Anh Hang is a financial advisor with Primerica Advisors in Greenfield, WI, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior roles include positions at PFS Investments Inc., Performance Food Group, and Primerica Financial Services. Anh is also employed at the University of Wisconsin Parkside. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, offering advisory services based on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and execution services from BNY Mellon Advisors and Pershing.

Laci Cesar is a financial advisor with Thrivent Investment Management in Burlington, WI. She holds a Series 66 credential and has been with Thrivent since 2025. Prior to joining the firm, she held roles at the University of Wisconsin-Whitewater and Kwik Trip Inc. Cesar serves as a board member of Experience Burlington Young Professionals, where she assists with event planning and business development workshops. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning analyses and allows clients to combine planning with managed-account programs while keeping services separate.

Todd Johnson is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He previously worked at Voya Financial Partners and has been with Fidelity Brokerage Services since 2019. Outside of his advisory role, he is an author of a children's book available on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and is notable for its commodity pool operator registration and advisory role to multiple registered investment companies.

Ashley Rose is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to her current role, she has held positions at Avantax Advisory Services and Avantax Investment Services Inc. She also operates Acc-u-Rite Tax Services, where she provides tax preparation, planning, and consultation. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Lauren Ven Housen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Balestrieri Environmental & Development, Inc., Ignition Dealer Services, and Kunes Auto Group. 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 nationwide network of financial advisors and branch offices.

Katie Orvis is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2008, accumulating 18 years of industry experience. She is based in Muskego, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

John Schreiber is a CFP® with 49 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2017. He previously operated his own advisory firm, Schreiber Investment Advisory Services, for nine years. Schreiber also owns John Schreiber Services Inc., where he works as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach utilizing risk profiling and modeling tools, and supports a broad network of advisors and affiliated firms.

Alan Fischer is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at VOYA Financial Advisors and ongoing involvement with Sauvey & Sauvey since 2008. Fischer is also an independent insurance agent and serves as a New Member Engagement Partner for the Brookfield Chamber of Commerce. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and unaffiliated managers across various program structures.

Kristen Lafranzo is a Series 66-licensed financial advisor with Thrivent Investment Management in Burlington, WI, with 11 years of industry experience. She has been with Thrivent and its related entities since 2015. Outside of her advisory role, she serves as Co-President of Music Matters, Inc., a nonprofit supporting youth music education and cultural programs in the Burlington community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Cassandra Pasbrig is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at various firms including Avantax and currently serves as Operations Manager at Acc-u-rite Tax Service, INC., which provides tax preparation, payroll, and consulting services. She also holds board positions as Vice President of Acc-u-rite Tax & Financial Services and as a member of the Paradise Hills Homeowner's Association Architectural Control Committee. Cetera Investment Advisers LLC is an SEC-registered advisor 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 planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies across various program structures.

Jason Rose is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency for over a decade. In addition to his advisory role, he operates Acc-U-Rite Tax Service, providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Michael Meyer is a Financial Advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Meyer serves as the Investment Committee Chair for the Wisconsin Lutheran High School Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based planning across various financial topics without managing assets directly under this service. The firm combines planning with managed-account options through its “WealthPlan” program while maintaining separate planning and investment management services.

Raquel Zehr is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and previously worked in education and retail before joining Ameriprise. Zehr is also employed at K&S Operations, LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Ryan Vandeloo is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial plans and allows clients to integrate planning with managed accounts under a consolidated billing option called WealthPlan, while maintaining separate planning and management services.

Benjamin Smith is a financial advisor with LPL Enterprise in Hales Corners, WI, holding Series 63 and Series 65 registrations and having 17 years of industry experience. He previously worked at Pruco Securities, LLC from 2008 to 2024 and has been associated with LB Financial Corp. since 2008. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities, typically implementing investment strategies through model portfolios and offering access to third-party asset managers and insurance products.

Matthew Keen is a financial advisor with LPL Financial in Mukwonago, WI, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Generac. Keen also serves as a non-variable insurance agent with Ash Brokerage. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse strategic options.

Tyler Johnson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, JPMorgan Securities LLC, and Raymond James Financial. He has a power of attorney role in an unrelated personal capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Sarah Bucek is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, she worked in the Greendale School District for eight years. Outside of her advisory role, she coaches a community First Lego League team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Mathew Kuhnau is a financial advisor with Edward Jones in Greendale, WI, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.