Valeriya Malevany is a financial advisor at Fidelity with Series 63 and Series 65 credentials and eight years of industry experience. She worked at Charles Schwab from 2017 to 2024 before joining Fidelity in 2024. Prior to her financial services career, she was involved with New Health Services/Supportive Home Care from 2008 to 2017. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

James Pietrzak is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. In his position, he focuses on helping clients develop comprehensive financial plans that align with their goals and visions for future success. He has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, James worked as an Investment Consultant at Scottrade from 2014 to 2016 and as a Financial Representative at New England Financial from 2013 to 2014. He is a Certified Financial Planner (CFP®), committed to providing financial guidance tailored to enrich every stage of his clients' lives. Outside of his professional work, James enjoys activities such as going to the beach, camping, cooking and baking, football, and parenthood. He is also involved in volunteering.

Matthew Mahoney is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Gagliano is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2007. His current role includes work at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee analyses.

Nicole White is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Carisa Oppermann is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI. She holds a Series 63 designation and has 21 years of industry experience, having been with Robert W. Baird & Co. since 2003. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Jeffrey Novak is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2017, previously spending a decade at UBS Financial Services. Outside of his advisory role, he is a partner in Inspire by Fire, LLC, a technology company based in Oconomowoc, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research-supported models to assist clients in developing financial plans.

Thomas Zignego is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2020. Prior to that, he was employed at IC Advisory Services Inc and The Investment Center Inc. Outside of advising, he is the owner of Mr. and Mrs. & Co., a custom woodworking business. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across various investment types.

Jonathan Good is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet client goals and risk tolerances.

Bradley O'Keef is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2011 and holds Series 63 and Series 65 designations. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Paul Miller is a financial advisor with LPL Enterprise holding a Series 66 credential and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He is a partner in the Colberg Heirs Partnership, receiving rental income from a farm without active duties. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation. The firm also provides brokerage and insurance product services through affiliated entities.

Elizabeth Roecker is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following an 11-year tenure at Robert W. Baird. Merrill, together 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.

Jay Strucel is a CFP®-designated financial advisor with Edward Jones in Waukesha, WI, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Trail King Industries, Inc. from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Joseph Heil Jr. is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and was previously with Citigroup Global Markets beginning in 1995. Heil serves as a board member of the Milwaukee County Historical Society. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and provides advisory services through both direct client relationships and corporate financial planning agreements.

Russell Zarling is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 26 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that incorporate Social Security strategies, tax-smart withdrawals, and asset analysis. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary recommendations, primarily for clients with assets managed within Ameriprise.

Joseph Roubik is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc and Sii Investments. Outside of his advisory role, he owns a tax preparation and planning business and serves on the board of the Wehr Nature Center, a community nature facility. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a variety of investment types.

Amedee O'gorman is a Series 66–licensed financial advisor at OSAIC with five years of industry experience. Prior to joining OSAIC, he worked at Woodbury Financial Services, The Manitowoc Company, Inc., and Deloitte. Outside of his advisory role, he provides private baseball instruction to youth players. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Jonathan Pultz is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, he worked at BMO Harris Bank and US Bank GFS. Outside of his advisory role, he has part-time employment as a bartender at Malone's on Brady and Harp in Milwaukee. 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 third-party asset management, supported by a large network of investment adviser representatives.

Randall North is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he serves on the investment committees for Catholic Memorial High School and Community Care, Inc. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of in-house and third-party managers and strategies tailored to client goals and risk tolerances.

Mary Ellen Stanek is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2000. Outside of advising, she serves as a trustee for Faith in Our Future and as a board member and finance committee member for Wisconsin Energy Corporation. Baird’s DDK Group, where Stanek works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and provides services that include municipal advisory, discretionary and non-discretionary management, and the use of advanced research tools in client advice.