Steven Indermuehle is a financial advisor with Morgan Stanley in Mequon, WI, holding a Series 66 credential and 18 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is an owner of Red Diamond Foods, a food business based in Grafton, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and investment modeling.

Michael Schilling is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is currently with LPL Financial and previously worked at BMO Harris Financial Advisors and BMO HARRIS Bank. Schilling has held long-term roles at M & I Trust, M & I Insurance Services, and M&I Brokerage Services. 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 and model portfolio programs, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Steven Romagna is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. His prior experience includes five years at Wells Fargo Clearing and a year at Prudential Equity Group, LLC. Romagna has ownership interests in tax preparation and wealth management businesses outside of his advisory role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Paula Jensen is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. She holds the Series 66 designation and has been with Baird since 2010. Outside of her advisory role, she is involved as an owner and bookkeeper in several non-investment businesses, including Cedar Wings and Wash Pro Systems. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services supported by internal research, including the use of artificial intelligence, and maintains nearly $394 billion in regulatory assets under management as of December 2025.

Caleb Keshemberg is a financial advisor at Stifel with nine years of industry experience. He has worked at Stifel since 2018 and previously was with B.C. Ziegler and Company and operated as a self-employed advisor. Outside of his advisory practice, he offers private basketball lessons and coaching. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Doughty is a CFP® with 30 years of industry experience, currently advising at Raymond James Financial Services Advisors. His career includes roles at Gentian Financial, Alliance Wealth Management Mequon, and Raymond James. Outside of advising, he is an author focusing on personal development and serves as a board member of The River Club of Mequon. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

William Randall is a CFP® professional with 41 years of industry experience, currently serving at Cambridge Investment Research Advisors. His previous roles include positions at Linsco/Private Ledger and Wells Fargo Clearing. Randall is also president of Randall Wealth Management, an independent financial advisory and insurance business. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Jody Chalhoub is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2010 and was previously with Robert Baird & Co. from 2004 to 2010. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Paul Baldino is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, including prior affiliation with AXA Advisors. Outside of his advisory role, Baldino serves as a board member for the Milwaukee Community Sailing Center and is involved in assisting with wine tastings at Waterford Wine. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models, including third-party managers and LPL-sponsored programs, to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Randy Roesler is a financial advisor with Cetera, holding a Series 63 designation and over 34 years of industry experience. He has been with Cetera and its affiliate firms since 2013. Roesler serves as a principal and OSJ for Roesler and Associates Wealth Management, where he focuses on insurance, tax planning, investments, retirement, and estate planning. He is also a board member of a homeowners association in Franklin, WI. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, and access to various program structures and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

Timothy Koepke is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He previously worked at Robert W. Baird for 15 years and Wells Fargo Clearing Services LLC for four years. Koepke is the owner of Koepke Asset Management LLC and holds a partial ownership interest in Heritage Private Wealth LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients using a broad range of planning tools and research. The firm offers specialized services including retirement, education, business-owner transition, and special-needs planning, delivering tailored recommendations through meetings and client summary letters.

Lisa Hammer is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2025. She previously worked at Wells Fargo Clearing for nine years. Outside of her advisory role, she is a board member of the Washington County Historical Society Foundation, where she participates in budget approval and financial oversight. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Deborah Cecsarini is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Mequon, WI, where she has worked for seven years. Prior to joining Baird, she held various roles in theatre and audio production and has maintained a freelance voice-over and acting business since 2003. She also serves as an investment committee member for the Milwaukee Repertory Theatre. The DDK Group at Robert W. Baird & Co. serves individuals, businesses, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines internal research, manager-traded strategies, and tax-management tools to deliver tailored wealth management solutions.

Martin Fahler is a financial advisor with LPL Financial in Germantown, Wisconsin, holding a Series 63 designation and 26 years of industry experience. His work history includes roles at LPL Financial since 2015, Sii Investments, and Packerland Brokerage Services. Outside of his advisory work, he is a partner in Windy Hill Timber, LLC, a real estate rental venture. 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 institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Egija Bruge is a Series 66-licensed financial advisor with Morgan Stanley in Mequon, Wisconsin, where she has worked since 2015. She has 12 years of industry experience. Outside of her advisory role, she serves as the Board Treasurer for the Wisconsin Latvian Cultural Foundation Inc., a community organization based in Milwaukee. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a comprehensive investment approach.

Daniel Koth is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He has been with Robert Baird since 2004 and holds a Series 66 designation. Outside of his advisory role, Koth serves as a board member of the Notre Dame Club of Milwaukee and participates on the Investment/Finance Committee of Ozaukee Family Services. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, utilizing both in-house and third-party managers, and provides a variety of investment strategies and portfolio management options.

Michelle Buestrin is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience and holds a Series 66 designation. She has been with Robert W. Baird since 2011. Outside of her advisory role, she owns and operates Open Books, a business creating and selling journals and sketchbooks online and at craft fairs. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing capabilities, supported by ongoing manager selection and internal research.

Jake Punzenberger is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and eight years of industry experience. His prior career includes nine years at Deloitte Services LLP and seven years at Wells Fargo Clearing. He serves on the budget and finance committee for the Kettle Moraine YMCA and is treasurer and finance committee member for the Habitat for Humanity of Washington and Dodge Counties. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients having the option to implement recommendations through various brokerage or advisory programs.

Jonathan Deprey is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Nicolet Wealth Management and Private Client Services. He is also the owner of Venture Recycling LLC, a recycled paper brokerage business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products.

Joshua Traudt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Stifel from 2018 to 2026 and B.C. Ziegler and Company from 2014 to 2018. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through investment adviser representatives who utilize a range of discretionary and non-discretionary strategies.