Zoe David is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She has held positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2025. Outside of her advisory role, Zoe has a background that includes involvement with the North Shore Dance Studio and self-employment. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers services on a non-discretionary basis and applies an ESG eligibility framework in its investment recommendations.

Charlotte Bouche is a CFP® professional with 29 years of experience in the financial industry. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. Outside of her advisory role, she works as a freelance pianist, organist, accompanist, and composer/arranger. J.P. Morgan Securities LLC 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.

Jordan Smith is a financial advisor at Fidelity with Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Fidelity, he worked at Wells Fargo Funds Distributor, LLC and US Bank Global Fund Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, employing systematic methodologies and oversight controls to address conflicts of interest.

Laura Tinsley is a financial advisor with Edward Jones in Mequon, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was self-employed for 12 years. Outside of her advisory role, she works as a design consultant in the handbags and fashion industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Bongard is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is involved with Heritage Private Wealth LLC and wholly owns Bongard Asset Management, LLC, both investment-related activities in West Bend, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial product sales and referral channels.

Robert Roenitz is a financial advisor with Morgan Stanley, holding a Series 66 credential and based in Milwaukee, WI. His background includes experience at Deloitte Consulting and academic involvement at the University of Michigan’s Stephen M. Ross School of Business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not provide individual security recommendations through its standalone planning service.

Cathy Schmidtke is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 20 years of industry experience. Her career includes roles at SagePoint Financial, Mass Mutual Investors Services, Metlife Securities, Inc., and Metropolitan Life Insurance Company. In addition to her advisory work, she serves as Director of Operations and Vice President at High Point Capital Group, where she assists with firm operations, compliance, and training. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios that may include a broad range of investment products, offering both discretionary and non-discretionary management.

Bryan Marshall is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc, Girard Securities, Inc., and MPC Advisors, LLC. He is also a shareholder and board member of Midwest Planning Company (MPC Advisers) and serves as an agent for MPC Insurance Services, which sells and services fixed life, annuities, long-term care, and disability insurance. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm utilizes a variety of asset-allocation tools and third-party services to construct portfolios across multiple investment types, managing accounts on both discretionary and non-discretionary bases.

John Desing is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley entities since 2016. Outside of his advisory role, he serves on the investment committee and finance committee for Dominican High School, a nonprofit organization in Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of services supported by structured planning tools and investment research.

Penny Seeley Dean is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and nine years of industry experience. Her work history includes roles at BMO Harris Bank, Landmark Credit Union, Wells Fargo Funds Distributor, LLC, and Trans International. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Julie Niznansky is a financial advisor at RBC Capital Markets in Milwaukee, WI, holding a Series 66 designation with experience dating from 2013. Her career includes twelve years at Associated Bank and current roles at both RBC Capital Markets and City National Bank. She serves as a volunteer committee member for Make A Wish Wisconsin, assisting in the planning of the organization’s annual gala. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services tailored to client risk profiles.

James Lavelle is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Joseph Czechowicz is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert W. Baird since 2015. Outside of his advisory role, he manages rental properties through a separate business activity. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services that include discretionary and non-discretionary strategies, utilizing both in-house and third-party managers.

Eric Elias is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors. Outside of advisory work, he has activities related to major insurance providers including United Healthcare, Unum, Anthem Blue Cross Blue Shield, and MetLife Dental. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Ivana Marich is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 18 years of industry experience. She has been with Robert W. Baird since 2016. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Alexa Stroner is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Merrill and the Oak Creek Franklin Joint School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with various advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Monte Carlo simulations to support its financial planning process.

Julie Andreoli is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Lisa Haushalter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at LPL Financial since 2011 and concurrently serves as a wealth advisor at Old National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Michelle Hernandez Cortes is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Company since 2002. She holds the Series 66 designation and is based in Grafton, Wisconsin. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jason Levin is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities Inc. since 2010. Outside of his advisory role, Levin serves on the boards and committees of several nonprofit organizations in Milwaukee, including Jewish Family Services of Milwaukee, Milwaukee Jewish Federation, and the Jewish Community Center, focusing on financial oversight and investment committees. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework. The firm operates on a non-discretionary basis, with clients retaining final decision-making authority.