Kent Hutchins is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory work, he is involved in managing short-term rental properties in the Whitewater and Lake Geneva, Wisconsin areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Stephen Barnes is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. His prior roles include positions at Waddell & Reed, Kaplan Financial, and various insurance carriers. Barnes has also been involved with the Waukesha County Business Alliance and the Waukesha YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, utilizing a large network of investment adviser representatives.

Harry Mewes is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2006, including roles at Cetera Investment Services LLC from 2006 and Waukesha State Bank since 2000. Outside of advisory services, he is involved in the sale of fixed insurance products through Waukesha State Bank's insurance agency and makes occasional referrals to wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary programs, and diverse account structures.

John Gamache is a financial advisor with LPL Financial based in Waukesha, WI. He holds Series 65 and Series 66 licenses and has 26 years of industry experience. Prior to joining LPL Financial, he worked at The Investment Center, Inc. and IC Advisory Services, Inc. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Omalley is a financial advisor with Robert Baird & Co. in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Robert Baird & Co. since 1989. 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 tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Scott Steinke is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. C. Ziegler and Company for 29 years before joining Stifel in 2018. Outside of his advisory role, he serves as an associate lecturer at the University of Wisconsin-Milwaukee, teaching finance courses. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and asset allocation guidance based on forward-looking market assumptions.

Kendra Gabriel is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has extensive experience in the financial services industry, having served as a Financial Advisor at Merrill Lynch from 2020 to 2024 and at BMO Harris Financial Advisors from 2017 to 2020. Prior to that, she was an Investment Associate at BMO Harris Financial Advisors for over a decade, from 2006 to 2017. Throughout her career, Kendra has focused on helping clients uncover their financial purpose by examining their current lifestyle, future aspirations, and the pursuit of financial security. She works closely with clients to develop strategies aligned with their values and goals, aiming to transform their financial situations into clear roadmaps that support their dreams. Outside of her professional work, Kendra enjoys cooking and baking, engaging in family activities, exploring culinary experiences as a foodie, playing golf, listening to music, and reading.

David Strohmayer is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for eight years at Kayser Chrysler Center of Watertown. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Richard Verthein is a CFP® with 18 years of industry experience, currently serving at Robert W. Baird & Co. since 2007. He is based in Waukesha, WI, and holds a Series 66 license. Outside of his advisory role, he serves as a board member on the Investment/Finance Committee for the Waukesha County Community Foundation and coaches for Let Kids Fly. 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 financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Craig Mottl Jr. is a CFP® professional with 18 years of experience in financial advisory. He has worked at Edelman Financial Engines since 2013, including its predecessor entities, and has prior experience with The Mutual Fund Store and Allspring Funds Management, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and long-term strategies.

Lukas Schreiber is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. He has held various roles at Raymond James Financial Services and its affiliates since 2022. Outside of advising, he worked operationally for Schreiber Financial Services, Inc., supporting paperwork and administrative functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized services in municipal finance and SIMPLE IRA advisory programs.

Jonathan Schomberg is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Donald Stoll is a financial advisor with Equitable Advisors in Waukesha, WI, holding Series 63 and Series 65 designations and 43 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory work, he is involved in volunteer activities with Star and Strips Honor Flights and manages a promotional bat-selling business. Equitable Advisors serves a diverse client base including individual, institutional, and nonprofit clients, offering financial planning, retirement plan consulting, and asset management programs. The firm’s advisory approach includes using third-party program sponsors and discretionary managers to implement tailored investment solutions.

Mary Bush is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its related entities since 2009. Outside of her advisory role, she is involved in managing a business entity, B&B Lifeworx LLC, which supports her practice operations. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Robert Hellman is a financial advisor at Stifel with 30 years of industry experience. He has held positions at Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2013 to 2018. Hellman serves on both the Finance Council and the Pastoral Council at St Joseph Church, providing financial guidance and assisting in parish direction. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Koshy is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having eight years of industry experience. His prior roles include positions at LPL Financial and Ease, as well as work with Elmbrook Church. He is based in Waukesha, Wisconsin. Koshy is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual and institutional clients including high net worth individuals, corporate and business entities, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of internally managed and third-party investment strategies.

Erika Shearer is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 65 and Series 63 registrations. Her prior roles include positions at Northwestern Mutual and tech companies such as Uber and InstaCart. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored non-discretionary advice supported by analytical tools and maintains specialized programs in municipal finance and employer plan consulting.

Paul Zudyk is a financial advisor with Edward Jones in Waukesha, WI, holding Series 63, Series 65, and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 2016. 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 under management and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds.

Robert Wachendorf is a financial advisor at Black & White Investment Management LLC in Waukesha, WI, holding a Series 65 designation with 20 years of industry experience. He worked at Ursa Major Corporation for 15 years before founding his current firm in 2017. Black & White Investment Management LLC provides portfolio management and related advisory services primarily to individual clients. The firm manages just over $2 million in assets across six clients and employs documented operational policies covering investment strategies, account review, custody, and trading practices.