William Fieber is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities at Fidelity Investments including Investment Consultant (2023-2024), Fixed Income Specialist (2022-2023), and Investment Solutions Representative (2021-2022). He began his financial services career as a Client Service Associate at J.P. Morgan Securities from 2020 to 2021. In his current position, William focuses on developing comprehensive financial plans tailored to individual client needs. His approach encompasses risk management, tax-efficient investing, retirement income, and long-term financial goals, emphasizing ongoing collaboration and plan updates as clients progress through different life stages. Outside of his professional responsibilities, William has interests in cars, cooking and baking, gardening, hiking, music, and reading.

Lauren Crawford is a Series 66-credentialed financial advisor with four years of industry experience. She has worked at OSAIC since 2024 and previously held roles at Woodbury Financial Services and MPC Advisers. Outside of advising, she has experience in the retail and service sectors, including positions at Truck Toyz and 1-800 Got Junk?. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of financial advisers, employing asset-allocation tools, risk-tolerance questionnaires, and diversified portfolio management strategies that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ryan Melby is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in serving senior executives, successful business owners, and wealthy families. He leads The Melby Group, a wealth advisory team that provides strategic and tactical advice across various aspects of wealth management, including transition and exit planning, retirement lifestyle continuation, legacy implementation, estate coordination, risk and debt management, tax minimization, and financial guidance. Mr. Melby graduated from the University of Wisconsin-Madison in 2003 with a Bachelor of Arts degree in political science. He started his financial advisory career at UBS before joining Merrill Lynch Wealth Management in 2009. Ryan holds the Certified Private Wealth Advisor (CPWA) designation obtained in 2012 and the Certified Exit Planning Advisor (CEPA) designation earned in 2021, along with the Personal Investment Advisor (PIA) designation. Outside of his professional work, Ryan is involved with several community organizations, including the Boys & Girls Clubs of Greater Milwaukee, Brookfield Bulldogs Youth Baseball Club, Brookfield East Jr. Spartans Youth Baseball Club, Elmbrook Little League Baseball, YMCA Sponsor-A-Scholar, and St. John Vianney Parish & Catholic School. His personal interests include baseball, basketball, bowling, football, golfing, music, soccer, spending time with family, traveling, and watching movies.

Michelle Casper is a financial advisor with Equitable Advisors in West Allis, WI, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has worked at Equitable and its predecessor firms since 2017 and previously spent 14 years with Northwestern Mutual Investment Management. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Hailey Eller is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has previously worked at Charles Schwab & Co., Inc. and held multiple roles at AT&T Corporate. Outside of her advisory work, she is employed with Two Birds Event Group in Milwaukee, where she bartends part-time. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Tracy Bieck is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Robert W. Baird since 2011. Outside of her advisory role, she co-owns rental properties with her husband, though she does not have active management responsibilities. Tracy is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with options ranging from traditional asset allocations to more complex strategies.

Bradley Baldridge is a CFP® professional with 32 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2011. He has conducted college funding counseling and planning through several ventures, including ownership of Greater Milwaukee College Workshop and Baldridge College Solutions. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers tailored investment strategies via multiple platform arrangements, combining proprietary models and access to unaffiliated strategists.

Samuel Zabkowicz is a financial advisor with LPL Enterprise, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Drake & Associates, and U.S. Bancorp Investments. He is also involved in servicing and selling individual health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to Model Wealth Portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

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.

Bradley Richter is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining LPL Financial in 2024, he spent ten years at JP Morgan Chase Bank and JP Morgan Securities LLC. He is also commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

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.