Cassandra Pasbrig is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at various firms including Avantax and currently serves as Operations Manager at Acc-u-rite Tax Service, INC., which provides tax preparation, payroll, and consulting services. She also holds board positions as Vice President of Acc-u-rite Tax & Financial Services and as a member of the Paradise Hills Homeowner's Association Architectural Control Committee. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies across various program structures.

Jason Rose is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency for over a decade. In addition to his advisory role, he operates Acc-U-Rite Tax Service, providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Raquel Zehr is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and previously worked in education and retail before joining Ameriprise. Zehr is also employed at K&S Operations, LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Paul Gwidt is a CFP®-certified financial advisor with six years of industry experience. He is currently with Raymond James & Associates, where he has worked for three years. His prior experience includes roles at Wells Fargo Clearing Services, The VanderBloemen Group, and the University of St Thomas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit entities. The firm provides non-discretionary financial planning and investment consulting, offering a range of portfolio management styles supported by affiliated research and sub-advisers.

Scott Mank is a financial advisor with Edward Jones in Oak Creek, WI. He holds the Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and is notable for its extensive nationwide network of advisors and branches.

Ryan Vandeloo is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial plans and allows clients to integrate planning with managed accounts under a consolidated billing option called WealthPlan, while maintaining separate planning and management services.

Benjamin Smith is a financial advisor with LPL Enterprise in Hales Corners, WI, holding Series 63 and Series 65 registrations and having 17 years of industry experience. He previously worked at Pruco Securities, LLC from 2008 to 2024 and has been associated with LB Financial Corp. since 2008. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities, typically implementing investment strategies through model portfolios and offering access to third-party asset managers and insurance products.

Russell Kortendick is a financial advisor with Edward Jones in Racine, WI, holding a Series 66 credential and six years of industry experience. He has worked at Edward Jones since 2019 and has prior experience in various roles at firms including CliftonLarsonAllen LLP and Seda Packaging. He is also a passive stockholder and board member of Kortendick Ace Hardware, a family hardware store in Racine. 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 programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Thomas Bode is a CFP® and PFS™ credentialed financial advisor with over 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and is also president and owner of Bode Financial Group, Ltd. In addition to his advisory work, he is a CPA providing tax preparation and planning services and serves as the 2nd Vice Chairman of the 1st Congressional District Republican Party of Wisconsin. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management and maintains proprietary model strategies through its Founders Gate Capital brand.

Alexa Robinson is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, she held roles at Bottle House 42, Trader Joe's, Lake Tribe Brewing Co., and other businesses. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including registered investment companies and model portfolios for intermediary platforms.

Paul Wickert is a financial advisor with Cetera in Milwaukee, WI, holding a ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including roles at Fiduciary Trust, Avantax Insurance Agency, and Avantax Investment Services. Outside of advisory work, he is a partner in Root Creek Investments of Greenfield LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining affiliated and third-party model strategies across various program structures.

Sarah Bucek is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, she worked in the Greendale School District for eight years. Outside of her advisory role, she coaches a community First Lego League team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Hollie Nelson is a financial advisor at Robert Baird & Co. with 31 years of industry experience. She has been with Robert Baird & Co. since 1998 and holds Series 63 and Series 65 designations. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a range of investment strategies and manager options.

Mathew Kuhnau is a financial advisor with Edward Jones in Greendale, WI, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

Brendan Flynn is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His prior work includes roles at JP Morgan Chase Bank, JP Morgan Securities, and US Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it serves as an advisor to multiple registered investment companies with established governance and proxy-voting procedures.

Rosalie Weiss is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and beginning her industry career in 2026. Her prior experience includes roles in the restaurant and automotive industries as well as positions at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform and supports discretionary and non-discretionary account structures.

Julia Herman is a ChFC® credentialed financial advisor with 18 years of industry experience. She has been with Edward Jones since 2011 in their Hales Corners, WI office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Stella is a financial advisor with Stifel in Racine, WI, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2001. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Katie Drenzek is a financial advisor with Charles Schwab & Co., Inc. in Oak Creek, WI, holding a Series 66 designation and has one year of industry experience. Her prior work includes roles within Charles Schwab’s Independent Branch and part-time employment outside the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence.

Daniel Morrisey is a CFP® professional with 29 years of experience in the financial industry. He has worked at Robert Baird & Co. since 1997. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning and consulting, portfolio management, and specialized account programs, supported by internal research, manager selection, and advanced tools such as artificial intelligence.