Matthew Kenter is a financial advisor with Goldman Sachs Wealth Services in Bristol, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 12 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors and institutional clients, offering financial planning, portfolio management, and specialized executive wealth programs. The firm integrates strategic allocation models, manager selections, and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions across multiple platform options.

Todd Schober is a CFP® professional with 40 years of industry experience, currently serving at Integrity Alliance, LLC. His prior roles include positions at Lion Street Advisors, Risk Strategies Co, LPL Financial, Johnson Bank, and Invest Financial Corporation. In addition to his advisory work, he assists clients with life, disability, and long-term care planning through his role at Risk Strategies Co. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers comprehensive asset management, financial planning, and consulting services, utilizing a range of investment strategies and platforms.

Michael Ramos is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, Bank of America, Merrill, and Guardian Credit Union. Outside of his advisory role, Ramos works as a DoorDash driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Trent Martin is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Thrive Wealth Group, Magellan Financial, and United Advisors. In addition to his advisory role, he is involved with Thrive Wealth Group, where he works as a financial professional offering life insurance and annuities. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a range of investment strategies and delivers services through a large network of affiliated offices and representatives.

Thomas Michalowski is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and six years of industry experience. He has worked with several firms, including Thrive Wealth Group and Portfolio Medics. In addition to his advisory role, he operates as an independent insurance agent. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach to manage client investments.

Joseph Herron is a CFP® with 19 years of industry experience, currently affiliated with Empower Advisory Group in Racine, WI. His prior roles include positions at GWFS Equities, Advised Assets Group, Annex Wealth Management, and Transamerica. Outside of his advisory work, he is chairman of the Prince of Peace Lutheran Church council and owns WoodShed Wonders, a woodworking business he operates with his son. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Michele Randall is a CFP® professional with 30 years of industry experience. She is currently a wealth advisor at CWM, LLC and founder of Randall & Pobar, LLC, a financial services firm. Randall has previously worked with Cetera Wealth Services, Private Advisor Group, and LPL Financial. She serves on the boards of the Gateway Technical College Foundation and the Racine Community Foundation, participating in their finance and investment committees. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan services using discretionary management and a model portfolio approach governed by an in-house Investment Committee.

Brian Goode is a financial advisor with Principal Financial Services based in Franksville, Wisconsin. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. Brian is president of the Fisher Lake Chain Association in Mercer, Wisconsin, where he leads initiatives related to fishery and lake quality management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Arthur Siegel is a financial advisor at Centaurus Financial, Inc. in Kenosha, WI, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2008, alongside running Art Siegel Associates since 1988. Outside of advisory services, he is a licensed insurance agent focusing on fixed life insurance, annuities, health insurance, and long-term care. Centaurus Financial, Inc. provides advisory and brokerage services to a broad range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting with a mix of discretionary and non-discretionary arrangements, employing various analytical approaches and utilizing specialized platforms such as CLASSIC Plus and FlexUMA.

Kyle Kibar is a financial advisor with Edward Jones in Kenosha, WI, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, he worked for four years at Lennox International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated financial services.

William Kletzien is a financial advisor with Robert W. Baird & Co. in Green Bay, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird since 2007. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Julie Plutchak is a financial advisor at Ameriprise with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Johnson Bank, LPL Financial LLC, Gateway Mortgage Corporation, and Southport Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stefanie Theuer is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Her career includes roles at BMO Harris Financial Advisors, Inc., M&I Trust, and Cetera Investment Services LLC. She is based in Mt. Pleasant, Wisconsin. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Esther Inyang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2017 and was previously with PNC Investments LLC from 2013 to 2017. 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 broker-dealer and investment adviser registrations, delivering services through Wealth Advisors while clients retain final decision-making authority.

Cheryl Angelini is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, having worked previously at CUNA Brokerage Services, Inc. and Educators Credit Union, where she continues to serve as a program assistant. She also serves as a notary. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both in-house and third-party strategies across discretionary and non-discretionary accounts.

Mark Nichol is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. His prior work includes roles at Northwestern Mutual, Thrivent Financial, Axa Advisors, and Equitable Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction and serves in advisory roles for multiple registered investment companies and model portfolios.

Benjamin Klenke is a financial advisor with Robert W. Baird & Co. in Racine, WI, holding a Series 66 credential and 11 years of industry experience. He has been with Robert W. Baird & Co., Inc. since 2016. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, manager selection, and the use of artificial intelligence in client advice.

Darren Dewing is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has two years of industry experience, including prior roles at Associated Bank and Rinka Architecture. Dewing is a limited partner in a limited liability company focused on constructing and operating a residential apartment complex in Oak Creek, WI. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Farrah Stephan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank and Bank One, Wisconsin, since 2010 and 1995 respectively. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Timothy Cerny is a financial advisor with LPL Financial in Racine, WI, holding Series 63 and Series 65 licenses and with 34 years of industry experience. His prior experience includes roles at BMO Harris Financial Advisors, Inc., BMO Harris Bank NA, M&I Trust Company, and Chase Investment Services Corp. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.