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.

Richelle Holtzman is a financial advisor at Edward Jones with three years of industry experience. She has worked at Edward Jones since 2022 and previously was employed at Parkside Lending and Ricki Six Group LLC. Holtzman holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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.

Brett Lange is a Series 66 registered advisor with Robert W. Baird & Co., based in Oconomowoc, WI, where he has worked since 2019. He has six years of industry experience and previously worked at Pierce Manufacturing. Outside of his advisory role, Lange has been a basketball official for the Wisconsin Interscholastic Athletic Association since 2013, officiating at local high school and youth tournaments. The DDK Group at Robert W. Baird & Co. serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, with ongoing manager selection and monitoring supported by internal research and advanced tools.

Taven Sandstrom is a financial advisor at Edward Jones in Oconomowoc, WI, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience in healthcare and corporate roles. Outside of financial advising, his background includes positions at Aya Healthcare and multiple medical centers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Christopher Warnecke is a financial advisor with Edward Jones in Watertown, WI, holding a Series 66 designation. He has prior experience at BMO Bank NA and Menards, as well as a long tenure at Best Buy. Warnecke began his advisory career at Edward Jones in 2026. 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 wide range of advisory services including managed solutions, separately managed accounts, and tax-efficient strategies.

Gene Gorrell is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Edward Jones for seven years. He also owns Lake Country Asset Management, LLC, which provides fee-based and commission-based advisory services including wealth management, retirement planning, and insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions through a large network of financial advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party managers to construct and manage portfolios that include a broad array of asset classes.

Nicholas Lenski is a financial advisor with Ameriprise in Oconomowoc, WI, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services INC, SII Investments, Inc, and BeneVest. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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.

Angela Krause Lane is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She has been with Robert W. Baird since 2004 and holds Series 63 and Series 66 credentials. She is part of the DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group offers customized financial planning and portfolio management using a range of strategies and services, including separately managed accounts and tax-management overlays.

John Poirier is a Series 63 registered advisor with Ameriprise Financial Services, bringing 46 years of industry experience. His prior firms include Wells Fargo Clearing and earlier roles within Ameriprise. He serves on the Board of Directors for the Alford H. Hermann Family Foundation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored, written retirement income plans and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jessica Mathias is a financial advisor with Ameriprise in Oconomowoc, WI, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliate since 2007. Outside of her advisory role, she is a managing partner of Mathias Properties, LLC, which holds real estate property. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations through a centralized consulting team.

Colin Schultz is a financial advisor with Thrivent Investment Management in Oconomowoc, WI. He holds the Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he was involved with businesses including K6 Apparel and Promos LLC and Shine and Drive LLC. 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 allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

William Neubauer is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Inc. and Securities America Advisors. Neubauer is also involved in insurance sales through Highpointe Wealth Management, where he serves as a senior partner and assists clients with life, long-term care, and fixed annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios across multiple investment types on discretionary or non-discretionary bases.

Kristen Metcalf is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, where she has worked since 1999, accumulating 21 years of industry experience. She is involved in the leadership and planning of the Children's Ministry at Thirst4Jesus Church. Kristen is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers, and provides a range of traditional and non-traditional investment strategies.

Briana Smith is a financial advisor with LPL Financial in Watertown, WI, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her career includes roles at Northwestern Mutual and Holwerda Enterprises prior to joining LPL Financial and Ixonia Bank in 2018. 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 model portfolio programs, supported by a network of over 22,800 advisors.

William Furlow is a financial advisor at Robert Baird & Co. in Oconomowoc, WI, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has worked at Baird since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Funds Distributor, LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients. The firm employs a mix of portfolio management strategies and emphasizes ongoing manager selection and internal research, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Greg Schroeder is a CFP® professional with over 31 years of experience in the financial industry. He is currently affiliated with OSAIC since 2024 and previously worked at Woodbury Financial Services Inc and Sii Investments. Schroeder is the owner of Schroeder Financial Services, LLC, and serves as an instructor of personal finance at Madison Area Technical College. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, and corporations. The firm provides integrated brokerage and advisory services utilizing various investment platforms, with a focus on asset allocation, risk management, and access to third-party money managers.

Robert Johnston is a financial advisor with J.P. Morgan Securities in Oconomowoc, WI, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management functions, delivering advice through a centralized due-diligence framework.

Erin Stai is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Watertown, WI, and has three years of industry experience. Prior to her current role at Thrivent, she worked at Honey Acres Inc and Seljan Company. She serves as a board member for Cornerstone of Grace, a nonprofit supporting women and children, and the Educational Foundation of Watertown, which promotes educational opportunities in the local school district. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations on a wide range of financial planning topics without discretionary trading authority.

Christopher Brock is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2016. Outside of his advisory role, he serves on the membership committee of the Brookfield Business Builders Networking Group. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies with ongoing manager selection and monitoring by home-office investment professionals.