Justin Weil is a financial advisor with LPL Financial in Mequon, WI, holding Series 65 and Series 63 designations and four years of industry experience. His prior roles include positions at UMB Fund Services and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he has experience with Bigler Sports. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset managers.

Michael Kugler is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliates since 2013. Outside of his advisory role, Kugler serves as a FINRA arbitrator and is involved in voiceover work. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management services and operates a multi-manager platform allowing advisors to implement strategies from affiliated and third-party managers under multiple program structures.

Amy Williams is a CFP®, ChFC®, and holds a Series 66 license. She has 16 years of industry experience and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Matthew Andrews is a financial advisor with Stifel, holding a Series 66 designation and 15 years of industry experience. Before joining Stifel in 2018, he worked at B.C. Ziegler and Company from 2014 to 2018. He serves as President of the Board for the Boys and Girls Club of Washington County and is a board member of the Oscar and August Schlegel Foundation. Andrews is also the owner of Wingfoot Imagery LLC, specializing in wildlife and nature photography. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment strategy developed by its Investment Strategy Group to generate asset allocation and planning analyses that support client decision-making.

Francis Hoeffler is a financial advisor at Wells Fargo Advisors with three years of industry experience and a Series 66 designation. Prior to joining Wells Fargo Advisors in 2025, he held roles at Paycor, Allspring Global Investments, Stephens Inc., and Tri City National Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services tailored to clients who meet certain net-worth thresholds.

Alexis Kopecky is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2019. Prior to her financial advisory role, she worked at Cedar Lake Dental Professionals and has experience with the Kettle Moraine YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Rennicke is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked at West Bend Insurance Company for seven years. Rennicke also has experience as an associate at Gentian Financial, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Peter Ament is a financial advisor with Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 1992 and is also associated with Nmis since 2001. 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 a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through various portfolio management and overlay solutions.

Kim Clark is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Advisors since 2012. Outside of her advisory role, she serves as a notary public and co-owns an ISO 9001 auditing business with her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations.

Michelle Oldham is a financial advisor with Robert Baird & Co. in West Bend, WI, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Her prior roles include positions at Securities America Advisors, Thrivent Financial, and The Prudential Insurance Company of America. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporations, pensions, profit-sharing plans, and charitable organizations. The firm employs a mix of discretionary and non-discretionary portfolio management strategies, tax management, direct indexing, and ongoing manager oversight to provide a broad range of financial planning and investment services.

John Maguire is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Fisher Investments in 2020, he worked for Lazard Asset Management and Lazard Asset Management Securities from 2014 to 2019. Outside of his advisory role, he serves as an office administrator for a construction contracting business. Fisher Investments serves a global clientele of institutional and private clients, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm employs a centralized investment approach with a five-member committee, utilizing quantitative and qualitative analysis, tax-aware strategies, and risk management techniques.

Mark Pittleman is a financial advisor at OSAIC with 40 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for four decades before joining OSAIC in 2025. Outside of his advisory role, Pittleman serves as a board member of Anshe Sfard Kehillat Torah, a synagogue in Milwaukee, and owns AJC Realty, LLC, which manages an office building. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization alongside a range of managed portfolio programs and third-party manager options.

James Matheson is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked in various roles including positions at Pizza Ranch and Wisconsin Shower Door. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, and estate planning analyses.

Peter Nordenberg is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 15 years of industry experience. He is also associated with Gentian Financial, Inc., where he assists in managing daily operations, leads security research, and shares client relationship responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm’s approach involves tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supported by a large network of advisors and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

April Leffingwell is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Robert W. Baird & Co. since 2015. She 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 provides tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of strategies from traditional allocations to complex approaches involving private funds and real assets.

Justin Pogodzinski is a financial advisor with Robert W. Baird & Co. in West Bend, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Robert W. Baird since 2015. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Peter Go is a financial advisor with Thrivent Investment Management based in West Bend, WI, holding a Series 66 credential and seven years of industry experience. Prior to his current role, he has been affiliated with various Thrivent entities and has experience outside of finance, including teaching and working in the food industry. He serves as Chair of the Finance Committee for Kettlebrook Church, is President of the Board for the nonprofit Family Promise of Washington County, and co-hosts a podcast focused on the Milwaukee Brewers. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Megan Weigand is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Carr Services LLC and REMAX Realty 100. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics, with clients able to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Chris Crain is a financial advisor with Wells Fargo Advisors in Cedarburg, Wisconsin, holding a Series 63 designation and 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011 and has partial ownership in CCPK Investment Consulting, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations, with clients deciding how to implement them.

David Mills is a financial advisor with LPL Financial in Grafton, WI, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior work includes positions at Cambridge Investment Research Advisors, Investment Centers of America, Annex Wealth Management, The Mutual Fund Store, and Vanguard Advisers. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.