Phillip Holahan is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2006. Outside of his advisory role, he serves as the director of a youth sports league, Lake Country Flag Football, where he organizes and manages league activities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also manages model portfolios and offers advisory services to registered investment companies and charitable funds.

Joshua Baade is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and Scottrade, Inc. He is based in Brookfield, Wisconsin. Charles Schwab & Co., Inc. serves 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 discretionary separately managed accounts, using multi-asset model portfolios and comprehensive due diligence on alternative investments.

Timothy Magner is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at firms including BMO Harris Bank, UW Credit Union, Mass Mutual Investors Services, Bank of America, and Merrill. He is also a commissioned notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Richard Verthein is a CFP® with 18 years of industry experience, currently serving at Robert W. Baird & Co. since 2007. He is based in Waukesha, WI, and holds a Series 66 license. Outside of his advisory role, he serves as a board member on the Investment/Finance Committee for the Waukesha County Community Foundation and coaches for Let Kids Fly. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Florence Prospero is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and 24 years of industry experience. She worked previously with Wells Fargo Advisors and Wells Fargo Clearing for a total of ten years prior to joining Raymond James in 2019. Outside of her advisory role, she is a joint owner of a rental duplex with her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a focus on tailored, non-discretionary strategies supported by extensive research and multiple portfolio management styles.

Alexander Bray is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prime Financial Services and Equitable Advisors, among others. He serves as a board member of the Just Fore Kids Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Kimberly Devries is a financial advisor with Primerica Advisors in Milwaukee, WI, holding Series 65 and Series 63 licenses and having six years of industry experience. She has been with Primerica Advisors since 2020 and Primerica Financial Services since 2019. Outside of advising, she has experience in sales related to loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Ryen Ryba is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. His background includes roles in education and retail, such as positions at University of Wisconsin–Milwaukee, Madison Area Technical College, and Ace Hardware. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Craig Mottl Jr. is a CFP® professional with 18 years of experience in the financial advisory industry. He has been with Edelman Financial Engines since 2016 and previously worked at Tmfs Advisors, LLC from 2013 to 2016. He is based in Waukesha, WI. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm offers both model-based and customized portfolios, supports a large client base through advisor-led and online platforms, and manages a substantial asset base with a high client-to-advisor ratio.

Kevin Barry is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors. Outside of his advisory role, he serves as a trustee and financial power of attorney for his parents. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Matthew Roffers is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2017, following a one-year tenure at HC Technologies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

Alan Sternberg is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2013. 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 delivers its program on a non-discretionary basis and combines large institutional advisory operations with brokerage and investment management capabilities.

Reed Albinger is a CFP® and Series 66-registered financial professional with four years of industry experience. He is currently affiliated with Cetera and has prior experience at Prime Financial Services and GE Healthcare. Outside of his advisory role, Albinger is also active as an actor and model, participating in photo shoots, print work, and radio/film projects. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Brynne Simpson is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. In her role, she emphasizes strong financial planning through active listening, understanding clients' goals and concerns, and collaborating to develop actionable strategies tailored to their financial journeys. Simpson aims to support clients in making confident financial decisions at every stage. Prior to her current position, she held roles including Associate Regional Director at Russell Investments from 2021 to 2022, Internal Wholesaler Advisor at Insurance Solutions Center - AIG from 2019 to 2021, and Internal Wholesaler at Jackson National from 2015 to 2018. These positions have contributed to her experience in financial consulting and advisory services. Outside of her professional work, Simpson's interests include cooking and baking, fitness, football, reading, and yoga.

Jerald Haerle Jr. is a Series 66 licensed financial advisor with six years of experience at Thrivent Investment Management. He previously worked in publishing and as a business owner before joining Thrivent. He serves as secretary for GOD'S FUND INC., a Christian nonprofit focused on aiding victims of modern slavery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and planning without discretionary trading authority. The firm’s services include a broad range of topics such as retirement, tax, estate, and special needs planning, delivered through a large network of advisors.

Lukas Schreiber is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial and Raymond James Financial Services, Inc. since 2022. Outside of his advisory role, he has been involved with Schreiber Financial Services, Inc., where he handles operational duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical tools to help clients make informed decisions and offers specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Jacob Taylor is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for the City of Waukesha for nine years. Outside of his advisory role, he is a co-owner of Midwest Agave Spirits, Inc., a tequila brand based in Guadalajara, Mexico. Ameriprise serves clients with a focus on retirement-income planning, offering specialized services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Robert Teofilo is a financial advisor at LPL Financial with 47 years of industry experience. He holds a Series 63 designation and has worked at firms including Grove Point Investments, H. Beck, Inc., and Beacon Benefits Group. Teofilo is also involved with Elmbrook Associates, a business connected to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing both proprietary and third-party research to support diverse investment strategies.

Erin Keller is a Planning Consultant with experience in the financial services industry. She has held several roles at Fidelity Investments, including Investment Consultant from 2020 to 2021, Financial Representative in 2020, and Client Experience Associate in 2020. Erin focuses on understanding the unique personal and financial goals of clients to identify strategies that fit their lifestyles. She works collaboratively to analyze current strategies, create comprehensive plans aimed at achieving long-term objectives, and implement clear and manageable courses of action.

Laurie Ufnowski is a financial advisor with Ameriprise in New Berlin, WI, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley and UBS Financial Services. Laurie serves on the boards of the Polish Heritage Alliance and Polanki, nonprofit organizations based in Wisconsin. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.