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.

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 in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Merrill since 1980 and has concurrently worked at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a local chapter board member and membership director for Ducks Unlimited, a wetland preservation organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

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 27 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds a Series 63 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Bryan Becht is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked within various Wells Fargo entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for clients meeting net-worth thresholds.

Jason Pokorny is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Wells Fargo in various advisory roles. In addition to his advisory work, he is also licensed as an insurance agent involved in the sale and service of accident and health insurance, fixed annuities, and traditional life insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Walter Taylor is a financial advisor with RBC Capital Markets in Mequon, WI, holding a Series 66 designation and 1 year of industry experience. He previously worked at Baird from 2019 to 2024. Outside of his advisory role, 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 a wide range of clients including individual investors, institutions, and charitable organizations, offering tailored investment strategies through a variety of advisory programs and portfolio management options.

Patrick Rich is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has held various roles including work with Cutting Edge Staffing and Rich Language Consulting. Outside of his advisory work, he has been involved with Inter Northshore FC/Milwaukee Kickers and Neighborhood House of Milwaukee. 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 national network of financial advisors and branch offices.

Lance Lesage is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and North Shore Bank. Outside of his advisory role, he is an assistant swim coach at Schroeder Aquatics. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Cody Ganchar is a financial advisor with Edward Jones in Germantown, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he coached youth hockey with the Milwaukee Jr. Admirals and worked at Johnson Controls. He continues to serve as a youth hockey coach in Milwaukee outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Donald Sonsalla is a financial advisor with RBC Wealth Management in Mequon, WI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with RBC Wealth Management since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management options and integrates in-house and third-party investment resources.

Curtis May is a financial advisor with Equitable Advisors in Cedarburg, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 2013, including time when the firm operated as AXA Advisors, LLC. Outside of his advisory role, May serves as a board member of the Cedar Reserve Homeowners Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, emphasizing tailored client services and a combination of advisory and brokerage channels.

Benjamin Haddorff is a Series 66-registered financial advisor at LPL Financial with 21 years of industry experience. He previously worked with Waddell & Reed, Inc. and various insurance carriers under W & R Insurance Agencies from 2004 to 2021. He also engages in non-variable insurance activities related to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutional clients. The firm offers diverse advisory programs and financial planning services, combining proprietary research and third-party subadvisors to support both discretionary and non-discretionary portfolio management.

Ryan Gonzalez is a financial advisor with Edward Jones in Hartford, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Winneconne Family Dentistry, Inc. for 11 years. Outside of his advisory role, Gonzalez serves as a youth and high school basketball referee with the Fox Cities Officiating Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Eric Oleson is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly to individuals and through employer agreements.

Eileen Voigt is a financial advisor with Thrivent Investment Management in West Bend, WI, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked at Wells Fargo Asset Management and Wells Fargo Funds Distributor before joining Thrivent Financial and Thrivent Investment Management Inc. Voigt is involved in community activities through her role on the Global Advance Team at Community Church, which supports local and international outreach efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across various topics without discretionary trading authority or institutional portfolio management.

Heather Konkol is a financial advisor with LPL Financial in Hartford, Wisconsin, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2021, she worked for six years at BMO Harris Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jerred Grell is a financial advisor with Thrivent Investment Management in West Bend, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at Equitable Advisors and has held various roles outside of the financial sector, including positions at Palm Trees LTD and the UWW Williams Center Weight Room. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a range of financial planning topics. The firm offers these services primarily through a network of Financial Advisors without discretionary trading authority and emphasizes separation between planning and managed-account services.

Nina Kirk is a financial advisor with Charles Schwab in Mequon, WI, holding a Series 66 credential and six years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2014, with additional experience at Hub Madison and the University of Wisconsin. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.