Scott Waechter is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Alliance America, United Advisors America, FSB Premier Wealth Management, and Bankers Life. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers through a large network of affiliated advisers and advisory platforms.

Timothy Wachter is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory role, he serves as Vice Chairman on the Board of Directors for the Franklin Economic Development Commission and owns Victory Creek Accounting LLC, a tax preparation business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Danielle Cull is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2023. She has two years of industry experience and previously worked with the Oconomowoc Area School District. Outside of her advisory role, she volunteers assisting with costume design for middle school musicals. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Debra Stefl is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2012, including time at Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is a 50% owner of Equipmentfax, a business tool for tracking liens on off-highway equipment. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Kevin Hoeft is a Series 66-licensed financial advisor with LPL Financial in New Berlin, WI, having 10 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is employed as a plasma donor at BioLife. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Michael Violette is a financial advisor with Wells Fargo Clearing in New Berlin, WI, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Cetera Investment Services, LPL Financial, CUNA Mutual Group, and U.S. Bank. Outside of finance, he works as a driver for Go Riteway Transportation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Dawn Panas is a financial advisor at Morgan Stanley in Waukesha, WI, with 37 years of industry experience. She has held her current position at Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients with various investment strategies, managing approximately $2.74 trillion in assets.

Erik Pinter is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2011, he worked 25 years at Anchor Bank. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

Lee Mccarthy is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2013. Outside of his advisory work, he organizes and facilitates fundraisers for St. Jerome Parish School in Oconomowoc, Wisconsin. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Kimberly Miller is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and over 20 years of experience with the firm. She also works as a photo lab specialist at Target Corporation, processing film and digital media prints on weekends. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients with a variety of advisory programs and affiliated investment capabilities supported by a large national network of advisors and branch offices.

William Fris is a financial advisor with Equitable Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is involved in insurance-related activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client solutions.

Heather Reliford is a financial advisor with Primerica Advisors in Brookfield, WI, holding Series 63 and Series 65 designations and possessing nine years of industry experience. She has worked with PFS Investments Inc. since 2017 and Primerica Financial Services since 2016. Outside of advisory roles, she is involved in real estate sales and works as a Lyft driver. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports trades through BNY Mellon Advisors and Pershing custody services.

Taylor Busse is a financial advisor with LPL Financial, holding the Series 66 designation. Based in Big Bend, WI, Busse has experience working at Citizens Bank and LPL Financial since 2023. Prior roles include positions at Waukesha County Technical College, Linden Grove, and Mukwonago High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Bailey is a Senior Financial Advisor at Merrill Lynch Wealth Management with nine years of experience in financial markets, specializing in global macro perspectives and individual security selection. His expertise encompasses mutual funds, stocks, bonds, ETFs, annuities, and cash options. He focuses on retirement plan creation and administration, delivering personalized wealth management strategies tailored to clients' life priorities and goals. Raised in Burlington and now based in Genoa City, Wisconsin, Robert earned a Bachelor of Arts in Economics from the University of Wisconsin System in 2010. He has worked at various financial institutions including Vanguard in Scottsdale, Arizona, and Northwestern Mutual, where he concentrated on inheritance and required minimum distributions before becoming a solo advisor with Edward Jones. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Robert serves as Vice President of the Genoa City Lions Club and actively participates in community service projects. Outside of his professional commitments, he enjoys golfing, snowboarding, gardening, woodworking, 3D printing, and spending time with his family and their dog, Murica.

James Jakscht is a financial advisor with Edward Jones in East Troy, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a caregiver for a disabled child. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branches.

Paul Nowak is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning services, and investment management solutions supported by proprietary and third-party research.

Kenneth Schimpf III is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Board of Directors for the Wisconsin Basketball Officials Association and works as an independent contractor officiating and assigning officials for sporting events. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Carter is a financial advisor with LPL Financial based in New Berlin, WI. He holds Series 65 and Series 63 licenses and has over a decade of experience in the financial industry, including roles at BMO Bank and BMO Harris Bank. Carter has been with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services through a national network of investment adviser representatives.

Robert Allbright is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2021. He has held roles at BMO Harris Financial Advisors, BMO Harris Bank, and several M&I entities since 2010. Outside of his advisory work, he serves on the board of the St. Joseph Congregation in Brookfield, WI, and participates as a poll worker for the City of Brookfield. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with research support from multiple sources.

Justin Klawitter is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.