Jeffery Lister is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Woodbury Financial Services, Inc. for 22 years. He has engaged in the occasional sale of fixed life insurance through a sole proprietorship. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

Steven Fischer is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Eleazar Lopez is a financial advisor with Thrivent Investment Management in Milwaukee, WI, holding Series 63, 65, and 66 licenses with 14 years of industry experience. His career includes roles at Thrivent Financial, Cetera, North Star Resource Group, Securian Financial Services, Minnesota Life Insurance, IronwoodDrive Financial Group, MWA Financial Services, and Catholic Financial Life. He serves as board chair for the Sixteenth Street Community Health Centers, a community-based health care clinic. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of planning topics without discretionary trading authority or direct implementation services.

James Schneider is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds an inactive CPA license and has ownership in Schneider Wealth Management Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Michael Goldammer is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney and Principal Life Insurance Company. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools with advisor input to support retirement planning within a broad platform of advisory, brokerage, and insurance solutions.

Danny Viola is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles and utilizes both in-house and third-party investment managers to implement portfolios.

Dean Teofilo is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with Cetera, having previously worked at First Allied Advisory Services and Eastlake Capital Investments. Outside of his advisory role, he serves on several nonprofit boards, including the UW Band Alumni Association and Wisconsin Public Radio Association, and volunteers with local community organizations in Wauwatosa. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party money managers.

Camille Malueg is a financial advisor at Raymond James & Associates with 22 years of industry experience. She held a position at Robert W. Baird & Co. for 20 years prior to joining Raymond James in 2023. She holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Hassan Akhtar is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Akhtar holds the Series 63, Series 65, and Series 66 credentials. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Scott Dolven is a financial advisor at OSAIC with 56 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he is a licensed insurance agent providing disability insurance, fixed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs various tools and third-party platforms to construct and manage diversified investment portfolios.

Frank Tenuta is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He worked at Stifel Independent Advisors, LLC for 20 years before joining Equitable Advisors in 2026. Outside of finance, he is the owner and manager of Tenuta's Italian Restaurant in Milwaukee. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and third-party managers.

Pamela Justus is a financial advisor with Cetera in Milwaukee, WI, holding a Series 66 license and eight years of industry experience. She has worked with Avantax Insurance Agency LLC and Avantax Investment Services, Inc., and also provides tax preparation services through Acc-u-rite Tax Service and Acc-u-rite Tax & Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Charlotte Ghazarian is a financial advisor with Thrivent Investment Management in Glendale, WI, holding a ChFC® designation and Series 63 and 65 licenses. She has 36 years of industry experience and has been with Thrivent and its affiliated firms since 2002. Outside of her advisory role, she serves on community boards and committees focused on economic development, education, and youth programs in Milwaukee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary portfolio management. The firm supports clients through standalone planning or combined planning and managed-account solutions under its “WealthPlan” offering.

Michael Ollmann is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Luke Junk is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he serves on the finance council of St. Eugene Congregation, where he assists with monitoring parish finances and budgeting. Robert W. Baird & Co. is an institutional firm that offers a range of financial planning and portfolio management services through its Private Wealth Management department. The firm serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, utilizing multiple managed account strategies and ongoing manager selection supported by internal research and technology.

Tiffany Davenport is a Series 66 licensed advisor with Robert W. Baird & Co. in Milwaukee, WI, with five years of industry experience. Her prior roles include positions at Equitable Advisors and Northwestern Mutual Investment Services, and she has ownership in KJTJ, LLC, a family investment entity. Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and brokerage services. The firm employs both manager-traded and model-traded strategies, incorporating tax management and direct indexing, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Kenneth Lobins is a CFP®-certified financial advisor with 35 years of industry experience, currently practicing at Ameriprise in Oak Creek, WI. He has been with Ameriprise and its affiliated entities since 1991. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves clients primarily through a centralized consulting team and emphasizes solutions involving Ameriprise-managed accounts and affiliated investment products.

Stanley Zurawski III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and previously was with SII Investments, Inc. and American Financial Services. Outside of his advisory role, he serves as a notary public and assists with tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

Joseph Ketter is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2022. Prior to that, he was with Keder Solutions and Mortgage Guarantee Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Jason Gomolla is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and Scottrade. He has also been affiliated with the University of Wisconsin since 2000. 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, offering multi-asset model portfolios and alternative investments through a centralized and integrated operational structure.