Laurie Tebon is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 63 designation and has been with Merrill and Bank of America since 2013. Laurie serves on the board and finance subcommittee of Family Sharing of Ozaukee County, a charitable organization that operates a food pantry and resale shop for low-income households. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Thomas Teister is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has operated Teister N' Teister, LLC since 2012 and has been affiliated with Cambridge Investment Research in various capacities since 2008. In addition to his advisory role, he works as an independent insurance agent for multiple insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of discretionary and non-discretionary portfolio management strategies and proprietary models alongside third-party solutions.

George Galewski is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Robert W. Baird since 2015 and previously spent 17 years at UBS Financial Services. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with an emphasis on ongoing manager selection and internal research.

Micah Schroeder is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at MML Investors Services and MassMutual from 2015 to 2020, and he has been affiliated with Bank Five Nine and LPL Financial since 2020. He is also an agent for fixed and life non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a range of strategies and tools.

Mitchell Vogel is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory role, Vogel is involved in online reselling, primarily buying and selling shoes as part of a personal hobby. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining separation between the two.

Eric Brown is a financial advisor with LPL Financial in Richfield, WI, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked at several firms, including Investment Centers of America, Richardson Capital Management, and The Mutual Fund Store. Outside of his advisory role, he serves as a local school board member. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supporting advisors with model portfolios and technology tools while overseeing substantial discretionary assets nationwide.

Mark Wildeman is a financial advisor with LPL Financial in Waukesha, WI, holding a Series 66 credential and 27 years of industry experience. His prior roles include positions at Waddell & Reed, Cincinnati Life, and Chase Investment Services. Wildeman has also been involved with Fox River Christian Church for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a broad network of investment adviser representatives.

Timothy Schlosser is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at firms including MML Investors Services Inc, MassMutual Life Insurance Company, First Bank Financial Centre, and Bank Five Nine. Outside of his advisory roles, he is involved in non-variable insurance sales. 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, and institutional platforms, combining advisory services with various non-advisory financial activities.

Anthony Carini is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and SII Investments. Carini is the president and founder of Diversified Wealth Strategies, LLC, and also delivers financial education seminars through the Foundation for Financial Education, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various investment types on both discretionary and non-discretionary bases.

Derek Thiel is a financial advisor with J.P. Morgan Securities in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering advisory services alongside affiliated brokerage and investment management capabilities.

Matthew Peltier is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for the City and County of Denver for five years. Peltier is a member of the School District of Jefferson School Board in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and a nationwide network of over 23,000 financial advisors.

Michael Struebing is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 credential and has been with Merrill since 1999, also serving Bank of America since 2011. Outside of his advisory role, he is a fiduciary with power of attorney responsibilities for EMS, an investment-related entity based in Waukesha, Wisconsin. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert May is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Fisher Investments since 2010. Outside of his advisory role, he owns a merchandising and autoracing hobby business called Un-Luckys/May Motorsports. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process and provides sub-advisory and retirement plan services.

Charles Becker is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Marine Credit Union and Thrivent Financial. Outside of his advisory role, he assists with his family’s tile installation business by coordinating materials. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Its holistic, goal-based planning covers a wide range of topics and can be combined with managed-account programs under a consolidated billing option, while maintaining separation between planning and account management.

Heather Johnson is a financial advisor with LPL Financial in Delafield, WI, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at J.P. Morgan Securities and J.P. Morgan Chase Bank. She is also a notary through Johnson Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by research, third-party asset managers, and proprietary technology.

Melody Gressick is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Woodbury Financial Services, SII Investments, LPL Financial, BMO Harris Financial Advisors, and M&I Financial Advisors. She is based in Watertown, WI. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, by offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm utilizes various asset-allocation tools and third-party services to construct and manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Anthony Consiglio is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert Baird & Co. since 1996 and is also involved as a board member with the local Boy Scouts of America Potawatomi Area Council. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Karli Caine is a Financial Advisor with Merrill Lynch Wealth Management, where she applies a comprehensive approach to wealth management that emphasizes understanding clients’ goals and delivering personalized financial strategies. She is part of the TBS Group, which integrates client aspirations with strategic insights to develop action plans that address risk tolerances, time horizons, liquidity needs, and investment objectives. Karli began her career at Merrill in 2020 in client service roles before transitioning to financial advising. She leverages her background in client services to prioritize client satisfaction and provide ongoing support through a dynamic wealth management process. Her areas of focus include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, and retirement income. Karli earned a Bachelor of Science degree in Personal Finance with a minor in Entrepreneurship from the University of Wisconsin-Madison. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation, is licensed in life and health insurance in Wisconsin, and holds FINRA Series 7 and 66 registrations. She is involved with the Financial Occupations Club for University Students and participates in community activities with the ALS Association. Her personal interests include cooking, reading, tennis, and volleyball.

Irina Lueth is a financial advisor with OSAIC in Pewaukee, WI, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has worked at Woodbury Financial Services and owns Lueth Financial, Inc., a company providing financial and insurance services. Additionally, she is involved in selling health and life insurance products through various independent agencies. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering brokerage, advisory, financial planning, and managed account services through an extensive network of advisers and multiple platforms.

Stacy Brown is a financial advisor with Edward Jones in Waukesha, WI. She holds a Series 66 designation and has over 28 years of experience, including 27 years at Fis before joining Edward Jones in 2026. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.