Dustin Koehler is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at Edward Jones since 2009. Located in Sussex, WI, he holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Gregory Nebel is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Wells Fargo-related firms since 2016 and is currently with Wells Fargo Advisors. He serves as treasurer and board member of the Financial Planning Association of Wisconsin and owns Shorewood Financial Services LLC, a financial planning practice. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of specialized planning options and using proprietary research and tools to develop tailored client recommendations.

Nicholas Galfano is a financial advisor at Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Johnson Controls, Apple, GE Healthcare, and Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Michael Kieckhaefer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at City National Bank and Target Corporation. Outside of finance, he has been involved with Fort Wilderness Ministries over multiple years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles, utilizing both in-house and third-party investment managers, and provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Jonathan Leipold is a financial advisor with RBC Capital Markets in Delafield, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at RBC Capital Markets since 2013 and previously spent eight years with City National Bank. Leipold serves on the board of directors for the NHL team Minnesota Wild. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with customized portfolio management and financial planning supported by a combination of in-house and third-party managers.

Angela Krause Lane is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She has been with Robert W. Baird since 2004 and holds Series 63 and Series 66 credentials. She is part of the DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group offers customized financial planning and portfolio management using a range of strategies and services, including separately managed accounts and tax-management overlays.

Margaret Bentzler is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Allspring Funds Management, LLC. Bentzler is based in Delafield, Wisconsin. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies using both in-house and third-party managers to meet clients’ risk profiles.

Caleb Radomski is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at E^2 Retirement Consulting and Harbour Investments, Inc. Outside of his advisory role, he is involved as an independent insurance agent, which may include equity-indexed annuities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Elizabeth Roecker is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following an 11-year tenure at Robert W. Baird. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Bloomer is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He worked at Stifel Independent Advisors, LLC for 23 years before joining OSAIC in 2026. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm combines brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party managers, utilizing advanced asset-allocation tools and automated rebalancing to construct diversified portfolios.

John Poirier is a Series 63 registered advisor with Ameriprise Financial Services, bringing 46 years of industry experience. His prior firms include Wells Fargo Clearing and earlier roles within Ameriprise. He serves on the Board of Directors for the Alford H. Hermann Family Foundation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored, written retirement income plans and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Shawn Zoltak is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Robert W. Baird since 2004. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, utilizing a range of investment strategies and management approaches including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Jessica Mathias is a financial advisor with Ameriprise in Oconomowoc, WI, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliate since 2007. Outside of her advisory role, she is a managing partner of Mathias Properties, LLC, which holds real estate property. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations through a centralized consulting team.

Michael Prasch is an advisor with Wells Fargo Clearing holding Series 63 and Series 65 credentials. He began his financial services career in 2024 and has prior experience working at Concordia University Wisconsin and Dick's Sporting Goods. Outside of finance, he worked at Saloon Royal for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Hienz Jr. is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Robert W. Baird & Company since 2000. 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 provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies and overlay services.

Colin Schultz is a financial advisor with Thrivent Investment Management in Oconomowoc, WI. He holds the Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he was involved with businesses including K6 Apparel and Promos LLC and Shine and Drive LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

William Neubauer is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Inc. and Securities America Advisors. Neubauer is also involved in insurance sales through Highpointe Wealth Management, where he serves as a senior partner and assists clients with life, long-term care, and fixed annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios across multiple investment types on discretionary or non-discretionary bases.

Jamie Spindler is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, following five years at Sii Investments, Inc. Spindler also serves as a successor trustee for a family trust. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios and third-party subadvisors, supported by technology tools to assist advisors.

Kristen Metcalf is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, where she has worked since 1999, accumulating 21 years of industry experience. She is involved in the leadership and planning of the Children's Ministry at Thirst4Jesus Church. Kristen is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers, and provides a range of traditional and non-traditional investment strategies.

Ryan Kieckhaefer is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at City National Bank and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customized portfolio management and integrates in-house and third-party investment managers alongside a broad range of services.