David Mills is a financial advisor with LPL Financial in Grafton, WI, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior experience includes nine years at Cambridge Investment Research Advisors and a year at Investment Centers of America. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Denali Fellenz is a Series 66 licensed financial advisor at Stifel with two years of industry experience. Prior to joining Stifel in 2026, Denali worked at Cambridge Investment Research and has been involved with Roden Echo Valley, LLC since 2022. Outside of financial advising, Denali has involvement with the Kettle Moraine Soccer League. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Zachary Deboer is a financial advisor with Raymond James Financial in Mequon, WI, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2018 and has been associated with Gentian Financial since 2018, where he also serves as an associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client risk profiles and supported by a broad affiliate network.

Jason Fain is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Gerber, LLC/Purshe Kaplan Sterling Investments, Transamerica Capital Inc., and American Century Investment Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

Aris Bofiles is a financial advisor with RBC Capital Markets in Mequon, WI, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is a committee member at St. Constantine and Helen Church, where he participates in ushering, festival organization, and church economic management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment advisory programs and portfolio management through a combination of in-house and third-party managers.

Robert Lindner is a financial advisor with Charles Schwab & Co., Inc. in Mequon, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Charles Schwab since 2016. Outside of his advisory work, Lindner serves as a general board member for Congregation Sinai, a religious nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by dedicated research and due diligence.

Adam Stapleton is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 license and two years of industry experience. Prior to joining Edward Jones, he worked for Blair Fire Protection, LLC for 12 years. He is a minority shareholder in two real estate companies but has no operational responsibilities in those businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a nationwide network of advisors and branches.

Tyler Swank is a financial advisor with Edward Jones in Jackson, WI, holding a Series 66 credential and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at American Marketing & Publishing and Shire BioLife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

Christopher Matheson is a financial advisor with Stifel in West Bend, Wisconsin, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, Matheson is involved in product development for Matheson Brands, LLC, which focuses on deer hunting and sports products, and he contributes to research and development at I AM Brands LLC, a company producing products for coaching youth sports. Stifel serves a wide range of clients, including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling to support asset allocation, retirement, and estate planning analyses.

Anastasia Medvedev is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked exclusively within JPMorgan entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its team of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Ann Rowan is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she was with Wayne Hummer Investments LLC from 2012 to 2017. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Bobby Joe Royes is a financial advisor with Cambridge Investment Research Advisors in West Bend, WI, holding a Series 66 designation and 18 years of industry experience. His career includes roles at LPL Financial and Westbury Bank prior to joining Cambridge Investment Research Advisors in 2020. He also serves as a public address announcer for the West Bend School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

John Furrer is a financial advisor with LPL Financial and holds the Series 63 and Series 65 designations. He has 30 years of industry experience and has worked at both LPL Financial and BMO Harris Financial Advisors, Inc. Additionally, he serves as a basketball official outside of his financial advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

James Asplin is a financial advisor with LPL Financial in Port Washington, WI, holding a Series 63 designation and 30 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Edward D. Jones & Co., L.P. for 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research.

Phillip Strosahl is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Cetera Wealth Services, LLC, having previously held positions at Avantax Advisory Services and 1st Global Advisors Inc. Outside of his advisory work, he serves as treasurer for Venturing Crew 109, a youth group affiliated with the Boy Scouts. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform that includes affiliated and third-party model portfolios.

Blake Wiskirchen is a financial advisor with Cambridge Investment Research Advisors in Mequon, WI, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Baker Tilly and Networkers Funding, LLC. He is also the owner of Wiskirchen Financial Group, a business engaged in investment-related activities and tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management strategies tailored to client objectives.

Daryl Devorkin is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in a restaurant/bar business in Cedarburg, Wisconsin, where he works as a bartender. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning using structured discovery conversations and firm-approved planning tools.

Brennan Gott is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Bank and Clearing. He is based in Sussex, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Christopher Chlupp is a financial advisor with Robert Baird & Co. in Wisconsin Dells, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 1996. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Jewell Graham is a financial advisor with Morgan Stanley, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Morgan Stanley, Jewell worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, and spent nine years at North Shore Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytics.