Caroline Strande is a financial professional at Cetera with Series 66 credentials and less than one year of industry experience. Her prior roles include positions at Fidelity Investments, Deerfield Financial Advisors, and Prime Financial Services. Outside of finance, she serves as a youth basketball official. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers.

Gary Dunco is a financial advisor with Ameriprise who holds CFP® and CFA® designations and has 32 years of industry experience. He has worked at Ameriprise Financial Services since 2009, including his current role at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm 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.

Jordan Fritz is a financial advisor at Robert W. Baird & Co. with a Series 66 credential. He joined Baird in 2026 and has prior experience in technology and defense firms, including Blue Canyon Technologies and Northrop Grumman. The DDK Group, part of Baird’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, managing approximately $394 billion in regulatory assets as of year-end 2025.

Joseph Moore is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at Wells Fargo Clearing, Allspring Funds Management, LLC, and Strong Capital Management Inc. Outside of finance, he serves as a volunteer firefighter for the Winchester Fire Department and works as a high-performance driving instructor through XTREME XPERIENCE LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Frank Vaeth is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes positions at U.S. Bancorp Investments, Wells Fargo Clearing Services, Merrill, and Robert W. Baird & Co. Frank is based in Thiensville, WI. 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 portfolios, third-party asset management, and institutional platforms.

Gary Garvin is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mass Mutual Life Insurance Company and with the Ho-Chunk Nation in various roles. The DDK Group, a team within Robert W. Baird & Co.’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, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside ongoing manager selection and internal research.

Wayne Pipkorn is a financial advisor at Cetera with 34 years of industry experience and holds a Series 63 designation. He previously worked at Avantax Advisory Services and Avantax Investment Services for over three decades. Outside of his advisory role, he serves as an elected official in the Town of Cedarburg and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services, utilizing a multi-manager platform with both affiliated and third-party managers, and oversees more than $256 billion in assets.

Brian Wielgus is a financial advisor with Robert W. Baird & Co. in Waukesha, WI. He holds a Series 66 designation and has 14 years of industry experience, with his tenure at Robert W. Baird beginning in 2011. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement strategies across traditional and non-traditional asset classes.

Blaine Gibson is a CFP® with 22 years of industry experience, currently serving at RBC Capital Markets. His career includes ten years at Robert W. Baird & Co. and concurrent roles at City National Bank over the past seven years. Outside of his advisory work, he holds multiple nonprofit board positions, including president of the board at the Cedarburg Art Museum and director roles focused on financial literacy and community development initiatives. RBC Wealth Management, a division of RBC Capital Markets, provides investment management and financial planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers customized strategies utilizing a range of advisory programs and integrates proprietary and third-party investment solutions.

Andrew Wiziarde is a CFP®-designated financial advisor with 29 years of industry experience. He has worked at Stifel since 2018 and previously with B.C. Ziegler and Company from 2016 to 2018. Outside of his advisory work, Wiziarde serves as Finance Chair for Big Brothers Big Sisters Ozaukee County and is a board member and head coach for the Grafton Gladiators youth football program. Stifel serves a broad client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Grace Durham is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and nine years of industry experience. She has been with Robert W. Baird since 2017 and previously worked at Indiana University. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and tools.

Charlotte Ghazarian is a financial advisor with Thrivent Investment Management in Glendale, WI, holding a ChFC® designation and Series 63 and 65 licenses. She has 36 years of industry experience and has been with Thrivent and its affiliated firms since 2002. Outside of her advisory role, she serves on community boards and committees focused on economic development, education, and youth programs in Milwaukee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary portfolio management. The firm supports clients through standalone planning or combined planning and managed-account solutions under its “WealthPlan” offering.

Matthew Hall is a financial advisor at Edward Jones in Grafton, WI, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience in the healthcare sector, including roles at Prevea Health and Aultman Hospital. 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 under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay tax-efficient services.

Stanley Zurawski III is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 12 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent three years at SII Investments, Inc. Outside of advisory work, he is also a notary and has been involved as an assistant at a tax services business. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual investors, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi‑billion dollar asset base with multiple platform options and proprietary model strategies.

Joseph Ketter is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2022. Prior to that, he was with Keder Solutions and Mortgage Guarantee Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Matthew Clinton is a financial advisor at Edward Jones in Mequon, WI, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory strategies under a fiduciary standard.

Dustin Koehler is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at Edward Jones since 2009. Located in Sussex, WI, he holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Gregory Nebel is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Wells Fargo-related firms since 2016 and is currently with Wells Fargo Advisors. He serves as treasurer and board member of the Financial Planning Association of Wisconsin and owns Shorewood Financial Services LLC, a financial planning practice. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of specialized planning options and using proprietary research and tools to develop tailored client recommendations.

Sarah Fitzsimmons is a financial advisor with Edward Jones in Cedarburg, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she spent 12 years at Kohler, Co. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Galfano is a financial advisor at Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Johnson Controls, Apple, GE Healthcare, and Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.