Jake Murray is a financial advisor at Robert W. Baird & Co. with a Series 66 designation. He has experience working at Robert W. Baird & Co. Incorporated since 2026 and previously held roles in logistics and hospitality. Jake attended the University of Wisconsin-Madison from 2014 to 2018. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs both manager-traded and model-traded strategies, incorporates tax management and direct indexing, and uses internal research and artificial intelligence tools in client advice.

Creighton Dracca is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wintrust Investments LLC and J.P. Morgan Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peyton Janto is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and began his career at Wells Fargo Clearing before joining Wells Fargo Advisors. Outside of his advisory role, he serves as an assistant track and field and cross country coach for the West Bend School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Matthew Rose is a financial advisor at Edward Jones in Hartland, WI, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones, he worked in education and tutoring roles, including positions at Mathnasium, Ace Tutoring Academy, Carnegie Learning, and the Whitefish Bay School District. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michele Olshanski is a financial advisor with Edward Jones, holding a Series 63 designation and 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1997. Outside of her advisory role, she is involved in several talent agencies focused on modeling and acting as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Plumley is a financial advisor at Equitable Advisors with 16 years of industry experience. He has held roles at Equitable Advisors since 2010 and previously worked at AXA Advisors, LLC. Outside of his advisory work, he serves as President and Founder of the MPD Mounted Patrol Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a network of Investment Adviser Representatives and offers a range of advisory programs, often implemented through third-party managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Samuel Kirk is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Charles Schwab. He has worked at Charles Schwab since 2017, with a brief tenure at Fidelity Brokerage Services LLC in 2019. His background also includes roles outside the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage and custody services within an integrated structure.

Samantha Nelson is a financial advisor with LPL Financial based in Brookfield, WI. She holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, she worked at Johnson Financial Group and has also served as a notary for the State of Wisconsin since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Brian Menzel is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Woodbury Financial Services, Union Financial, and Principal Life Insurance Company. Outside of advising, he serves on the board of Journeys Lutheran School and coaches girls golf at Lake Country Lutheran High School. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm's investment approach emphasizes model-based asset allocation and portfolio optimization, delivering a variety of programs including financial planning, advisor-managed portfolios, and retirement plan consulting.

Ronald Pisano is a financial advisor with LPL Financial in Pewaukee, WI, holding a Series 66 designation and one year of industry experience. He has worked at Francis Pisano/Meritage Wealth Management and LPL Financial since 2025, with prior experience at Tenet Consulting and Gibson Consulting. Outside of his advisory role, he is co-owner and principal of Hudson West, Inc., a non-investment-related business based in Pewaukee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various investment strategies and technology tools to support its network of over 22,800 advisors.

Donovan Fahler is a financial advisor with LPL Financial in Germantown, Wisconsin. He holds a Series 66 designation and has been with LPL Financial since 2024. Prior to his advisory role, he worked at Target Corporation and Panera Bread Co. for a combined total of seven years. 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 investment adviser representatives.

Matthew Carbol is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2015, as well as Avantax Investment Services from 2020 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it maintains oversight through affiliated and unaffiliated sub-advisers.

Brady Weas is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. Prior to this, he was involved with Juiced Juicery in 2023. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

Melissa Corbeg is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 licenses and with 10 years of industry experience. Her prior roles include positions at Waddell & Reed and various insurance agencies. Outside of advising, she has served with community organizations such as the Girl Scout Troop 10771 and the Volunteer Service Club of Pewaukee. 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, and institutional platforms, supported by extensive research and technology tools.

Phillip Berge is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to his advisory role, he was involved in various positions including at Miller's Liquor, El Arca, Monona Catering, and the University of Wisconsin-Madison. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Penny Shelander is a financial advisor with Edward Jones in Port Washington, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Robert Shirley is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Travis Surita is a CFP® credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at Mayville Engineering Company, Rockwell Automation, and Alto-Shaam, Inc. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.

Peter Kobin is a financial advisor with Wells Fargo Advisors in Cedarburg, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Kobin is also a 30% owner of CCPK Investment Consulting, LLC, where he actively manages his own financial advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and tools to create tailored recommendations.

Jacob Stoflet is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones in two periods totaling about 10 years, with additional roles at North Star Resource Group, Minnesota Life Insurance Company, Securian Financial Services Inc, and Ironwood Drive Financial Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of advisory programs, tax-efficient services, and affiliated investment options under a fiduciary standard.