Joseph Steffes is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets services through its comprehensive platform.

Michael Brown is a financial advisor at Robert Baird & Co. with 9 years of industry experience. He has been with Baird since 2015 and holds a Series 66 designation. 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 institutional clients. The firm offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kristin Guadagno is Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2010. She has over 30 years of experience in the financial industry, with prior roles including Vice President, Regional Planning Consultant from 2007 to 2010 and Investment Consultant from 1992 to 2006 at Fidelity Investments. Kristin's practice focuses on developing personalized strategies for retirement and tax-efficient investing, as well as reviewing estate planning considerations, income generation, and asset allocation. Her approach emphasizes understanding clients' priorities to co-create tailored financial plans. Kristin values client referrals as a key indicator of her service quality. Outside of her professional role, she enjoys family activities, horseback riding, scuba diving, traveling, and yoga.

Kyle Grossmeyer is a CFP® professional with one year of experience currently affiliated with LPL Financial in Milwaukee, WI. He has prior experience at BMO Bank, City National Securities, City National Rochdale, and US Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Vincent Ferreira is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at firms including RBC Capital Markets and US Bancorp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Megan Wangerin is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Her prior experience includes roles at Fidelity Investments and involvement with the Wisconsin State Legislature. She has also worked in political and canvassing organizations. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Sofia Hernandez is a financial advisor at J.P. Morgan Securities in Milwaukee, WI, holding a Series 66 designation. She joined the firm in 2026 and has prior experience working in various roles including positions at JPMorgan Chase Bank, Marquette University, and several other organizations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend eligible investment strategies.

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.

Kevin Bay is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following a 12-year period running his own firm, Kevin Bay Investments, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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.

Darla Miller is a financial advisor at LPL Financial with six years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2015 to 2026. Miller holds Series 65 and Series 66 licenses and is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research resources.

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.

Robert Drida is a financial advisor with UBS Financial Services in Brookfield, WI. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Drida has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, model-based asset allocations tailored to client goals.

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.

Michael Malich is a Certified Financial Planner (CFP®) with 14 years of experience, currently serving at Edward Jones in New Berlin, WI since 2012. His background is exclusively with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

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.

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.