Patrick Modjeski is a financial advisor with OSAIC in Milwaukee, WI, holding a Series 66 designation and with 26 years of industry experience. His prior work includes positions at Royal Alliance Associates, Sii, MSI Financial Services, Guardian Life, and Equitable Advisors. Outside of his advisory role, he is an independent contractor and insurance agent with Vantagepointe Financial Group, focusing on fixed insurance products. OSAIC Wealth serves a wide range of clients including individual investors, retirement plans, charities, and corporate entities through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and provides access to various managed account strategies and third-party money managers.

Kendra Gabriel is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has extensive experience in the financial services industry, having served as a Financial Advisor at Merrill Lynch from 2020 to 2024 and at BMO Harris Financial Advisors from 2017 to 2020. Prior to that, she was an Investment Associate at BMO Harris Financial Advisors for over a decade, from 2006 to 2017. Throughout her career, Kendra has focused on helping clients uncover their financial purpose by examining their current lifestyle, future aspirations, and the pursuit of financial security. She works closely with clients to develop strategies aligned with their values and goals, aiming to transform their financial situations into clear roadmaps that support their dreams. Outside of her professional work, Kendra enjoys cooking and baking, engaging in family activities, exploring culinary experiences as a foodie, playing golf, listening to music, and reading.

William Schweitzer is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortis Investors, Inc. and Penn Mutual Life since 1992. Schweitzer is a board member of Friends for Health in Haiti and also provides tax preparation services through his business, WJS Wealth Management. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization and provides a range of programs such as financial planning, unified managed accounts, and retirement plan consulting.

David Strohmayer is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for eight years at Kayser Chrysler Center of Watertown. 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 discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Gerald Schuelke is a financial advisor with Ameriprise in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include extensive tenure at Northwestern Mutual from 1991 to 2019 and work with LPL Financial and Freedom Wealth Alliance between 2019 and 2026. He also provides investment advisory services through Intrua Financial, an independent investment advisor firm he established in 2023. Ameriprise Financial Services serves individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement income planning, asset allocation, and tax-aware withdrawal strategies. The firm uses proprietary research and third-party tools to develop non-discretionary recommendations within a defined investment universe influenced by its affiliated products and relationships.

Andrew Docksey is a financial advisor with LPL Financial based in Hartland, WI, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include service in the US Army Reserve and work with First Command Financial Services. He is also an elected member of the Board of Trustees for the Village of Mount Pleasant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced research tools.

James Magliocco is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at JPMorgan Chase Bank and JP Morgan Securities LLC before joining Ameriprise in 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team that collaborates with advisors to provide written recommendation reports and ongoing guidance.

Jeffrey Labri is a financial advisor with Cetera holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes tenure at First Allied Advisory Services and First Allied Securities before joining Cetera in 2020. He serves as president of a local condo association, reflecting involvement in community leadership. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with access to affiliated and third-party managers, supporting diverse investment strategies under various discretionary and non-discretionary programs.

Christopher Reed is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Sagepoint Financial, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory role, he is involved as a baseball coordinator for the Oak Creek Little League in Wisconsin. OSAIC serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting a range of program options such as financial planning, advisor-managed strategies, and third-party money manager programs.

Mark Thompson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses and is based in Brookfield, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services through a nationwide network of more than 23,700 financial advisors.

Phillip Holahan is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 designations. His career includes over 20 years at Fidelity Investments and a prior role at Allspring Funds Management. Outside of his advisory work, Holahan serves as a director of a youth sports league in Wisconsin, organizing and managing league activities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Joshua Baade is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and Scottrade, Inc. He is based in Brookfield, Wisconsin. 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, using multi-asset model portfolios and comprehensive due diligence on alternative investments.

Timothy Magner is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including BMO Harris Bank, UW Credit Union, MassMutual, Bank of America, and Merrill. Outside of his advisory role, he is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Verthein is a CFP® with 18 years of industry experience, currently serving at Robert W. Baird & Co. since 2007. He is based in Waukesha, WI, and holds a Series 66 license. Outside of his advisory role, he serves as a board member on the Investment/Finance Committee for the Waukesha County Community Foundation and coaches for Let Kids Fly. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Florence Prospero is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 licenses and totaling 24 years of industry experience. She previously worked at Wells Fargo Clearing and Morgan Stanley Dw Inc. Florence has joint ownership of a rental duplex with her husband. 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, institutions, and municipalities, offering financial planning and consulting with a variety of portfolio management styles supported by affiliated research and model managers.

Alexander Bray is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prime Financial Services and Equitable Advisors, among others. He serves as a board member of the Just Fore Kids Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Kimberly Devries is a financial advisor at Primerica Advisors in Milwaukee, WI, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with Primerica Advisors since 2020 and previously worked with Primerica Financial Services starting in 2019. Outside of her advisory role, she has been involved in sales of home security and automation products through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offers model-driven investment strategies supported by third-party asset managers and custodians.

Ryen Ryba is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. His background includes roles in education and retail, such as positions at University of Wisconsin–Milwaukee, Madison Area Technical College, and Ace Hardware. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Craig Mottl Jr. is a CFP® professional with 18 years of experience in financial advisory. He has worked at Edelman Financial Engines since 2013, including its predecessor entities, and has prior experience with The Mutual Fund Store and Allspring Funds Management, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and long-term strategies.

Kevin Barry is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC for eight years. Outside of his advisory role, Barry serves as a trustee and holds financial power of attorney for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party asset managers, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.