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.

Sarah Fitzsimmons is a financial advisor with Edward Jones in Cedarburg, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she spent 12 years at Kohler, Co. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Max Andrews is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior experience working at the University of Chicago and University of Maine. Outside of his advisory role, he is involved in property management as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Vehantre Brown is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with 10 years of industry experience. He previously worked at Bank of America, Merrill, TD Ameritrade, Scottrade, FedEx, and Wells Fargo. Outside of advising, Brown works part-time in food delivery for companies including Grubhub, DoorDash, and Uber Eats. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary, written asset allocation advice supported by research and due diligence, with clients retaining final decision-making authority.

Gregory Sommersberger is a financial advisor at Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 66 licenses with 23 years of industry experience, all spent at Robert W. Baird. Outside of his advisory role, he is an owner/member of GTS Farms, an LLC unrelated to investment activities. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through tailored consulting and portfolio services that include discretionary management and separately managed accounts.

Daniel Breuer is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he spent ten years at West Bend Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform that includes affiliated and third-party model portfolios and customizable strategies.

Samantha Leber is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, she worked at Cornerstone Community Bank and held roles at Mead Public Library and Blue Harbor Resort. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Melissa Hopper is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 20 years of industry experience. She has previously worked with OSAIC, Woodbury Financial Services, and Jasen Wealth Advisors LLC. Outside of her advisory work, she is a CPA offering tax preparation and accounting services through her own practice. 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 portfolio programs, and institutional platforms, supporting thousands of advisors with a variety of investment solutions.

David Drozdowicz is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Outside of his advisory role, he serves on the finance committee of Saint Theres Church in Milwaukee. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Colin Vuyk is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer for Citizen Advocates of Washington County, assisting with community event planning and fund management. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using a broad planning menu that includes retirement, education, and specialized planning areas. Advisors develop tailored recommendations through Wells Fargo’s research and planning tools, with clients choosing how to implement those recommendations.

Brian Nethery is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Robert W. Baird since 2015 and previously spent nine years at Stifel. Nethery is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, including artificial intelligence.

Andrew Sabel is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2019. His prior experience includes roles at Wells Fargo and Pope Scientific. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Jacqueline Fritz is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Timothy Carr is a financial advisor at Morgan Stanley with 60 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities within Morgan Stanley since 2003. Carr also serves on the City of Mequon's Economic Development Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling.

Paula Reinholtz is a financial advisor with Ameriprise in Mequon, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2023, she worked for eight years at Simon Family Eye Care. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Brian Drozdowicz is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2018, with prior experience at Alro Steel Corporation from 2016 to 2018. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and public entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and has involvement with private funds, municipal market activities, and affiliated trust companies.

Robin Rebarchik is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 63 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Bryan Becht is a financial advisor with Wells Fargo Advisors in West Bend, WI. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Bryan has been with Wells Fargo Advisors and its affiliate Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services across a broad range of areas including retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, while offering clients flexible options for implementation and engagement scope.

Jason Pokorny is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has prior work history at firms including Lincoln Financial Advisors, Wells Fargo Clearing, Morgan Stanley, and Merrill. He is also licensed as an insurance agent, providing accident and health insurance, fixed annuities, and traditional life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of programs and third-party managers.

Walter Taylor is a financial advisor at RBC Capital Markets with two years of industry experience. His prior roles include three years at Baird. Outside of his advisory duties, he serves on the board of directors for Safe And Sound, a nonprofit focused on community safety in Milwaukee, and coaches high jumpers and sprinters for The University School of Milwaukee track team. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs that tailor portfolio management and financial planning services to clients’ risk profiles through a combination of in-house and third-party investment managers.