Aris Bofiles is a financial advisor with RBC Capital Markets in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Ameriprise, UBS Financial Services, and Piper Sandler & Co. He serves as a committee member and usher at St. Constantine and Helen Church, contributing to church activities and governance. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and services to individuals, institutions, and charitable organizations, implementing tailored investment strategies through a combination of internal and external managers.

Robert Lindner is a financial advisor with Charles Schwab & Co., Inc. in Mequon, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Charles Schwab since 2016. Outside of his advisory work, Lindner serves as a general board member for Congregation Sinai, a religious nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by dedicated research and due diligence.

Tyler Swank is a financial advisor with Edward Jones in Jackson, WI, holding a Series 66 credential and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at American Marketing & Publishing and Shire BioLife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

Christopher Matheson is a financial advisor with Stifel in West Bend, Wisconsin, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, Matheson is involved in product development for Matheson Brands, LLC, which focuses on deer hunting and sports products, and he contributes to research and development at I AM Brands LLC, a company producing products for coaching youth sports. Stifel serves a wide range of clients, including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling to support asset allocation, retirement, and estate planning analyses.

Katherine Shirley is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Her prior work includes roles at Lime Cantina and Zarletti Mequon. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Bobby Joe Royes is a financial advisor with Cambridge Investment Research Advisors in West Bend, WI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at LPL Financial, Westbury Bank, and Equitable Advisors. Outside of his advisory work, he serves as a public address announcer for the West Bend School District. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and offers access to third-party advisers and proprietary model strategies.

James Asplin is a financial advisor with LPL Financial in Port Washington, WI, holding a Series 63 designation and 31 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 19 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with Newport Partners Wealth Management, LLC and JDA Financial, which operate as insurance agencies and investment-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various investment strategies supported by research and operational technology.

Blake Wiskirchen is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Networkers Funding, LLC, and Baker Tilly. He owns Wiskirchen Financial Group, which provides investment-related services and tax preparation. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals.

Daryl Devorkin is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in a restaurant/bar business in Cedarburg, Wisconsin, where he works as a bartender. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning using structured discovery conversations and firm-approved planning tools.

Christopher Chlupp is a financial advisor with Robert Baird & Co. in Wisconsin Dells, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 1996. 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, charitable organizations, 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.

Jewell Graham is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2025, Graham worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering advisory roles, Graham spent nine years at North Shore Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved planning tools and investment research.

Lay Rosenheimer is a financial advisor with Stifel in West Bend, WI, holding a Series 63 designation and 41 years of industry experience. Prior to joining Stifel in 2018, he worked at B.C. Ziegler and Company for five years. Outside of his advisory work, Rosenheimer serves as President of the Rosenheimer Cemetery Association and holds leadership roles on the board of the Lakeshore Regional Child Advocacy Center, including Vice President of its Board of Directors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and maintains a diverse set of services alongside affiliated trust companies and banks.

Paul Westphal is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RW Baird. Outside of his advisory role, he serves on the board of directors for the Milwaukee Rotary and provides financial guidance to a startup business focused on girls' hair accessories. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and advisory programs that integrate in-house and third-party investment managers, with a range of options including tax management and responsible investing.

Jessica Van Ourkerk is a financial advisor with LPL Financial in West Bend, WI, holding a Series 66 designation and two years of industry experience. Her prior work includes positions at BMO Harris Bank, BMO Bank, N.A., Westbury Bank, and 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

Randal Leonard is a financial advisor with Robert Baird & Co. in Mequon, WI, holding a Series 63 designation and over 41 years of industry experience. He has been with Robert Baird & Co. since 1984. 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, charitable organizations, and institutional clients. The firm provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across various investment strategies.

Jordan Jacobs is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 65 credentials and six years of industry experience. His work history includes multiple roles at Baird since 2017, as well as prior positions at Concordia University Wisconsin, Newport Shores, and Draught Specialties. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Lori Mayer is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2008. Outside of her advisory role, Mayer is involved in independent consulting for several skincare and wellness direct sales businesses, including PRUVIT, Ever Skincare, and L'Bri Pure n' Natural. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies, utilizing both in-house and third-party managers.

Justin Eigner is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. His prior roles include nine years at Wells Fargo Clearing and four years at Allspring Funds Management, LLC. He holds part ownership interests in Heritage Private Wealth LLC and NSWealth, LLC, both investment-related businesses. 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 range of planning services utilizing proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Daniel Lukes is a financial advisor with Wells Fargo Clearing in Mequon, WI, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. and Office Depot OfficeMax. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Dawn Boegel is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley and Robert Baird & Co. Outside of her advisory role, she has been involved in real estate ownership unrelated to investment advisory activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services with a focus on dependable income sources and tax-aware withdrawal strategies.