Jared Callies is a financial advisor at Thrivent Investment Management in Milwaukee, WI. He holds the Series 66 designation and has one year of industry experience. His prior work experience includes roles at Thrivent Financial, Trane Technologies, Toppers Pizza, Costco Wholesale, and Target. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning across a broad range of topics, delivered either as a one-time or ongoing engagement, without providing portfolio management or institutional advisory services.

David Miller is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He has worked at Cetera Wealth Services, LLC since 2013 and has longstanding experience with Aviva Life and Annuity Co dating back to 1989. Outside of advising, he is involved in tax preparation and offers fixed insurance products, including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing assets exceeding $256 billion.

Kathryn Braun is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Ted Stuckslager is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Mequon, WI, where he has worked since 1999, accumulating 25 years of industry experience. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice. The DDK Group advises individuals, families, pensions, corporations, and institutional clients through customized financial planning and portfolio management services. The firm offers a range of investment strategies, including discretionary and non-discretionary management, using both in-house and third-party managers, and provides additional services such as municipal advisory and public finance.

Justin Delwiche is a Financial Consultant currently working with Fidelity Investments, a position he has held since 2021. He focuses on partnering with clients to understand their short- and long-term financial goals and to develop customized financial plans that meet their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining a foundation of trust, reliability, and competency. Justin has extensive experience in the financial services industry. Prior to his current role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021. Before joining Fidelity, he worked at Ameriprise Financial Services, LLC, where he was a Financial Advisor from 2015 to 2020 and a Paraplanner from 2013 to 2015. Outside of his professional life, Justin enjoys boating, fishing, fitness, football, and outdoor adventures.

Angela Johnson is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following a year at B.C. Ziegler and Company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance that clients use to make informed decisions.

Charles Severson is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Robert W. Baird & Co. since 1987. Outside of his advisory role, he serves as a general board member and investment committee member for the Lakeview Foundation, a nonprofit organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and offering a range of investment strategies from traditional to complex allocations.

Thomas Weber is a financial advisor with LPL Enterprise, holding the Series 66 designation and bringing seven years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Edward Jones, and West Corporation. Outside of advisory work, he is a limited partner in a commercial property leasing venture. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm emphasizes model-driven investment implementation, access to third-party asset managers, and a range of financial planning and consulting services.

Daniel Doyle is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and is currently with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based financial models.

Austin Stevens is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. His prior work includes roles at High Point Capital Group, Badger Liquor, Beechwood Sales and Service, and Mukwonago High School. He also attended Ripon College from 2022 to 2026. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and multiple investment platforms to deliver portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Leah Bartelme is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. She has worked previously at the University of Wisconsin–Green Bay and Northeast Wisconsin Technical College and was involved with Good City Brewing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning that includes written recommendations and ongoing advice based on detailed investment research and tax-aware withdrawal strategies.

John Foley is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with personalized portfolio management using both in-house and third-party investment managers.

Sean O'Connell is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling as part of its advisory process.

Bradley Olson is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Oak Tree Financial Services. Olson is also a board member of the Salvation Army of Waukesha. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paul K Ramus is a Series 66 licensed financial advisor with UBS Financial Services in Brookfield, WI, and has 22 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as Chairman of the Investment Subcommittee of Finance at St. Thomas More High School, overseeing management of the school's Endowment Fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to a wide range of investment products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies to clients’ objectives and risk profiles.

Daniel Krause is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2023. Outside of his advisory role, Krause is involved in lending activities in Chicago. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques.

Mary Williams is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 63 designation and 22 years of industry experience. She previously worked at Ameriprise Financial Services and UBS Financial Services. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services supported by a wide range of portfolio management styles and affiliated research.

Rachel Hastings is a financial advisor with Morgan Stanley Wealth Management in Milwaukee, Wisconsin. She holds Series 63 and 66 licenses and has 39 years of industry experience, including tenure at Citigroup Global Markets since 1993 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Zachary Walsh is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Ernst & Young, Baker Tilly, and Stifel, as well as entrepreneurial ventures with Pineapple Supply LLC and Mill Avenue Tacos LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Tracey Killoran is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2002. She 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 institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a variety of investment strategies.