Michael Ehlers is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience and previously worked at MK Cellular Inc for 21 years. 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, while operating under a fiduciary standard.

Mark Gustin is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, where he has worked since 2010. He has 17 years of industry experience. 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 offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers, with strategies spanning traditional and non-traditional allocations.

Lane Albrecht is a financial advisor with Thrivent Investment Management in Oconomowoc, WI, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his financial advisory role, he is involved in farmland ownership, renting farmland on a cost-per-acre basis. 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 planning across various topics without discretionary portfolio management or institutional services.

Craig Schnuelle is a CFP® professional with 22 years of industry experience. He currently serves as a financial advisor at OSAIC, joining the firm in 2024 after prior roles at Woodbury Financial Services, Sii Investments, and Ameriprise. Schnuelle holds leadership roles outside of his advisory work, including serving as President of the Palmyra Lions Club and Chair of the Village of Palmyra zoning appeals board. OSAIC serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Jeremy Wenzlow is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial. He has held roles at Bank Five Nine, First Bank Financial Centre, MML Investors Services LLC, and MassMutual Life Insurance Company. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies implemented by its network of investment adviser representatives.

Adam Bickel is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Gustave A. Larson Inc and Dave Jones Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Erin Nowakowski Lubarsky is a financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, holding a Series 63 designation and 25 years of industry experience. She has been with Robert W. Baird & Co. since 1999. Outside of her advisory role, she is involved in youth soccer coaching and community activities through the Polonia Youth Soccer Club and the Wisconsin Youth Soccer Association. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a broad range of clients including high-net-worth individuals, families, and institutional clients. The group offers customized financial planning, portfolio management, and a variety of investment strategies tailored to client goals and risk tolerances.

Nolan Cohen is a CFP® professional based in Oconomowoc, WI, affiliated with LPL Financial. He has eight years of industry experience, including roles at Northwestern Mutual and Landmark Credit Union. Outside of his financial advisory work, he is involved in a small-scale sports card selling business. 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 portfolios, and institutional platforms, with advice delivered primarily by investment adviser representatives.

Allen Dable is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including JP Morgan Securities, JP Morgan Chase Bank, and Thrivent Financial. He is the owner of Highpointe Wealth Management, Inc., an S corporation involved in investment advisory activities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and maintaining a complex affiliate network.

Julie Nachtigal is a financial advisor with Edward Jones in Fort Atkinson, WI, holding a Series 66 credential and nine years of industry experience. She has been with Edward Jones since 2016 and also operates Nachtigall Business Consulting LLC, which she founded in 2015. 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 strategies and maintains a large network of financial advisors and branch offices nationwide, with assets under management totaling approximately $1.01 trillion.

Joshua Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Whitewater, WI. He has four years of industry experience, including prior roles at myPro Realty and Lannon Stone Realty. Outside of finance, he has been involved with Brooklife Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of advisors and branches.

Micah Schroeder is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at MML Investors Services and MassMutual from 2015 to 2020, and he has been affiliated with Bank Five Nine and LPL Financial since 2020. He is also an agent for fixed and life non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a range of strategies and tools.

Mitchell Vogel is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory role, Vogel is involved in online reselling, primarily buying and selling shoes as part of a personal hobby. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining separation between the two.

Debra Stein is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. Her career includes roles at Grove Point Investments, Grove Point Advisors, H.Beck Inc., and previous tenure at LPL Financial. 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 and access to third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Timothy Schlosser is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at firms including MML Investors Services Inc, MassMutual Life Insurance Company, First Bank Financial Centre, and Bank Five Nine. Outside of his advisory roles, he is involved in non-variable insurance sales. 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 services including financial planning, model portfolio programs, and institutional platforms, combining advisory services with various non-advisory financial activities.

Matthew Peltier is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for the City and County of Denver for five years. Peltier is a member of the School District of Jefferson School Board in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and a nationwide network of over 23,000 financial advisors.

Gary Thompson is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera since 2004. In addition to his advisory role, he is president of Thompson & Company, S.C., a CPA firm, and serves on the board of the Jefferson Housing Authority. Cetera Investment Advisers LLC provides services through a large network of independent advisors to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Danielle Cull is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2023. She has two years of industry experience and previously worked with the Oconomowoc Area School District. Outside of her advisory role, she volunteers assisting with costume design for middle school musicals. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Meredith Pennewell is a financial advisor with Edward Jones in Ft Atkinson, WI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, she worked for SouthComm Business Media, Inc for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Patrick Bortz is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Axa Advisors, LLC from 2012 to 2020 before joining Ameriprise. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.