Debra Johnson is a financial advisor with Raymond James Financial in Elm Grove, WI. She holds a Series 66 designation and has four years of industry experience. Her work history includes roles at Raymond James Financial Services Advisors and Intelligent Investors Group. In addition to advising, she is associated with Intelligent Investors, LLC in a support capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools to align with client goals and supports both advisory programs and institutional portfolio management.

Davin Kuokkanen is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Anthony Szymborski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has worked at several firms, including Nettworth Financial Group since 2004 and Cambridge Investment Research since 2019. Szymborski is also the founder and owner of Financial Partners II, LLC. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple platform options and proprietary model strategies, managing a multi-billion dollar asset base through thousands of financial professionals.

Ricky Burroughs is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans and implement strategies aimed at simplifying their financial lives. Ricky has experience in wealth management and financial representation, having worked as a Registered Wealth Management Associate at U.S. Bancorp Investments from 2018 to 2023, and as a Financial Representative II at Fidelity Investments from 2016 to 2018. Outside of his professional work, Ricky is interested in family activities, football, golf, softball, and volunteering.

Christopher Svacina is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services and Stifel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Aaron Spitzner is a financial advisor with LPL Financial in Waterford, WI, holding the CFP® designation and Series 66 license. He has 14 years of industry experience, having worked at several firms including Creative Planning, LLC and Raymond James Financial Services. 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 through a large network of investment adviser representatives, utilizing various portfolio programs and technology tools while overseeing substantial discretionary assets.

Joshua Hanson is a financial advisor at Osaic Wealth Inc with Series 63 and Series 65 licenses. He has been with Osaic since 2026 and has prior experience working at FedEx Corporation and Walkowicz, Boczkiewicz & Co. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Jacob Follis is a financial advisor with Merrill holding a Series 66 credential and has less than one year of industry experience. His prior work includes roles at FORM Wealth Advisors and the University of Alabama, along with positions in public works and education sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shelly Rynearson is a CFP®-certified financial advisor with 41 years of industry experience. She has been with LPL Financial since 2018 and previously worked at Invest - Delafield and Invest Financial Corporation from 1985 to 2018. Outside of her advisory role, she serves as trustee for Holly Hock Hollow Inc., a business entity for tax and investment purposes. 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 solutions through a large network of advisors, combining scale with diverse advisory and non-advisory financial services.

Brian Bonewell is a CFP® with 30 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at BMO Financial Advisors, Ameriprise, and Wells Fargo Investments. He operates a DBA related to his LPL business in Brookfield, WI. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Matthew Winter is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Beacon Wealth Advisors, Beacon Insurance Advisors, and Partum Prime Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools.

Thomas Follis is a financial advisor at Merrill with 29 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1997 and Bank of America, N.A. since 2011. Outside of his advisory role, he manages a family-owned real estate business, Follis Hunting Cabin LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

Matthew Verdico is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Marquette University and Tropical Smoothie Cafe. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shawn Hittman is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His work history includes roles at Freedom Wealth Alliance and LPL Financial, prior to joining Raymond James in 2020. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance clients through a unique municipal advisor affiliation.

Michael Ward is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

Arnold Kuhs is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 registrations and over 35 years of industry experience. His career includes multiple tenures at Equitable Advisors, as well as periods at Axa Advisors, Ameriprise, and Midwest Professional Planners. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Andrew Lemmenes is a financial advisor at Edward Jones in Elm Grove, WI, holding a Series 66 designation with one year of industry experience. His background includes service in the United States Air Force from 2017 to 2021 and prior roles in the automotive and service industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management and supports a nationwide network of over 23,000 financial advisors.

Maxwell Lavin is a financial advisor at Robert Baird & Co. in Waukesha, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Robert W. Baird, he was involved in education roles at the University of Wisconsin Milwaukee and local schools. Robert W. Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, ongoing manager monitoring, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of late 2025.

Sean Delaney is a financial advisor with Ameriprise in Waukesha, WI, holding Series 65 and Series 63 licenses and nine years of industry experience. Prior to joining Ameriprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm 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.

Laura Kocher is a Series 66-licensed financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at Morgan Stanley Smith Barney LLC from 2017 to the present. Additionally, she serves as a trustee for a trust based in Wauwatosa, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.