James Asplin is a financial advisor with LPL Financial in Port Washington, WI, holding a Series 63 designation and 31 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 19 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with Newport Partners Wealth Management, LLC and JDA Financial, which operate as insurance agencies and investment-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various investment strategies supported by research and operational technology.

Matthew Demaster is a Series 66-credentialed financial advisor with three years of industry experience, currently with LPL Financial in Sheboygan, WI. He has previously worked at Harrison Financial, Principal Life Insurance Company, Principal Securities, Inc., Sandy Pines LLC, Torginol Inc., and EOS Surf. Outside of his advisory role, he is the owner of MD Custom Woodworks LLC, a custom woodworking business. 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 services including financial planning, wrap and model portfolio programs, access to third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Brad Katzer is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and nine years of industry experience. His career includes roles at AXA Advisors, Northwestern Mutual, Voya Financial Advisors, and other firms. He also conducts business under the approved DBA Lake Financial Group. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm offers access to various advisory models and third-party asset managers, supporting a broad range of investment options and ERISA fiduciary services.

Megan Coronado is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she serves as Treasurer and Board Member for both the Sheboygan County Estate Planning Council and the Plymouth Public Library Foundation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with a focus on aligning strategies to client goals and risk tolerances.

Kyle Mc Mann is a financial advisor with Edward Jones in Port Washington, WI. He holds a Series 66 designation and has 11 years of industry experience, having been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, with a fiduciary standard for its advisory services.

Ryan Bostwick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 66 licenses and has 22 years of industry experience. His prior work includes 16 years at Transamerica Capital Inc and a year at Russell Investments. He is also a 15% owner and financial advisor at ClearTrack Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through various advisory programs and partnerships.

Brian Barber is a financial advisor with Equitable Advisors in Port Washington, WI, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors LLC, since 2007. Outside of advising, Barber is a co-owner of Trifecta Worldwide, LLC, which produces apparel for the annual Port Washington Fish Day festival and serves as Board President of Lake Financial Group and a member of the Port Washington Lions Club. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory 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.

Randy Roesler is a financial advisor with Cetera, holding a Series 63 designation and over 34 years of industry experience. He has been with Cetera and its affiliate firms since 2013. Roesler serves as a principal and OSJ for Roesler and Associates Wealth Management, where he focuses on insurance, tax planning, investments, retirement, and estate planning. He is also a board member of a homeowners association in Franklin, WI. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, and access to various program structures and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

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.

Shawn Mangan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company for 11 years. Outside of his advisory role, he is employed as a teacher. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Plumley is a financial advisor at Equitable Advisors with 16 years of industry experience. He has held roles at Equitable Advisors since 2010 and previously worked at AXA Advisors, LLC. Outside of his advisory work, he serves as President and Founder of the MPD Mounted Patrol Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a network of Investment Adviser Representatives and offers a range of advisory programs, often implemented through third-party managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Larry Kettle Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Mersberger Financial Group Inc. He is also president of the Marshview Conservation Club, a family hunting organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing multiple program structures and a multi-manager platform.

Penny Shelander is a financial advisor with Edward Jones in Port Washington, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Reid Schmideler is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Brookstone Capital Management and Foundations Investment Advisors LLC. He is also involved in assisting with practice management duties at Kettle Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Justin Behm is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2011, including time with its predecessor, Axa Advisors. Outside of his advisory role, Behm serves as treasurer for the Community Education Foundation of Port Washington and is a silent partner in an event space involved in event planning. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment professionals. The firm utilizes a range of advisory models and third-party program sponsors, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Verneith Stout is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. In addition to his advisory role, he is involved with OnPoint Financial Group, LLC, and OnPoint Accounting Group, LLC, which provides 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and technological tools.

Jeffrey Jacobs is a financial advisor with Thrivent Investment Management in Sheboygan, WI. He holds the Series 66 designation and has 10 years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Brian Beeck is a financial advisor at Edward Jones with 28 years of industry experience, including 22 years at Edward Jones. He holds the Series 63 designation and is based in Sheboygan Falls, Wisconsin. Outside of his advisory role, Beeck serves on the board of directors for Camp Fire USA in Sheboygan Falls, where he is involved in executive director observation, curriculum planning, staff meetings, and oversight of camp directors. 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 programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Christy Jacobs is a financial advisor with Thrivent Investment Management in Sheboygan, WI, holding a Series 66 credential and two years of industry experience. She has worked with Thrivent Financial and its affiliated entities since 2016. Outside of her advisory role, Jacobs serves as the Community Engagement Chair and a board member of a local professional women's organization, where she helps connect the group with community activities and supports nonprofit funding decisions. She also works as a wine tasting consultant for a company that offers at-home Napa wine experiences. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses while maintaining planning and managed-account services separately.