Anthony Best is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Higbee is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Heart of America Corp and Taiho Oncology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

John Gamache is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2025 and has concurrently worked with IC Advisory Services, Inc. and The Investment Center, Inc. since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from internal and third-party sources across various investment strategies.

Timothy Omalley is a financial advisor with Robert Baird & Co. in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Robert Baird & Co. since 1989. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Kendra Gabriel is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has extensive experience in the financial services industry, having served as a Financial Advisor at Merrill Lynch from 2020 to 2024 and at BMO Harris Financial Advisors from 2017 to 2020. Prior to that, she was an Investment Associate at BMO Harris Financial Advisors for over a decade, from 2006 to 2017. Throughout her career, Kendra has focused on helping clients uncover their financial purpose by examining their current lifestyle, future aspirations, and the pursuit of financial security. She works closely with clients to develop strategies aligned with their values and goals, aiming to transform their financial situations into clear roadmaps that support their dreams. Outside of her professional work, Kendra enjoys cooking and baking, engaging in family activities, exploring culinary experiences as a foodie, playing golf, listening to music, and reading.

David Strohmayer is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for eight years at Kayser Chrysler Center of Watertown. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Andrew Docksey is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Landmark Credit Union and First Command Financial Services. He serves as an elected Board Trustee for the Village of Mount Pleasant. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to third-party research.

Richard Verthein is a CFP® with 18 years of industry experience, currently serving at Robert W. Baird & Co. since 2007. He is based in Waukesha, WI, and holds a Series 66 license. Outside of his advisory role, he serves as a board member on the Investment/Finance Committee for the Waukesha County Community Foundation and coaches for Let Kids Fly. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Jonathan Schomberg is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Giddings is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously spent 18 years at Woodbury Financial Services. Giddings is also involved in insurance sales through VIZANCE, Inc. and CPS Horizon Financial, focusing on life, disability, and long-term care insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various portfolio construction and management tools and a range of investment products.

Patrick Wilson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, with prior experience at Empower Financial Services and Associated Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Donald Stoll is a financial advisor with Equitable Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he volunteers with Star and Stripes Honor Flights and serves as an administrator or trustee for family and non-family estates. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Miles Aquino is a financial advisor with Edward Jones in Hartland, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates under a fiduciary standard.

Christopher Koshy is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having eight years of industry experience. His prior roles include positions at LPL Financial and Ease, as well as work with Elmbrook Church. He is based in Waukesha, Wisconsin. Koshy is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual and institutional clients including high net worth individuals, corporate and business entities, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of internally managed and third-party investment strategies.

Robert Bortz Jr. is a financial advisor with Ameriprise in Oconomowoc, WI, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 2008. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Monastery Hill Homeowner Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis with a broad range of advisory, brokerage, and insurance solutions.

James Van De Ven is a financial advisor at RBC Capital Markets with 34 years of industry experience. He has previously worked at Robert W. Baird & Co. and City National Bank. Van De Ven serves as a director for the Sussex Area Service Club, where he helps oversee fundraising and fund disbursement activities. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and integrating multiple investment managers and solutions.

Ronald Counsell is a financial advisor at Edward Jones in Watertown, WI, with 16 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Robert Wachendorf is a financial advisor at Black & White Investment Management LLC in Waukesha, WI, holding a Series 65 designation with 20 years of industry experience. He worked at Ursa Major Corporation for 15 years before founding his current firm in 2017. Black & White Investment Management LLC provides portfolio management and related advisory services primarily to individual clients. The firm manages just over $2 million in assets across six clients and employs documented operational policies covering investment strategies, account review, custody, and trading practices.