Matthew Hall is a financial advisor at Edward Jones in Grafton, WI, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience in the healthcare sector, including roles at Prevea Health and Aultman Hospital. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay tax-efficient services.

Matthew Clinton is a financial advisor at Edward Jones in Mequon, WI, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory strategies under a fiduciary standard.

Rachel Boylan is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. She previously worked at Beacon Business Group, Barre District Milwaukee LLC, von Briesen & Roper, s.c., and Padway & Padway, Ltd. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, enabling access to a wide set of investment products and services.

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 a Series 66 license and one year of industry experience. Before joining Morgan Stanley, he held positions at the University of Chicago and the University of Maine, with prior experience in education. Andrews also owns and manages rental properties in Maine. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured planning process.

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.

Ryan Bostwick is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 credentials and over 21 years of industry experience. He previously worked at Transamerica Capital Inc for 16 years before joining Raymond James in 2023. He is also a 15% owner and financial advisor at ClearTrack Financial Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and has a notable presence in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

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 license and 20 years of industry experience. She has worked at Woodbury Financial Services, Jasen Wealth Advisors LLC, and OSAIC prior to joining LPL Financial. In addition to her advisory role, she is a CPA providing tax preparation and accounting services through her own practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by a national network of investment adviser representatives.

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 credentials and 25 years of industry experience. He has been with Robert W. Baird since 2015. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of investment strategies.

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 with Morgan Stanley in Mequon, Wisconsin, holding Series 63 and Series 65 licenses and bringing 59 years of industry experience. He has been with Morgan Stanley since 2009, including roles with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Carr serves on the City of Mequon's Economic Development Board. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools.

Brian Barber is a financial advisor with Equitable Advisors in Port Washington, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors LLC. Outside of his advisory role, Barber co-owns Trifecta Worldwide, LLC, a local business producing commemorative T-shirts for Port Washington’s annual Fish Day festival. 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 third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Paula Reinholtz is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked for eight years at Simon Family Eye Care. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for assets held in Ameriprise-managed accounts.

Louis Henneck is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Merrill since 1980 and has also been with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a local chapter membership director and board member for Ducks Unlimited, a wetland preservation organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.