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.

Conner Crawford is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in New Berlin, WI. He has eight years of industry experience, including prior roles at UW-Whitewater and The Sprinkler Company. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Phillip Askot is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Western International Securities, Inc. and Financial West Group. He also serves in a fiduciary capacity for the Melvin M Askot Trust and Will. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Dwyer is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. He has worked at Osaic since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Beyond his advisory roles, he serves as chairman of the Endowment Committee for Mother of Good Counsel Church and School and co-chairs the legislative affairs PAC for NAIFA. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services using firm-provided tools and supports both discretionary and non-discretionary portfolio management with access to third-party money managers and wrap programs.

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.

Cassandra Pasbrig is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at various firms including Avantax and currently serves as Operations Manager at Acc-u-rite Tax Service, INC., which provides tax preparation, payroll, and consulting services. She also holds board positions as Vice President of Acc-u-rite Tax & Financial Services and as a member of the Paradise Hills Homeowner's Association Architectural Control Committee. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies across various program structures.

Jason Rose is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency for over a decade. In addition to his advisory role, he operates Acc-U-Rite Tax Service, providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Michael Meyer is a Financial Advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Meyer serves as the Investment Committee Chair for the Wisconsin Lutheran High School Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based planning across various financial topics without managing assets directly under this service. The firm combines planning with managed-account options through its “WealthPlan” program while maintaining separate planning and investment management services.

Brian Stray is a financial advisor with Thrivent Investment Management in Waukesha, WI. He holds a Series 66 designation and has 19 years of industry experience, all with Thrivent Financial for Lutherans and its investment management division. 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 planning on a broad range of topics, delivering these services separately from managed-account programs.

Roy Carrera is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. He is a member of the board of directors for the Sports Car Club of America’s Milwaukee Region. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services.

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.

Raquel Zehr is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and previously worked in education and retail before joining Ameriprise. Zehr is also employed at K&S Operations, LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Lori Baneck is a financial advisor with Osaic Wealth, Inc. in Brookfield, Wisconsin, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Woodbury Financial Services Inc and Girard Securities, Inc., among other firms. In addition to her advisory role, she is a notary and holds a position as an insurance advisor specializing in fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a variety of investment tools and third-party platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jacob Dziubek is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for four years. Outside of his advisory role, he has been involved with Whitnall Park Lutheran Church since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 a large network of investment adviser representatives.

Elodie Johnson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior experience includes roles at Northwestern Mutual and several independent advisors before joining Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisor services and SIMPLE IRA Employer Advisory programs.

Benjamin Maas is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 65 and Series 63 credentials and four years of industry experience. His previous work includes roles at BMO Harris Bank and the University of Wisconsin Whitewater. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Gregory Dorf is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Axa Advisors and Wintrust Commercial Banking. Outside of finance, he is involved in diverse activities such as music performance, handyman and house painting services, operating a coffee resale business for organizations, and hosting on Airbnb. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.