Jordan Bonnett is a financial advisor with Edward Jones in Sussex, WI, holding the ChFC® and Series 66 designations and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Doughty is a CFP® with 30 years of industry experience, currently advising at Raymond James Financial Services Advisors. His career includes roles at Gentian Financial, Alliance Wealth Management Mequon, and Raymond James. Outside of advising, he is an author focusing on personal development and serves as a board member of The River Club of Mequon. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Jody Chalhoub is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2010 and was previously with Robert Baird & Co. from 2004 to 2010. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Paul Baldino is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, including prior affiliation with AXA Advisors. Outside of his advisory role, Baldino serves as a board member for the Milwaukee Community Sailing Center and is involved in assisting with wine tastings at Waterford Wine. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models, including third-party managers and LPL-sponsored programs, to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

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.

Deborah Cecsarini is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Mequon, WI, where she has worked for seven years. Prior to joining Baird, she held various roles in theatre and audio production and has maintained a freelance voice-over and acting business since 2003. She also serves as an investment committee member for the Milwaukee Repertory Theatre. The DDK Group at Robert W. Baird & Co. serves individuals, businesses, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines internal research, manager-traded strategies, and tax-management tools to deliver tailored wealth management solutions.

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.

Jacob Becker is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2017, following five years at Scottrade Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Egija Bruge is a Series 66-licensed financial advisor with Morgan Stanley in Mequon, Wisconsin, where she has worked since 2015. She has 12 years of industry experience. Outside of her advisory role, she serves as the Board Treasurer for the Wisconsin Latvian Cultural Foundation Inc., a community organization based in Milwaukee. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a comprehensive investment approach.

Michael O'Brien Sr. is a financial advisor with Edward Jones in Shorewood, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Daniel Koth is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He has been with Robert Baird since 2004 and holds a Series 66 designation. Outside of his advisory role, Koth serves as a board member of the Notre Dame Club of Milwaukee and participates on the Investment/Finance Committee of Ozaukee Family Services. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, utilizing both in-house and third-party managers, and provides a variety of investment strategies and portfolio management options.

Scott Latzke is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Strong Capital Management. In addition to his advisory work, he is involved in independent insurance brokering. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.

Michelle Buestrin is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience and holds a Series 66 designation. She has been with Robert W. Baird since 2011. Outside of her advisory role, she owns and operates Open Books, a business creating and selling journals and sketchbooks online and at craft fairs. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing capabilities, supported by ongoing manager selection and internal research.

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.

Joshua Traudt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Stifel from 2018 to 2026 and B.C. Ziegler and Company from 2014 to 2018. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through investment adviser representatives who utilize a range of discretionary and non-discretionary strategies.