Matthew Shapiro is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and has been with Robert Baird since 2015. Outside of his advisory role, he is involved with USA Hockey as a Coach Developer. 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 with tailored financial planning and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary management and access to traditional and non-traditional asset classes.

Jeffrey M. Steffes is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 1991 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Matthew Hilton is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 22 years of industry experience. His prior roles include positions at BMO Harris Bank, U.S. Bancorp Investments, U.S. Bank, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by technology tools for operational and research purposes.

Sondra Safer is a financial advisor with Cetera in Brookfield, WI, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has been with Cetera since 2004. Safer also operates an income tax and accounting service and is a certified public accountant who performs notarial acts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a nationwide network of over 10,000 advisors.

Nathan Schmidt is a Financial Consultant currently working at Fidelity Investments since 2026. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His professional experience also includes a five-year tenure as a Financial Advisor at Raymond James & Associates from 2019 to 2024. Nathan focuses on guiding clients to develop financial habits and co-creating plans that build confidence in reaching their financial goals. He emphasizes clear guidance and partnering with clients to implement plans they feel assured in. Outside of his professional work, Nathan enjoys family activities, fitness, golf, movies, museums, and reading.

Andrew Gusho, Jr. Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He is part of The Gusho Wallace Group, which follows a disciplined, goals-based wealth management process. They focus on understanding clients' whole life situations, unpacking their concerns and priorities before making financial decisions. This approach allows them to develop personalized strategies that consider risk tolerance, time horizon, liquidity needs, investment objectives, and the cost of recommendations. The group conducts regular reviews with clients to monitor progress and adjust strategies as needed based on life or business changes. Andrew holds a Bachelor of Science degree in Business Administration with a focus in Finance from the University of Denver. He also has a Personal Investment Advisor (PIA) designation. Originally from Marquette University High School, he currently resides in Lakeview East, Illinois. Outside of his professional duties, he enjoys golfing, skiing, spending time with family and friends, and remains active in his community.

Andrew Lafontain is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities. He serves on the Board of Directors for the Education Foundation of New Berlin and is working on authoring a financial and educational book for public distribution. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations.

Megan Roraff is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 13 years of industry experience. She has been associated with Wells Fargo entities since 2012 and has maintained a role at Abrasive Specialties since 2000. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Phillip Pratt is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services. Outside of his advisory role, he serves as Committee Chair for Trail Life USA Troop 1689, a nonprofit organization. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a comprehensive suite of integrated brokerage, custody, and advisory services.

Mitchell Steiler is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Charles Schwab and other non-financial firms. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with tailored investment and financial planning services. The group employs a range of strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay services, addressing both traditional and complex investment needs.

Sally Falci is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. She holds a Series 66 designation and has been with Baird since 2015. Outside of her advisory role, she serves as a board member and on the finance committee for Milestones Programs for Children in Milwaukee. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business 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 along with tax-management and direct-indexing capabilities.

Matthew Blank is a Series 66-licensed financial advisor at Robert Baird & Co. with two years of industry experience. Prior to joining Baird in 2024, he worked for four years at Concordia Golf Club, Troon Golf, and spent five years in full-time education. The DDK Group is part of Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management through separately managed account programs, and municipal advisory services, supported by internal research and technology tools.

Valeriya Malevany is a financial advisor at Fidelity with 8 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Charles Schwab for 7 years before joining Fidelity in 2024. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis, using systematic methodologies and algorithmic portfolio construction to manage portfolios and advisory services.

James Pietrzak is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. In his position, he focuses on helping clients develop comprehensive financial plans that align with their goals and visions for future success. He has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, James worked as an Investment Consultant at Scottrade from 2014 to 2016 and as a Financial Representative at New England Financial from 2013 to 2014. He is a Certified Financial Planner (CFP®), committed to providing financial guidance tailored to enrich every stage of his clients' lives. Outside of his professional work, James enjoys activities such as going to the beach, camping, cooking and baking, football, and parenthood. He is also involved in volunteering.

Matthew Mahoney is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Gagliano is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2007. His current role includes work at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee analyses.

Nicole White is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Carisa Oppermann is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI. She holds a Series 63 designation and has 21 years of industry experience, having been with Robert W. Baird & Co. since 2003. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Jeffrey Novak is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2017, previously spending a decade at UBS Financial Services. Outside of his advisory role, he is a partner in Inspire by Fire, LLC, a technology company based in Oconomowoc, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research-supported models to assist clients in developing financial plans.

Thomas Zignego is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2020. Prior to that, he was employed at IC Advisory Services Inc and The Investment Center Inc. Outside of advising, he is the owner of Mr. and Mrs. & Co., a custom woodworking business. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across various investment types.