Nathan Westphal is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Advisors in Minocqua, WI. His career includes roles within Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Westphal owns Heritage Private Wealth LLC and Westphal Asset Management, LLC, both investment-related practices based in West Bend, WI. 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 financial planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored client recommendations.

Lori Troyer is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Woodbury Financial Services for 20 years. Outside of her advisory role, she serves as president of Powers Memorial Library, where she oversees meetings and volunteers at fundraising events. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

John Persa is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Kevin Frisinger is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He has been with Robert W. Baird & Co. since 1999. He holds Series 63 and Series 65 designations. 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, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Daniel Kern is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 21 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, Kern serves as a board member and participates on the Investment/Finance Committee for the Slinger Library/Slinger Business Center Planning Committee and also works on conservation management projects with the United States Department of Agriculture’s Natural Resource Conservation Service. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a variety of management approaches and offering additional services such as municipal advisory and public finance.

Scott Leutenegger is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with LPL Financial and has previously worked at BMO Harris Financial Advisors and Charles Schwab. He operates out of Cedarburg, WI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and consulting services supported by research, model portfolios, and various portfolio management tools.

Bradley High is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at The Retirement Advantage for six years before joining Fisher Investments in 2022. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

Angela Hutter is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Outside of her advisory role, she is involved with the Greater Milwaukee Power League in a recreational capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and structured financial planning that incorporates firm-approved tools and market analysis.

Stanley Zurawski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at SII Investments, Inc. from 2005 to 2017. Outside of his advisory role, Stanley serves as an independent insurance agent and is president of American Financial Services Inc., where he also provides tax return services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, providing both proprietary model strategies and access to unaffiliated investment managers.

Sarah Damsgaard is a financial advisor with Morgan Stanley and holds Series 65 and Series 63 licenses. She has 20 years of industry experience, including roles at JPMorgan Securities LLC and The Invictus Collective, LLC. She is currently based in Mequon, WI. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services that use firm-approved tools and modeling techniques to support client goals.

Nolan Ott is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has held roles at Rush River Wealth Management and Cetera Wealth Services, LLC since 2025 and operates Ott Holdings dba Rush River Tax Navigation. Before entering the financial sector, he worked at CentroMotion and Johnson Controls. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management programs, financial planning, and access to third-party money managers through a large nationwide network of independent advisors.

Liam O Callaghan is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and its affiliates since 2020. Outside of his advisory role, he serves as a general board member for Summit Players Theater, a nonprofit that provides free Shakespeare performances in Wisconsin state parks. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive planning across various financial topics without discretionary trading authority. The firm combines goal-based analyses with optional managed-account programs under a consolidated billing system called “WealthPlan.”

Ross Skeen is a financial advisor with RBC Capital Markets holding a Series 66 designation and beginning his industry career in 2025. Prior to joining RBC, he was affiliated with FORM Wealth Advisors and has experience in various roles including positions at the University of Wisconsin and Enterprise Wood Products. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs tailored to client risk profiles and employs a mix of in-house and third-party investment managers.

Anthony Vetter is a financial advisor at J.P. Morgan Securities with Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan, he worked at Equitable Financial Life Insurance Co and Equitable Advisors LLC. Outside of finance, his work history includes roles in the hospitality and retail sectors. 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. The firm delivers these services alongside brokerage, distribution, and investment management capabilities through a combination of institutional advisory operations and market-facing registrations.

Jeffrey Cardenas is a financial advisor at Osaic with 25 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services, Inc. for 17 years. Outside of his advisory role, he serves as president of VIZANCE, Inc., an independent insurance agency specializing in property and casualty as well as life and health insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Patrick Bortz is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Axa Advisors, LLC from 2012 to 2020 before joining Ameriprise. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.

Neal Ignatowski is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017, and previously worked at Cetera Advisor Networks LLC from 2014 to 2016. Outside of advising, he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management services through a network of independent professionals, utilizing a variety of portfolio management platforms and strategies tailored to client objectives.

Ashley Amstadt is a financial advisor at LPL Financial in Germantown, WI, holding a Series 66 designation with 11 years of industry experience. Her prior work history includes roles at BMO Harris Bank, Morgan Stanley, and U.S. Bancorp Investments among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services along with access to model portfolios and research from LPL and third-party sources.

Edward Scherr is a financial advisor with J.P. Morgan Securities in Grafton, WI, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christine Kennedy is a financial advisor with Ameriprise in Brookfield, WI, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior work includes positions at Morgan Stanley, Sendiks Food Market, and R&M Rehabilitation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team to deliver tax-efficient, research-driven retirement income recommendations, combining modeling techniques and algorithmic automation to support client planning.