Alicia Lantz is a CFP®-certified financial advisor with 20 years of industry experience. She is currently affiliated with LPL Financial and UW Credit Union, having previously worked at U.S. Bancorp Investments, Northwestern Mutual, Robert W. Baird, Citigroup Global Markets, and Ameriprise. She holds the Series 66 designation. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Sabel is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2019. His prior experience includes roles at Wells Fargo and Pope Scientific. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Jacqueline Fritz is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Michael Prasch is an advisor with Wells Fargo Clearing holding Series 63 and Series 65 credentials. He began his financial services career in 2024 and has prior experience working at Concordia University Wisconsin and Dick's Sporting Goods. Outside of finance, he worked at Saloon Royal for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Hienz Jr. is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Robert W. Baird & Company since 2000. 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 provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies and overlay services.

Timothy Carr is a financial advisor at Morgan Stanley with 60 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities within Morgan Stanley since 2003. Carr also serves on the City of Mequon's Economic Development Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling.

Brian Barber is a financial advisor with Equitable Advisors in Port Washington, WI, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors LLC, since 2007. Outside of advising, Barber is a co-owner of Trifecta Worldwide, LLC, which produces apparel for the annual Port Washington Fish Day festival and serves as Board President of Lake Financial Group and a member of the Port Washington Lions Club. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory programs.

Paula Reinholtz is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked for eight years at Simon Family Eye Care. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for assets held in Ameriprise-managed accounts.

Margaret O'Brien is a financial advisor with Edward Jones in Shorewood, WI. She holds a Series 66 designation and has one year of experience at Edward Jones, following five years at Choose Chicago and prior roles in project management and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Jorden Trochelman is a financial advisor with Thrivent Investment Management based in Brookfield, WI. He holds Series 63 and Series 66 credentials and has 24 years of industry experience. His prior work includes roles at Fidelity Brokerage Services and RUSSELL Investments. 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 a consolidated billing option for planning combined with managed-account services.

Brian Drozdowicz is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2018, with prior experience at Alro Steel Corporation from 2016 to 2018. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and public entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and has involvement with private funds, municipal market activities, and affiliated trust companies.

Robin Rebarchik is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 63 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Jason Pokorny is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Wells Fargo in various advisory roles. In addition to his advisory work, he is also licensed as an insurance agent involved in the sale and service of accident and health insurance, fixed annuities, and traditional life insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Walter Taylor is a financial advisor with RBC Capital Markets in Mequon, WI, holding a Series 66 designation and 1 year of industry experience. He previously worked at Baird from 2019 to 2024. Outside of his advisory role, he serves on the Board of Directors for Safe And Sound, a nonprofit focused on community safety in Milwaukee, and coaches high jumpers and sprinters for The University School of Milwaukee track team. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering tailored investment strategies through a variety of advisory programs and portfolio management options.

Mitchell Andrews is a CFP® professional with four years of industry experience, currently serving as a financial advisor at OSAIC. His prior roles include positions at Securities America Advisors and Securities America, Inc. He also works as a tax preparer outside of his advisory duties. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that can include a variety of investment types.

Patrick Rich is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has held various roles including work with Cutting Edge Staffing and Rich Language Consulting. Outside of his advisory work, he has been involved with Inter Northshore FC/Milwaukee Kickers and Neighborhood House of Milwaukee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Lance Lesage is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and North Shore Bank. Outside of his advisory role, he is an assistant swim coach at Schroeder Aquatics. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Cody Ganchar is a financial advisor with Edward Jones in Germantown, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he coached youth hockey with the Milwaukee Jr. Admirals and worked at Johnson Controls. He continues to serve as a youth hockey coach in Milwaukee outside of his advisory role. 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 and investment solutions supported by a large nationwide network of advisors and branch offices.

Donald Sonsalla is a financial advisor with RBC Wealth Management in Mequon, WI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with RBC Wealth Management since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management options and integrates in-house and third-party investment resources.

Curtis May is a financial advisor at Equitable Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and its predecessor firms since 1995. Outside of his advisory role, he serves as a board member for the Cedar Reserve Homeowners Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual and institutional clients. The firm uses a range of advisory models and third-party managers, offering a selection of mutual funds, ETFs, separately managed accounts, and alternative investments without sponsoring its own wrap fee program.