Daniel Oconnor is a financial advisor with LPL Financial in Mequon, WI, holding Series 63 and Series 65 designations and having 31 years of industry experience. He has been with LPL Financial and its predecessor firm since 2005 and previously worked at RBC Capital Markets. He serves as a board member of the Mequon Theinsville Sunrise Rotary. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with a range of investment strategies and operational tools.

William Koehler is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Charles Schwab since 2016 and previously was involved with KOMO Bikes LLC from 2013 to 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 separate managed accounts and uses a multi-asset strategic asset allocation approach supported by due diligence from its Schwab Center for Financial Research.

Gregory Schauer is a financial advisor with Ameriprise in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Ameriprise since 2018 and prior experience at Thrivent Financial and Thrivent Investment Management. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement who meet specific asset criteria. The firm provides customized written recommendations using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Gunner Gonzalez is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at Kwik Trip Inc. and Starbucks Coffee Co. before joining Baird. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional to complex allocations.

Jerry Gold is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Associated Investment Services, BMO Harris Bank, LPL Financial, Johnson Financial Group, PNC Wealth Management, and Edward Jones. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory, and provides a range of brokerage and advisory solutions.

Dennis Johnson Jr. is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel since 2018, following six years at B.C. Ziegler and Company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decisions.

Reginald Lockett is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc., Equitable Advisors, Rausch Sturm, LLP, and K-Force. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Susan Goffiney Walton is a financial advisor with RBC Capital Markets in Mequon, WI, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Travis Murphy is a financial advisor with LPL Financial in Saukville, Wisconsin, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones from 2013 to 2026 before joining LPL Financial in 2026. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.

Connor Day is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 designation and has worked at Baird since 2022. Prior to joining Baird, he was employed at ABC Supply Company Inc. and attended the University of Wisconsin-Madison. Connor is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and tax-management overlays.

Michael La Chance is a CFP®-certified financial advisor with 12 years of industry experience, currently serving clients at Edward Jones since 2013. He co-owns a multi-advisor office in Grafton, WI, alongside two partners, and is involved in finalizing a rental lease agreement related to that office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Laura Tinsley is a financial advisor with Edward Jones in Mequon, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was self-employed for 12 years. Outside of her advisory role, she works as a design consultant in the handbags and fashion industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Bongard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Allspring Funds Management, LLC, and Strong Capital Management Inc. He is involved in investment-related business activities through ownership in Heritage Private Wealth LLC and Bongard Asset Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services spanning cash-flow, retirement, education, and specialized planning areas.

Julie Niznansky is a financial advisor at RBC Capital Markets in Milwaukee, WI, holding a Series 66 designation with experience dating from 2013. Her career includes twelve years at Associated Bank and current roles at both RBC Capital Markets and City National Bank. She serves as a volunteer committee member for Make A Wish Wisconsin, assisting in the planning of the organization’s annual gala. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services tailored to client risk profiles.

Lisa Haushalter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. Her career includes roles at Old National Bank since 2016, LPL Financial since 2011, Uvest Financial Services Group, Inc., and MSI Financial Services, Inc. She currently serves as a wealth advisor at Old National Bank on a part-time basis. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of investment adviser representatives with a range of strategic and customized investment options.

Tyge Olson is a financial advisor with Edward Jones in Grafton, Wisconsin, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Edward Jones in 2016, he worked at MissionSquare Retirement for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory strategies, notable for its extensive retail advisor and branch network and affiliated investment capabilities.

Pauline Kageni is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. She has worked at LPL Financial since 2021 and at BMO Bank NA since 2015. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Evan Meyer is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served in the United States Coast Guard and the Coast Guard Reserve from 2015 to 2025 and worked at American Military University from 2020 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 a net-worth threshold and integrates advisory services with banking, lending, trustee services, and affiliated funds.

Patrick Mc Graw is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC in 2022, he worked at Ascension Wisconsin - Columbia St. Mary's from 2018 to 2022 and was involved with Badger Bath & Kitchens, LLC from 2015 to 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Heather Jennings is a financial advisor with Thrivent Investment Management in West Bend, WI. She holds the Series 66 designation and has been with Thrivent since 2026. Prior to her current role, she spent 19 years at Itel Laboratories, formerly Global Claims Services, doing business as Housing HQ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning without discretionary trading authority, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.