Joshua Satzer is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of his advisory work, he serves as a public address announcer for Sun Prairie sports teams. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with the sale of other financial products.

Derick Klug is a financial advisor with Osaic Wealth, Inc. based in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at SagePoint Financial, Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities, Inc. He is also president of High Point Capital Group, Inc., a strategic platform focused on recruiting and advisor management. Osaic Wealth, Inc. serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment vehicles, supporting both discretionary and non-discretionary account management.

Christopher Merker is a financial advisor with Robert W. Baird & Co., Incorporated, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, Merker teaches "Business Basics for Lawyers" at Marquette University Law School and consults for Timberwolf Technologies, a media and financial technology company. He is also an author published by Palgrave-Macmillan and serves on the board of Water + Energy Forward, Inc., where he participates in the Investment Finance Committee. Merker is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and overlay services to meet client goals and risk tolerances.

Michael Parker Sr. is a financial advisor with Primerica Advisors in Menomonee Falls, WI, holding Series 63 and 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1989. Outside of his advisory role, he owns MAP & Associates, LLC, which he formed to support Primerica business activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Dean Strom is a financial advisor with LPL Financial based in Elm Grove, WI, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at Grove Point Advisors, Elmbrook Associates, Annex Wealth Management, and Grove Point Investments. He also served in the Muskego-Norway School District for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Re Ann Holmes is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2001, accumulating 24 years of industry experience. She also serves as adjunct faculty at Carroll College, teaching part-time outside of trading hours. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

John Lerose III is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses. He has 15 years of industry experience and has been with Morgan Stanley and its affiliated entities since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment research to support client strategies.

Christopher Langjahr is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has concurrently worked at JPMORGAN Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hunter Maslowski is a financial advisor at OSAIC with one year of industry experience and holds the Series 66 designation. Prior to joining OSAIC Wealth Inc., he was with MPC Advisers, LLC and has academic experience at the University of Wisconsin - Madison. Outside of his advisory roles, he worked at Hidden Glen Golf Club for six years. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to construct diversified portfolios across different asset classes.

Edmond Vaklyes III is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its affiliated entities since 2009. Outside of his advisory role, he is involved in fixed insurance sales through Waukesha State Bank's insurance agency and provides occasional referrals to wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party money managers and a range of program options.

Michelle Kuokkanen is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in real estate ownership, including multi-family and single-family properties. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis with a range of advisory, brokerage, and insurance solutions.

Brogan Etten is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Etten held positions at Wisconsin Athletic Club and Sirona Recovery, among other organizations. Outside of finance, Etten has experience spanning community services and hospitality through prior roles at Children's Wisconsin Community Services and Doyles Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, offering model portfolios and applying oversight through affiliated and unaffiliated sub-advisers.

Douglas Artus is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with RBC Capital Markets since 1998. Outside of his advisory role, he serves as the board president of the Harborfront Condominium Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Rebecca Hammer is a CFP® with 15 years of industry experience, currently affiliated with OSAIC since 2024. Her prior experience includes roles at Securities America Advisors, Inc. and SSN Advisory, Inc. In addition to her advisory work, she provides tax preparation and tax planning services through Courts Financial Strategies. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a broad array of investment options and utilizes proprietary tools and third-party platforms to support portfolio construction and management.

Jeremy Bisick is a Series 66 licensed financial advisor with Edward Jones, based in Sussex, WI, and has 23 years of industry experience. He has been with Edward Jones since 2006. 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, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Stephanie Ray Kuczynski is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. She holds a Series 66 designation and has been associated with Robert W. Baird & Co. since 1999. Additionally, she serves as an elected official on the St. Francis School District Board. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations.

Apexaben Shah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Wells Fargo in 2021, Shah worked at J.P. Morgan Securities and JP Morgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Ryan Eiche is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Northwestern Mutual, Under Armour, and multiple fitness-related businesses. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kelly Ebbole is a financial advisor with Primerica Advisors in Waukesha, WI, holding a Series 66 designation and 21 years of industry experience. She has worked at Primerica Advisors since 2019 and has prior experience with firms including E*Trade Securities LLC and OptionsHouse. Outside of her advisory role, she owns a gift business and is involved in real estate brokerage and consulting through her ownership of KMLE Group, LLC and Strategic Focus Consulting. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Caile Wilson is a financial advisor at Robert W. Baird & Co. in Hartland, WI, holding Series 63 and Series 66 designations with 14 years of industry experience. She has been with Robert W. Baird since 2013. Outside of her advisory role, Wilson promotes healthy living and wellness through sales and marketing of whole food-based nutrition products with The Juice Plus Company. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.