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.

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.

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.

Easton Meckl is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Bryan Jansen - Thrivent Financial. Outside of finance, he has experience working at the Oconomowoc Golf Club for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Michael Parker Sr. is a financial advisor with Primerica Advisors in Menomonee Falls, WI, holding Series 63 and 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1989. Outside of his advisory role, he owns MAP & Associates, LLC, which he formed to support Primerica business activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Casey Moneer is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, Casey worked at Johnson Controls and held roles at the Milwaukee School of Engineering. Outside of his advisory work, he serves as the head coach for the Milwaukee Jr. Admirals Hockey Program. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Ryan Eiche is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Northwestern Mutual, Under Armour, and multiple fitness-related businesses. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Richard Nelson is a CFP®-designated financial advisor at Cetera with 34 years of industry experience. He has worked with Cetera and its related entities since 2004 and maintains a separate tax and accounting practice dating back to 1973. Outside of his advisory and tax work, he supervises a timber farm and serves as commander of the American Legion Post 410 in Fredonia, WI. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures and custodial relationships.

Katey Roskopf is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her prior roles include positions at Verve Credit Union and LPL Financial. She serves as a general board member of the Lomira Area Education Enrichment Foundation, which provides funding for grants and scholarships. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Steven Indermuehle is a financial advisor with Morgan Stanley in Mequon, WI, holding a Series 66 credential and 18 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is an owner of Red Diamond Foods, a food business based in Grafton, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and investment modeling.

Michael Schilling is a CFP® professional with 30 years of industry experience. He currently works with LPL Financial and has longstanding experience at BMO Harris Financial Advisors, Inc., M&I Trust, and related entities. His professional background spans multiple roles in the financial services sector, primarily in West Bend, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing various portfolio management strategies and technology tools.

Jacob Hausmann is a Series 66 designated financial advisor at Edward Jones with three years of industry experience. He has worked at Edward Jones since 2022 and previously spent 18 years at The Boldt Company. 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, operating under a fiduciary standard.