Matthew Sternkopf is a financial advisor with LPL Financial who holds Series 65 and Series 63 licenses and has 12 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks for four years. He also operates a non-variable insurance business related to his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and various management approaches.

David Demore is a CFP® with 21 years of experience in the financial services industry. He is currently with OSAIC, having joined the firm in 2024 after seven years at Woodbury Financial Services and four years at SII Investments. Outside of his advisory role, he owns an online guitar and music equipment sales business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a range of asset-allocation tools and multiple third-party platforms to construct and manage portfolios across various investment types.

Kristen Strupp is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. She has worked at Cetera and its affiliated entities since 2019, with prior experience at Voya Financial Advisors. Outside of her advisory role, she serves as president of the Hartford Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party managers.

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 at LPL Financial with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Cambridge Investment Research Advisors and Investment Centers of America. Outside of his advisory role, he serves as a board member of the Grafton Lions Club and the Grafton Chamber of Commerce. 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 offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Byron Schuster is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he owns LLCs related to real estate holdings in Hartford, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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 in West Bend, WI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and OSAIC, and he has operated Jasen Wealth Advisors, LLC since 2014. In addition to advisory work, he is a notary and is involved in non-variable insurance businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Samuel Kirk is a CFP® professional with six years of experience in the financial services industry. He is currently with Charles Schwab & Co., where he has worked since 2017, with a brief period at Fidelity Brokerage Services LLC. His prior work experience includes roles outside the financial sector at Kroger and SUBWAY. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering comprehensive investment guidance supported by centralized operational and supervisory systems.

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, Fahler worked at Target Corporation and Panera Bread Co. from 2017 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management with access to model portfolios, research, and technological tools.

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.

Meghan Slocum is a Financial Advisor with Merrill Lynch Wealth Management and part of the ST Group since 2022. She brings over 20 years of experience in Financial Services, having held various roles in Asset Management and Commercial Banking. Meghan utilizes her expertise through a consultative process to assist clients in achieving their financial goals, focusing on streamlining their financial lives to free up time for priorities such as family, business, travel, and philanthropy. Meghan holds a Bachelor's Degree from Duke University, graduating Magna Cum Laude with a Bachelor of Arts in History. She has earned professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Her client focus areas include college education planning, family wealth management strategies, liquidity management, retirement planning, small business strategies, and investment strategy among others. Residing in Mequon, Wisconsin, Meghan is actively involved in her community. She serves on the boards of SHARP Literacy, where she is Vice Chair, and the Heiliger Huegel Foundation for Outdoor Education. She is also a member of TEMPO Milwaukee. Outside of her professional and community commitments, Meghan enjoys golfing, skiing, reading, traveling, and spending time with her family.

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 at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Summit Credit Union as a Senior Universal Banker and Notary. Adam’s background also includes roles outside finance, such as positions with TRU North Stores and the Green Bay Country Club. 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. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jeffrey Sitzman is a Series 66-registered financial advisor with Thrivent Investment Management, based in Hartford, Wisconsin, with two years of industry experience. He has held various roles within Thrivent Financial and its affiliates since 2023. Outside of his advisory role, Sitzman serves as an umpire for youth baseball leagues and provides music for worship services at Crown of Life Lutheran Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.