Neal Ignatowski is a financial advisor with Cambridge Investment Research Advisors in Pewaukee, WI, holding Series 65 and Series 63 licenses. He has 18 years of industry experience, including prior positions at Cetera Wealth Services and Cambridge Investment Research. In addition to his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement advisory services. The firm supports both discretionary and non-discretionary management and features proprietary and third‑party model strategies.

Ashley Amstadt is a financial advisor with LPL Financial in Germantown, WI, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at BMO Harris Bank, Morgan Stanley, U.S. Bancorp Investments, and Kroll. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Edward Scherr is a financial advisor with J.P. Morgan Securities in West Bend, WI, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013 and previously worked at Associated Investment Services, Inc. and RBC Capital Markets. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach, offering a range of solutions including ESG eligibility frameworks and broader derivatives capabilities.

Christine Kennedy is a financial advisor with Ameriprise in Brookfield, WI, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior work includes positions at Morgan Stanley, Sendiks Food Market, and R&M Rehabilitation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team to deliver tax-efficient, research-driven retirement income recommendations, combining modeling techniques and algorithmic automation to support client planning.

Michael Nowack is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2005. Outside of his advisory role, he serves as a director on the board of the Threshold Foundation, overseeing the management and distribution of the foundation's assets. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored investment advice and portfolio management services using a combination of in-house and third-party managers across a range of traditional and alternative strategies.

Kayla Krieser is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2016. Outside of her financial career, she is involved in operating Riverside Brewery and Restaurant, a business she has co-owned since 2007. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet specific net-worth criteria and utilizes proprietary research and tools to develop customized recommendations.

Brett Lange is a Series 66 registered advisor with Robert W. Baird & Co., based in Oconomowoc, WI, where he has worked since 2019. He has six years of industry experience and previously worked at Pierce Manufacturing. Outside of his advisory role, Lange has been a basketball official for the Wisconsin Interscholastic Athletic Association since 2013, officiating at local high school and youth tournaments. The DDK Group at Robert W. Baird & Co. serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, with ongoing manager selection and monitoring supported by internal research and advanced tools.

Taven Sandstrom is a financial advisor at Edward Jones in Oconomowoc, WI, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience in healthcare and corporate roles. Outside of financial advising, his background includes positions at Aya Healthcare and multiple medical centers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Joel Merritt is a CFP® professional with 12 years of experience in the financial services industry. He is affiliated with Raymond James Financial Services Advisors, Inc. and serves as president of Merritt Wealth & Retirement Advisors, Inc., a firm he owns. Merritt also provides support to a branch manager at Raymond James as part of Mark Kelly LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm utilizes tailored planning and analytical tools to address client goals and supports municipal and public finance work through unique affiliations among large institutional advisors.

Matthew Gill is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and Bank One since 2000. Outside of his advisory role, he serves as an assistant varsity baseball coach at Waukesha North High School. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, incorporates ESG criteria in its recommendations, and includes broader derivatives and commodities capabilities.

Sandra Ellis is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2007. Outside of her advisory role, she works part-time as a front desk employee in the hospitality industry. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm integrates in-house and third-party investment managers and provides access to alternative investments and affiliated capital-markets capabilities.

Dirk Robichaud is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior experience includes roles at Allspring Funds Management, LLC and Strong Capital Management Inc. He serves as co-trustee of family trusts in Wisconsin and Florida. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to support its investment strategies.

Paul Purifoy Robertson is a financial advisor with Merrill in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Northwestern Mutual, and UMB Fund Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lindsey Kreske is a CFP® professional with 21 years of industry experience, currently serving at LPL Financial since 2023. Prior to this, she spent 18 years at Ameriprise Financial Services, Inc. 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 other institutions. The firm supports a wide range of investment approaches through a large network of investment adviser representatives.

David Price is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He previously worked at Russell Financial Services for 13 years and Allspring Funds Management, LLC for four years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Pamela Stubler is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at LPL Financial since 2018 and has a long tenure with Johnson Bank dating back to 1992. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Samuel Giordano III is a financial advisor with OSAIC in Pewaukee, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc., and he has been associated with Financial Decisions Group since 2002. Giordano is also a commissioned Notary Public in Wisconsin. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Andrew Mueller is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC and Lad Lake Inc. He volunteers with Secure Futures and periodically teaches teenagers basic financial concepts. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Edwin Wincek is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Wincek is involved in non-variable insurance activities related to fixed life insurance through Prudential Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Kathryn Braun is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.