Wayne Frank is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B C Ziegler and Company for 11 years before joining Stifel in 2018. Outside of his advisory role, he serves as a member of the board of trustees at Immanuel Presbyterian Church in Milwaukee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

Philip Sherman Bender is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2024. Prior to this, he was involved with Primerica Financial Services and Marketplace Chaplains, and he is also an owner of Brew City Pizza. Outside of advising, he works as a Lyft driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Samuel Kinderman is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 66 licenses and three years of industry experience. He has worked within various divisions of JPMorgan Chase Bank since 2016. 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 in its advisory process.

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.

Benjamin Carr is a Series 66-licensed financial advisor with 18 years of experience at Thrivent Investment Management and Thrivent Financial for Lutherans in Cedarburg, WI. He has been with the firm since 2008. Outside of his advisory role, he owns and operates a commercial property management LLC for bookkeeping and maintenance purposes related to his Thrivent business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers clients the option to combine planning with managed-account programs under a consolidated billing approach.

Matthew Yerkes is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and RBC Capital Markets. Outside his advisory role, he is involved as an insurance agent with Ferrito & O'Gorman Financial Group. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging various asset-allocation tools and third-party platforms to manage portfolios on discretionary and non-discretionary bases.

Scott Weir is a financial advisor with Osaic Wealth, Inc. based in Cedarburg, Wisconsin, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes roles at Woodbury Financial Services and First Heartland Capital. Outside of his advisory work, he owns a tree farm specializing in Christmas and fruit trees and serves as an investment advisor to a church endowment fund. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm uses multiple asset-allocation and portfolio management tools and supports complex advisory platforms and third-party services.

Heather Johnson is a financial advisor with LPL Financial in Delafield, WI, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at J.P. Morgan Securities and J.P. Morgan Chase Bank. She is also a notary through Johnson Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by research, third-party asset managers, and proprietary technology.

Thomas Mueller is a financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent and its affiliates since 2018, following five years at Marcus Corporation. Mueller serves as an ambassador for the Cedarburg Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.

Frank Mularz III is a financial advisor with LPL Financial in Wauwatosa, WI, holding Series 63 and Series 65 licenses and totaling 27 years of industry experience. His prior roles include positions at PNC Wealth Management, U.S. Bancorp Investments, Inc., Wells Fargo Clearing, Chase Investment Services Corp., and M&I Financial Advisors, Inc. He also maintains a wealth management practice affiliated with UW Credit Union. 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, third-party asset management access, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Jacob Pfeifer is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Northwestern Mutual and has experience in retail and education sectors. Pfeifer also maintains part-time employment with Kroger. 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, and institutional platforms, supported by extensive technology and a large network of advisors.

Michael Kramer is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 credential. He worked at B C Ziegler and Company for 18 years before joining Stifel in 2018. Kramer has served as Past President of the Mequon-Thiensville Chamber of Commerce and is involved in the city of Mequon's Economic Development Board, as well as serving on the board of Community Projects for Seniors. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Anthony Consiglio is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert Baird & Co. since 1996 and is also involved as a board member with the local Boy Scouts of America Potawatomi Area Council. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Todd Metcalf is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously at B.C. Ziegler and Company from 2016 to 2018. Outside of his advisory role, he volunteers as a soccer coach at Oconomowoc High School during the spring season. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Karli Caine is a Financial Advisor with Merrill Lynch Wealth Management, where she applies a comprehensive approach to wealth management that emphasizes understanding clients’ goals and delivering personalized financial strategies. She is part of the TBS Group, which integrates client aspirations with strategic insights to develop action plans that address risk tolerances, time horizons, liquidity needs, and investment objectives. Karli began her career at Merrill in 2020 in client service roles before transitioning to financial advising. She leverages her background in client services to prioritize client satisfaction and provide ongoing support through a dynamic wealth management process. Her areas of focus include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, and retirement income. Karli earned a Bachelor of Science degree in Personal Finance with a minor in Entrepreneurship from the University of Wisconsin-Madison. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation, is licensed in life and health insurance in Wisconsin, and holds FINRA Series 7 and 66 registrations. She is involved with the Financial Occupations Club for University Students and participates in community activities with the ALS Association. Her personal interests include cooking, reading, tennis, and volleyball.

Garrett Kindelspire is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he served ten years with the United States Navy at NAVAIR. He manages rental properties in Scottsdale, Arizona, handling initial renter communications. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Irina Lueth is a financial advisor with OSAIC in Pewaukee, WI, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has worked at Woodbury Financial Services and owns Lueth Financial, Inc., a company providing financial and insurance services. Additionally, she is involved in selling health and life insurance products through various independent agencies. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering brokerage, advisory, financial planning, and managed account services through an extensive network of advisers and multiple platforms.

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.

Denise Klemens is a CFP® with 26 years of experience in the financial industry. She has worked at Stifel since 2018 and previously spent 13 years at B C Ziegler and Company. She holds the Series 66 designation and is based in Mequon, WI. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Michael Murray is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He has been with Robert Baird & Co. since 1996 and holds Series 63 and Series 65 designations. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.