Harry Mewes is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2006, including roles at Cetera Investment Services LLC from 2006 and Waukesha State Bank since 2000. Outside of advisory services, he is involved in the sale of fixed insurance products through Waukesha State Bank's insurance agency and makes occasional referrals to wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary programs, and diverse account structures.

Allen Dearing is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Grove Point Investments, Elmbrook Associates, Annex Wealth Management, H. Beck, and Waterstone Financial Group. Dearing is also affiliated with Elmbrook Associates, which operates as a DBA for his LPL business. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non‑advisory financial product offering.

Timothy Ferguson is a financial advisor at Osaic Wealth, Inc. with 13 years of industry experience. His prior roles include positions at Royal Alliance, MAP Retirement, and GWFS Equities. He holds Series 63 and Series 65 designations. In addition to his advisory work, he is involved with MK Financial Group, Inc., where he markets fixed annuities, insurance products, and securities. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to offer customized portfolio management and financial planning solutions.

Daniel Gehring is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 wide range of advisory programs and investment options through a large nationwide network of advisors and branch offices.

Gena Friend is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She has been with Robert W. Baird since 2007 and holds the Series 66 designation. She is part of the DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing both internal research and external partnerships in its advisory approach.

Todd Sivak is a financial advisor at LPL Financial with 34 years of industry experience. He has previously worked at MML Investors Services and MassMutual Life Insurance Company for 19 years. Outside of his advisory role, he serves as an agent for fixed annuities with GBU Financial Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with various investment platforms, including model portfolios, third-party subadvisors, and customized strategies.

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 with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and CIBC Bank USA. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities, utilizing model-driven investment implementation and offering access to third-party asset managers and insurance products through a broad network of advisers.

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 in Waukesha, WI, 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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

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 in Wauwatosa, WI, holding a Series 66 credential and with two years of industry experience. Prior to his current role, he has been involved with various local organizations, including coaching basketball for the New Berlin Eisenhower Boys Basketball Booster Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Patrick Modjeski is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, Sii, MSI Financial Services, Guardian Life, and Equitable Advisors. Modjeski also serves as an independent contractor and agent involved in insurance services through VANTAGEPOINTE FINANCIAL GROUP. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes various asset-allocation tools and third-party solutions to construct portfolios and manages accounts on both discretionary and non-discretionary bases.

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 possessing 40 years of industry experience. He has worked with 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 his business, WJS Wealth Management. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by proprietary tools and third-party platforms.

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 based in Hartland, WI, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include service in the US Army Reserve and work with First Command Financial Services. He is also an elected member of the Board of Trustees for the Village of Mount Pleasant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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 advisors and advanced research tools.

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.