Pauline Kageni is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and bringing 10 years of industry experience. She has worked at LPL Financial since 2021 and concurrently at BMO Bank NA since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

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-registered financial advisor with LPL Financial in West Bend, WI, and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones from 2023 to 2025, and has experience in various roles including in construction and retail sectors. Kamine is also involved with Summit Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by extensive research and diverse investment strategies.

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 CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Schneider for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its large retail advisor network and affiliated financial services.

Therese Moore is a financial advisor with OSAIC based in West Bend, WI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She previously worked at Woodbury Financial Services and SII Investments. Moore is also the owner of Moore Financial Services, LLC, and is involved in the sales and service of fixed and health insurance through Elk Financial Services LLC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and access to third-party money managers to construct portfolios across various asset classes on discretionary or non-discretionary terms.

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 credentials and having eight years of industry experience. She has worked at BMO Harris Financial Advisors Inc since 2014 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 a financial advisor with LPL Financial in Mequon, WI, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial, she worked at BMO Bank NA and was involved with St John's Lutheran Church Preschool and Childcare. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

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.

Ryan Becker is a financial advisor with Thrivent Investment Management in Slinger, Wisconsin, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent since 2014 and Thrivent Financial since 2015. Outside of his advisory role, Becker co-owns a business placing and maintaining ATMs for local businesses and serves as Treasurer of Honours Inc, a college scholarship fund for Slinger High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a wide range of financial planning topics without discretionary portfolio management.

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® with nine years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He previously worked at Voya Financial Advisors before joining Cambridge in 2018. Outside of his advisory role, Schneiss is involved with several business ventures, including ownership and leadership positions in financial and agricultural entities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, employing various portfolio management and advisory solutions tailored to client objectives.