Maiti Quill is a financial advisor with Morgan Stanley in Waukesha, Wisconsin, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2023, Quill worked at Merrill for four years and Stifel for one year. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeled with Global Investment Committee data and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Kenneth Malczewski is a financial advisor with Primerica Advisors in Brookfield, WI, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005 and was previously involved with Cross Plains Brewing Company for nine years. He is also a 15% co-owner of Polski Investments, operating as Bull & Bear Associates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Amanda Barwick is a financial advisor with Ameriprise in New Berlin, WI, holding a Series 66 designation and nine years at Ameriprise following five years at Briggs & Stratton. She has two years of industry experience. Outside of her advisory role, she owns Pickled Oak, a retail business. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gennell Warner is a financial advisor with Stifel, holding a Series 66 credential and over one year of industry experience. Prior to joining Stifel in 2023, Warner worked for Edward D. Jones and Co. for 15 years. Outside of advisory work, Warner is involved with Pruvit Ventures Inc., a dietary supplements company engaged in direct sales. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decisions in asset allocation and financial planning.

Michael Goertz is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Douglas Dynamics, Fiserv, and Johnson Financial Group. Outside of his advisory role, he is a co-owner of Bear Authority, a small business in Milwaukee that sells handcrafted goods and t-shirts at campgrounds and craft shows. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonah Durham is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at U.S. Bank, CBRE, DPI Supply, and Morgan Dempsey Capital Management. Durham also worked at the University of Wisconsin Milwaukee from 2014 to 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and manager options.

Katie Jackson is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Robert W. Baird. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile.

Robert Wright is a financial advisor at Fidelity with 21 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Aaron Benson is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Benson serves as Vice President of the Board for the CFA Society of Milwaukee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Gregory Dietz is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and is concurrently associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Since 1984, he has also operated as an independent insurance agent selling fixed annuities and Medicare-related life, accident, and health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analysis tools, with optional implementation through brokerage or insurance arrangements.

Peter Kontich is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate personalized retirement income recommendations, primarily for clients with assets managed within Ameriprise.

James Stefl Jr. is a financial advisor with Morgan Stanley in Waukesha, WI. He holds a Series 66 designation and has been with Morgan Stanley since 2025. Prior to joining the firm, he worked in educational roles at the University of Alabama, Arrowhead High School, and North Shore Middle School. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages extensive client assets and offers both direct and employer-based financial planning services.

Rafaella Seifert is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and The Northern Trust Company. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Jodi Ristau is a financial advisor at Robert Baird & Co. with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird & Co. since 1997. 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, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of investment strategies from traditional to complex allocations.

Mark Wildeman is a Series 66-licensed financial advisor with 27 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Hilltop 74 LLC, Cincinnati Life, Waddell & Reed, and longstanding involvement with Fox River Christian Church. 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 representatives. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by in-house and third-party research.

Joshua Nett is a financial advisor at LPL Financial with six years of industry experience. Prior to joining LPL in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC. He also has nearly a decade of experience in the retail sector with Piggly Wiggly Midwest. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Timothy Bonk is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and possessing 15 years of industry experience. His career includes prior roles at US Bancorp Investments Inc., US Bank NA, and TIAA-CREF. He is a passive investor and owner/partner in a recruiting business that supports small companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Derek Jelinski is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 registrations with 24 years of industry experience. He has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association, since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Anthony Carini is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and SII Investments. Carini is the president and founder of Diversified Wealth Strategies, LLC, and also delivers financial education seminars through the Foundation for Financial Education, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various investment types on both discretionary and non-discretionary bases.

Derek Thiel is a financial advisor with J.P. Morgan Securities in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering advisory services alongside affiliated brokerage and investment management capabilities.