Abraham Goldberg is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Waukesha, WI. He has 16 years of industry experience, including six years with Wells Fargo Advisors LLC and ten years with Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Susan Thompson is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both non-discretionary and discretionary investment management options, including a distinctive range of insurance-related products and bank deposit sweep options.

Adam Klimas is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. Klimas serves as President and Board Member of the Paradise Hills Home Owners Association, a nonprofit organization. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

David Berka is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc., Girard Securities, Inc., and MPC Advisors, LLC. He also serves as an agent with MPC Insurance Services, involved in the sale of life and long-term care insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct and manage diversified portfolios.

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.

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 25 years of industry experience. He is currently with OSAIC and previously worked at Woodbury Financial Services, Inc., Girard Securities, Inc., and MPC Advisers, LLC. He serves as a board member of Midwest Planning Company LLC, a service entity supporting financial advisers. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers and platforms. The firm offers a range of brokerage and advisory services with portfolio construction tools and multiple investment options, managing accounts on discretionary or non-discretionary bases.

Joel Meyer is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2018. Outside of his financial career, he spent time involved with wine-related businesses from 2019 to 2020. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

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 in Greenfield, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she held positions at Balestrieri Environmental & Development, Inc., Ignition Dealer Services, and Kunes Auto Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jack Smidel is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 credential and one year of industry experience. Prior to his advisory role, he worked as a service manager at Chipotle Mexican Grill. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

William Strey is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at 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, presents community seminars at Wilmot High School, and acts as an administrator or trustee for estates and trusts. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Andrew Armstrong is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Jacob Reinhart is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at AXA Advisors, LLC. Reinhart serves as a board member of the Holy Apostles Church Investment Advisory Board and is involved in sales for National Guardian Life’s burial and funeral trust products. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and asset management access through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model that integrates advisory and brokerage services.

Zachary Woolever is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Robert Baird & Co. since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Maria Suchomski is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, bringing two years of industry experience. Prior to joining Baird in 2024, she worked at the Women's Care Center of Milwaukee and Ave Maria University, and has been involved with Floor Plan Imaging LLC since 2016. Outside of her advisory role, she serves as a respite care provider. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies and ongoing manager oversight, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Daniel Klysh is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Polo Ralph Lauren and New Home Star. Klysh attended the University of Iowa as a full-time student from 2020 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Shea Mc Creight is a financial advisor at Robert Baird & Co. with six years of industry experience. He has been with Baird since 2018 and previously worked at The BonTon Stores Inc. for 18 years. Outside of his advisory role, he is employed at Live Nation Entertainment’s Alpine Valley Music Theatre on a part-time basis. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through a range of consulting and portfolio management services tailored to client goals and risk tolerances.