Michael Grabowski is a financial advisor with Cetera in Milwaukee, WI, holding a Series 63 designation and over 40 years of industry experience. His previous roles include long-term tenures at Avantax Advisory Services and related entities. He is also the owner of Insight Accounting & Financial Consulting, Inc., where he provides tax and accounting services to clients. Additionally, he serves on the board of Synergy CME Resource Group, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, and manages over $256 billion in assets through more than 10,000 advisors nationwide.

Gary Peppel is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. He is based in Waukesha, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools.

Timothy Rennicke is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving at Thrivent Investment Management. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. 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 across multiple financial topics and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Blake Bauer is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. He previously worked at Hays Solutions and Northwestern Mutual and has held various roles at the University of Wisconsin - La Crosse and other organizations. RBC Wealth Management serves individual investors, institutional clients, corporations, and charitable organizations with tailored investment strategies and offers multiple advisory programs that include portfolio management, financial planning, and brokerage services.

David Nevinski is a financial advisor with Osaic Wealth, Inc. based in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Osaic since 2015 and also has a long tenure at The Investment Co. Inc. since 1989. Nevinski is a licensed insurance agent and also serves as a notary public. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes quantitative tools and multiple third-party services to construct and manage portfolios across various asset classes for discretionary and non-discretionary accounts.

Robert Bortz Jr. is a financial advisor with Ameriprise in Oconomowoc, WI, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 2008. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Monastery Hill Homeowner Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis with a broad range of advisory, brokerage, and insurance solutions.

Barney Moore is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors. Moore serves as a member of the Shorewood Police Commission in Shorewood, WI. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver tailored investment solutions.

James Van De Ven is a financial advisor at RBC Capital Markets with 34 years of industry experience. He has previously worked at Robert W. Baird & Co. and City National Bank. Van De Ven serves as a director for the Sussex Area Service Club, where he helps oversee fundraising and fund disbursement activities. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and integrating multiple investment managers and solutions.

Alfred Hickey is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has worked at Woodbury Financial Services, Inc. and Questar Asset Management prior to joining Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.

Bradley Baker is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments in various capacities since 2012, progressing through positions including Financial Consultant, Investment Consultant, Relationship Manager, and Full Trader. Prior to joining Fidelity, he worked as a Financial Representative at John Hancock in 2012. In his current role, Bradley partners with clients to understand their goals and values, helping them build customized financial plans that adapt as their objectives evolve. He holds the Certified Financial Planner™ designation, which supports his approach to making retirement planning less stressful and more focused on clients' priorities. Outside of his professional work, Bradley's personal interests include comedy, football, golf, parenthood, and surfing.

Jackson Mc Donald is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and previously worked at Black Crows and Adidas. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

John Geder is the principal of Geder Investment Management, Inc. in Elm Grove, Wisconsin, where he has worked since 1992. He holds a Series 63 designation and has 34 years of industry experience. Geder Investment Management, Inc. provides investment advisory and portfolio management services primarily to individual clients. The firm manages approximately $27 million across about 32 clients, focusing on personalized portfolios aligned with client objectives and risk tolerance, and offers educational seminars and workshops for clients and prospective clients.

Mark King is the sole advisor at Fulton Investment Advisers, Inc. in Wauwatosa, WI, with 26 years of industry experience. He has served as president and sole shareholder of Mark F. King Attorney at Law, S.C. since 1999, providing legal, tax, and estate planning services. Fulton Investment Advisers, Inc. is an independent, single-advisor firm that manages approximately $13.5 million in assets primarily for individual clients, with a small number of institutional relationships. The firm typically manages accounts on a non-discretionary basis and is notable for its affiliation with a law firm, a structure uncommon among independent RIAs.

Robert Wachendorf is a financial advisor at Black & White Investment Management LLC in Waukesha, WI, holding a Series 65 designation with 20 years of industry experience. He worked at Ursa Major Corporation for 15 years before founding his current firm in 2017. Black & White Investment Management LLC provides portfolio management and related advisory services primarily to individual clients. The firm manages just over $2 million in assets across six clients and employs documented operational policies covering investment strategies, account review, custody, and trading practices.

John Brandt is a financial advisor at National Accounting and Business Solutions, SC, with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been a CPA at his firm since 1989. In addition to his advisory role, he provides a range of accounting services through his CPA practice. His firm offers investment management referral services alongside accounting and tax services to individuals, pension and profit-sharing plans, corporations, and other business entities. It facilitates client introductions to third-party managed account programs rather than providing discretionary portfolio management directly.

Michael Zidanic is a financial advisor at Northland Securities, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northland Securities in 2024, he spent over 15 years at Ameriprise Financial Services in various capacities. Northland Securities, Inc. is a multi-team firm based in Milwaukee, WI, comprising 40 advisors.

Elizabeth Janicek is a financial advisor at Northland Securities, Inc. with 46 years of industry experience. She has been with Northland Securities since 2009. The firm is a multi-team organization with 41 advisors.

James Carlson is a financial advisor at Northland Securities, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northland Securities since 2007. Outside of his advisory work, Carlson participates as a tournament fisherman and serves as an arbitrator with the NASD Board of Arbitration. Northland Securities is a multi-team firm based in Milwaukee, WI, employing 38 advisors. The firm provides investment services with a collaborative approach across its teams.

Scott Hefle is a financial advisor at Northland Securities, Inc. with 27 years of experience in the industry. He previously worked at Triad Advisors, Inc. for 10 years before joining Northland Securities in 2022. Outside of his advisory work, Hefle serves on multiple community and leadership boards, including roles with Leadership Germantown and the Friends of Germantown K9, a nonprofit supporting local K9 units. Northland Securities, Inc. is a multi-team firm with 38 advisors that serves a diverse client base through tailored investment strategies.

Craig Ostrom is a financial advisor at Northland Securities, Inc. with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Northland Securities since 2007. He also has a long-term affiliation with ACN, Inc., spanning over two decades. Northland Securities, Inc. is a multi-team firm based in Milwaukee, serving clients through a team-oriented approach across 41 advisors.