Wade Ullsperger is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a prior role at Metlife Securities. Outside of advising, he is also involved in individual life and group health insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational programs using firm-approved analytical tools, with planning engagements structured as collaborative, ongoing relationships.

Judson Platz is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Robert W. Baird since 2006. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Brian Arvai is a Financial Consultant I at Fidelity Investments, where he has been working since 2026 in his current role. His career at Fidelity includes previous positions as a Planning Consultant from 2025 to 2026, Relationship Manager from 2023 to 2025, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, Brian worked at Wells Fargo Advisors as a Client Associate from 2021 to 2022 and served as a Service Manager at Wells Fargo from 2019 to 2021. Brian's approach to financial planning emphasizes building genuine relationships with clients to understand their individual stories, goals, and challenges. He focuses on co-creating tailored financial strategies that help clients navigate their financial journeys with confidence and clarity. His experience spans various roles within financial services, allowing him to provide personalized guidance and support. Outside of his professional work, Brian enjoys baseball, camping, fishing, football, golf, and outdoor adventures.

Michael Patterson is a financial advisor at OSAIC with 34 years of industry experience. His previous roles include positions at Woodbury Financial Services Inc. and Voya Financial Advisors. Outside of his advisory work, he has served on the Pastoral Council of St. Joseph Catholic Church. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation, portfolio optimization, and a range of managed account strategies.

Kyle Baus is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. Prior to his career in finance, he served with the Milwaukee Police Department for 17 years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning relationships that utilize firm-approved tools to support client goals.

Brian Neitzke is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2007. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Rick Napholz is a CFP® with 43 years of industry experience, currently advising at Ameriprise in Brookfield, WI. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Susan Thompson is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

David Berka is a financial advisor at Osaic with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes positions at Woodbury Financial Services, Inc., Girard Securities, Inc., and MPC Advisors, LLC. He is also an agent with MPC Insurance Services, involved in the sales of life insurance and long-term care insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Dina Sofair is a financial advisor with Robert Baird & Co., holding a Series 66 designation and three years of industry experience. Prior to joining Baird, she was affiliated with Goizueta Business School and engaged in full-time education from 2015 to 2023. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies, along with internal research tools and ongoing manager oversight.

Todd Johnson is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He previously worked at Voya Financial Partners and has been with Fidelity Brokerage Services since 2019. Outside of his advisory role, he is an author of a children's book available on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and is notable for its commodity pool operator registration and advisory role to multiple registered investment companies.

Laura Lamberg is a financial advisor with RBC Capital Markets in New Berlin, WI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of advisory work, she serves as a FINRA arbitrator. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering various wrap fee advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.

Andrew Kastenholz is a financial advisor with LPL Financial in Menomonee Falls, WI. He holds Series 63 and Series 66 credentials and has 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BMO Harris Financial Advisors, Inc. from 2015 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by a network of over 22,800 advisors.

Ashley Rose is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to her current role, she has held positions at Avantax Advisory Services and Avantax Investment Services Inc. She also operates Acc-u-Rite Tax Services, where she provides tax preparation, planning, and consultation. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Derek Winn is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior work includes roles at Woodbury Financial Services, Girard Securities, MPC Advisers, and Securian Financial Services. He is a board member of Midwest Planning Company LLC, a service entity supporting financial advisers, and also acts as an insurance agent for fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization, supported by multiple investment and platform options.

Ryan Bromberg is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with Robert W. Baird & Co. since 2024. Outside of his advisory role, he was involved with The Animal House of La Crosse from 2022 to 2025. 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, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals.

Lauren Ven Housen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Balestrieri Environmental & Development, Inc., Ignition Dealer Services, and Kunes Auto Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Julie Peterson is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 66 designations and has 32 years of industry experience, including 10 years at Charles Schwab. 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 offers a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

William Strey is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and previously worked for General Finishes for six years. Outside of his advisory role, he serves as treasurer for the Twin Lakes Chamber of Business Association and its foundation and presents community seminars at Wilmot High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs delivered through a network of Investment Adviser Representatives and utilizes third-party asset managers and LPL-sponsored programs.

Michael Driscoll is a financial advisor with LPL Financial in Mequon, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at several firms including HUB International Investment Services, Global Retirement Partners, Sheridan Road Advisors, and Principal Financial Services. Driscoll has also been involved with Sheridan Road Advisors and HUB Retirement and Wealth Management in investment advisory roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and operational tools.