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 with LPL Financial based in West Bend, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2025, he held various roles including positions at Summit Credit Union where he continues to serve as a Senior Universal Banker and Notary. 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 portfolios, third-party asset management, and institutional platforms.

Justin Behm is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2011, including time with its predecessor, Axa Advisors. Outside of his advisory role, Behm serves as treasurer for the Community Education Foundation of Port Washington and is a silent partner in an event space involved in event planning. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment professionals. The firm utilizes a range of advisory models and third-party program sponsors, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

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 in Germantown, Wisconsin, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Robert W. Baird and Ameriprise Financial Services. Outside of his advisory work, Stoffel is involved in property management through ownership of Stowan Farms, LLC. 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, with advice and account management provided primarily through investment adviser representatives.

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 Grafton, WI, holding a Series 66 credential. He has recent experience at Edward Jones since 2025 and previously worked at Faustel, Inc., Braas Company, and Curt G. Joa, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.

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 who holds Series 63 and Series 66 licenses and has 41 years of industry experience. Before joining Charles Schwab in 2016, he worked at Wisconsin Discount Securities Corporation for 34 years and was involved with KOMO Bikes LLC for five years. 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 with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by ongoing due diligence and periodic reviews.

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 with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Associated Investment Services, BMO Harris Bank, LPL Financial, Johnson Financial Group, and multiple positions within Wells Fargo entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.