Ashley Anderson is a financial advisor at Robert Baird & Co. with six years of industry experience. She has been with Baird since 2018 and previously worked at the University of Wisconsin-Madison. Outside of her advisory role, she is also a yoga instructor at The Heart Revival Center for Yoga. Baird’s DDK Group, where Anderson practices, advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Melinda Wacker is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She worked at B.C. Ziegler and Company from 2016 to 2018 before joining Stifel in 2018. Outside of her advisory role, she serves as a Notary Public in Wisconsin. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and public entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, providing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Daniel Mckelvey is a financial advisor with LPL Financial in Grafton, WI, holding Series 63, 65, and 66 licenses and with 34 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Inc., Investment Centers of America, and ON Investment Management CO. He serves on the boards of the Grafton Lions Club and the Grafton Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing a combination of proprietary models, third-party subadvisors, and customized strategies.

Peyton Janto is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and began his career at Wells Fargo Clearing before joining Wells Fargo Advisors. Outside of his advisory role, he serves as an assistant track and field and cross country coach for the West Bend School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Anthony Jasen is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has worked at Woodbury Financial Services Inc. for 23 years and founded Jasen Wealth Advisors, LLC, which he has operated for 12 years. He is also a notary in West Bend, WI, and involved in various business entities unrelated to investment advisory. 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 broad range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced technology tools.

John Plumley is a financial advisor at Equitable Advisors with 16 years of industry experience. He has held roles at Equitable Advisors since 2010 and previously worked at AXA Advisors, LLC. Outside of his advisory work, he serves as President and Founder of the MPD Mounted Patrol Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a network of Investment Adviser Representatives and offers a range of advisory programs, often implemented through third-party managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Samuel Kirk is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Charles Schwab. He has worked at Charles Schwab since 2017, with a brief tenure at Fidelity Brokerage Services LLC in 2019. His background also includes roles outside the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage and custody services within an integrated structure.

Donovan Fahler is a financial advisor with LPL Financial in Germantown, Wisconsin. He holds a Series 66 designation and has been with LPL Financial since 2024. Prior to his advisory role, he worked at Target Corporation and Panera Bread Co. for a combined total of seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Brady Weas is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. Prior to this, he was involved with Juiced Juicery in 2023. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

John Hopp is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise and Sii Investments. He operates under the DBA H&H Wealth Management for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Penny Shelander is a financial advisor with Edward Jones in Port Washington, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Richard Pesich is a financial advisor with Stifel in West Bend, Wisconsin, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Stifel since 2018 and was previously with B.C. Ziegler and Company from 2016 to 2018. Outside of his advisory role, Pesich is also active as a vocalist in musical entertainment. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to provide forward-looking asset allocation and planning analyses.

Robert Shirley is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Travis Surita is a CFP® credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at Mayville Engineering Company, Rockwell Automation, and Alto-Shaam, Inc. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.

Peter Kobin is a financial advisor with Wells Fargo Advisors in Cedarburg, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Kobin is also a 30% owner of CCPK Investment Consulting, LLC, where he actively manages his own financial advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and tools to create tailored recommendations.

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.

Justin Behm is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2011, including time with its predecessor, Axa Advisors. Outside of his advisory role, Behm serves as treasurer for the Community Education Foundation of Port Washington and is a silent partner in an event space involved in event planning. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment professionals. The firm utilizes a range of advisory models and third-party program sponsors, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

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.