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.

Jennifer Binninger Gomez is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial since 2019. Outside of her advisory role, she volunteers as secretary for a local food pantry serving Ozaukee County residents and supports youth agricultural programs through a county 4-H livestock association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and ongoing planning relationships without discretionary portfolio management.

David Kamine is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with LPL Financial and Summit Credit Union, having previously worked at Edward Jones and held roles in various businesses including Craft Beer Cellar and Dee's Catering. 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 and model portfolio programs, utilizing a broad platform supported by technology and scale.

Susan Brotz is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to that, she was with Princor Financial Services Corporation and Principal Funds Distributor for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erik Knutson is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, BMO Harris Bank, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Lefko is a financial advisor at Edward Jones in Grafton, WI, holding CFP® and Series 66 credentials with six years of industry experience. He previously worked at Schneider from 2016 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Therese Moore is a financial advisor with OSAIC, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. She previously worked at Woodbury Financial Services and SII Investments. Moore owns Moore Financial Services, LLC, and is also active as an insurance agent with Elk Financial Services LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct customized portfolios.

John Lewenauer is a financial advisor with Robert Baird & Co. in Mequon, WI, holding a Series 63 designation and having 38 years of industry experience. He has been with Robert Baird & Co. since 1987. Lewenauer serves as a board member for several charitable foundations, including the Dorothy and Margaretha Schmidtbauer Foundation and the Gladys Gores Charitable Foundation, where he is involved in investment policy and charitable grant decisions. 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 investment strategies using a combination of in-house and third-party managers, providing services ranging from financial planning to discretionary portfolio management and specialized overlays.

Padee Sayaovong is a financial advisor with Robert W. Baird & Co. in Jackson, WI, holding a Series 66 designation and seven years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Julie Rafenstein is a financial advisor with LPL Financial in Cedarburg, WI, holding Series 63 and Series 65 designations and bringing eight years of industry experience. She previously worked at BMO Harris Financial Advisors Inc. for seven years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

Dylan Miller is a financial advisor with Cetera, holding a Series 66 designation and based in Milwaukee, WI. He has one year of industry experience and has been with Cetera since 2026. Prior to his current role, his work history includes positions at various companies unrelated to finance. Cetera Investment Advisers LLC is a large nationwide advisory firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Craig Nichols is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2005, including roles at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

John Yagla is a CFP®-certified financial advisor with 36 years of industry experience, currently with Wells Fargo Advisors since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Yagla also owns Big Badger Wealth Management LLC, a separate investment-related business based in Waukesha, WI. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations. The firm’s offerings include a broad planning menu addressing various specialized needs, with discretionary client implementation options.

Matt Schouviller is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he focuses on fostering an environment where associates and clients feel valued in every interaction. He leads a team of financial professionals dedicated to partnering with clients to help them achieve their retirement goals. Prior to his current role, Matt served as the Director of the Investment Solutions Team at Fidelity Investments from 2021 to 2022. Before joining Fidelity, he was the Director of the Affluent Client Program at Wells Fargo Investments from 2011 to 2021. His experience spans leadership roles focused on investment solutions and client programs. Outside of his professional responsibilities, Matt has personal interests that include baseball, cars, food, golf, and music.

Erin Schmidt is an advisor with LPL Financial in Mequon, WI, holding Series 63 and Series 65 credentials and has two years of industry experience. She has worked at LPL Financial since 2023 and concurrently at BMO Bank NA since 2020. Outside of finance, she was involved with St John's Lutheran Church’s Preschool and Childcare for seven years. 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 services and investment programs supported by technology and a broad platform that includes affiliated financial activities and partnerships.

Mark Gregory is a financial advisor with Edward Jones in Cedarburg, WI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at BMO Harris Financial Group from 2015 to 2020 before joining Edward Jones in 2020. Outside of his advisory role, he owns rental properties in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Judith Schultz is a financial advisor at Stifel with 36 years of industry experience. She holds a Series 63 designation and has worked at Stifel since 2018, following a two-year tenure at B.C. Ziegler and Company. Outside of her advisory role, she works part-time in customer service at a grocery store. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and public entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Gabriel Schneiss is a CFP® professional with 10 years of experience in financial advisory services. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Voya Financial Advisors. Outside of his advisory role, he is involved in independent insurance sales and is president of Schneiss Financial Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, providing both proprietary and third-party investment strategies tailored to client objectives.

Bryan Jansen is a financial advisor with Thrivent Investment Management in Germantown, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory work, he serves as a member of the Board of Trustees for the Leukemia and Lymphoma Society. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with its managed-account program under a consolidated billing option called “WealthPlan” while keeping these services separate.