Adam Schilawski is a financial advisor with LPL Financial based in West Bend, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2025, he held various roles including positions at Summit Credit Union where he continues to serve as a Senior Universal Banker and Notary. 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 portfolios, third-party asset management, and institutional platforms.

Justin Behm is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2011, including time with its predecessor, Axa Advisors. Outside of his advisory role, Behm serves as treasurer for the Community Education Foundation of Port Washington and is a silent partner in an event space involved in event planning. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment professionals. The firm utilizes a range of advisory models and third-party program sponsors, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Mark Stoffel is a financial advisor with LPL Financial in Germantown, Wisconsin, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Robert W. Baird and Ameriprise Financial Services. Outside of his advisory work, Stoffel is involved in property management through ownership of Stowan Farms, LLC. 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, with advice and account management provided primarily through investment adviser representatives.

Pamela Grahl is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 1998, accumulating 25 years of industry experience. She serves as board president for Big Brothers Big Sisters in Grafton, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services using a variety of investment strategies and manager options.

Brian Nelson is a financial advisor at Edward Jones in Grafton, WI, holding a Series 66 credential. He has recent experience at Edward Jones since 2025 and previously worked at Faustel, Inc., Braas Company, and Curt G. Joa, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.

Daniel Oconnor is a financial advisor with LPL Financial in Mequon, WI, holding Series 63 and Series 65 designations and having 31 years of industry experience. He has been with LPL Financial and its predecessor firm since 2005 and previously worked at RBC Capital Markets. He serves as a board member of the Mequon Theinsville Sunrise Rotary. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with a range of investment strategies and operational tools.

Gunner Gonzalez is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at Kwik Trip Inc. and Starbucks Coffee Co. before joining Baird. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional to complex allocations.

Travis Murphy is a financial advisor with LPL Financial in Saukville, Wisconsin, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones from 2013 to 2026 before joining LPL Financial in 2026. 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, providing advice through a large network of investment adviser representatives.

Connor Day is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 designation and has worked at Baird since 2022. Prior to joining Baird, he was employed at ABC Supply Company Inc. and attended the University of Wisconsin-Madison. Connor is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and tax-management overlays.

Michael La Chance is a CFP®-certified financial advisor with 12 years of industry experience, currently serving clients at Edward Jones since 2013. He co-owns a multi-advisor office in Grafton, WI, alongside two partners, and is involved in finalizing a rental lease agreement related to that office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tyge Olson is a financial advisor with Edward Jones in Grafton, Wisconsin, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Edward Jones in 2016, he worked at MissionSquare Retirement for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory strategies, notable for its extensive retail advisor and branch network and affiliated investment capabilities.

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.

Jennifer Binninger Gomez is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial since 2019. Outside of her advisory role, she volunteers as secretary for a local food pantry serving Ozaukee County residents and supports youth agricultural programs through a county 4-H livestock association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and ongoing planning relationships without discretionary portfolio management.

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.

Michael Lefko is a financial advisor at Edward Jones in Grafton, WI, holding CFP® and Series 66 credentials with six years of industry experience. He previously worked at Schneider from 2016 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

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.

John Lewenauer is a financial advisor with Robert Baird & Co. in Mequon, WI, holding a Series 63 designation and having 38 years of industry experience. He has been with Robert Baird & Co. since 1987. Lewenauer serves as a board member for several charitable foundations, including the Dorothy and Margaretha Schmidtbauer Foundation and the Gladys Gores Charitable Foundation, where he is involved in investment policy and charitable grant decisions. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment strategies using a combination of in-house and third-party managers, providing services ranging from financial planning to discretionary portfolio management and specialized overlays.

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.

Julie Rafenstein is a financial advisor with LPL Financial in Cedarburg, WI, holding Series 63 and Series 65 designations and bringing eight years of industry experience. She previously worked at BMO Harris Financial Advisors Inc. for seven years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.