Daniel Bowerman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Angelo Gonzales is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. He is also a notary for the State of Nebraska. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolio programs, third-party asset management, and institutional platforms.

Kelli Stuckart is a Series 66 licensed financial advisor with Edward Jones in Waukesha, WI, where she has worked since 2018. She has prior experience with M2K Investments LLC and Melton Investments LLC, and she was involved with Tadpoles for 17 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Alec Lothert is a financial advisor with Edward Jones in Cedarburg, WI, holding a Series 63 designation and bringing 20 years of industry experience. He has been with Edward Jones since 2006. 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, offers a range of advisory strategies including discretionary and non-discretionary wrap fees, and provides affiliated mutual funds, tax-efficient services, and securities-based lending options.

Darryl Witkowski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including discretionary and non-discretionary retirement plan solutions informed by research and modern portfolio theory.

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.

Matthew Sternkopf is a financial advisor with LPL Financial in Germantown, WI, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He previously worked at Cetera Advisor Networks LLC for four years before joining LPL Financial in 2018. Outside of his advisory role, he operates a non-variable insurance business related to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of a large advisor network.

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.

David Demore is a CFP® with 21 years of experience in the financial services industry. He is currently with OSAIC, having joined the firm in 2024 after seven years at Woodbury Financial Services and four years at SII Investments. Outside of his advisory role, he owns an online guitar and music equipment sales business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a range of asset-allocation tools and multiple third-party platforms to construct and manage portfolios across various investment types.

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.

Kristen Strupp is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. She has worked at Cetera and its affiliated entities since 2019, with prior experience at Voya Financial Advisors. Outside of her advisory role, she serves as president of the Hartford Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party managers.

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 designations. His professional background includes roles at Great Point Capital, LLC, and Applied Industrial Technologies, as well as academic positions at the University of Wisconsin-Whitewater. 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 advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services featuring asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.

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.