Colin Juenger is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Halquist Stone for four years and Accurate Pattern for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, educational seminars, and recently added a standalone Divorce Planning offering.

Jeffrey Pfannerstill Jr. is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial, Pumpers & Mitchell's, and various educational institutions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and written recommendations across multiple planning topics. The firm separates its planning services from managed accounts and does not provide portfolio management for institutional clients.

John Denecke is a ChFC® credentialed financial advisor with 40 years of industry experience, currently serving at Thrivent Investment Management in Milwaukee, WI. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a committee member on the Village of Brown Deer Finance and Personnel Committee, where he participates in reviewing financial updates and budgetary matters. 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 without discretionary trading authority and offers integrated planning and managed-account options under consolidated billing.

Jordan Bonnett is a financial advisor with Edward Jones in Sussex, WI, holding the ChFC® and Series 66 designations and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Doughty is a CFP® with 30 years of industry experience, currently advising at Raymond James Financial Services Advisors. His career includes roles at Gentian Financial, Alliance Wealth Management Mequon, and Raymond James. Outside of advising, he is an author focusing on personal development and serves as a board member of The River Club of Mequon. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Becker is a financial advisor at LPL Enterprise with 20 years of industry experience and holds the Series 66 designation. His prior work includes roles at Prudential Insurance Company of America, OneAmerica Securities, and Thrivent Financial for Lutherans. He also serves as a board member for Pink Heals Sheboygan County, a nonprofit organization. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Bailey Woltjer is a Series 66-licensed financial advisor with Morgan Stanley in Waukesha, WI, bringing 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning emphasizes structured discovery and proprietary planning tools and manages approximately $2.74 trillion in client assets.

Melissa Ringwall is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has been with UBS Financial Services since 2012. Outside of her advisory role, she is the owner of a nonprofit real estate venture, Stabbin Cabin LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary market assumptions and research to tailor investment strategies.

Tamara Gessay is a financial advisor at RBC Capital Markets with 19 years of experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2007. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Nicolas Miselem is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Waukesha School District, and FedEx Express. Outside of his advisory role, he is a musician who writes, records, and mixes electronic music released on streaming platforms. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and annual advice focused on income stability and tax strategies.

Steven Sensiba is a financial advisor with OSAIC based in Brookfield, WI, holding a Series 63 designation and bringing 35 years of industry experience. His career includes roles at Securities America Advisors and CRG Financial Services, Inc. Outside of advisory work, he has been involved in insurance sales since 1990. 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 investment advisory services, employing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of asset types and management options.

Brett Schaumberg is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and managed-account services separate.

Phillip Askot is a financial advisor with LPL Financial, holding Series 63 and 66 credentials and 47 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Financial West Group. He also acts in a fiduciary capacity for the Melvin M Askot Trust and Will. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Timothy Dwyer is a financial advisor with OSAIC who holds the ChFC® designation and has 31 years of industry experience. He has worked at Royal Alliance Associates, INC. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he serves as chairman of the Endowment Committee for Mother of Good Counsel Church and School, overseeing investment-related activities. OSAIC serves a diverse client base including individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients through a broad network of advisers and platforms. The firm offers integrated financial services with a focus on diversified portfolios using both discretionary and non-discretionary management, supported by various third-party solutions.

Brian Magennis is a financial advisor at Cetera with 31 years of industry experience and holds a Series 66 designation. He has worked with several firms including Stewart Financial Group, VOYA Financial Advisors, and Lewis Financial Group, where he also serves as an Investment Service Manager. Outside of his advisory role, he works as a driver for DoorDash. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides both discretionary and non-discretionary program options.

Nicholas Webster is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at City National Bank since 2019 and with RBC Capital Markets since 2008. Outside of his advisory role, he is a hands-off owner of a residential rental property managed by a family member. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management, financial planning, and brokerage services through a range of advisory programs that utilize both in-house and third-party investment managers.

Brian Stray is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding a Series 66 designation and 18 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based planning without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate service structures.

Martin Fahler is a financial advisor with LPL Financial based in Germantown, WI. He holds a Series 63 designation and has 26 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.

Roy Carrera is a financial advisor with LPL Enterprise holding Series 65 and Series 63 designations and 19 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and Axa Advisors, LLC. He is also a member of the board of directors for the Sports Car Club of America, Milwaukee Region. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolios, and access to third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Lloyd Frick Jr. is a financial advisor at Stifel with 17 years of industry experience. He holds Series 65 and Series 63 designations and worked previously at Kevin Bay Investments, LLC for 10 years before joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.