Richard Hopf Jr. is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is a certified yoga instructor who teaches a weekly community yoga class and has a background as a professional volleyball player. 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, model portfolio programs, third-party asset management access, and institutional platforms.

Anne Poisl is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She has been with R.W. Baird since 2018 and previously worked at Johnson Financial Group/Johnson Investment Services for 29 years. She holds a Series 66 designation and is based in Racine, WI. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, providing a range of strategies from traditional allocations to more complex investments.

Jared Greanya is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds a Series 66 designation and previously worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2012 to 2022 before joining Thrivent in 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping these services separate.

Collin Broderick is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. His prior work history includes roles in various service and entrepreneurial positions, such as at Oak Ridge Country Club and Bio-Aquatic Services, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Michael Mc Kinney is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Mount Pleasant, WI. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Crystal Sdano is a financial advisor at Osaic with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Cetera Advisor Network. Sdano is CEO and financial advisor at Dream Plan Enjoy LLC, where she provides financial planning and investment review services. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various strategies and third-party manager selections.

Re Ann Holmes is a CFP® with 25 years of industry experience, all of which has been at Edward Jones since 2001. She also serves as adjunct faculty at Carroll College, teaching several hours per week outside of trading hours. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, affiliated mutual funds, and trust services. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Gregory Amborn is a financial advisor with Merrill in Burlington, Wisconsin, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior work includes positions at Bank of America, Operose Partners LLC, Piper Jaffray & Co., and M&I Bank. He serves as a board member of the Burlington Catholic School. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Anh Hang is a financial advisor with Primerica Advisors in Greenfield, WI, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior roles include positions at PFS Investments Inc., Performance Food Group, and Primerica Financial Services. Anh is also employed at the University of Wisconsin Parkside. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, offering advisory services based on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and execution services from BNY Mellon Advisors and Pershing.

Todd Johnson is a financial advisor at Fidelity with 22 years of industry experience and holds a Series 66 designation. He previously worked at Voya Financial Partners and has been with Fidelity Brokerage Services since 2019. Outside of his advisory role, he is an author of a children's book available on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and is notable for its commodity pool operator registration and advisory role to multiple registered investment companies.

Lauren Ven Housen is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Balestrieri Environmental & Development, Inc., Ignition Dealer Services, and Kunes Auto Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Katie Orvis is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2008, accumulating 18 years of industry experience. She is based in Muskego, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Brittany Lee is a Series 66-licensed financial advisor at Robert W. Baird & Co. with three years of industry experience. She has held positions at several firms including Planners Financial Group and Professional Wealth Advisors. Outside of her advisory work, she is a co-owner of Fluid Jiu Jitsu Mount Pleasant. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing model-traded strategies, tax management techniques, and manager selection supported by internal research and technology.

David Karlson is a financial advisor with Cetera in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has managed Karlson Wealth Management since 2001 and owns David J. Karlson, LLC, an accounting and income tax service firm established in 1988. Karlson also serves as treasurer for the nonprofit USO of Wisconsin, a role he has held since 2009. Cetera Investment Advisers LLC is an SEC-registered firm providing investment advisory services through a large network of independent advisors. The firm serves a diverse clientele that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and consulting solutions across multiple program structures.

Michael Meyer is a Financial Advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Meyer serves as the Investment Committee Chair for the Wisconsin Lutheran High School Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based planning across various financial topics without managing assets directly under this service. The firm combines planning with managed-account options through its “WealthPlan” program while maintaining separate planning and investment management services.

Raquel Zehr is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and previously worked in education and retail before joining Ameriprise. Zehr is also employed at K&S Operations, LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Paul Gwidt is a CFP®-certified financial advisor with six years of industry experience. He is currently with Raymond James & Associates, where he has worked for three years. His prior experience includes roles at Wells Fargo Clearing Services, The VanderBloemen Group, and the University of St Thomas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit entities. The firm provides non-discretionary financial planning and investment consulting, offering a range of portfolio management styles supported by affiliated research and sub-advisers.

Scott Mank is a financial advisor with Edward Jones in Oak Creek, WI. He holds the Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and is notable for its extensive nationwide network of advisors and branches.

Ryan Vandeloo is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial plans and allows clients to integrate planning with managed accounts under a consolidated billing option called WealthPlan, while maintaining separate planning and management services.

Benjamin Smith is a financial advisor with LPL Enterprise in Hales Corners, WI, holding Series 63 and Series 65 registrations and having 17 years of industry experience. He previously worked at Pruco Securities, LLC from 2008 to 2024 and has been associated with LB Financial Corp. since 2008. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities, typically implementing investment strategies through model portfolios and offering access to third-party asset managers and insurance products.