Wayne Frank is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B C Ziegler and Company for 11 years before joining Stifel in 2018. Outside of his advisory role, he serves as a member of the board of trustees at Immanuel Presbyterian Church in Milwaukee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

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.

Benjamin Carr is a Series 66-licensed financial advisor with 18 years of experience at Thrivent Investment Management and Thrivent Financial for Lutherans in Cedarburg, WI. He has been with the firm since 2008. Outside of his advisory role, he owns and operates a commercial property management LLC for bookkeeping and maintenance purposes related to his Thrivent business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers clients the option to combine planning with managed-account programs under a consolidated billing approach.

Scott Weir is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and First Heartland Capital. Outside of his advisory role, he owns Bear Skin Tree Farm, which cultivates Christmas and fruit trees. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Thomas Mueller is a financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent and its affiliates since 2018, following five years at Marcus Corporation. Mueller serves as an ambassador for the Cedarburg Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.

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.

Michael Kramer is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 credential. He worked at B C Ziegler and Company for 18 years before joining Stifel in 2018. Kramer has served as Past President of the Mequon-Thiensville Chamber of Commerce and is involved in the city of Mequon's Economic Development Board, as well as serving on the board of Community Projects for Seniors. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

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.

Brad Katzer is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and nine years of industry experience. His career includes roles at AXA Advisors, Northwestern Mutual, Voya Financial Advisors, and other firms. He also conducts business under the approved DBA Lake Financial Group. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm offers access to various advisory models and third-party asset managers, supporting a broad range of investment options and ERISA fiduciary services.

Denise Klemens is a Certified Financial Planner® (CFP®) with 27 years of industry experience. She has worked at Stifel since 2018 and previously spent 13 years with B C Ziegler and Company. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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.

Eyad Ayesh is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities at JPMorgan Chase Bank, N.A. over the past decade as well as managing his own business entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a specialized manager solutions team.

Michael Olson is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA, where he has worked for over 14 and 20 years, respectively. His prior experience includes roles at Buckhorn Trail Capital, Eagle Strategies (NY Life), and Security First Advisors. Olson also serves as a trustee for the Carl E Olson Charitable Remainder Unitrust. 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 focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by quantitative and qualitative due diligence and an ESG eligibility framework.

Elizabeth Ratzburg is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds the Series 66 designation and previously worked at Stifel for seven years before returning to Baird in 2025. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients, offering a range of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and employs a mix of manager-traded and model-traded strategies, utilizing internal research and oversight in its advisory process.

Blake Jalovec is a financial advisor with Stifel in Mequon, WI, holding a Series 66 designation. He has a diverse work background across several companies, including Keller Williams, Sealed Air, and IKO Industries. Blake has been with Stifel since 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, supporting asset allocation and financial planning decisions.

Nathan Westphal is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing, Allspring Funds Management, and Strong Capital Management. Outside of his primary role, he holds ownership interests in two investment-related firms, Heritage Private Wealth LLC and Westphal Asset Management, LLC. 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 planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

Christopher Simon is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes using firm-approved tools and economic modeling techniques.