Kyle Kahl is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including EmPeople Credit Union, OSAIC Wealth Inc, and Jasen Wealth Advisors LLC. In addition to his advisory role, Kyle owns Hawking Capital LLC, a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Adam Vande Slunt is a financial advisor with Edward Jones in Waupun, WI, holding a Series 63 designation and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of advising, he is involved as a color commentator for high school sports broadcasts and has investments in a television series adaptation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Justin Eigner is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Eigner holds ownership interests in two investment-related firms, Heritage Private Wealth LLC and NSWealth, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and utilizes Wells Fargo research and tools to develop tailored recommendations, with implementation options through various brokerage and advisory programs.

Peter Legrave is a financial advisor at Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation with 15 years of industry experience. His career includes roles at Wells Fargo Bank and Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. 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 investment and financial planning services, including specialized planning in areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Elizabeth Ratzburg is a Series 66-registered financial advisor with Robert W. Baird & Co. She has seven years of industry experience, including previous roles at Stifel and earlier tenure at Baird. Outside of her advisory work, she is involved in managing rental properties. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and manager options to meet client goals and risk tolerances.

Daniel Kern is a financial advisor with Robert W. Baird & Co. in West Bend, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. for 20 years. Outside of his advisory role, Kern is a board member on the Investment/Finance Committee of the Slinger Library/Slinger Business Center Planning Committee and participates in land conservation projects with the U.S. Department of Agriculture’s Natural Resource Conservation Service. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct indexing features.

Edward Scherr is a financial advisor with J.P. Morgan Securities in Grafton, WI, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. 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, distribution, and investment management capabilities.

Michael Nowack is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2005. Outside of his advisory role, he serves as a director on the board of the Threshold Foundation, overseeing the management and distribution of the foundation's assets. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored investment advice and portfolio management services using a combination of in-house and third-party managers across a range of traditional and alternative strategies.

Kayla Krieser is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses. In addition to her financial career, she has been involved with Riverside Brewery and Restaurant since 2007. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory guidance with other financial product offerings.

Joshua Schaalma is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Edward Jones and BMO Harris Financial Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of financial planning and advisory services with access to model portfolios, research, and various program offerings.

Anthony Pochowski is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior roles include positions at Commonwealth Financial Network and SII Investments, Inc. Outside of his advisory work, he volunteers as a firefighter in Mayville and serves as secretary on the board of Christian Life Fellowship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial planning topics. The firm offers these services without discretionary trading authority and allows clients to combine planning with managed-account programs through a consolidated billing option.

Michael Baerwald is a financial advisor at Edward Jones with 22 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2004. Outside of his advisory role, he owns and manages a small storage rental business in Mayville, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm is notable for its extensive network of advisors and branch offices, as well as its fiduciary standard and comprehensive service offerings.

Robert Derks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked with IC Advisory Services, Inc. and The Investment Center, Inc. since 2008 and 2009, respectively. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kathryn Fisher Davies is a Series 66 licensed advisor with Robert W. Baird & Co. in West Bend, WI, where she has worked since 2000, totaling 26 years of industry experience. She serves as a board member of the Holy Angels School Trust Fund, overseeing investment policy and performance reviews for the charitable fund. The DDK Group, part of Baird’s Private Wealth Management department, 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 investment monitoring and research.

Richard Matravers is a financial advisor with Edward Jones in Waupun, WI, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones for 24 years since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Moore is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and 22 years of industry experience. He has worked across multiple Wells Fargo entities since 2009. Outside of his advisory role, Moore serves as a volunteer firefighter in Winchester, WI, and is a professional high-performance driving instructor through Xtreme Xperience LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including business-owner transition and special-needs analysis. The firm supports tailored recommendations developed with proprietary research and tools, delivered through meetings and written summaries, with optional implementation through various brokerage and advisory programs.

Troy Keesling is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a board member for Jake’s Diapers, a cloth diaper ministry providing diapers to individuals in extreme poverty both domestically and internationally. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across various financial topics. The firm emphasizes written recommendations without discretionary trading authority and allows clients to combine planning with managed-account services under separate billing arrangements.

Vehantre Brown is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Merrill, Bank of America, TD AMERITRADE, Scottrade, and Wells Fargo. Outside of his advisory role, he works part-time with food delivery services including Grubhub, DoorDash, and Uber Eats. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary client decision-making.

Patricia Heider is a financial advisor with LPL Financial in Fond Du Lac, WI, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Horicon Bank Wealth Management and Jackson Kahl Insurance. LPL Financial serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven strategies.

Colin Vuyk is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer for Citizen Advocates of Washington County, assisting with community event planning and fund management. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using a broad planning menu that includes retirement, education, and specialized planning areas. Advisors develop tailored recommendations through Wells Fargo’s research and planning tools, with clients choosing how to implement those recommendations.