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 with Osaic Wealth, Inc. based in Cedarburg, Wisconsin, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes roles at Woodbury Financial Services and First Heartland Capital. Outside of his advisory work, he owns a tree farm specializing in Christmas and fruit trees and serves as an investment advisor to a church endowment fund. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm uses multiple asset-allocation and portfolio management tools and supports complex advisory platforms and third-party services.

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 bringing 27 years of industry experience. He has been with LPL Financial since 2013. His other business activities include providing investment services at UW Credit Union. 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by model portfolios, research, and various technology-driven solutions.

Jacob Pfeifer is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. He previously worked at Northwestern Mutual and has a diverse background including employment with Insomnia Cookies and several retail and school district positions. Pfeifer maintains part-time employment with Kroger alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Kramer is a financial advisor with Stifel in Mequon, Wisconsin, holding a Series 66 designation and 25 years of industry experience. Prior to joining Stifel in 2018, he worked at B C Ziegler and Company for 18 years. He has held leadership and board roles outside of advising, including past president of the Mequon-Thiensville Chamber of Commerce, membership on the City of Mequon's Economic Development Board, and a board position with Community Projects for Seniors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

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 in Pewaukee, WI, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has worked at Woodbury Financial Services and owns Lueth Financial, Inc., a company providing financial and insurance services. Additionally, she is involved in selling health and life insurance products through various independent agencies. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering brokerage, advisory, financial planning, and managed account services through an extensive network of advisers and multiple platforms.

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 prior roles include positions at Axa Advisors, Northwestern Mutual, Voya Financial Advisors, and Schniess and Associates. He also conducts business under an approved DBA, Lake Financial Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Denise Klemens is a CFP® with 26 years of experience in the financial industry. She has worked at Stifel since 2018 and previously spent 13 years at B C Ziegler and Company. She holds the Series 66 designation and is based in Mequon, WI. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Joseph Arnold is a financial advisor with LPL Financial in Brookfield, Wisconsin, holding a Series 66 designation and having 22 years of industry experience. He has worked with LPL Financial since 2018 and with SII Investments, Inc. since 2010. Outside of his advisory role, Arnold coaches basketball at Lake Country School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services supported by research and model portfolios.

Eyad Ayesh is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. for a decade. Ayesh has been involved in several business ventures, including Ayesh LLC and Eyad LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Michael Olson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 credential and has worked at J.P. Morgan Securities since 2012, with prior experience at Buckhorn Trail Capital, LLC and JPMorgan Chase Bank, NA. Olson also serves as a trustee for the Carl E Olson Charitable Remainder Unitrust, where he manages tax, legal, and investment-related activities. 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 affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Elizabeth Ratzburg is a Series 66-registered financial advisor with Robert W. Baird & Co. She has seven years of industry experience, including previous roles at Stifel and earlier tenure at Baird. Outside of her advisory work, she is involved in managing rental properties. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and manager options to meet client goals and risk tolerances.

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® 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.

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.