Lisa Haushalter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. Her career includes roles at Old National Bank since 2016, LPL Financial since 2011, Uvest Financial Services Group, Inc., and MSI Financial Services, Inc. She currently serves as a wealth advisor at Old National Bank on a part-time basis. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to 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, supporting a large network of investment adviser representatives with a range of strategic and customized investment options.

Evan Meyer is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served in the United States Coast Guard and the Coast Guard Reserve from 2015 to 2025 and worked at American Military University from 2020 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold and integrates advisory services with banking, lending, trustee services, and affiliated funds.

Heather Jennings is a financial advisor with Thrivent Investment Management in West Bend, WI. She holds the Series 66 designation and has been with Thrivent since 2026. Prior to her current role, she spent 19 years at Itel Laboratories, formerly Global Claims Services, doing business as Housing HQ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning without discretionary trading authority, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

David Kamine is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with LPL Financial and Summit Credit Union, having previously worked at Edward Jones and held roles in various businesses including Craft Beer Cellar and Dee's Catering. 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, utilizing a broad platform supported by technology and scale.

Therese Moore is a financial advisor at Osaic with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and SII Investments. Moore is also the owner of Moore Financial Services, LLC, and engages in the sales and service of fixed and health insurance through Elk Financial Services LLC. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services with an investment process focused on model-based asset allocation, portfolio optimization, and a multi-advisor platform supporting discretionary and third-party managed strategies.

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.

John Yagla is a CFP® credentialed financial advisor with 36 years of industry experience, currently with Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearing, Prudential Equity Group, and RBC Capital Markets. He also owns and operates Big Badger Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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.

Bryan Jansen is a financial advisor with Thrivent Investment Management in Germantown, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory work, he serves as a member of the Board of Trustees for the Leukemia and Lymphoma Society. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with its managed-account program under a consolidated billing option called “WealthPlan” while keeping these services separate.

Patrick McMahon is a financial advisor with LPL Financial in Mequon, WI, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including prior roles at CUNA Mutual Group, Wells Fargo Clearing, Robert Baird & Co., and M&I Financial Advisors. McMahon is also connected to the Investor Guidance Center as part of his business activities. 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 services, including financial planning and model portfolios, supported by technology tools and a broad platform that integrates advisory and non-advisory financial services.

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 in various capacities since 2000, with additional experience at MassMutual Life Insurance and Mass Mutual Investors Services from 2020 to 2025. Johnson serves as a non-public arbitrator for FINRA, participating in the arbitration process since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions, offering a range of financial planning and investment services tailored to clients who meet specific net-worth criteria.

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.