Nicolas Miselem is a financial advisor with Ameriprise Financial Services in Pewaukee, WI, holding a Series 66 credential and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his financial career, he is a musician who writes, records, and mixes electronic music as a hobby, distributing it through streaming services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored planning and recommendations focused on reliable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Timothy Dwyer is a financial advisor at OSAIC with 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at OSAIC since 2018, following prior roles at Signator Investors, Inc. and Robertson Ryan & Associates. He serves as chairman of the Endowment Committee for Mother of Good Counsel Church and School, overseeing investment meetings twice annually. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Timothy Koepke is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He previously worked at Robert W. Baird for 15 years and Wells Fargo Clearing Services LLC for four years. Koepke is the owner of Koepke Asset Management LLC and holds a partial ownership interest in Heritage Private Wealth LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients using a broad range of planning tools and research. The firm offers specialized services including retirement, education, business-owner transition, and special-needs planning, delivering tailored recommendations through meetings and client summary letters.

Lisa Hammer is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2025. She previously worked at Wells Fargo Clearing for nine years. Outside of her advisory role, she is a board member of the Washington County Historical Society Foundation, where she participates in budget approval and financial oversight. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Martin Fahler is a financial advisor with LPL Financial in Germantown, Wisconsin, holding a Series 63 designation and 26 years of industry experience. His work history includes roles at LPL Financial since 2015, Sii Investments, and Packerland Brokerage Services. Outside of his advisory work, he is a partner in Windy Hill Timber, LLC, a real estate rental venture. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Benjamin Maas is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 65 and Series 63 licenses and having four years of industry experience. His prior work includes roles at BMO Harris Bank and the University of Wisconsin Whitewater. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, using both proprietary and third-party strategies, supported by advanced operational tools.

William Furlow is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Wells Fargo Funds Distributor, LLC and Wells Fargo Clearing. Furlow is based in Oconomowoc, WI. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with ongoing manager selection and internal research tools.

David Kroeninger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies, as well as operating his own advisory business since 2000. In addition to advising, he is involved in tax preparation and accounting services. 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 access to third-party asset management, supported by a network of over 22,800 advisors.

Jake Punzenberger is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and eight years of industry experience. His prior career includes nine years at Deloitte Services LLP and seven years at Wells Fargo Clearing. He serves on the budget and finance committee for the Kettle Moraine YMCA and is treasurer and finance committee member for the Habitat for Humanity of Washington and Dodge Counties. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients having the option to implement recommendations through various brokerage or advisory programs.

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® with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. His prior experience includes roles at Wells Fargo Clearing, Allspring Funds Management, LLC, and Strong Capital Management Inc. Outside of his advisory work, he manages and coaches a local band, assisting with booking shows and marketing. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations through a broad planning menu and a variety of implementation options.

Matthew Sternkopf is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Cetera Advisor Networks for four years before joining LPL Financial in 2018. Sternkopf also has a non-variable insurance business complementary to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive investment tools and a large network of advisors.

Robert Johnston is a financial advisor with J.P. Morgan Securities in Oconomowoc, WI, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions, with capabilities that include derivatives and commodities strategies.

David Demore is a CFP® with 21 years of experience in the financial services industry. He is currently with OSAIC and has previous experience at Woodbury Financial Services, Sii Investments, and LPL Financial. Outside of his advisory role, he owns an online guitar and music equipment sales business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and various managed account solutions.

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 financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has been involved in restaurant operations and worked in financial planning under a DBA affiliated with LPL. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Paul Lang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 1994. Outside of his financial career, Lang is a member of the blues/rock cover band Rum Line. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by related investment-management affiliates.

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.