Jacob Bain is a Series 66 licensed financial advisor at Stifel with 13 years of industry experience. He has worked at Stifel since 2018 and previously spent six years at B.C. Ziegler and Company. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Scott Weir is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and First Heartland Capital. Outside of his advisory role, he owns Bear Skin Tree Farm, which cultivates Christmas and fruit trees. 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 with a focus on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Thomas Mueller is a financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent and its affiliates since 2018, following five years at Marcus Corporation. Mueller serves as an ambassador for the Cedarburg Chamber of Commerce. 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 that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.

Jacob Pfeifer is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Northwestern Mutual and has experience in retail and education sectors. Pfeifer also maintains part-time employment with Kroger. 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 extensive technology and a large network of advisors.

Michael Kramer is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 credential. He worked at B C Ziegler and Company for 18 years before joining Stifel in 2018. Kramer has served as Past President of the Mequon-Thiensville Chamber of Commerce and is involved in the city of Mequon's Economic Development Board, as well as serving on the board of Community Projects for Seniors. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Garrett Kindelspire is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he served ten years with the United States Navy at NAVAIR. He manages rental properties in Scottsdale, Arizona, handling initial renter communications. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Brad Katzer is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and nine years of industry experience. His career includes roles at AXA Advisors, Northwestern Mutual, Voya Financial Advisors, and other firms. He also conducts business under the approved DBA Lake Financial Group. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm offers access to various advisory models and third-party asset managers, supporting a broad range of investment options and ERISA fiduciary services.

Denise Klemens is a Certified Financial Planner® (CFP®) with 27 years of industry experience. She has worked at Stifel since 2018 and previously spent 13 years with B C Ziegler and Company. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Elizabeth Ratzburg is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds the Series 66 designation and previously worked at Stifel for seven years before returning to Baird in 2025. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients, offering a range of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and employs a mix of manager-traded and model-traded strategies, utilizing internal research and oversight in its advisory process.

Blake Jalovec is a financial advisor with Stifel in Mequon, WI, holding a Series 66 designation. He has a diverse work background across several companies, including Keller Williams, Sealed Air, and IKO Industries. Blake has been with Stifel since 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, supporting asset allocation and financial planning decisions.

Christopher Simon is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 emphasizes structured planning processes using firm-approved tools and economic modeling techniques.

Alicia Pfiffner is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. Outside of her advisory work, she was involved with Pfiffner Chain Vacations, LLC, from 2018 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Ramiro Paz is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2015. Outside of his advisory role, Paz serves on various nonprofit boards, including the Volunteer Center of Washington County and the Kettle Moraine YMCA, and participates in local community activities such as election poll working. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach focuses on holistic, goal-based analyses covering retirement, tax, estate, and other planning topics, offering planning services separately from managed-account programs.

Richard Butler is a Series 66-credentialed financial advisor with Morgan Stanley, based in Mequon, WI, and has 27 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Butler serves as Treasurer and Finance Chairman for the Columbia St. Mary’s Foundation, where he manages the quarterly finance committee meetings and reviews investment performance and financials. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and maintains diversified offerings including advisory, brokerage, and structured product services.

Steven Sievers is a financial advisor with Thrivent Investment Management in Cedarburg, WI, holding a Series 66 designation and 14 years of industry experience. He has worked with Thrivent since 2012 and Thrivent Financial for Lutherans since 2013. Outside of his advisory role, Sievers serves on the board of directors for the Badgerland Waterski Show Team, a recreational waterski show group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers services such as retirement, tax, estate, and special needs planning through a network of financial advisors.

Daniel Kern is a financial advisor with Robert W. Baird & Co. in West Bend, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. for 20 years. Outside of his advisory role, Kern is a board member on the Investment/Finance Committee of the Slinger Library/Slinger Business Center Planning Committee and participates in land conservation projects with the U.S. Department of Agriculture’s Natural Resource Conservation Service. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct indexing features.

Scott Leutenegger is a financial advisor with LPL Financial based in Cedarburg, WI. He holds a Series 66 designation and has 18 years of industry experience, having previously worked at BMO Harris Financial Advisors, Charles Schwab, and Robert Baird & Co. 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, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives who use various portfolio strategies and tools.

Sarah Damsgaard is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including JPMorgan Securities LLC, Credit Suisse Securities (USA) LLC, and Purshe Kaplan Sterling Investments. From 2021 to 2023, she was involved with The Invictus Collective, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Michael Birschbach is a CFP® professional with seven years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Michael is also involved as an associate at Gentian Financial, Inc., where he focuses on financial planning and client relationship management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and fact-finding processes to deliver non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Kevin Gerard is a financial advisor at Charles Schwab with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2011 and Investment Solutions Holdings, Inc. since 2012. Gerard serves as a board member for residential condominium associations in Wisconsin and Florida. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides custody, brokerage, and cash-sweep services within an integrated structure.