Benjamin Maas is a financial advisor at LPL Financial with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at LPL Financial since 2022. Prior to this, he was employed at BMO Harris Bank and has experience in various roles including positions at Jimmy Johns and Pick N Save. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

William Furlow is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Baird since 2021. Prior to that, he was employed by Wells Fargo Clearing and Wells Fargo Funds Distributor, LLC. The DDK Group, part of Baird’s Private Wealth Management department, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services through various separately managed account programs, employing an investment approach that combines manager-traded and model-traded strategies with ongoing manager selection, tax management, and direct indexing.

David Kroeninger is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes lengthy tenures at Waddell & Reed, INC. and various insurance carriers for W&R Insurance Agencies, as well as operating independently since 2000. He is also involved in tax preparation, accounting, and acts as a life and fixed insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, supported by both discretionary and non-discretionary management options and a variety of model portfolios and research resources.

Jake Punzenberger is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He previously worked at Wells Fargo Clearing and Deloitte Services LLP. He serves on the budget and finance committee for the Kettle Moraine YMCA and is involved with Habitat for Humanity of Washington and Dodge Counties as treasurer and finance committee member. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools.

Kimberly Streff is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at Wells Fargo Clearing and has been involved with Industrial Installation Services LLC and Quality Rack as a bookkeeper. Outside of her advisory role, she serves as an organist for Bethlehem Lutheran Church in Menomonee Falls, WI. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options that include retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports and entertainment planning.

Timothy Prasch is a CFP® professional with 32 years of experience in the financial industry, currently advising at Wells Fargo Advisors since 2025. He previously worked within Wells Fargo's affiliated entities from 2009 to 2025. Outside of his advisory role, he manages a band, assisting with coaching, booking shows, and marketing through his ownership of related LLCs. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing a broad range of planning tools and niche expertise while integrating advisory services with other financial products and referral channels.

Matthew Sternkopf is a financial advisor with LPL Financial who holds Series 65 and Series 63 licenses and has 12 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks for four years. He also operates a non-variable insurance business related to his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and various management approaches.

Robert Johnston is a financial advisor with J.P. Morgan Securities in Oconomowoc, WI, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2009. 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. The firm combines large institutional advisory operations with brokerage and investment management functions, delivering advice through a centralized due-diligence framework.

David Demore is a CFP® with 21 years of experience in the financial services industry. He is currently with OSAIC, having joined the firm in 2024 after seven years at Woodbury Financial Services and four years at SII Investments. Outside of his advisory role, he owns an online guitar and music equipment sales business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a range of asset-allocation tools and multiple third-party platforms to construct and manage portfolios across various investment types.

Kristen Strupp is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. She has worked at Cetera and its affiliated entities since 2019, with prior experience at Voya Financial Advisors. Outside of her advisory role, she serves as president of the Hartford Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party managers.

Bradley Sanborn is a Series 66-licensed financial advisor with six years of industry experience. He currently works with LPL Enterprise and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he has held roles in restaurant operations and worked at the University of Wisconsin-Milwaukee. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining adviser programs with brokerage and insurance sales.

Paul Lang is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012. In addition to his advisory role, he is a member of Rum Line, a blues/rock cover band. J.P. Morgan Securities 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 team of Wealth Advisors.

Ashley Anderson is a financial advisor at Robert Baird & Co. with six years of industry experience. She has been with Baird since 2018 and previously worked at the University of Wisconsin-Madison. Outside of her advisory role, she is also a yoga instructor at The Heart Revival Center for Yoga. Baird’s DDK Group, where Anderson practices, advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Byron Schuster is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he owns LLCs related to real estate holdings in Hartford, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Vaughn Retkowski is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at AT&T and PTP Manufacturing. Outside of his advisory role, he reviews products for brands on Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Sara Spaulding is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity affiliates since 2013. Outside of her advisory role, she is a distributor for AdvoCare, a health and wellness company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios and registered investment companies.

Creighton Dracca is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. His prior roles include positions at Wintrust Investments LLC and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Peyton Janto is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and began his career at Wells Fargo Clearing before joining Wells Fargo Advisors. Outside of his advisory role, he serves as an assistant track and field and cross country coach for the West Bend School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Kurt Kuettel is a financial advisor with RBC Capital Markets in Delafield, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charities, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Matthew Rose is a financial advisor at Edward Jones in Hartland, WI, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones, he worked in education and tutoring roles, including positions at Mathnasium, Ace Tutoring Academy, Carnegie Learning, and the Whitefish Bay School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.