Darryl Witkowski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Zachery West is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms including Fisher Investments and Northwestern Mutual, with a career spanning advisory and investment services roles. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advisory approaches.

Robert Johnston is a financial advisor with J.P. Morgan Securities in Oconomowoc, WI, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management functions, delivering advice through a centralized due-diligence framework.

Donald Hayden is a financial advisor at LPL Financial with 44 years of industry experience. He holds a Series 63 designation and has worked with firms including Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and his own Hayden Financial. Hayden also maintains a non-variable insurance-related business activity at Hayden Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

Spencer Von Rueden is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Trinity Financial Planning and Empowered Financial Management. Prior to his advisory career, he was involved in the hospitality industry at Crandall's Peruvian Bistro. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

Bradley Sanborn is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has been involved in restaurant operations and worked in financial planning under a DBA affiliated with LPL. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

William Beauchene is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he served 25 years with the City of Milwaukee Police Department. He is also a Lieutenant Colonel in the United States Air Force Reserves, where he holds leadership roles including deputy mission support group commander and deputy branch chief. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of advisory strategies and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Paul Lang is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012. In addition to his advisory role, he is a member of Rum Line, a blues/rock cover band. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors.

Graham Kent is a financial advisor at Osaic with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Great Point Capital, LLC and other organizations prior to joining Osaic. He has also been involved with the University of Wisconsin-Whitewater for several years. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisers and platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party services to manage portfolios that include various asset classes on both discretionary and non-discretionary bases.

Justin Heim is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he engages with clients through a collaborative planning process to provide guidance on financial decisions and help them gain clarity about their financial lives. Prior to joining Fidelity Investments, Justin worked as a Personal Banker at Wells Fargo from 2022 to 2023. His professional experience has centered around building client relationships and advising on financial matters.

Luis Heredia is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior work includes roles at the Rafa Nadal Academy and Marquette University. Outside of his advising duties, he serves as an assistant tennis coach at the Marquette Tennis facility. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and organizations. The firm utilizes a network of investment adviser representatives and offers a range of third-party and proprietary advisory programs tailored to client risk tolerance and goals.

Joseph Buday is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 1993. Outside of his advisory role, he is a partner in Red Door Remodeling LLC, a real estate investing and remodeling business. He 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 charitable organizations. The group offers tailored investment strategies and a range of consulting and portfolio services, including discretionary and non-discretionary management and tax- and goal-based overlays.

Ilija Potkonjak is a financial advisor at LPL Financial with 42 years of industry experience. He has held his current position at LPL Financial since 2009. Outside of his advisory work, he referees high school basketball games. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Nicholas Dreyer is a financial advisor with OSAIC based in Milwaukee, WI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and CC&N. He is also involved with Lakewood Wealth Management and LWM Insurance Advisors in advisory and insurance capacities. 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 financial advisors. The firm utilizes a range of advisory platforms and asset-allocation tools to offer integrated brokerage, financial planning, retirement consulting, and access to third-party money managers.

Ashley Brown is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Robert W. Baird & Co. since 2008. Brown is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay services, with a range of traditional and complex investment strategies.

David Wahl is a financial advisor at Ameriprise with 32 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc and BMO Harris Financial Advisors. He serves on the Board of Directors for Share the Gospel, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Kelley Wolff is a CFP®-designated financial advisor at RBC Capital Markets with five years of industry experience. Prior to joining RBC in 2026, Wolff worked at Edward Jones, Robert W Baird, and the Commonwealth Bank of Australia. Wolff also operated Milwaukee Food & City Tours from 2015 to 2017. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs with a range of portfolio management and financial planning services. The firm utilizes both in-house and third-party investment managers and provides options for tax management, rebalancing frequency, and responsible investing.

Shannon Daly is a CFP® professional with 15 years of experience in the financial advisory industry. She is currently with Edelman Financial Engines and has previously worked at Northwestern Mutual, Strategic Advisers INC, and Fidelity Brokerage Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice with an emphasis on diversified portfolios, rebalancing, and a long-term investment approach.

Laurence Kachel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been associated with Cetera and its affiliates since 2004 and leads Kachel Financial Group since 2012. Outside of advisory services, he serves as chairman of the board for the Greater Whitewater Committee, a nonprofit focused on local business attraction, and holds board roles in education and charitable organizations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party model portfolios, providing a wide range of program structures and investment solutions.

Vaughn Retkowski is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at AT&T and PTP Manufacturing. Outside of his advisory role, he reviews products for brands on Amazon. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.