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.

Eric Brown is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Investment Centers of America, Richardson Capital Management, and The Mutual Fund Store. Brown serves as a local school board member in Germantown, Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Katie Jackson is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Robert W. Baird. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile.

Timothy Schlosser is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at firms including MML Investors Services Inc, MassMutual Life Insurance Company, First Bank Financial Centre, and Bank Five Nine. Outside of his advisory roles, he is involved in non-variable insurance sales. 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 services including financial planning, model portfolio programs, and institutional platforms, combining advisory services with various non-advisory financial activities.

Justin Eigner is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. His prior roles include nine years at Wells Fargo Clearing and four years at Allspring Funds Management, LLC. He holds part ownership interests in Heritage Private Wealth LLC and NSWealth, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Anthony Carini is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Woodbury Financial Services and SII Investments. Carini is the president and founder of Diversified Wealth Strategies, LLC, and presents financial education seminars through the Foundation for Financial Education, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate structure, and recent consolidation activities.

Derek Thiel is a financial advisor with J.P. Morgan Securities in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2015, following a brief tenure at Equitable Advisors. 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. Their advisory approach combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Dawn Boegel is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley and Robert Baird & Co. Outside of her advisory role, she has been involved in real estate ownership unrelated to investment advisory activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services with a focus on dependable income sources and tax-aware withdrawal strategies.

Roger Gervais II is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He has been with Robert Baird since 2009 and holds a Series 66 designation. Outside of his advisory role, he is also an author. Robert Baird’s DDK Group serves individuals, families, pensions, corporations, and charitable organizations by providing tailored financial planning and portfolio management services. The group offers a range of strategies, including discretionary management and separately managed accounts, utilizing both in-house and third-party managers.

Robert May is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Fisher Investments since 2010. Outside of his advisory role, he owns a merchandising and autoracing hobby business called Un-Luckys/May Motorsports. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process and provides sub-advisory and retirement plan services.

Philip Sherman Bender is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2024. Prior to this, he was involved with Primerica Financial Services and Marketplace Chaplains, and he is also an owner of Brew City Pizza. Outside of advising, he works as a Lyft driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Peter Legrave is a financial advisor at Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation with 15 years of industry experience. His career includes roles at Wells Fargo Bank and Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Charles Becker is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Marine Credit Union and Thrivent Financial. Outside of his advisory role, he assists with his family’s tile installation business by coordinating materials. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Its holistic, goal-based planning covers a wide range of topics and can be combined with managed-account programs under a consolidated billing option, while maintaining separation between planning and account management.

Frank Mularz III is a financial advisor with LPL Financial in Wauwatosa, WI, holding Series 63 and Series 65 licenses and totaling 27 years of industry experience. His prior roles include positions at PNC Wealth Management, U.S. Bancorp Investments, Inc., Wells Fargo Clearing, Chase Investment Services Corp., and M&I Financial Advisors, Inc. He also maintains a wealth management practice affiliated with UW Credit Union. 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, third-party asset management access, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Jacob Pfeifer is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Northwestern Mutual and has experience in retail and education sectors. Pfeifer also maintains part-time employment with Kroger. 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, supported by extensive technology and a large network of advisors.

Garrett Kindelspire is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he served ten years with the United States Navy at NAVAIR. He manages rental properties in Scottsdale, Arizona, handling initial renter communications. 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 and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Irina Lueth is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her prior experience includes Woodbury Financial Services Inc and ownership of Lueth Financial, Inc. She is also involved in health and life insurance services through several independent contractor roles. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization across various investment programs.

Joseph Arnold is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at SII Investments, Inc. and Ameriprise. Outside of his advisory role, he serves as a basketball coach at Lake Country School in Hartland, WI. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing tools and oversight of substantial discretionary assets.