Nicholas Lenski is a financial advisor with Ameriprise in Oconomowoc, WI, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services INC, SII Investments, Inc, and BeneVest. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Peter Merritt is a financial advisor with Raymond James Financial in Waukesha, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Baird, Tesla, Apple, and Piggly Wiggly. He is also the owner of an online skin care business, Beatific LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through various advisory programs and specialized services.

Blake Durbin is a financial advisor at Edward Jones in Slinger, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Vizance, Sherwin Williams, Associated Bank, and Dick's Sporting Goods. Outside of finance, he has been involved with the Wisconsin Fishing Expo for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Kathryn Fisher Davies is a Series 66 licensed advisor with Robert W. Baird & Co. in West Bend, WI, where she has worked since 2000, totaling 26 years of industry experience. She serves as a board member of the Holy Angels School Trust Fund, overseeing investment policy and performance reviews for the charitable fund. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with ongoing investment monitoring and research.

Joseph Moore is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at Wells Fargo Clearing, Allspring Funds Management, LLC, and Strong Capital Management Inc. Outside of finance, he serves as a volunteer firefighter for the Winchester Fire Department and works as a high-performance driving instructor through XTREME XPERIENCE LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Stanley Zurawski III is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 12 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent three years at SII Investments, Inc. Outside of advisory work, he is also a notary and has been involved as an assistant at a tax services business. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual investors, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi‑billion dollar asset base with multiple platform options and proprietary model strategies.

Joseph Ketter is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2022. Prior to that, he was with Keder Solutions and Mortgage Guarantee Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Dustin Koehler is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at Edward Jones since 2009. Located in Sussex, WI, he holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Gregory Nebel is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Wells Fargo-related firms since 2016 and is currently with Wells Fargo Advisors. He serves as treasurer and board member of the Financial Planning Association of Wisconsin and owns Shorewood Financial Services LLC, a financial planning practice. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of specialized planning options and using proprietary research and tools to develop tailored client recommendations.

Nicholas Galfano is a financial advisor at Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Johnson Controls, Apple, GE Healthcare, and Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Adam Bublitz is a financial advisor with J.P. Morgan Securities based in Brookfield, WI, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG eligibility frameworks and broader derivatives and commodities capabilities.

Michael Kieckhaefer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at City National Bank and Target Corporation. Outside of finance, he has been involved with Fort Wilderness Ministries over multiple years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles, utilizing both in-house and third-party investment managers, and provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Vehantre Brown is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with 10 years of industry experience. He previously worked at Bank of America, Merrill, TD Ameritrade, Scottrade, FedEx, and Wells Fargo. Outside of advising, Brown works part-time in food delivery for companies including Grubhub, DoorDash, and Uber Eats. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary, written asset allocation advice supported by research and due diligence, with clients retaining final decision-making authority.

Matthew Hilton is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 22 years of industry experience. His prior roles include positions at BMO Harris Bank, U.S. Bancorp Investments, U.S. Bank, and Wells Fargo Clearing. 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 portfolio programs, and access to third-party asset managers, supported by technology tools for operational and research purposes.

Jonathan Leipold is a financial advisor with RBC Capital Markets in Delafield, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at RBC Capital Markets since 2013 and previously spent eight years with City National Bank. Leipold serves on the board of directors for the NHL team Minnesota Wild. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with customized portfolio management and financial planning supported by a combination of in-house and third-party managers.

Derek Dahl is a financial advisor at Osaic Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mutual of Omaha and Securities America Advisors. He is also active as an insurance agent with Futurity First Insurance Group under Dahl Financial Partners. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies including discretionary Unified Managed Accounts and third-party manager selections.

Angela Krause Lane is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She has been with Robert W. Baird since 2004 and holds Series 63 and Series 66 credentials. She is part of the DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group offers customized financial planning and portfolio management using a range of strategies and services, including separately managed accounts and tax-management overlays.

Margaret Bentzler is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Allspring Funds Management, LLC. Bentzler is based in Delafield, Wisconsin. 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 and tailors investment strategies using both in-house and third-party managers to meet clients’ risk profiles.

Daniel Breuer is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he spent ten years at West Bend Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform that includes affiliated and third-party model portfolios and customizable strategies.

Caleb Radomski is a financial advisor with J.P. Morgan Securities in Hartland, WI, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at E^2 Retirement Consulting and Harbour Investments, Inc. He is also involved as an independent insurance agent. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.