Carrie Schilz is a financial advisor with Wells Fargo Advisors and holds the Series 63 and Series 66 credentials. She has 19 years of industry experience, including 17 years at Wells Fargo Advisors Financial Network LLC. In addition to her advisory role, she serves as a Notary Public in Wisconsin. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Michael Mustas is a financial advisor with Edward Jones in Delafield, WI, holding a Series 63 designation and 36 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory role, he is a managing partner at GreenSide Property Development, LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Joyce Yarid is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior work includes roles at Avantax Insurance Services, Avantax Investment Services, and mortgage companies such as First Fidelity Home Mortgage of Wisconsin, where she continues to be involved. She is also engaged in tax preparation and accounting through Tax Advisory Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations with a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management and leverages research, model portfolios, and technology across its offerings.

Boyd Janto is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has held previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory work, he serves as treasurer for the Kettle Moraine YMCA, where he oversees cash flow, debt management, and endowment fund investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides comprehensive investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, with tailored recommendations supported by Wells Fargo’s research and tools.

Ross Kopfer is a financial advisor with Robert Baird & Co. in Oconomowoc, Wisconsin. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, having worked with Robert Baird & Co. since 1993. Ross 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 financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Brandon Burbach is a financial advisor with Primerica Advisors in Sussex, WI, holding Series 63 and Series 65 registrations and 24 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. His other business activities include the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered wrap fees and oversight of potential conflicts.

John Matthews is a financial advisor at LPL Financial with 22 years of industry experience and holds a Series 66 designation. He previously worked at Wintrust Investments LLC, PNC Investments, CL Wealth Management LLC, and Cabot Lodge Securities LLC. In addition to his advisory role, Matthews is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Timothy Triolo is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for 14 years and Sunamerica Securities for 25 years. Outside of his advisory work, he owns WonderGlow LLC, a business that distributes fragranced wax products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers across multiple platforms.

Adam Rahl is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Clearing. Adam is currently based in Germantown, Wisconsin. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Mckillip is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Osaic Wealth Inc in 2025, he worked at LPL Financial, LLC and SII Investments, Inc. Mckillip is also an enrolled agent providing tax preparation and IRS representation services through his sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios with a range of investment types, managed through multiple advisory platforms.

Thomas Mehl is a financial advisor with Thrivent Investment Management in Hartland, Wisconsin, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning across a range of topics. The firm allows clients to integrate planning with managed accounts under a consolidated billing option while maintaining separate service structures.

Kevin Cosentino is a financial advisor with Equitable Advisors in Hartland, WI, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors, Llc. 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 LPL programs and multiple third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

James Kieckhaefer is a financial advisor with RBC Capital Markets based in Delafield, WI. He holds Series 63 and Series 65 designations and has 34 years of industry experience. His prior firms include Wells Fargo Advisors, Wells Fargo Clearing, and City National Bank. Kieckhaefer serves as co-trustee for his mother. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a mix of in-house and third-party investment managers.

Danielle Pfeifer is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Equitable Advisors since 2012, including its predecessor Axa Advisors. Outside of her advisory role, she serves as an administrator or executor of estates and trusts for non-family and family members. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing LPL and multiple third-party asset managers to deliver customized advisory services.

Matthew Winters is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2021. Prior to his current role, he was involved with the Potawatomi Area Council Boy Scouts of America from 2010 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for its clients.

Ian Casey is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2023. Prior to his current role, he worked in education for several years and operated Mr. Bob's Boutique Handyman from 2021 to 2023. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing investment oversight and a combination of internal research tools.

Kim Gagnie is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. She has been with J.P. Morgan Securities since 2006 and has worked at JPMorgan Chase Bank, N.A. since 1987. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Samantha Feest is a financial advisor at Edward Jones in Hartford, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in healthcare positions at Ascension Wisconsin Hospitals and Advocate Aurora St. Luke's Hospital, and also has experience in the restaurant industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Christina Blanc is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 63 designation and 16 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth requirements, using Wells Fargo research and planning tools.

Patrick Bergman is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase and J.P. Morgan Securities since 2012. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.