Nathan Schmidt is a Financial Consultant currently working at Fidelity Investments since 2026. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His professional experience also includes a five-year tenure as a Financial Advisor at Raymond James & Associates from 2019 to 2024. Nathan focuses on guiding clients to develop financial habits and co-creating plans that build confidence in reaching their financial goals. He emphasizes clear guidance and partnering with clients to implement plans they feel assured in. Outside of his professional work, Nathan enjoys family activities, fitness, golf, movies, museums, and reading.

Andrew Gusho, Jr. Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to provide a consistent and customized goals-based wealth management experience through The Gusho Wallace Group. The group takes a disciplined approach by thoroughly understanding clients' concerns and priorities before making any financial decisions, allowing them to develop strategies that address risk tolerance, time horizon, liquidity needs, and investment objectives. Andrew focuses on managing new wealth, personal retirement planning, and retirement income. His process involves connecting all aspects of a client's financial life through regular reviews to ensure strategies remain aligned with any life or business changes. He holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Business Administration with a focus in Finance from the University of Denver. Andrew resides in Lakeview East, Illinois. Outside of work, he enjoys golfing, skiing, spending time with family and friends, and being active in his community.

Andrew Lafontain is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities. He serves on the Board of Directors for the Education Foundation of New Berlin and is working on authoring a financial and educational book for public distribution. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations.

Derek Dahl is a financial advisor at Osaic Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mutual of Omaha and Securities America Advisors. He is also active as an insurance agent with Futurity First Insurance Group under Dahl Financial Partners. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies including discretionary Unified Managed Accounts and third-party manager selections.

Megan Roraff is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Waukesha, WI, and has 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her financial advisory career, she is involved with Abrasive Specialties, a business she has been associated with since 2000. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Phillip Pratt is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and five years of industry experience. He previously worked at Northwestern Mutual Investment Services for four years. Outside of his advisory role, he serves as Committee Chair for Trail Life USA Troop 1689, assisting with member recruitment and training. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset strategic allocation approach supported by centralized operational and supervisory structures.

Mitchell Steiler is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Charles Schwab and other non-financial firms. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with tailored investment and financial planning services. The group employs a range of strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay services, addressing both traditional and complex investment needs.

Sally Falci is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. She holds a Series 66 designation and has been with Baird since 2015. Outside of her advisory role, she serves as a board member and on the finance committee for Milestones Programs for Children in Milwaukee. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Matthew Blank is a Series 66-licensed financial advisor at Robert Baird & Co. with two years of industry experience. Prior to joining Baird in 2024, he worked for four years at Concordia Golf Club, Troon Golf, and spent five years in full-time education. The DDK Group is part of Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management through separately managed account programs, and municipal advisory services, supported by internal research and technology tools.

Valeriya Malevany is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Charles Schwab for seven years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across various fund structures.

James Pietrzak is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. In his position, he focuses on helping clients develop comprehensive financial plans that align with their goals and visions for future success. He has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, James worked as an Investment Consultant at Scottrade from 2014 to 2016 and as a Financial Representative at New England Financial from 2013 to 2014. He is a Certified Financial Planner (CFP®), committed to providing financial guidance tailored to enrich every stage of his clients' lives. Outside of his professional work, James enjoys activities such as going to the beach, camping, cooking and baking, football, and parenthood. He is also involved in volunteering.

Matthew Mahoney is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Thomas Gagliano is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2007. His current role includes work at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee analyses.

Nicole White is a Series 66 credentialed financial advisor with 16 years of industry experience. She has been with Wells Fargo Clearing since 2010, currently based in Milwaukee, WI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Carisa Oppermann is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI. She holds a Series 63 designation and has 21 years of industry experience, having been with Robert W. Baird & Co. since 2003. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Jeffrey Novak is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2017, previously spending a decade at UBS Financial Services. Outside of his advisory role, he is a partner in Inspire by Fire, LLC, a technology company based in Oconomowoc, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research-supported models to assist clients in developing financial plans.

Thomas Zignego is a financial advisor with OSAIC in Milwaukee, WI, holding a Series 66 license and eight years of industry experience. He previously worked at IC Advisory Services Inc. and The Investment Center Inc. Outside of his advisory work, he owns MR & MRS AND CO, a custom woodworking business. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process featuring asset allocation and portfolio optimization tools, and it supports a wide range of programs such as financial planning, managed portfolios, and retirement plan consulting.

Jonathan Good is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He 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 group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet client goals and risk tolerances.

Bradley O'Keef is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2011 and holds Series 63 and Series 65 designations. 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, utilizing a range of investment strategies and management approaches.

Paul Miller is a financial advisor with LPL Enterprise holding a Series 66 credential and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He is a partner in the Colberg Heirs Partnership, receiving rental income from a farm without active duties. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation. The firm also provides brokerage and insurance product services through affiliated entities.