Jason Willms is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has been with Thrivent and its related entities since 2020, including roles at Carr Services and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive planning across various financial topics without discretionary portfolio management, combining goal-based analysis with an option to integrate managed accounts under a consolidated billing program called WealthPlan.

Gary Dunco is a financial advisor with Ameriprise who holds CFP® and CFA® designations and has 32 years of industry experience. He has worked at Ameriprise Financial Services since 2009, including his current role at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

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.

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.

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.

Ryan Bostwick is a financial advisor at Raymond James Financial with 22 years of industry experience. He has previously worked at Transamerica Capital Inc for 16 years before joining Raymond James in 2023. Outside of his primary role, he is a 15% owner and financial advisor at ClearTrack Financial Advisors, where he serves as an independent contractor. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.

Brian Barber is a financial advisor at Equitable Advisors with 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2007. Outside of his advisory role, Brian co-owns Trifecta Worldwide, LLC, a local small business that produces custom t-shirts for Port Washington’s annual Fish Day festival. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

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.

Curtis May is a financial advisor with Equitable Advisors in Cedarburg, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 2013, including time when the firm operated as AXA Advisors, LLC. Outside of his advisory role, May serves as a board member of the Cedar Reserve Homeowners Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, emphasizing tailored client services and a combination of advisory and brokerage channels.

Christopher Doughty is a CFP® with 30 years of industry experience, currently advising at Raymond James Financial Services Advisors. His career includes roles at Gentian Financial, Alliance Wealth Management Mequon, and Raymond James. Outside of advising, he is an author focusing on personal development and serves as a board member of The River Club of Mequon. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Paul Baldino is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2012, including time when the firm operated as AXA Advisors, LLC. Outside of his advisory role, Baldino serves as a board member for the Milwaukee Community Sailing Center and assists with tastings at Waterford Wine. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering access to multiple third-party asset managers and tailoring services based on individual client goals and risk tolerance.

Randy Roesler is a financial advisor with Cetera, holding a Series 63 designation and over 34 years of industry experience. He has been with Cetera and its affiliate firms since 2013. Roesler serves as a principal and OSJ for Roesler and Associates Wealth Management, where he focuses on insurance, tax planning, investments, retirement, and estate planning. He is also a board member of a homeowners association in Franklin, WI. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, and access to various program structures and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

Joshua Traudt is a financial advisor with LPL Financial in Port Washington, WI, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Stifel and B.C. Ziegler and Company. 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 model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Alec Lothert is a financial advisor with Edward Jones in Cedarburg, WI, holding a Series 63 designation and bringing 20 years of industry experience. He has been with Edward Jones since 2006. 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, offers a range of advisory strategies including discretionary and non-discretionary wrap fees, and provides affiliated mutual funds, tax-efficient services, and securities-based lending options.

Jerry Faust is a financial advisor with Edward Jones in Grafton, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2003 and has longstanding involvement with the YMCA West Suburban and the Wisconsin Interscholastic Athletic Association. Outside of advising, Faust is involved in managing family-related real estate entities. 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, including both discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Daniel Mckelvey is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Cambridge Investment Research Advisors and Investment Centers of America. Outside of his advisory role, he serves as a board member of the Grafton Lions Club and the Grafton Chamber of Commerce. 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, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

John Plumley is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Equitable Advisors since 2010, previously affiliated with Axa Advisors. Outside of his advisory role, he is the founder and president of the MPD Mounted Patrol Foundation, a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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.

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.