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.

Daniel Mckelvey is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Cambridge Investment Research Advisors and Investment Centers of America. Outside of his advisory role, he serves as a board member of the Grafton Lions Club and the Grafton Chamber of Commerce. 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 brokerage services, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Byron Schuster is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he owns LLCs related to real estate holdings in Hartford, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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.

Elijah Crooker is a financial professional with the Series 66 designation and two years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience at Cetera and Teofilo & Company. Outside of his advisory work, he has worked as a sales associate for the Milwaukee Bucks. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of discretionary and non-discretionary strategies across multiple platform arrangements.

Collin Heitfeld is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has worked at Stifel since 2021 and previously held roles at FIS Global, UPS, RBC Capital Markets LLC, and other firms. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Robert Russ is a financial advisor at Robert W. Baird & Co. with seven years of industry experience and a Series 66 designation. He has been with Baird since 2017 and also has prior experience with Northwestern Mutual. Robert W. Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Jay Weideman is a financial advisor with Raymond James Financial, holding a Series 63 designation and 22 years of industry experience. He previously worked at Edward Jones from 2003 to 2022 before joining Raymond James in 2022. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as employer advisory programs.

James Sidders III is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Based in Waukesha, WI, he operates within one of the largest wealth management firms. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and committee-driven investment insights.

Sara Spaulding is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity affiliates since 2013. Outside of her advisory role, she is a distributor for AdvoCare, a health and wellness company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios and registered investment companies.

Constance Carmony is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to develop financial plans.

Matthew Hug is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as Vice President of the Waukesha West Athletic Booster Club, supporting fundraising efforts for local student athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning across a broad range of financial topics, delivered either as one-time or ongoing engagements, separate from portfolio management services.

Charles Hurtgen is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services Inc, Girard Securities, Inc., and MPC Advisers, LLC. He serves as a board member at Midwest Planning Company and works as a financial consultant specializing in fixed life and long-term care insurance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Cori Raue is a financial advisor at Fidelity with 20 years of industry experience and holds the Series 66 designation. She has worked with various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Creighton Dracca is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. His prior roles include positions at Wintrust Investments LLC and J.P. Morgan Securities. 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, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Kurt Kuettel is a financial advisor with RBC Capital Markets in Delafield, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charities, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Ronald Leipzig is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials with 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also serves as a trustee for an irrevocable family trust. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and a broad affiliate network.

Patrick Garrity is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. from 2020 to 2023. He also has experience in the hospitality industry, including employment at The Waterfront Restaurant and Tavern. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and model portfolios. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in its research.

Matthew Rose is a financial advisor at Edward Jones in Hartland, WI, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones, he worked in education and tutoring roles, including positions at Mathnasium, Ace Tutoring Academy, Carnegie Learning, and the Whitefish Bay School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.