Kyle Rossi is a financial advisor with LPL Financial in Wauwatosa, WI, holding a Series 66 designation and over 13 years of industry experience. His prior positions include roles at Johnson Bank, INVEST Financial Corporation, and Iowa State Bank. 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 provides a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and custom strategies across discretionary and non-discretionary platforms.

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.

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® professional with 21 years of industry experience, currently with RBC Capital Markets in Brookfield, WI. His prior experience includes roles at City National Bank and Robert W. Baird & Co. He serves on the boards of several nonprofit organizations, including Asset Builders of America, which promotes financial literacy for high school students, and he is president of the board for the Cedarburg Art Museum. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients offering a range of advisory programs with tailored investment strategies, incorporating both in-house and third-party managers. The firm provides comprehensive financial planning, portfolio management, and custody services across multiple account structures.

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, holding a Series 66 designation and 12 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and previously was with SII Investments, Inc. and American Financial Services. Outside of his advisory role, he serves as a notary public and assists with tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

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 industry experience, currently serving at Wells Fargo Advisors since 2021. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over a decade. He is a board member and treasurer of the Financial Planning Association of Wisconsin. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including retirement, education, and niche services such as sports and entertainment planning. Advisors utilize proprietary research and planning tools to deliver tailored recommendations, with clients able to choose implementation through brokerage or advisory programs.

Jason Dummert is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including during its prior registration as Axa Advisors, LLC. Outside of advising, he is involved in independent coaching and consulting through Frozen River Coaching, LLC, and participates in community activities such as assisting local farmers markets and serving as an associate at Field Workshop. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models, including third-party programs and discretionary management, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

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.

Adam Bublitz is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan and its affiliated entities since 2015. Outside of his advisory role, he was involved with Oily Woodman from 2015 to 2018. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.