Eleazar Lopez is a financial advisor with Thrivent Investment Management in Milwaukee, WI, holding Series 63, 65, and 66 licenses with 14 years of industry experience. His career includes roles at Thrivent Financial, Cetera, North Star Resource Group, Securian Financial Services, Minnesota Life Insurance, IronwoodDrive Financial Group, MWA Financial Services, and Catholic Financial Life. He serves as board chair for the Sixteenth Street Community Health Centers, a community-based health care clinic. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of planning topics without discretionary trading authority or direct implementation services.

Michael Goldammer is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley and Principal Life Insurance Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, leveraging a centralized team and various research and analytical tools.

Danny Viola is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles and utilizes both in-house and third-party investment managers to implement portfolios.

Dean Teofilo is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with Cetera, having previously worked at First Allied Advisory Services and Eastlake Capital Investments. Outside of his advisory role, he serves on several nonprofit boards, including the UW Band Alumni Association and Wisconsin Public Radio Association, and volunteers with local community organizations in Wauwatosa. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party money managers.

Camille Malueg is a financial advisor at Raymond James & Associates with 22 years of industry experience. She held a position at Robert W. Baird & Co. for 20 years prior to joining Raymond James in 2023. She holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Hassan Akhtar is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Akhtar holds the Series 63, Series 65, and Series 66 credentials. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Frank Tenuta is a financial advisor at Equitable Advisors with 35 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 20 years and STIFEL for 2 years. Outside of finance, Tenuta owns and manages Tenuta’s Italian Restaurant in Milwaukee, WI. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of third-party asset managers and advisory programs to implement client investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Andrew Wiziarde is a CFP®-designated financial advisor with 29 years of industry experience. He has worked at Stifel since 2018 and previously with B.C. Ziegler and Company from 2016 to 2018. Outside of his advisory work, Wiziarde serves as Finance Chair for Big Brothers Big Sisters Ozaukee County and is a board member and head coach for the Grafton Gladiators youth football program. Stifel serves a broad client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Grace Durham is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and nine years of industry experience. She has been with Robert W. Baird since 2017 and previously worked at Indiana University. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and tools.

Pamela Justus is a financial advisor with Cetera in Milwaukee, WI, holding a Series 66 license and eight years of industry experience. She has worked with Avantax Insurance Agency LLC and Avantax Investment Services, Inc., and also provides tax preparation services through Acc-u-rite Tax Service and Acc-u-rite Tax & Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Charlotte Ghazarian is a financial advisor with Thrivent Investment Management in Glendale, WI, holding a ChFC® designation and Series 63 and 65 licenses. She has 36 years of industry experience and has been with Thrivent and its affiliated firms since 2002. Outside of her advisory role, she serves on community boards and committees focused on economic development, education, and youth programs in Milwaukee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary portfolio management. The firm supports clients through standalone planning or combined planning and managed-account solutions under its “WealthPlan” offering.

Luke Junk is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he serves on the finance council of St. Eugene Congregation, where he assists with monitoring parish finances and budgeting. Robert W. Baird & Co. is an institutional firm that offers a range of financial planning and portfolio management services through its Private Wealth Management department. The firm serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, utilizing multiple managed account strategies and ongoing manager selection supported by internal research and technology.

Tiffany Davenport is a Series 66 licensed advisor with Robert W. Baird & Co. in Milwaukee, WI, with five years of industry experience. Her prior roles include positions at Equitable Advisors and Northwestern Mutual Investment Services, and she has ownership in KJTJ, LLC, a family investment entity. Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and brokerage services. The firm employs both manager-traded and model-traded strategies, incorporating tax management and direct indexing, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Kenneth Lobins is a CFP®-certified financial advisor with 35 years of industry experience, currently practicing at Ameriprise in Oak Creek, WI. He has been with Ameriprise and its affiliated entities since 1991. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves clients primarily through a centralized consulting team and emphasizes solutions involving Ameriprise-managed accounts and affiliated investment products.

Stanley Zurawski III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and previously was with SII Investments, Inc. and American Financial Services. Outside of his advisory role, he serves as a notary public and assists with tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

Joseph Ketter is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2022. Prior to that, he was with Keder Solutions and Mortgage Guarantee Insurance Company. 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, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Matthew Clinton is a financial advisor at Edward Jones in Mequon, WI, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory strategies under a fiduciary standard.

Rachel Boylan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Beacon Business Group, Barre District Milwaukee LLC, and von Briesen & Roper, s.c. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Gomolla is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and Scottrade. He has also been affiliated with the University of Wisconsin since 2000. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investments through a centralized and integrated operational structure.

Adam O Malley is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and eight years of industry experience. He previously worked at Fisher Barton Specialty Products for three years. Outside of his advisory role, he serves as a board member of Heiliger Huegel Ski Patrol, Inc., a nonprofit organization. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and other advisory services supported by internal research, manager selection, and strategic partnerships.