods and textiles business called Bald Guys R Sexy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm operates across multiple financial services including custody, underwriting, and market-making, integrating institutional capabilities with wealth management.

Craig Vento is a Series 66-credentialed financial advisor with 23 years of industry experience, currently affiliated with Fidelity Investments. His prior roles include positions at TD Ameritrade, LPL Financial, BMO Harris Bank, Waddell & Reed, and various insurance agencies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Jacob Melby is a financial advisor with Stifel in Waukesha, Wisconsin, holding a Series 66 designation and four years of industry experience. He previously worked at Drake & Associates and Airgas, and spent over a decade at Target before beginning his career in finance. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Dominic Rice is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has worked at Woodbury Financial Services Inc., Girard Securities, Inc., and MPC Advisors, LLC. Rice is also involved in fixed insurance sales through Matrise Polzin and Co and MPC Insurance Services, LLC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments.

Samuel Burkart is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual of Omaha and Securities America. Outside of his advisory role, he is the founder of Burkart Financial, an insurance sales business. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing a range of tools and third-party solutions to construct and manage client portfolios.

Andrew Dadisman is a financial advisor with Primerica Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Bonfe, Tena Companies, and Wells Fargo Bank NA. He is also involved in sales of non-investment products such as home security and automation through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure.

Jacob Hausmann is a Series 66 designated financial advisor at Edward Jones with three years of industry experience. He has worked at Edward Jones since 2022 and previously spent 18 years at The Boldt Company. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wade Ullsperger is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a prior role at Metlife Securities. Outside of advising, he is also involved in individual life and group health insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational programs using firm-approved analytical tools, with planning engagements structured as collaborative, ongoing relationships.

Alexandra Ebert is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and previously worked at Wintrust Wealth Management for eight years and Town Bank for one year. 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 brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Judson Platz is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Robert W. Baird since 2006. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.