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 at Equitable Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and its predecessor firms since 1995. Outside of his advisory role, he serves as a board member for the Cedar Reserve Homeowners Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual and institutional clients. The firm uses a range of advisory models and third-party managers, offering a selection of mutual funds, ETFs, separately managed accounts, and alternative investments without sponsoring its own wrap fee program.

Benjamin Haddorff is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. and various insurance carriers for W & R Insurance Agencies from 2004 to 2021. He is also involved in non-variable insurance activities related to investments. 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, and institutional platforms, supported by both proprietary research and third-party subadvisors.

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 at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he has been involved with roles 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 broad financial planning topics without discretionary trading authority.

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.

Jeremiah Lepien is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in West Bend, WI. He has experience working with Thrivent Financial and briefly with DS Legacy Law. Outside of finance, he has been involved with educational and community organizations including Concordia University Wisconsin and Ozaukee Christian School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses across various planning areas without managing client portfolios directly.

Michael Parker Sr. is a financial advisor with Primerica Advisors in Germantown, WI, holding Series 63 and Series 65 designations and over 35 years of industry experience. He has been with Primerica Advisors since 1994 and affiliated with Primerica Financial Services since 1989. Outside of his advisory role, he owns MAP & Associates, LLC, an investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through established custodians.

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 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Northwestern Mutual and JPMorgan Chase Bank in Wisconsin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions to build model asset allocations.

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 Certified Financial Planner (CFP®) with 30 years of industry experience. He is currently with LPL Financial and previously worked at BMO Harris Financial Advisors and BMO HARRIS Bank. Schilling has held long-term roles at M & I Trust, M & I Insurance Services, and M&I Brokerage Services. 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 and model portfolio programs, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

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.

Judson Platz is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Robert W. Baird since 2006. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Steven Romagna is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. His prior experience includes five years at Wells Fargo Clearing and a year at Prudential Equity Group, LLC. Romagna has ownership interests in tax preparation and wealth management businesses outside of his advisory role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo research and tools, with clients able to implement recommendations through various brokerage or advisory programs.