Dylan Miller is a financial advisor with Cetera, holding a Series 66 designation and based in Milwaukee, WI. He has one year of industry experience and has been with Cetera since 2026. Prior to his current role, his work history includes positions at various companies unrelated to finance. Cetera Investment Advisers LLC is a large nationwide advisory firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Ellie Sturgeon is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 license with two years of industry experience. Her prior roles include positions at Stifel, Ellenbecker Investment Group, and Northwestern Mutual. Outside of finance, she has worked in education and youth sports organizations, including Pewaukee School District and Swimwest Swim School. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

David Giddings is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously spent 18 years at Woodbury Financial Services. Giddings is also involved in insurance sales through VIZANCE, Inc. and CPS Horizon Financial, focusing on life, disability, and long-term care insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various portfolio construction and management tools and a range of investment products.

Steven Koch is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, Mass Mutual Investors Services, MetLife Securities, and Metropolitan Life Insurance Company. He is also a shareholder of High Point Capital Group, Inc. and operates as an independent insurance agent offering fixed products. Osaic Wealth, Inc. serves a diverse client base comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset allocation tools and risk assessment to manage portfolios across various investment types.

Patrick Wilson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, with prior experience at Empower Financial Services and Associated Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jeffrey Demichiel is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Morgan Stanley since 2014 and currently works at Morgan Stanley Private Bank, N.A. in Waukesha, Wisconsin. Outside of his advisory role, he serves as an umpire for the Wisconsin State Youth Baseball League. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Jeffrey Dorward is a CFP® professional with 25 years of industry experience, currently affiliated with OSAIC in Brookfield, WI. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Mass Mutual Investors Services. Outside of his advisory work, he operates a sole proprietorship focused on the sales and marketing of fixed annuities, insurance, securities, and investment advisory products. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated financial services with an emphasis on asset allocation, risk management, and portfolio construction using a range of investment vehicles and third-party solutions.

Donald Stoll is a financial advisor with Equitable Advisors in Waukesha, WI, holding Series 63 and Series 65 designations and 43 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory work, he is involved in volunteer activities with Star and Strips Honor Flights and manages a promotional bat-selling business. Equitable Advisors serves a diverse client base including individual, institutional, and nonprofit clients, offering financial planning, retirement plan consulting, and asset management programs. The firm’s advisory approach includes using third-party program sponsors and discretionary managers to implement tailored investment solutions.

Joseph Stanislawski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. Outside of advisory work, he is an agent for non-variable insurance through Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Scott Layeux is a CFP®-certified financial advisor with 35 years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience with Nettworth Financial Group and Financial Partners, LLC. Layeux also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies along with both proprietary and third-party model solutions.

Patrick Buss is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bank and Cambridge Investment Research. 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. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Miles Aquino is a financial advisor at Edward Jones in Hartland, WI, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Mary Bush is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is involved in managing a business entity, B&B Lifeworx LLC, which supports her practice operations. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Scott Jenson is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 63 designation and 31 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is a certified group fitness instructor at the Wisconsin Athletic Club. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Nathan Verbeten is a CFP® and ChFC® with 13 years of industry experience. He is currently with Ameriprise in Waukesha, WI, having joined the firm in 2024 after previously working at Prudential Insurance Company of America and Pruco Securities. Outside of finance, he was involved with RSVDQ Inc./Dairy Queen for 10 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement-income planning reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Robert Hellman is a financial advisor at Stifel with 30 years of industry experience. He has held positions at Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2013 to 2018. Hellman serves on both the Finance Council and the Pastoral Council at St Joseph Church, providing financial guidance and assisting in parish direction. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Connor Goodwin is a Series 66-credentialed financial advisor with Mass Mutual Investors Services in Wauwatosa, WI. He has two years of experience and has previously worked at Vitense Golfland and Edgewood University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that employ firm-approved analytical tools.

Daniel Kolb is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he has served as Vice President of the Board of Directors at Westmoor Country Club and was on the Board of Directors for The Guest House, a homeless shelter for men in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs with customized investment strategies that incorporate in-house and third-party managers, along with various portfolio management and financial planning services.

Christopher Koshy is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having eight years of industry experience. His prior roles include positions at LPL Financial and Ease, as well as work with Elmbrook Church. He is based in Waukesha, Wisconsin. Koshy is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual and institutional clients including high net worth individuals, corporate and business entities, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of internally managed and third-party investment strategies.

Erika Shearer is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual and Uber, among other firms. 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 institutions. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.