David Kamine is a Series 66-registered financial advisor with LPL Financial in West Bend, WI, and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones from 2023 to 2025, and has experience in various roles including in construction and retail sectors. Kamine is also involved with Summit Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by extensive research and diverse investment strategies.

Therese Moore is a financial advisor with OSAIC based in West Bend, WI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She previously worked at Woodbury Financial Services and SII Investments. Moore is also the owner of Moore Financial Services, LLC, and is involved in the sales and service of fixed and health insurance through Elk Financial Services LLC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and access to third-party money managers to construct portfolios across various asset classes on discretionary or non-discretionary terms.

Padee Sayaovong is a financial advisor with Robert W. Baird & Co. in Jackson, WI, holding a Series 66 designation and seven years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Julie Rafenstein is a financial advisor with LPL Financial in Cedarburg, WI, holding Series 63 and Series 65 credentials and having eight years of industry experience. She has worked at BMO Harris Financial Advisors Inc since 2014 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

John Yagla is a CFP®-certified financial advisor with 36 years of industry experience, currently with Wells Fargo Advisors since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Yagla also owns Big Badger Wealth Management LLC, a separate investment-related business based in Waukesha, WI. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations. The firm’s offerings include a broad planning menu addressing various specialized needs, with discretionary client implementation options.

Mark Gregory is a financial advisor with Edward Jones in Cedarburg, WI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at BMO Harris Financial Group from 2015 to 2020 before joining Edward Jones in 2020. Outside of his advisory role, he owns rental properties in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Ryan Becker is a financial advisor with Thrivent Investment Management in Slinger, Wisconsin, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent since 2014 and Thrivent Financial since 2015. Outside of his advisory role, Becker co-owns a business placing and maintaining ATMs for local businesses and serves as Treasurer of Honours Inc, a college scholarship fund for Slinger High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a wide range of financial planning topics without discretionary portfolio management.

Derek Johnson is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2011, with prior experience at MassMutual Life Insurance Company and Mass Mutual Investors Services. He also serves as a non-public arbitrator for FINRA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients able to choose how to implement those recommendations.

Brandon Hall is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has been with Robert Baird & Co. since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as president of Cedarburg Baseball Inc., a community organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, and institutions. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Troy Hanson is a financial advisor with KDHH Investments LLC and holds 25 years of industry experience. He has been affiliated with Kieckhafer, Dietzler, Hauser LLP since 1993. KDHH Investments LLC provides investment advisory and financial planning services to a small client base, primarily high-net-worth individuals. The firm operates a wrap-fee program and integrates tax and accounting considerations into its advisory work through its organization as an accounting firm.