Andrew Docksey is a financial advisor with LPL Financial based in Hartland, WI, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include service in the US Army Reserve and work with First Command Financial Services. He is also an elected member of the Board of Trustees for the Village of Mount Pleasant. 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 a large network of advisors and advanced research tools.

Richard Verthein is a CFP® with 18 years of industry experience, currently serving at Robert W. Baird & Co. since 2007. He is based in Waukesha, WI, and holds a Series 66 license. Outside of his advisory role, he serves as a board member on the Investment/Finance Committee for the Waukesha County Community Foundation and coaches for Let Kids Fly. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Lukas Schreiber is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. He has held various roles at Raymond James Financial Services and its affiliates since 2022. Outside of advising, he worked operationally for Schreiber Financial Services, Inc., supporting paperwork and administrative functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized services in municipal finance and SIMPLE IRA advisory programs.

Jonathan Schomberg is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Giddings is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services for 18 years and Principal Financial Services for one year. He is also involved as a financial advisor and independent insurance broker in agencies that sell life insurance, disability, and long-term care products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and access to third-party money managers and alternative investments.

Patrick Wilson is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Empower Financial Services, Inc., Associated Bank, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Donald Stoll is a financial advisor with Equitable Advisors in Waukesha, WI, holding Series 63 and Series 65 designations and 43 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory work, he is involved in volunteer activities with Star and Strips Honor Flights and manages a promotional bat-selling business. Equitable Advisors serves a diverse client base including individual, institutional, and nonprofit clients, offering financial planning, retirement plan consulting, and asset management programs. The firm’s advisory approach includes using third-party program sponsors and discretionary managers to implement tailored investment solutions.

Miles Aquino is a financial advisor at Edward Jones in Hartland, WI, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Christopher Koshy is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having eight years of industry experience. His prior roles include positions at LPL Financial and Ease, as well as work with Elmbrook Church. He is based in Waukesha, Wisconsin. Koshy is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual and institutional clients including high net worth individuals, corporate and business entities, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of internally managed and third-party investment strategies.

Paul Zudyk is a financial advisor with Edward Jones in Waukesha, WI, holding Series 63, Series 65, and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds.

Robert Bortz Jr. is a financial advisor with Ameriprise in Oconomowoc, WI, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 2008. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Monastery Hill Homeowner Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis with a broad range of advisory, brokerage, and insurance solutions.

James Van De Ven is a financial advisor at RBC Capital Markets with 34 years of industry experience. He has previously worked at Robert W. Baird & Co. and City National Bank. Van De Ven serves as a director for the Sussex Area Service Club, where he helps oversee fundraising and fund disbursement activities. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and integrating multiple investment managers and solutions.

Robert Wachendorf is a financial advisor at Black & White Investment Management LLC in Waukesha, WI, holding a Series 65 designation with 20 years of industry experience. He worked at Ursa Major Corporation for 15 years before founding his current firm in 2017. Black & White Investment Management LLC provides portfolio management and related advisory services primarily to individual clients. The firm manages just over $2 million in assets across six clients and employs documented operational policies covering investment strategies, account review, custody, and trading practices.