Michael Halvey Jr. is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Halvey is involved in managing a small business related to office expenses and banking activities. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Denison Kummrow is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and bringing 21 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with 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 supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Melissa Corbeg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with several firms including Waddell & Reed and EMC Financial, LLC. Outside of her advisory role, she has served as a notary public since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a wide range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Bernadette Lanser is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds the Series 63 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

John Hopp is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at LPL Financial since 2018 and was previously with SII Investments for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Jon Hafemann is a financial advisor with Osaic Wealth, Inc. based in Milwaukee, WI, holding a Series 66 credential and having 10 years of industry experience. His prior experience includes roles at Edward Jones, Merrill, and Bank of America. He is also the owner of Hafemann Financial Services LLC and an advisor with High Point Capital Group, both involving direct client advisory services. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios for individuals, high-net-worth investors, pension plans, and charitable organizations.

Melinda Marohl is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Wells Fargo Funds Distributor, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Alioto is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 50 years of industry experience. He has been with Raymond James & Associates since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tiffany Mitchell Detvan is a ChFC®-credentialed financial advisor with Edward Jones, based in Greenfield, WI, and has 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as an assistant membership leader at the Lake Country Women's Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jacob Stoflet is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones in two periods totaling about 10 years, with additional roles at North Star Resource Group, Minnesota Life Insurance Company, Securian Financial Services Inc, and Ironwood Drive Financial Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of advisory programs, tax-efficient services, and affiliated investment options under a fiduciary standard.

Mary Pelkofer is a financial advisor with Thrivent Investment Management in Muskego, Wisconsin, holding a Series 66 license and six years with Thrivent after prior experience at Northwestern Mutual. She has over eleven years working with Spahn Executive Search and serves as president of Parks Edge Preschool, where she oversees board meetings and supports operational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses and planning without implementation, delivered through a large network of advisors with periodic plan reviews.

Bryan Johnson is a financial advisor with Robert W. Baird & Co. Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he is a passive member of Gameday Men's Health. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through customized financial planning and portfolio management services. The firm offers a range of investment strategies, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

Nicholas Langer is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at J.P. Morgan Securities for 13 years before joining LPL Enterprise in 2025. In addition to his advisory role, he is involved in a non-variable insurance agency based in Windsor, WI. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Zachary Poker is a financial advisor with OSAIC based in Pewaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, American Income Life, and PTC. Outside of his advisory work, he drives a pedal tavern, providing entertainment while steering groups through local venues. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios with various investment options on both discretionary and non-discretionary bases.

Mercedes Jensen is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and five years of experience at LPL Financial. She has also worked at BMO Harris Bank since 2017 and was previously with Bank Mutual from 2015 to 2017. Based in Waukesha, WI, Jensen’s career spans both banking and investment advisory roles. 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 financial planning and various advisory programs, with both discretionary and non-discretionary management, and employs diverse strategies supported by in-house and third-party research.

Steven Winter is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Kathleen Langston Forbes is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Alan Barnes is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial in Brookfield, WI. His prior roles include positions at Landmark Credit Union, Park Bank, Cuna Mutual Group, and Cuso Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning services, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Robert Groth is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks from 2013 to 2018. He also owns and operates Groth Accounting, Inc., a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and various portfolio management options.

Daniel Green is a financial advisor with Edward Jones in Wauwatosa, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, he owns and maintains a commercial building in Brookfield, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory programs and affiliated investment products through a large nationwide network of advisors and branch offices.