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.

John Plumley is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Equitable Advisors since 2010, previously affiliated with Axa Advisors. Outside of his advisory role, he is the founder and president of the MPD Mounted Patrol Foundation, a nonprofit organization. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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.

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.

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.

Justin Behm is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2011, previously associated with Axa Advisors. Outside of advising, he serves as treasurer for the Community Education Foundation of Port Washington and is a silent partner involved in event planning activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

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, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Robert W. Baird and Ameriprise Financial Services. Outside of his advisory work, he is involved in property management through ownership of Stowan Farms, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research from internal and third-party sources.

Pamela Grahl is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 1998, accumulating 25 years of industry experience. She serves as board president for Big Brothers Big Sisters in Grafton, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services using a variety of investment strategies and manager options.

Daniel Aiken is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following 13 years at B C Ziegler and Company. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Brian Nelson is a financial advisor at Edward Jones in Cedarburg, WI, holding a Series 66 designation. He joined Edward Jones in 2025 and previously worked at Faustel, Inc., Braas Company, and Curt G. Joa, Inc. Prior to joining Edward Jones, he accumulated several years of experience in other industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Oconnor is a financial advisor with LPL Financial in Mequon, WI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he serves as a board member of the Mequon Theinsville Sunrise Rotary, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.