Jeffrey Day is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 40 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is an agent for individual life, group life, and group health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring their planning engagements as annual collaborative relationships that use firm-approved software tools to analyze client goals and deliver written recommendations.

Adam Voss is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, Investment Solutions Representative, International Trading Associate, High Net Worth Service I, and Financial Representative Full Trader. As a Certified Financial Planner™, Adam partners with clients to create personalized financial plans tailored to their goals and needs. He emphasizes building relationships based on communication and trust to simplify clients' financial lives. Outside of his professional work, Adam enjoys biking, golf, hiking, kayaking, and traveling.

Mark Haglin is a financial advisor with Thrivent Investment Management in Waukesha, WI. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under consolidated billing, while maintaining separate service provisions.

Fred Hancock is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including RBC Capital Markets, Edward Jones, and ABRDN. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jack Stewart is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at AXA Advisors LLC, Paramount Financial Strategies, and several other firms. He also operates an outside business activity related to insurance through Paramount Financial Partners. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs.

Michael Kilian is a financial advisor with Equitable Advisors in Mequon, WI, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2018 and was previously with Axa Advisors, LLC. Outside of his advisory role, Kilian serves on the Stewardship Commission at Lumen Christi parish, where he assists with welcoming new parishioners and a planned giving project. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Lindsey Kreske is a CFP® professional with 20 years of experience in the financial industry. She has worked at LPL Financial since 2023 and previously spent 18 years at Ameriprise Financial Services, Inc. Kreske operates Kreske Financial Services, LLC, an investment-related business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios from both internal and third-party sources.

Bryan Donovan is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with Financial Consultants and clients to create detailed roadmaps tailored to clients' visions for future retirement and their unique financial needs. He works collaboratively to navigate clients' financial futures, connecting them with Fidelity Investments' resources. Bryan's experience at Fidelity Investments includes roles as a Relationship Manager from 2020 to 2021 and as a Financial Representative from 2018 to 2020. Through these positions, he has developed expertise in financial planning and client relationship management. Outside of his professional responsibilities, Bryan has interests in comedy, concerts, fitness, music, pets, and reading.

Joseph Schmidt is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes multiple roles at Hillsdale College and other organizations in varied fields before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs, and holds distinctive registrations and advisory roles uncommon among large institutional peers.

Vinh Ho is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at NYLIFE Securities LLC, New York Life Insurance Company, Xuan Law Firm, and Vietnomics LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs and managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Mary Baumer is a financial advisor at Robert Baird & Co. with 16 years of industry experience. She holds a Series 63 designation and has previously worked at Ameriprise Financial Services and Morgan Stanley Smith Barney. Baumer also serves in fiduciary roles such as trustee and personal representative. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Nelson Weine is a financial advisor with Ameriprise in Waterford, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. He serves on the Board of Directors of the Mound Zion Cemetery Association as a Nonvoting Emeritus Trustee. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations alongside a broad range of advisory, brokerage, and insurance solutions.

Cade La Fond is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at UW Whitewater and the Kenosha Parks Department. Outside of finance, he is involved in the restaurant business as a bartender at Casa Capri. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, offering both discretionary and non-discretionary advisory services.

Corinna Bongiovanni is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Her prior work includes a role at Thirty-One Gifts and ownership of M&M Lawn Care Co. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

William Hensien is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

David Price is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding a Series 66 designation and 20 years of industry experience. He previously worked at Russell Financial Services for 13 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Andy Saeger is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, and has 23 years of industry experience. His prior roles include positions at BMO Bank NA, BMO Harris Financial Advisors, Ellenbecker Investment Group, and Charles Schwab. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Bagin is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously operated Bagin Music, LLC, providing DJ and audio services. His prior work includes service with the Village of Hartland Police Department and the City of Hartford Police Department. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across various fund structures.

Daniel Schnoll is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2014. Outside of his advisory role, he serves as Treasurer for the Cambridge Heights Condominium Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kaden Kubisz is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Wealthspire Advisors and has held positions in education and retail. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.