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 based in Milwaukee, WI, currently with LPL Financial. He has one year of experience at LPL Financial and previously worked at BMO Bank, City National Securities, City National Rochdale, and US Bank, accumulating a total of nine years in the industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and a variety of operational and research tools.

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 63 and Series 66 licenses and two years of industry experience. Her work history includes positions at Fidelity Investments and various roles within Charles Schwab’s affiliated entities. 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, offering a combination of non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach.

Jacob Harmann is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including MGA Wealth Management, Avantax Investment Services, and Cetera Wealth Services. Outside of advising, he serves as a substitute custodian at Union Grove Elementary School in Wisconsin. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with access to third-party money managers, model portfolios, and various program options.

Sofia Hernandez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She has held various roles spanning banking, retail, and hospitality prior to joining J.P. Morgan. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research, and includes a range of eligible strategies that may apply an ESG eligibility framework.

Zoe David is a Series 66 credentialed advisor with J.P. Morgan Securities in Milwaukee, WI. She has one year of industry experience and has previously held roles at JPMorgan Chase Bank and various other businesses. Outside of financial services, she has experience working in the salon and dance studio industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Charlotte Bouche is a CFP® with 30 years of industry experience currently serving at J.P. Morgan Securities, where she has worked for 14 years. Her prior roles include positions at Booshay Services Corp. and JPMorgan Chase Bank, N.A. Outside of her advisory work, she is a freelance pianist, organist, accompanist, and composer/arranger. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s process emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jordan Smith is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Wells Fargo Funds Distributor, LLC and US Bank Global Fund Services. Jordan is part of 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves multiple registered investment companies and funds.

Kevin Bay is a financial advisor with Stifel in Brookfield, WI, holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. His prior experience includes roles at Kevin Bay Investments, LLC, UBS Financial Services, and Piper Sandler & Co. He has been with Stifel since 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing analytical support for asset allocation and financial planning.

Thomas Bongard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Allspring Funds Management, LLC, and Strong Capital Management Inc. He is involved in investment-related business activities through ownership in Heritage Private Wealth LLC and Bongard Asset Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services spanning cash-flow, retirement, education, and specialized planning areas.

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 holds Series 65 and Series 66 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. In addition to her advisory role, Miller is a notary in Brookfield, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging a large network of advisors and a variety of investment strategies.

Cathy Schmidtke is a Series 66-licensed financial advisor with 20 years of industry experience. She is currently with Osaic Wealth, having joined the firm in 2023, and previously worked at SagePoint Financial, Mass Mutual Investors Services, Metlife Securities, and Metropolitan Life Insurance Company. Schmidtke also holds leadership roles with High Point Capital Group, serving as Director of Operations and Vice President. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple platforms. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of tools and third-party manager options.

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 worked previously at Woodbury Financial Services Inc, Girard Securities, Inc., and MPC Advisors, LLC. He is also a shareholder and board member of Midwest Planning Company, where he participates in board duties. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools, and it offers discretionary and non-discretionary investment strategies along with alternative investments through third-party platforms.

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.