Chad Huenink is a financial advisor with Equitable Advisors, holding a Series 66 credential and 15 years of industry experience. He has worked with Equitable Advisors since 2010 and previously was affiliated with AXA Advisors and TJM Integrated Wealth Management. He serves as a board member of T&C Service Enterprises. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, utilizing third-party asset managers and LPL programs to implement client recommendations.

Emily Wright is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She has worked at Cetera Investment Services LLC since 2016 and has been associated with North Shore Bank since 2011. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors. The firm serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts.

Christopher Pfau is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Edward Jones, Transamerica, and E*TRADE. He is based in Menomonee Falls, WI. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes various model portfolios, third-party research, and technology-driven strategies.

Nicholas Walschinski is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Walschinski has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Kelley is a CFP®-certified financial advisor with 40 years of industry experience, currently affiliated with Stifel since 2007. He serves on the finance committee of St. Michael’s Parish in Milwaukee, advising the pastor at quarterly meetings. Stifel provides a broad range of brokerage and investment advisory services to individual, institutional, and charitable clients, utilizing a proprietary investment methodology developed by its Investment Strategy Group.

Anthony Templin is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He has been with Robert W. Baird & Co. Inc since 2008 and holds a Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Christopher Ersbo is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and totaling 24 years of industry experience. His prior roles include positions at Cetera Investment Services LLC, North Shore Bank, GWFS Equities Inc. (Empower), Resolute Investment Distributors, and American Beacon Advisors. Outside of his advisory work, he maintains a flower farm and apiary with approximately 30 beehives as a personal hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with over $1 trillion in assets under management.

Anne Kovales is a Series 66-registered financial advisor at Thrivent Investment Management with three years of industry experience. Her prior work includes roles at North Star Resource Group, Minnesota Life Insurance Co, and Northwestern Mutual. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Greg Janssen is a financial advisor with LPL Financial in Germantown, WI, holding a Series 63 designation and 25 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 2018, following four years at SII Investments. Outside of advisory services, he is a registered tax preparer and serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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 10 years of industry experience. His work history includes roles at Woodbury Financial Services, OSAIC, and Jasen Wealth Advisors, where he continues to be involved. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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.

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 at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at INVEST Financial Corp and Waterstone Bank. He is also involved with WaterStone Investment Services, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

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.

Bruce Loder is a financial advisor with Stifel, Nicolaus & Company, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel since 2006. Outside of his advisory role, he serves as Chairman of the Budget Committee and Chairman of the Benevolence Committee at North Shore Congregational Church. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.