Peter Legrave is a financial advisor at Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation with 15 years of industry experience. His career includes roles at Wells Fargo Bank and Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Benjamin Carr is a Series 66-licensed financial advisor with 18 years of experience at Thrivent Investment Management and Thrivent Financial for Lutherans in Cedarburg, WI. He has been with the firm since 2008. Outside of his advisory role, he owns and operates a commercial property management LLC for bookkeeping and maintenance purposes related to his Thrivent business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers clients the option to combine planning with managed-account programs under a consolidated billing approach.

Wyatt Gudex is a financial advisor with Stifel, holding a Series 66 designation and two years of industry experience. His prior work includes roles at PNC Bank and various positions outside the financial sector, including automotive service and hospitality. Stifel serves a wide range of clients, from individual investors to institutional entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to support client decision-making.

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 with Osaic Wealth, Inc. based in Cedarburg, Wisconsin, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes roles at Woodbury Financial Services and First Heartland Capital. Outside of his advisory work, he owns a tree farm specializing in Christmas and fruit trees and serves as an investment advisor to a church endowment fund. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm uses multiple asset-allocation and portfolio management tools and supports complex advisory platforms and third-party services.

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 having one year of industry experience. He previously worked at Northwestern Mutual and has a diverse background including employment with Insomnia Cookies and several retail and school district positions. Pfeifer maintains part-time employment with Kroger alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Kramer is a financial advisor with Stifel in Mequon, Wisconsin, holding a Series 66 designation and 25 years of industry experience. Prior to joining Stifel in 2018, he worked at B C Ziegler and Company for 18 years. He has held leadership and board roles outside of advising, including past president of the Mequon-Thiensville Chamber of Commerce, membership on the City of Mequon's Economic Development Board, and a board position with Community Projects for Seniors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

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 prior roles include positions at Axa Advisors, Northwestern Mutual, Voya Financial Advisors, and Schniess and Associates. He also conducts business under an approved DBA, Lake Financial Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Denise Klemens is a CFP® with 26 years of experience in the financial industry. She has worked at Stifel since 2018 and previously spent 13 years at B C Ziegler and Company. She holds the Series 66 designation and is based in Mequon, WI. Stifel serves a wide 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 to provide asset allocation and planning analyses.

Michael Olson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 credential and has worked at J.P. Morgan Securities since 2012, with prior experience at Buckhorn Trail Capital, LLC and JPMorgan Chase Bank, NA. Olson also serves as a trustee for the Carl E Olson Charitable Remainder Unitrust, where he manages tax, legal, and investment-related activities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Elizabeth Ratzburg is a Series 66-registered financial advisor with Robert W. Baird & Co. She has seven years of industry experience, including previous roles at Stifel and earlier tenure at Baird. Outside of her advisory work, she is involved in managing rental properties. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and manager options to meet client goals and risk tolerances.

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 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and 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 Series 66-credentialed financial advisor with 13 years of experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans. He has been with these firms since 2012 and 2013 respectively. Outside of finance, he 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, delivering holistic, goal-based analyses across a broad range of planning topics. The firm’s approach separates planning from implementation and managed-account services and does not accept discretionary trading authority for its planning engagements.

Daniel Kern is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 21 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, Kern serves as a board member and participates on the Investment/Finance Committee for the Slinger Library/Slinger Business Center Planning Committee and also works on conservation management projects with the United States Department of Agriculture’s Natural Resource Conservation Service. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a variety of management approaches and offering additional services such as municipal advisory and public finance.