Lindsey Kreske is a CFP® professional with 21 years of industry experience, currently serving at LPL Financial since 2023. Prior to this, she spent 18 years at Ameriprise Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment approaches through a large network of investment adviser representatives.

Bryan Donovan is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with Financial Consultants and clients to create detailed roadmaps tailored to clients' visions for future retirement and their unique financial needs. He works collaboratively to navigate clients' financial futures, connecting them with Fidelity Investments' resources. Bryan's experience at Fidelity Investments includes roles as a Relationship Manager from 2020 to 2021 and as a Financial Representative from 2018 to 2020. Through these positions, he has developed expertise in financial planning and client relationship management. Outside of his professional responsibilities, Bryan has interests in comedy, concerts, fitness, music, pets, and reading.

Joseph Schmidt is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes multiple roles at Hillsdale College and other organizations in varied fields before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs, and holds distinctive registrations and advisory roles uncommon among large institutional peers.

Vinh Ho is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at NYLIFE Securities LLC, New York Life Insurance Company, and legal work at Xuan Law Firm. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Mary Baumer is a financial advisor at Robert Baird & Co. with 16 years of industry experience. She holds a Series 63 designation and has previously worked at Ameriprise Financial Services and Morgan Stanley Smith Barney. Baumer also serves in fiduciary roles such as trustee and personal representative. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Nelson Weine is a financial advisor with Ameriprise in Waterford, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. He serves on the Board of Directors of the Mound Zion Cemetery Association as a Nonvoting Emeritus Trustee. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations alongside a broad range of advisory, brokerage, and insurance solutions.

Benjamin Burke is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation. His prior work experience includes roles at Bank of America, The Outreach Team, and the St. Louis Cardinals. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cade La Fond is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and beginning his industry career in 2023. Prior to advising, he has experience working at the University of Wisconsin Whitewater and the Kenosha Parks Department. Outside of finance, La Fond is involved in the restaurant industry as a bartender at Casa Capri, a role he has maintained since 2017. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program providers.

Terrill Jannsen is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera. His career includes roles at Avantax and 1st Global Advisors, among others. He also provides consulting services focused on team development. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Corinna Bongiovanni is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Her prior work includes a role at Thirty-One Gifts and ownership of M&M Lawn Care Co. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

William Hensien is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

David Price is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He previously worked at Russell Financial Services for 13 years and Allspring Funds Management, LLC for four years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Antony Close is a financial advisor at Stifel with 21 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Andy Saeger is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with LPL Financial and has previously worked at BMO Bank NA, BMO Harris Financial Advisors, Ellenbecker Investment Group, and Charles Schwab. He is based in Milwaukee, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gregory Thomson is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He has been with Robert Baird since 1994 and holds Series 63 and Series 65 licenses. 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, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, wrap programs, and custody and brokerage services.

Thomas Bagin is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously operated Bagin Music, LLC, providing DJ and audio services. His prior work includes service with the Village of Hartland Police Department and the City of Hartford Police Department. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across various fund structures.

Daniel Schnoll is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2014. Outside of his advisory role, he serves as Treasurer for the Cambridge Heights Condominium Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kaden Kubisz is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wealthspire Advisors and the University of Wisconsin Madison. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Nicholas Groff is a financial advisor with Robert W. Baird & Co. in Muskego, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Robert W. Baird since 2014. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing a range of investment strategies from traditional to complex allocations.

Kristopher Marlis is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, with a brief period at Wells Fargo Clearing Services, LLC. Outside of his advisory role, he owns and manages a rental property in Hartland, Wisconsin. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.