Carey Wolf is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at LPL Financial since 1998, with a four-year period at Sii Investments from 2014 to 2018. Outside of his advisory role, he is a registered tax preparer and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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, utilizing both proprietary research and third-party subadvisors, supported by technology tools for operational and research purposes.

Emily Klotz is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and has previously worked at Carr Services LLC and Quad/Graphics Inc. She has been with Thrivent Financial and Thrivent Financial Management Inc since 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning service.

Hunter Gross is a financial advisor with LPL Financial, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Woodbury Financial Services and OSAIC. He is also involved with Jasen Wealth Advisors, where he has maintained an ongoing affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Thomas Howell is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021. Prior to that, he held positions at Fis and Merrill Lynch. Outside of his advisory role, Howell is an athlete with the USA Curling high performance training program. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a disciplined discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct financial planning and corporate agreements.

Jeffrey Schmit is a financial advisor at Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 licenses with 30 years of industry experience, all with Robert Baird since 1996. He serves as a board and finance committee member for the Port Catholic School/St. John XXIII Endowment Fund, where he oversees investment policy and financial decisions. Robert Baird & Co. is a large institutional firm offering private wealth management services through teams like the DDK Group. The firm serves individuals, corporate clients, pensions, and charitable organizations with a comprehensive range of investment management and financial planning services supported by internal research and manager oversight.

Timothy Kiesling is a financial advisor with Thrivent Investment Management, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 22 years of industry experience and has worked with several firms, including Johnson Bank and his own practice, Kiesling Financial, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various planning topics. The firm offers planning as standalone or combined with managed-account services under a consolidated billing system while maintaining separate service functions.

Corey Vande Voort is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and possessing nine years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Northwestern Mutual and its affiliated entities from 2014 to 2021. Outside of his advisory role, he owns and operates an ecommerce and blog business focused on lifestyle, food, and outdoor gear. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and sports and entertainment planning, supported by Wells Fargo research and planning tools.

Scott Bern is a financial advisor with RBC Capital Markets in Mequon, Wisconsin, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2008 and also works at City National Bank since 2017. Bern serves on the board of Mequon Thiensville Sunrise Rotary and participates in at least one Rotary committee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management and financial planning services.

John Gehlhaart is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes prior roles at INVEST Financial Corp, Waterstone Bank, CUNA Brokerage Services, and managing his own firm, Gehlhaart Financial Management, LLC. He is also involved with Waterstone Bank. 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 portfolios, third-party asset management, and institutional platforms.

Nolan Rux is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has previously worked at Pruco Securities LLC and Cintas Corporation. 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 services under a consolidated billing option called WealthPlan while keeping the services separate.

Kevin R. Campbell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aimed at achieving their financial goals. He brings over 27 years of industry experience to his role, having worked with a diverse range of clients to articulate their financial objectives and create actionable plans. Prior to joining Fidelity in 2023, Kevin held several positions including Financial Advisor and Wealth Advisor Associate at Morgan Stanley from 2014 to 2023, Financial Advisor at Northwestern Mutual from 2013 to 2014, and Institutional Cash Specialist at Wells Fargo Advantage Funds from 2006 to 2013. His extensive experience encompasses financial consulting and wealth management. Outside of his professional work, Kevin has interests in cooking and baking, football, gardening, parenthood, and traveling.

Jordan Hopp is a financial advisor with LPL Financial in West Bend, WI, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL in 2018, he worked at SII Investments, Inc. and Ameriprise. Outside of advisory work, he is involved in tax preparation and accounting through Hopp Tax Services and is employed as a carpenter at Ironwood Builders. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by research and operational tools.

Bruce Loder is a financial advisor with Stifel, Nicolaus & Company, Inc., where he has worked for 20 years. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Outside of his advisory role, he serves as chairman of both the Budget Committee and the Benevolence Committee at North Shore Congregational Church in Fox Point, Wisconsin. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

August Fuiten is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior experience at University of Wisconsin - La Crosse and Wipfli Financial Advisors. Outside of his advisory role, he is involved with BA Superstructure, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

Jeffrey Ehrhardt is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Fidelity since 2007, including seven years at Fidelity Personal and Workplace Advisors. Fidelity Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Gregory Pauly is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he works with the Notre Dame Alumni Club of Milwaukee organizing events for young alumni and serves on the investment committee of the Riveredge Nature Center. 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 tailored consulting and portfolio services, utilizing a range of investment strategies and overlays, and also provides municipal advisory and public finance services.

Julie Irato is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Outside of her advisory role, she serves as the internal vice president of the Ozaukee County Horse and Pony Club, a nonprofit 4-H organization focused on training young horse riders. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment plans.

Ty Rafn is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has held various roles since 2016, including positions at WestPoint Financial Group and Joe Tamm State Farm. Outside of his advisory work, he is also employed at a bar and grill in Cedarburg, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Paula Burns is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She previously worked at Robert W. Baird and Company from 2010 to 2018 before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by notable capital markets and affiliated asset management capabilities.

Colin Indermuehle is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. His prior work history includes roles at Morgan Stanley Private Bank, N.A. and Schreiber Foods, along with periods of full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and emphasizes an advisory role without providing individual security recommendations as part of standalone planning.