Andrew Due is a financial advisor at LPL Financial based in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Educators Credit Union, The Walt Disney Company, and the University of Wisconsin - Parkside. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

Anthony Best is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. 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 brokerage, distribution, and investment management capabilities.

John O'Neil is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and CIBC Bank USA. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales.

Michael Higbee is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Heart of America Corp and Taiho Oncology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

John Gamache is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2025 and has concurrently worked with IC Advisory Services, Inc. and The Investment Center, Inc. since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from internal and third-party sources across various investment strategies.

Timothy Omalley is a financial advisor with Robert Baird & Co. in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Robert Baird & Co. since 1989. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Scott Steinke is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. C. Ziegler and Company for 29 years before joining Stifel in 2018. Outside of his advisory role, he serves as an associate lecturer at the University of Wisconsin-Milwaukee, teaching finance courses. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and asset allocation guidance based on forward-looking market assumptions.

Zachary Hietpas is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. He has worked at Equitable Advisors since 2023. Outside of his advisory role, he serves as a basketball coach for the New Berlin Eisenhower Boys Basketball Booster Club. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Patrick Modjeski is a financial advisor with OSAIC based in Brookfield, WI, holding a Series 66 designation and 26 years of industry experience. He has worked at Royal Alliance Associates, INC. since 2018 and at Sii from 2016 to 2018. In addition to his advisory role, he is involved as an insurance broker and agent in the sale and service of fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large affiliated adviser network. The firm provides integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to construct portfolios across various asset classes.

Kendra Gabriel is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has extensive experience in the financial services industry, having served as a Financial Advisor at Merrill Lynch from 2020 to 2024 and at BMO Harris Financial Advisors from 2017 to 2020. Prior to that, she was an Investment Associate at BMO Harris Financial Advisors for over a decade, from 2006 to 2017. Throughout her career, Kendra has focused on helping clients uncover their financial purpose by examining their current lifestyle, future aspirations, and the pursuit of financial security. She works closely with clients to develop strategies aligned with their values and goals, aiming to transform their financial situations into clear roadmaps that support their dreams. Outside of her professional work, Kendra enjoys cooking and baking, engaging in family activities, exploring culinary experiences as a foodie, playing golf, listening to music, and reading.

William Schweitzer is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has worked at Fortis Investors, Inc. and Penn Mutual Life since 1992. Schweitzer serves as a board member for Friends for Health in Haiti and provides tax preparation services through WJS Wealth Management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

David Strohmayer is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for eight years at Kayser Chrysler Center of Watertown. 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 discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Gerald Schuelke is a financial advisor with Ameriprise in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include extensive tenure at Northwestern Mutual from 1991 to 2019 and work with LPL Financial and Freedom Wealth Alliance between 2019 and 2026. He also provides investment advisory services through Intrua Financial, an independent investment advisor firm he established in 2023. Ameriprise Financial Services serves individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement income planning, asset allocation, and tax-aware withdrawal strategies. The firm uses proprietary research and third-party tools to develop non-discretionary recommendations within a defined investment universe influenced by its affiliated products and relationships.

Andrew Docksey is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Landmark Credit Union and First Command Financial Services. He serves as an elected Board Trustee for the Village of Mount Pleasant. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to third-party research.

James Magliocco is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at JPMorgan Chase Bank and JP Morgan Securities LLC before joining Ameriprise in 2017. 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, utilizing a centralized team that collaborates with advisors to provide written recommendation reports and ongoing guidance.

Marc Messinger is a financial advisor with Edward Jones in Hales Corners, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. In addition to his advisory work, he volunteers as a grief counselor and speaker, managing a website that provides resources for those coping with loss and caregiving in Southeastern Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Jeffrey Labri is a financial advisor with Cetera holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes tenure at First Allied Advisory Services and First Allied Securities before joining Cetera in 2020. He serves as president of a local condo association, reflecting involvement in community leadership. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with access to affiliated and third-party managers, supporting diverse investment strategies under various discretionary and non-discretionary programs.

Christopher Reed is a financial advisor with OSAIC in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Sagepoint Financial, Inc., Mass Mutual Investors Services, and Metlife Securities, Inc. Outside of his advisory role, he coordinates youth baseball activities with the Oak Creek Little League. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and advisory services. The firm employs various portfolio construction tools and offers access to multiple investment platforms and third-party managers.

Mark Thompson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses and is based in Brookfield, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services through a nationwide network of more than 23,700 financial advisors.

Melissa Hofmeister is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2016, following eight years at Stadia New Church Strategies. Outside of her advisory role, she is active as a public speaker in ministry settings and serves on the board of Catapult, an organization focused on expanding gospel outreach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning that covers a wide range of topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its planning engagements.