Kyle Grossmeyer is a CFP® professional based in Milwaukee, WI, currently with LPL Financial. He has one year of experience at LPL Financial and previously worked at BMO Bank, City National Securities, City National Rochdale, and US Bank, accumulating a total of nine years in the industry. 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 and model portfolio programs, supported by a large network of investment adviser representatives and a variety of operational and research tools.

Adam Cole is a financial advisor with Edward Jones in Racine, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Katherine Shalbrack is a financial advisor at Robert Baird & Co. with 42 years of industry experience, including 33 years at her current firm. She holds a Series 63 designation. Outside of her advisory role, she serves on the Finance Committee of St. Joseph Congregation in Racine, WI, contributing to financial decisions affecting the church and school. Robert Baird’s DDK Group, where she works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and innovative investment strategies.

Megan Wangerin is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at various firms including Fidelity Investments and the Wisconsin State Legislature. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Jacob Harmann is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including MGA Wealth Management, Avantax Investment Services, and Cetera Wealth Services. Outside of advising, he serves as a substitute custodian at Union Grove Elementary School in Wisconsin. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with access to third-party money managers, model portfolios, and various program options.

Sofia Hernandez is a financial advisor at J.P. Morgan Securities in Milwaukee, WI, holding a Series 66 designation. She joined the firm in 2026 and has prior experience working in various roles including positions at JPMorgan Chase Bank, Marquette University, and several other organizations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend eligible investment strategies.

Zoe David is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She has held positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2025. Outside of her advisory role, Zoe has a background that includes involvement with the North Shore Dance Studio and self-employment. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers services on a non-discretionary basis and applies an ESG eligibility framework in its investment recommendations.

Jordan Smith is a financial advisor at Fidelity with Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Fidelity, he worked at Wells Fargo Funds Distributor, LLC and US Bank Global Fund Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, employing systematic methodologies and oversight controls to address conflicts of interest.

Kevin Bay is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following a 12-year period running his own firm, Kevin Bay Investments, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Roenitz is a financial advisor with Morgan Stanley, holding a Series 66 credential and based in Milwaukee, WI. His background includes experience at Deloitte Consulting and academic involvement at the University of Michigan’s Stephen M. Ross School of Business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not provide individual security recommendations through its standalone planning service.

Darla Miller is a financial advisor at LPL Financial with six years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. In addition to her advisory role, Miller is a notary in Brookfield, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging a large network of advisors and a variety of investment strategies.

Cathy Schmidtke is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 20 years of industry experience. Her career includes roles at SagePoint Financial, Mass Mutual Investors Services, Metlife Securities, Inc., and Metropolitan Life Insurance Company. In addition to her advisory work, she serves as Director of Operations and Vice President at High Point Capital Group, where she assists with firm operations, compliance, and training. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios that may include a broad range of investment products, offering both discretionary and non-discretionary management.

Robert Drida is a financial advisor with UBS Financial Services in Brookfield, WI. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Drida has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, model-based asset allocations tailored to client goals.

Bryan Marshall is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc, Girard Securities, Inc., and MPC Advisors, LLC. He is also a shareholder and board member of Midwest Planning Company (MPC Advisers) and serves as an agent for MPC Insurance Services, which sells and services fixed life, annuities, long-term care, and disability insurance. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm utilizes a variety of asset-allocation tools and third-party services to construct portfolios across multiple investment types, managing accounts on both discretionary and non-discretionary bases.

John Desing is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley entities since 2016. Outside of his advisory role, he serves on the investment committee and finance committee for Dominican High School, a nonprofit organization in Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of services supported by structured planning tools and investment research.

Michael Malich is a Certified Financial Planner (CFP®) with 14 years of experience, currently serving at Edward Jones in New Berlin, WI since 2012. His background is exclusively with Edward Jones. 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 advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Penny Seeley Dean is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior roles include positions at BMO Harris Bank, Landmark Credit Union, Wells Fargo Funds Distributor, and Trans International. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various advisory and non-advisory financial activities.

Jeffrey Pieters is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has worked with Cetera and its affiliate Cetera Investment Services LLC since 2004 and has concurrent experience at Northshore Bank since 2002. Based in Racine, WI, he has been with Cetera in its current form since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

James Lavelle is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Joseph Czechowicz is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert W. Baird since 2015. Outside of his advisory role, he manages rental properties through a separate business activity. 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. The group offers tailored financial planning and portfolio management services that include discretionary and non-discretionary strategies, utilizing both in-house and third-party managers.