Lane Albrecht is a financial advisor with Thrivent Investment Management in Oconomowoc, WI, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his financial advisory role, he is involved in farmland ownership, renting farmland on a cost-per-acre basis. 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 planning across various topics without discretionary portfolio management or institutional services.

Kelly Pekoske is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera and its related entities since 2006. Outside of her advisory role, she serves as the financial secretary for Living Word Lutheran Church, where she handles weekly offering counts and deposits. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Jeremy Wenzlow is a CFP® professional with 13 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at Bank Five Nine, First Bank Financial Centre, MML Investors Services LLC, and MassMutual Life Insurance Company. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Adam Stapleton is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 license and two years of industry experience. Prior to joining Edward Jones, he worked for Blair Fire Protection, LLC for 12 years. He is a minority shareholder in two real estate companies but has no operational responsibilities in those businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a nationwide network of advisors and branches.

Tyler Swank is a financial advisor with Edward Jones in Jackson, WI, holding a Series 66 credential and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at American Marketing & Publishing and Shire BioLife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

Adam Bickel is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Gustave A. Larson Inc and Dave Jones Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Ann Rowan is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she was with Wayne Hummer Investments LLC from 2012 to 2017. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Erin Nowakowski Lubarsky is a financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, holding a Series 63 designation and 25 years of industry experience. She has been with Robert W. Baird & Co. since 1999. Outside of her advisory role, she is involved in youth soccer coaching and community activities through the Polonia Youth Soccer Club and the Wisconsin Youth Soccer Association. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a broad range of clients including high-net-worth individuals, families, and institutional clients. The group offers customized financial planning, portfolio management, and a variety of investment strategies tailored to client goals and risk tolerances.

Nolan Cohen is a CFP® professional with eight years of industry experience. He is currently affiliated with LPL Financial and Landmark Credit Union in Oconomowoc, WI. His prior experience includes roles at Northwestern Mutual and Bubs Brewing Company. Outside of his advisory work, he is involved in selling sports cards on a small scale. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Timothy Mittelstadt is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Mittelstadt serves as a middle and high school basketball referee and is a member of the Board of Directors for the Lighthouse Youth Center, participating in finance committee activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive, goal-based planning across various financial topics without discretionary trading authority.

Jeremy Frantz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 10 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and J.P. Morgan Chase Bank, N.A. since 2018. Outside of his advisory role, he is a partial owner of Brew Town Trading Co., LLC, a business involved in collecting and selling sports cards and collectibles. J.P. Morgan Securities LLC 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 broker-dealer and investment adviser registrations while delivering recommendations on a non-discretionary basis.

John Furrer is a financial advisor with LPL Financial and holds the Series 63 and Series 65 designations. He has 30 years of industry experience and has worked at both LPL Financial and BMO Harris Financial Advisors, Inc. Additionally, he serves as a basketball official outside of his financial advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

Phillip Strosahl is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Cetera Wealth Services, LLC, having previously held positions at Avantax Advisory Services and 1st Global Advisors Inc. Outside of his advisory work, he serves as treasurer for Venturing Crew 109, a youth group affiliated with the Boy Scouts. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform that includes affiliated and third-party model portfolios.

Brennan Gott is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Bank and Clearing. He is based in Sussex, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Thomas Teister is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has operated Teister N' Teister, LLC since 2012 and has been affiliated with Cambridge Investment Research in various capacities since 2008. In addition to his advisory role, he works as an independent insurance agent for multiple insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of discretionary and non-discretionary portfolio management strategies and proprietary models alongside third-party solutions.

Andrew Rux is a financial advisor with Edward Jones in Jackson, WI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of financial advisors and branch offices and provides services under a fiduciary standard.

Micah Schroeder is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 licenses and with 10 years of industry experience. His prior work includes roles at Bank Five Nine, MML Investors Services, and MassMutual. He is also an agent for fixed insurance products and life insurance through GBU Financial Life and Crump. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources, and supports both discretionary and non-discretionary management strategies.

Suzanne Carney is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as chair of the board for the Menomonee Falls Farmers Market in Menomonee Falls, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Mitchell Vogel is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory role, Vogel is involved in online reselling, primarily buying and selling shoes as part of a personal hobby. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining separation between the two.

Kimm Schmitz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Their work history includes roles at PFS Investments Inc., MAP & Associates, Primerica Financial Services, Quigley Tax Service, and serving in the Town of Polk. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.