Mark Hamm is a financial advisor with Stifel in West Bend, Wisconsin, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2005. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Adam Schilawski is a financial advisor with LPL Financial based in West Bend, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2025, he held various roles including positions at Summit Credit Union where he continues to serve as a Senior Universal Banker and Notary. 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, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Sitzman is a Series 66-registered financial advisor with Thrivent Investment Management, based in Hartford, Wisconsin, with two years of industry experience. He has held various roles within Thrivent Financial and its affiliates since 2023. Outside of his advisory role, Sitzman serves as an umpire for youth baseball leagues and provides music for worship services at Crown of Life Lutheran Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Scott Freeze is a financial advisor with Edward Jones in Menomonee Falls, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Sun Life Financial (DentaQuest), SpringFour, and Kohl's Department Stores. Freeze is a shareholder of MortgageKeeper Referral Services, an S-Corp based in Chicago, IL. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Mark Stoffel is a financial advisor with LPL Financial in Germantown, Wisconsin, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Robert W. Baird and Ameriprise Financial Services. Outside of his advisory work, Stoffel is involved in property management through ownership of Stowan Farms, LLC. 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, model portfolio programs, and institutional platforms, with advice and account management provided primarily through investment adviser representatives.

Pamela Grahl is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 1998, accumulating 25 years of industry experience. She serves as board president for Big Brothers Big Sisters in Grafton, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services using a variety of investment strategies and manager options.

Wendi Hall is a financial advisor at Cetera with Series 63 and Series 65 credentials and 21 years of industry experience. She has held roles at Avantax Insurance Services, Avantax Advisory Services, and currently serves as President of Hall Wehring CPAs, where she provides tax and accounting services. Hall is also involved with the Accounting and Financial Women's Alliance, serving in leadership roles focused on education and scholarship programs for women in accounting and finance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform allowing advisors to implement a range of investment strategies under various program structures and custodial relationships.

Alison Aquino is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 2006. Outside of her advisory role, she serves as a trustee for two family trust accounts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Lisa Pugel is a financial advisor at Cetera with over 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Avantax Investment Services and DB Tax & Financial Services. Outside of advising, she is involved in tax preparation and consulting through Hall Wehring CPAs. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing advisors access to both affiliated and third-party investment strategies.

Brian Nelson is a financial advisor at Edward Jones in Grafton, WI, holding a Series 66 credential. He has recent experience at Edward Jones since 2025 and previously worked at Faustel, Inc., Braas Company, and Curt G. Joa, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.

Emmanuel Sona is a financial advisor with Edward Jones in Brookfield, WI, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones in 2025, he worked at JPMorgan Securities LLC for six years and held roles at Massmutual Life Insurance Co and WFG. Outside of his advisory work, he owns and operates an investment club called NOWIJE GROUP focused on real estate investment, and he manages a property maintenance business, Four Sons Realty Group LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its additional services such as trust and securities-based lending options.

Brandi Hahn is a financial advisor at OSAIC with four years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services, BMO Harris Bank, and Menards. Outside of her advisory work, she serves as an administrative assistant at D&L Financial Advisors LLC and acts as an agent for life insurance and funeral trust products; she also provides notary services without charge. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports multiple program types and leverages a complex affiliate network and private-equity ownership as part of its platform.

Reginald Lockett is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc., Equitable Advisors, Rausch Sturm, LLP, and K-Force. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Travis Murphy is a financial advisor with LPL Financial in Saukville, Wisconsin, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones from 2013 to 2026 before joining LPL Financial in 2026. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.

Michael La Chance is a CFP®-certified financial advisor with 12 years of industry experience, currently serving clients at Edward Jones since 2013. He co-owns a multi-advisor office in Grafton, WI, alongside two partners, and is involved in finalizing a rental lease agreement related to that office. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Charlotte Bouche is a CFP® with 30 years of industry experience currently serving at J.P. Morgan Securities, where she has worked for 14 years. Her prior roles include positions at Booshay Services Corp. and JPMorgan Chase Bank, N.A. Outside of her advisory work, she is a freelance pianist, organist, accompanist, and composer/arranger. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s process emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Laura Tinsley is a financial advisor with Edward Jones in Mequon, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was self-employed for 12 years. Outside of her advisory role, she works as a design consultant in the handbags and fashion industry. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Bongard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Allspring Funds Management, LLC, and Strong Capital Management Inc. He is involved in investment-related business activities through ownership in Heritage Private Wealth LLC and Bongard Asset Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services spanning cash-flow, retirement, education, and specialized planning areas.

Erin Ulicki is a financial advisor with Edward Jones in Hartland, WI, holding a Series 66 designation and over 10 years of industry experience. She has been with Edward Jones since 2016 and also founded Ulicki Strategy LLC in 2013. Erin established The Table, a networking group for female financial advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Lisa Haushalter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. Her career includes roles at Old National Bank since 2016, LPL Financial since 2011, Uvest Financial Services Group, Inc., and MSI Financial Services, Inc. She currently serves as a wealth advisor at Old National Bank on a part-time basis. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of investment adviser representatives with a range of strategic and customized investment options.