Brian Nelson is a financial advisor at Edward Jones in Cedarburg, WI, holding a Series 66 designation. He joined Edward Jones in 2025 and previously worked at Faustel, Inc., Braas Company, and Curt G. Joa, Inc. Prior to joining Edward Jones, he accumulated several years of experience in other industries. 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.

Emmanuel Sona is a financial advisor at Edward Jones with 8 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at JPMorgan Securities LLC and Massmutual Life Insurance Co, among others. Outside of his advisory work, he owns an investment club and a property management business focused on maintenance and repairs. Edward Jones is a wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Daniel Oconnor is a financial advisor with LPL Financial in Mequon, WI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he serves as a board member of the Mequon Theinsville Sunrise Rotary, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

William Koehler is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 41 years of industry experience. Before joining Charles Schwab in 2016, he worked at Wisconsin Discount Securities Corporation for 34 years and was involved with KOMO Bikes LLC for five years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by ongoing due diligence and periodic reviews.

Gregory Schauer is a financial advisor with Ameriprise in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Ameriprise since 2018 and prior experience at Thrivent Financial and Thrivent Investment Management. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement who meet specific asset criteria. The firm provides customized written recommendations using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Gunner Gonzalez is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at Kwik Trip Inc. and Starbucks Coffee Co. before joining Baird. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional to complex allocations.

Jerry Gold is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Associated Investment Services, BMO Harris Bank, LPL Financial, Johnson Financial Group, and multiple positions within Wells Fargo entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dennis Johnson Jr. is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel since 2018, following six years at B.C. Ziegler and Company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decisions.

Reginald Lockett is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has previously worked at Sagepoint Financial, Inc., Equitable Advisors, Rausch Sturm, LLP, and K-Force. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide 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.

Susan Goffiney Walton is a financial advisor with RBC Capital Markets in Mequon, WI, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Travis Murphy is a financial advisor with LPL Financial in Saukville, WI, holding a Series 66 designation and 13 years of industry experience. Before joining LPL Financial in 2026, he spent 13 years with Edward Jones. 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 supports both traditional and alternative strategies.

Connor Day is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 designation and has worked at Baird since 2022. Prior to joining Baird, he was employed at ABC Supply Company Inc. and attended the University of Wisconsin-Madison. Connor is part of The DDK Group, a team within Baird’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 separately managed accounts and tax-management overlays.

Vincent Ferreira is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at firms including RBC Capital Markets and US Bancorp. 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 investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael La Chance is a CFP®-certified financial advisor with 12 years of industry experience, currently serving clients at Edward Jones since 2013. He co-owns a multi-advisor office in Grafton, WI, alongside two partners, and is involved in finalizing a rental lease agreement related to that office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kevin Mccormick is a financial advisor with LPL Financial in Pewaukee, WI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes long-term roles at BMO Harris Financial Advisors, M&I Trust Company, and affiliated entities. 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 advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Charlotte Bouche is a CFP® professional with 29 years of experience in the financial industry. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. Outside of her advisory role, she works as a freelance pianist, organist, accompanist, and composer/arranger. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Laura Tinsley is a financial advisor with Edward Jones in Mequon, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she was self-employed for 12 years. Outside of her advisory role, she works as a design consultant in the handbags and fashion industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Bongard is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is involved with Heritage Private Wealth LLC and wholly owns Bongard Asset Management, LLC, both investment-related activities in West Bend, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial product sales and referral channels.

Julie Niznansky is a financial advisor at RBC Capital Markets in Milwaukee, WI, holding a Series 66 designation with experience dating from 2013. Her career includes twelve years at Associated Bank and current roles at both RBC Capital Markets and City National Bank. She serves as a volunteer committee member for Make A Wish Wisconsin, assisting in the planning of the organization’s annual gala. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services tailored to client risk profiles.

Lisa Haushalter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at LPL Financial since 2011 and concurrently serves as a wealth advisor at Old National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.