Brett Schaumberg is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding Series 65 and Series 63 designations and bringing 25 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive, goal-based planning without portfolio management for institutional clients.

Conner Crawford is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in New Berlin, WI. He has eight years of industry experience, including prior roles at UW-Whitewater and The Sprinkler Company. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Nicholas Webster is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of his advisory role, he is a hands-off owner of a residential property managed by a family member. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a variety of in-house and third-party investment resources.

Michael Meyer is a Financial Advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Meyer serves as the Investment Committee Chair for the Wisconsin Lutheran High School Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based planning across various financial topics without managing assets directly under this service. The firm combines planning with managed-account options through its “WealthPlan” program while maintaining separate planning and investment management services.

Brian Stray is a financial advisor with Thrivent Investment Management in Waukesha, WI. He holds a Series 66 designation and has 19 years of industry experience, all with Thrivent Financial for Lutherans and its investment management division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning on a broad range of topics, delivering these services separately from managed-account programs.

Lloyd Frick Jr. is a financial advisor at Stifel with 17 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Kevin Bay Investments, LLC for 10 years before joining Stifel in 2019. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Lori Baneck is a financial advisor at Osaic Wealth with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Girard Securities, MPC Advisors, and Securian Financial Services. Outside of her advisory role, she is a notary. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, utilizing a multi-advisor platform and a range of investment programs.

Jacob Dziubek is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for four years. Outside of his advisory role, he has been involved with Whitnall Park Lutheran Church since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 a large network of investment adviser representatives.

Elodie Johnson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior experience includes roles at Northwestern Mutual and several independent advisors before joining Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisor services and SIMPLE IRA Employer Advisory programs.

Gregory Dorf is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His background includes experience at Axa Advisors and Wintrust Commercial Banking, as well as operating his own advisory practice. Outside of finance, he is involved in several business activities including work as a musician, a handyman and house painting contractor, operating a coffee resale business, and hosting on Airbnb. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory platforms and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Julia Fischer is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with approximately one year of industry experience. Prior to joining Morgan Stanley, she worked at Broadlands Golf Club and spent several years in full-time education. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized investment and advisory activities.

Miracle Hexom is a CFP® professional with 13 years of industry experience. He has been with Cetera and its related entities since 2012 and also works with Waukesha State Bank. Hexom engages in the sale of fixed insurance products through the bank’s insurance agency. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options across discretionary and non-discretionary programs.

Jay Schwab is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Northwestern Mutual and H. Beck, Inc. Schwab serves on the board of the Hales Corners Lutheran Church Foundation, participating in quarterly meetings and community events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations covering a broad range of financial topics. The firm separates planning from managed account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Bernard Lynn is a Series 66 licensed financial advisor at LPL Financial with seven years of industry experience. He previously worked at BMO Harris Financial Advisors and BMO Harris for a combined six years before joining LPL Financial in 2019. 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 a large network of investment adviser representatives.

Katie Wilm is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. She has less than one year of industry experience and previously worked in education and hospitality roles, including positions with Teacher's On Call and multiple school districts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority or institutional portfolio management.

Henry Otten is a financial advisor with Stifel in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee for the Knights of Columbus Council 4648 in Brookfield, where he supervises the council’s financial activities and participates in community charitable events. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Sara Pitcel is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. She holds a Series 66 designation and is based in Waukesha, WI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Rezart Ismolli is a financial advisor at Wells Fargo Clearing with 12 years of industry experience and holds the Series 66 designation. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Benjamin Smith is a financial advisor with LPL Enterprise in Hales Corners, WI, holding Series 63 and Series 65 registrations and having 17 years of industry experience. He previously worked at Pruco Securities, LLC from 2008 to 2024 and has been associated with LB Financial Corp. since 2008. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities, typically implementing investment strategies through model portfolios and offering access to third-party asset managers and insurance products.

James Longe is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and M&I Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational resources.