Jonathan Walther is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in West Bend, WI. He has four years of industry experience, including prior roles at Stephens Inc., TKO Miller, Northwestern Mutual, and the University of Wisconsin Milwaukee. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services and investment solutions, supported by proprietary research and planning tools.

Shannon Lutze is a Series 63-licensed financial advisor with Ameriprise in Sussex, WI, and has 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Nathaniel Schlotthauer is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services. Outside of his advisory work, he serves on several nonprofit boards including the Schauer Arts and Activities Center and the Hartford Historical Preservation Foundation, and he participates on the finance committee of Emmanuel Community United Methodist Church. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Eric Demmon is a Certified Financial Planner® with 24 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, and previously spent nine years at BMO Harris Financial Advisors, Inc. He also has longstanding roles with BMO Harris Bank NA and M&I Trust Company dating back to 2005. 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, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Carissa Donath is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at LPL Financial since 2021 and has been with BMO Bank NA since 2007. Located in Germantown, WI, her career includes extensive experience with both institutions. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and significant discretionary assets under management.

Ann Di Donato is a financial advisor with Ameriprise in Hartland, WI, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized recommendations through a centralized consulting team.

Sean Fahey is a financial advisor with LPL Financial and holds Series 63, Series 65, and Series 66 licenses. He has 34 years of industry experience, including prior roles at Cambridge Investment Research Advisors, Investment Centers of America, and ON Investment Management. Outside of his advisory work, he is an independent insurance agent affiliated with multiple insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Ryan Schneider is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. from 2006 to 2023 and BMO Bank since 2023. 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 and access to model portfolios and third-party asset management.

Steven Clasen is a financial advisor with Thrivent Investment Management in Cedarburg, WI, holding Series 63 and Series 66 registrations. He has 21 years of industry experience and has worked with Thrivent since 2004. Outside of his advisory role, he serves as School Ministry Chair for Morning Star Lutheran School in Jackson, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across a wide range of financial topics. The firm offers planning separately from managed accounts and does not accept discretionary trading authority for its planning services.

Lisa Becker is a financial advisor with Edward Jones in Germantown, WI, holding a Series 66 designation and 22 years of experience at the firm. She has worked exclusively at Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Kamprath is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan, he worked in various roles including at Lowe's Companies and Thrivent Financial. Outside of his advisory work, he owns and operates Kamprath Coins, Gems, and Collectibles LLC, where he creates custom jewelry, trades coins, and restores antiques. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a broad range of eligible strategies.

Tyler Sass is a financial advisor at LPL Financial in Germantown, WI, with nine years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role, he has worked at several firms including WaterStone Bank and Associated Investment Services, Inc. Outside of his advisory work, he operates a Twitch streaming channel focused on video games. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both proprietary research and advanced operational tools.

Carrie Schilz is a financial advisor with Wells Fargo Advisors and holds the Series 63 and Series 66 credentials. She has 19 years of industry experience, including 17 years at Wells Fargo Advisors Financial Network LLC. In addition to her advisory role, she serves as a Notary Public in Wisconsin. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Cailyn Greenberg is a financial advisor with Edward Jones in Grafton, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked in various roles including managing outdoor recreation activities and as a barista. Outside of advising, she has experience managing kayak and paddleboard rentals on the Milwaukee River. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of advisors. The firm offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

William Gomilla is a CFP® with 33 years of experience in the financial industry, currently associated with LPL Financial since 2000. He also serves as an investment representative for Landmark Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants, utilizing a broad platform that includes model portfolios, third-party asset management, and institutional programs.

Boyd Janto is a CFP® and holds a Series 66 license with 26 years of industry experience. He has worked at Wells Fargo Advisors since 2025, following nine years at Wells Fargo Clearing and prior roles at Allspring Funds Management and Strong Capital Management. In addition to his advisory work, he serves as treasurer for the Kettle Moraine YMCA, overseeing cash flow, debt management, and endowment fund investments. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing Wells Fargo research and tools, delivering tailored recommendations that clients may implement through various brokerage or advisory programs.

Jason Fare is a financial advisor with J.P. Morgan Securities in Brookfield, WI, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, NA. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Harmony Tchaikovski is a financial advisor at Edward Jones in Cedarburg, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, Harmony worked in various roles at Jockey International, Blain's Supply, Kohl's Department Stores, Lands' End, and North Shore Bank. She communicates with tenants of a rental property owned by her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Ryan Carow is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2021. Prior to this, he was involved in sports performance and fitness businesses. Outside of his advisory role, Carow is also an associate at Gentian Financial Inc., where he provides administrative support and assists with planning and trading for advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and supports both advisory programs and institutional consulting across a large advisor network.

Timothy Triolo is a financial advisor with Osaic, holding a Series 66 license and totaling 26 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Sunamerica Securities for over two decades. Outside of advising, he owns WonderGlow LLC, a company that distributes fragranced wax products. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by a range of programs and management strategies.