Christian Wemmert is a Series 66-registered financial advisor with six years of industry experience, currently affiliated with Equitable Advisors in Milwaukee, WI. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. He also serves as an administrator or executor of an estate or trustee of a trust for non-family or family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through Investment Adviser Representatives and third-party asset managers, emphasizing tailored client solutions without sponsoring its own wrap fee program.

Timothy Fotsch is a CFA® charterholder and Series 63 licensee based in Milwaukee, WI, with four years of industry experience. He has been with R.W. Baird since 2022 and previously worked at PPM America for ten years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies along with advanced research and technology tools.

Joshua Hoffman is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank First, The Wharf, and the University of Wisconsin-Madison. Outside of his advisory role, he serves as an assistant JV basketball coach at Lincoln High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and a range of investment strategy options.

Joseph Van Dorn is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Robert Lindner is a financial advisor with Charles Schwab & Co., Inc. in Mequon, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Charles Schwab since 2016. Outside of his advisory work, Lindner serves as a general board member for Congregation Sinai, a religious nonprofit organization. Charles Schwab & Co., Inc. serves primarily 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 combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by dedicated research and due diligence.

Breanna Strerath is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 12 years of industry experience. Her career includes previous roles at RBC Capital Markets, LLC and Wells Fargo Advisors. 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 offers both brokerage and advisory solutions supported by research and analytics.

Charles Coakley Jr. is a financial advisor with STIFEL in Brookfield, WI, holding a Series 66 designation and 26 years of industry experience. He has worked at Stifel Nicolaus since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment process is supported by a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to guide client decisions.

James Cotturone Jr. is a CFP® professional with 17 years of industry experience, currently advising at Ameriprise since 2020. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as treasurer for both the Stone Brook Hollow Homeowners Association and the Rotary Club of Mukwonago. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficiency strategies to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Brett Michaels is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Rockwell Automation, Baird, Rexnord, and the University of Wisconsin. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jacob Mattson is a financial advisor with Equitable Advisors in Brookfield, WI, holding a Series 66 designation and 16 years of industry experience. He has worked with Equitable Advisors since 2010, including time under the Axa Advisors name prior to rebranding. Outside of his advisory role, Mattson serves as a WIAA basketball and football official for youth sports. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment strategies.

John Whalen Jr. is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, following a six-year tenure at City National Bank. Outside of his advisory role, Whalen teaches a weekly business class at College Lake Country. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Cashton Craig is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining Charles Schwab in 2024, he worked at LPL Financial LLC, Omni Financial LLC, and Wells Fargo Advisors. He serves as treasurer on the board of the Blackhawk Lofts Condominium Association. 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Mark Mattiacci is a financial advisor with Edward Jones in Waukesha, WI, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a silent partner in Catalina Farms LLP and receives residual commissions from prior insurance sales through Mattiacci & Associates, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 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.

Erik Lindenberg is a financial advisor with OSAIC in Brookfield, WI, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He previously worked at Jhfn Sii for eight years before joining OSAIC in 2018. Lindenberg serves as Council President at St. Peter Lutheran School, a charitable organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Benjamin Zimmer is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2007 and holds a Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The team provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a variety of traditional and non-traditional investment strategies.

Katherine Higgins is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Merrill in Waukesha, WI. She has held positions at Merrill since 2007 and has also worked at Old National Bank and Bank of America, N.A. since 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Adam Stapleton is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 license and two years of industry experience. Prior to joining Edward Jones, he worked for Blair Fire Protection, LLC for 12 years. He is a minority shareholder in two real estate companies but has no operational responsibilities in those businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a nationwide network of advisors and branches.

Alice Ambrowiak is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 14 years of industry experience. She has been with Robert W. Baird since 2012. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients through a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs. The firm employs both internal research and external partnerships to support its investment strategies and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Logan Demaa is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Verve a Credit Union and several other companies prior to joining Thrivent. Outside of his advisory work, Demaa serves as a high school golf coach and is on the boards of directors for The Arc of Fond Du Lac and REACH Waupun, organizations focused on disability rights and youth mentorship, respectively. 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 services under a consolidated billing option called “WealthPlan.”

Brittany Boyle is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Robert Baird since 2014. She 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.