Stephen Sliwa is a Financial Consultant currently working at Fidelity Investments since 2023. He has held multiple roles in the financial services industry, including positions as a Financial Consultant at E*TRADE from 2022 to 2023, an Investment Consultant at Charles Schwab in 2022, and a Financial Solutions Advisor at Bank of America-Merrill from 2018 to 2022. Stephen focuses on building trust with clients by understanding their unique financial situations and co-creating financial plans that align with their personal and financial goals. He emphasizes financial education and guidance to help clients develop, implement, and maintain plans that instill confidence. Outside of his professional responsibilities, Stephen has interests in concerts, fitness, music, pets, reading, and yoga.

Kenneth Reske is a financial advisor with LPL Financial in West Allis, WI, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at LPL Financial since 2009 and also co-owns Reske Consulting, LLC, a family business. 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.

Colin Schultz is a financial advisor with Thrivent Investment Management in Oconomowoc, WI. He holds the Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he was involved with businesses including K6 Apparel and Promos LLC and Shine and Drive LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Jorden Trochelman is a financial advisor with Thrivent Investment Management based in Brookfield, WI. He holds Series 63 and Series 66 credentials and has 24 years of industry experience. His prior work includes roles at Fidelity Brokerage Services and RUSSELL Investments. 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 a consolidated billing option for planning combined with managed-account services.

Jamie Spindler is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, following five years at Sii Investments, Inc. Spindler also serves as a successor trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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, utilizing various model portfolios and third-party subadvisors, supported by technology tools to assist advisors.

Lucas Plese is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Drew Schwartz is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities. Outside of his advisory roles, he has experience in the fitness and delivery sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Scott Dziubek is a CFP® professional affiliated with LPL Financial and has 37 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Annex Wealth Management, Grove Point Investments, Waterstone Financial Group, and FFP Advisory Services. Outside of his advisory work, he is involved in coaching sports and fitness at Franklin Public Schools. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools while overseeing more than $819 billion in discretionary assets through a network of over 22,800 advisors.

Evan Sinda is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers additional services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Michael Ovsak is a financial advisor with LPL Financial based in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior professional background includes roles at Ameriprise and BMO Bank NA, among others. Outside the financial industry, he has experience working in hospitality and retail sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Jason Pokorny is a financial advisor with OSAIC and holds the Series 63 and Series 65 licenses. He has 31 years of industry experience, having previously worked at Lincoln Financial Advisors, Wells Fargo Clearing, Morgan Stanley, and Merrill. In addition to his advisory role, he is an agent involved in the sale and service of accident and health insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.

Mitchell Andrews is a CFP® professional with four years of industry experience, currently serving as a financial advisor at OSAIC. His prior roles include positions at Securities America Advisors and Securities America, Inc. He also works as a tax preparer outside of his advisory duties. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that can include a variety of investment types.

Patrick Rich is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has held various roles including work with Cutting Edge Staffing and Rich Language Consulting. Outside of his advisory work, he has been involved with Inter Northshore FC/Milwaukee Kickers and Neighborhood House of Milwaukee. 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, supported by a large national network of financial advisors and branch offices.

Cody Ganchar is a financial advisor with Edward Jones in Germantown, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he coached youth hockey with the Milwaukee Jr. Admirals and worked at Johnson Controls. He continues to serve as a youth hockey coach in Milwaukee outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Curtis May is a financial advisor at Equitable Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and its predecessor firms since 1995. Outside of his advisory role, he serves as a board member for the Cedar Reserve Homeowners Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual and institutional clients. The firm uses a range of advisory models and third-party managers, offering a selection of mutual funds, ETFs, separately managed accounts, and alternative investments without sponsoring its own wrap fee program.

Deidra Catus is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Morgan Stanley, Fidelity Investments, J.P. Morgan Securities, and Empower Financial Services. Outside of her advisory work, she is the sole proprietor of The DMW Collection LLC, an art and culture business based in Texas. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services supported by a wide range of portfolio management styles and affiliated research.

Debra Owen is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 41 years of industry experience. She has worked with Cetera and its affiliated firms since 2007. Outside of her advisory role, she is involved with THE LA BRI GROUP- DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Kristen Metcalf is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, where she has worked since 1999, accumulating 21 years of industry experience. She is involved in the leadership and planning of the Children's Ministry at Thirst4Jesus Church. Kristen is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers, and provides a range of traditional and non-traditional investment strategies.

Benjamin Haddorff is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. and various insurance carriers for W & R Insurance Agencies from 2004 to 2021. He is also involved in non-variable insurance activities related to investments. 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 portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Ryan Gonzalez is a financial advisor with Edward Jones in Hartford, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Winneconne Family Dentistry, Inc. for 11 years. Outside of his advisory role, Gonzalez serves as a youth and high school basketball referee with the Fox Cities Officiating Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.