Jay Weideman is a financial advisor with Raymond James Financial, holding a Series 63 designation and 22 years of industry experience. He previously worked at Edward Jones from 2003 to 2022 before joining Raymond James in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as employer advisory programs.

James Sidders III is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Based in Waukesha, WI, he operates within one of the largest wealth management firms. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and committee-driven investment insights.

Sara Spaulding is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 13 years of industry experience. She has worked within various Fidelity entities since 2013. Outside of her advisory role, she is a distributor for AdvoCare, a health and wellness company. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Paul Wickert is a financial advisor with Cetera in Milwaukee, WI, holding a ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including roles at Fiduciary Trust, Avantax Insurance Agency, and Avantax Investment Services. Outside of advisory work, he is a partner in Root Creek Investments of Greenfield LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining affiliated and third-party model strategies across various program structures.

Constance Carmony is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to develop financial plans.

Jake Murray is a financial advisor at Robert W. Baird & Co. with a Series 66 designation. He has experience working at Robert W. Baird & Co. Incorporated since 2026 and previously held roles in logistics and hospitality. Jake attended the University of Wisconsin-Madison from 2014 to 2018. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs both manager-traded and model-traded strategies, incorporates tax management and direct indexing, and uses internal research and artificial intelligence tools in client advice.

Matthew Hug is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as Vice President of the Waukesha West Athletic Booster Club, supporting fundraising efforts for local student athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning across a broad range of financial topics, delivered either as one-time or ongoing engagements, separate from portfolio management services.

Charles Hurtgen is a CFP® certificant with 27 years of experience in the financial services industry. He is currently with OSAIC, joining in 2024, and has prior experience at Woodbury Financial Services, Girard Securities, MPC Advisers, and Securian Financial Services. Hurtgen serves as a board member of Midwest Planning Company, a partnership focused on financial advisory services. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering comprehensive financial planning, advisory services, and model-based investment strategies. The firm is notable for its scale, complex affiliate network, and recent consolidation activities.

Cori Raue is a Series 66-registered financial advisor with Fidelity, bringing 20 years of industry experience. Her prior roles include positions at Allspring Funds Management and Ameriprise. She has worked with various Fidelity entities since 2012. Cori is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to serve its clients.

Creighton Dracca is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wintrust Investments LLC and J.P. Morgan Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kurt Kuettel is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Allspring Funds Management. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Ronald Leipzig is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing. He serves as a trustee for an irrevocable trust in Franklin, Wisconsin. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Patrick Garrity is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at J.W. Cole Advisors and J.W. Cole Financial, as well as having prior experience in the restaurant industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies.

Matthew Rose is a financial advisor at Edward Jones in Hartland, WI, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones, he worked in education and tutoring roles, including positions at Mathnasium, Ace Tutoring Academy, Carnegie Learning, and the Whitefish Bay School District. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michele Olshanski is a financial advisor with Edward Jones, holding a Series 63 designation and 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1997. Outside of her advisory role, she is involved in several talent agencies focused on modeling and acting as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Samantha Nelson is a financial advisor with LPL Financial based in Brookfield, WI. She holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, she worked at Johnson Financial Group and has also served as a notary for the State of Wisconsin since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Brian Menzel is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Woodbury Financial Services, Union Financial, and Principal Life Insurance Company. Outside of advising, he serves on the board of Journeys Lutheran School and coaches girls golf at Lake Country Lutheran High School. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm's investment approach emphasizes model-based asset allocation and portfolio optimization, delivering a variety of programs including financial planning, advisor-managed portfolios, and retirement plan consulting.

Ronald Pisano is a financial advisor with LPL Financial in Pewaukee, WI, holding a Series 66 designation and one year of industry experience. He has worked at Francis Pisano/Meritage Wealth Management and LPL Financial since 2025, with prior experience at Tenet Consulting and Gibson Consulting. Outside of his advisory role, he is co-owner and principal of Hudson West, Inc., a non-investment-related business based in Pewaukee. 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 institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various investment strategies and technology tools to support its network of over 22,800 advisors.

Lisa Lewitzke is a financial professional with 28 years of industry experience, currently affiliated with Cetera. She previously worked at Landaas & Company for 19 years and has been providing financial services through Lewis Financial since 2023. She is a member of a landscaping LLC owned by her husband. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform, managing over $256 billion in assets across more than 10,000 advisors.

Donovan Fahler is a financial advisor with LPL Financial in Germantown, Wisconsin. He holds a Series 66 designation and has been with LPL Financial since 2024. Prior to his advisory role, he worked at Target Corporation and Panera Bread Co. for a combined total of seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and 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 investment adviser representatives.