Donna Nagel is a financial advisor with LPL Financial in Germantown, WI, holding Series 63 and Series 65 credentials with 27 years of industry experience. Her prior work includes roles at Transamerica Financial Advisors, Liberty Tax Services, Aflac, Highland Capital Brokerage, National Guardian Life Insurance, and World Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Samantha Feest is a financial advisor at Edward Jones in Hartford, WI, holding a Series 66 credential with three years of industry experience. Prior to joining Edward Jones in 2023, she worked at Ascension Wisconsin Hospitals - Emerus and Advocate Aurora St. Luke's Hospital. Her background also includes six years at Wells Brothers Italian Restaurant and five years with William's Family 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Christina Blanc is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 16 years of industry experience. She worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and financial planning services that cover a wide range of needs, including specialized areas such as business-owner transition and special-needs planning. The firm provides tailored recommendations using proprietary research and tools, with clients having flexibility in implementing these through brokerage or advisory programs.

Patrick Bergman is a financial advisor with J.P. Morgan Securities in Brookfield, WI, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program’s process combines quantitative and qualitative manager due diligence and may incorporate an ESG framework.

Kirstin Dorn is a financial advisor with Edward Jones in Hartland, WI, holding a Series 66 designation and over 12 years with the firm. She has three years of industry experience. Outside of her advisory role, she occasionally sells essential oils through a direct sales distributorship. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Christopher Pfau is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His previous roles include positions at Edward Jones, Transamerica Retirement Solutions, E*TRADE Capital Management, and WINTRUST Bank. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by tools such as machine learning for research and operations.

Nicholas Walschinski is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Walschinski has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

David Etheridge is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Prudential Insurance Company of America since 2011 and joined LPL Enterprise in 2024. Additionally, Etheridge is involved in insurance sales and has a business interest as a lessor and owner of an office building. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, with notable offerings in non-securities products and affiliated insurance services.

Zachary Arndt is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds a Series 66 designation and has been with Baird since 2017, previously working at Acuity Insurance. Outside of his advisory role, he is involved as an owner of Small World Threads LLC and works in a bartending capacity for Milwaukee World Festival Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves 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 traditional and non-traditional investment strategies.

Anthony Templin is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He has been with Robert W. Baird & Co. Inc since 2008 and holds a Series 66 designation. 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, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Anthony Griffin is a financial advisor with OSAIC in Brookfield, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Jhfn Sii and MSI Financial Services, Inc. Griffin is also involved with MK Financial Group, Inc., where he acts as an agent focused on the sales and marketing of fixed annuities and non-variable insurance. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a range of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization techniques, offering various managed account programs and retirement plan consulting through a multi-advisor platform.

Anne Kovales is a Series 66-registered financial advisor at Thrivent Investment Management with three years of industry experience. Her prior work includes roles at North Star Resource Group, Minnesota Life Insurance Co, and Northwestern Mutual. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Greg Janssen is a financial advisor with LPL Financial in Germantown, WI, holding a Series 63 designation and 25 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. Janssen also operates Janssen Financial Management LLC, an investment-related business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Amy Baumhofer is a financial advisor at Edward Jones in Oconomowoc, WI, holding a Series 66 designation with nine years of industry experience. Her work history includes two periods at Edward Jones totaling ten years and a position with the Archdiocese of Milwaukee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of 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 a large national network of financial advisors and branch offices.

Kevin Woldt is a financial advisor with LPL Financial in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at SII Investments, Inc. for 21 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with Select Realty, providing mortgage and real estate services. 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, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Benjamin Tamms is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has worked at Thrivent Financial since 2019 and previously held positions at Fis and Home Path Financial. Outside of his advisory role, he serves as Vice President of Finance for the Milwaukee chapter of the American Marketing Association, where he oversees account reconciliation and membership tracking. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s services include retirement, tax, estate, and special needs planning, delivered through financial advisors who update plans periodically.

Michael Scott is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2011. In addition to his advisory role, he is a W-2 employee at Gustin Consulting Insurance, Inc., where he works in insurance, benefits, and human resources on a limited basis. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Timothy Kiesling is a financial advisor with Thrivent Investment Management, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 22 years of industry experience and has worked with several firms, including Johnson Bank and his own practice, Kiesling Financial, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various planning topics. The firm offers planning as standalone or combined with managed-account services under a consolidated billing system while maintaining separate service functions.

John Gehlhaart is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes prior roles at INVEST Financial Corp, Waterstone Bank, CUNA Brokerage Services, and managing his own firm, Gehlhaart Financial Management, LLC. He is also involved with Waterstone Bank. 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 portfolios, third-party asset management, and institutional platforms.

Matthew Lynch is a financial advisor with RBC Capital Markets in Delafield, WI. He holds the ChFC® designation and Series 63 license, and has seven years of industry experience. His prior roles include positions at Pacer Financial, Inc., Jackson National Life Distributors LLC, and United Technologies Corporation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.