Lauren Crawford is a financial advisor at Osaic with four years of industry experience. She holds the Series 66 credential and previously worked at Woodbury Financial Services and MPC Advisers. Her background includes roles outside of finance, such as positions at Truck Toyz and Goodwill Industries. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

Bradley Baldridge is a CFP® professional with 32 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2011 and previously was with Securities America Advisors. He is engaged in college funding counseling and consulting through several related ventures he owns. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Joseph Steffes is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets services through its comprehensive platform.

Kristin Guadagno is Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2010. She has over 30 years of experience in the financial industry, with prior roles including Vice President, Regional Planning Consultant from 2007 to 2010 and Investment Consultant from 1992 to 2006 at Fidelity Investments. Kristin's practice focuses on developing personalized strategies for retirement and tax-efficient investing, as well as reviewing estate planning considerations, income generation, and asset allocation. Her approach emphasizes understanding clients' priorities to co-create tailored financial plans. Kristin values client referrals as a key indicator of her service quality. Outside of her professional role, she enjoys family activities, horseback riding, scuba diving, traveling, and yoga.

James Richter is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Services LLC and Waukesha State Bank. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides tailored financial planning and portfolio management services using a range of strategies including discretionary management and separately managed accounts.

Kevin McCormick is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes nine years at BMO Harris Financial Advisors and long-standing roles with BMO Harris Bank and M&I-affiliated companies dating back to 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, and supports its advisors with various proprietary and third-party investment strategies.

Megan Wangerin is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Her work history includes positions at Fidelity Investments and various roles within Charles Schwab’s affiliated entities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach.

Charlotte Bouche is a CFP® with 30 years of industry experience currently serving at J.P. Morgan Securities, where she has worked for 14 years. Her prior roles include positions at Booshay Services Corp. and JPMorgan Chase Bank, N.A. Outside of her advisory work, she is a freelance pianist, organist, accompanist, and composer/arranger. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s process emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kevin Bay is a financial advisor with Stifel in Brookfield, WI, holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. His prior experience includes roles at Kevin Bay Investments, LLC, UBS Financial Services, and Piper Sandler & Co. He has been with Stifel since 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing analytical support for asset allocation and financial planning.

Thomas Bongard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Allspring Funds Management, LLC, and Strong Capital Management Inc. He is involved in investment-related business activities through ownership in Heritage Private Wealth LLC and Bongard Asset Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services spanning cash-flow, retirement, education, and specialized planning areas.

Darla Miller is a financial advisor at LPL Financial with six years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. In addition to her advisory role, Miller is a notary in Brookfield, WI. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging a large network of advisors and a variety of investment strategies.

Cathy Schmidtke is a Series 66-licensed financial advisor with 20 years of industry experience. She is currently with Osaic Wealth, having joined the firm in 2023, and previously worked at SagePoint Financial, Mass Mutual Investors Services, Metlife Securities, and Metropolitan Life Insurance Company. Schmidtke also holds leadership roles with High Point Capital Group, serving as Director of Operations and Vice President. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple platforms. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of tools and third-party manager options.

Andrew Low is a financial advisor at Edelman Financial Engines with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he owns a custom woodworking business and serves as the head varsity boys' basketball coach at Lake Country Classical Academy. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Robert Drida is a financial advisor with UBS Financial Services in Brookfield, WI. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Drida has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, model-based asset allocations tailored to client goals.

Bryan Marshall is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services Inc, Girard Securities, Inc., and MPC Advisors, LLC. He is also a shareholder and board member of Midwest Planning Company, where he participates in board duties. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools, and it offers discretionary and non-discretionary investment strategies along with alternative investments through third-party platforms.

Christopher Brackman is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2005. He has also been affiliated with Cambridge Investment Research since 2000. Outside of his advisory role, he operates Brackman Financial Strategies as an independent insurance agent and serves as a councilman for Reformation Evangelical Lutheran Church. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Michael Malich is a Certified Financial Planner (CFP®) with 14 years of experience, currently serving at Edward Jones in New Berlin, WI since 2012. His background is exclusively with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Penny Seeley Dean is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior roles include positions at BMO Harris Bank, Landmark Credit Union, Wells Fargo Funds Distributor, and Trans International. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various advisory and non-advisory financial activities.

Erin Ulicki is a financial advisor with Edward Jones in Hartland, WI, holding a Series 66 designation and over 10 years of industry experience. She has been with Edward Jones since 2016 and also founded Ulicki Strategy LLC in 2013. Erin established The Table, a networking group for female financial advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Lisa Haushalter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. Her career includes roles at Old National Bank since 2016, LPL Financial since 2011, Uvest Financial Services Group, Inc., and MSI Financial Services, Inc. She currently serves as a wealth advisor at Old National Bank on a part-time basis. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of investment adviser representatives with a range of strategic and customized investment options.