Matthew Malvitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Edward Jones for six years and at Northwestern Mutual Investment Services and Northwestern Mutual Life for two years each. Outside of his advisory career, he owns Mattys Golf Club Repair LLC, a business he has operated since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology across discretionary and non-discretionary management approaches.

Mary Pelkofer is a financial advisor with Thrivent Investment Management in Muskego, Wisconsin, holding a Series 66 license and six years with Thrivent after prior experience at Northwestern Mutual. She has over eleven years working with Spahn Executive Search and serves as president of Parks Edge Preschool, where she oversees board meetings and supports operational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses and planning without implementation, delivered through a large network of advisors with periodic plan reviews.

Ronald Knaflic is a CFP® certificant and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010, based in Waterford, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Todd Sprecher is a CFP® professional with 29 years of experience in the financial services industry, currently affiliated with LPL Financial. His career includes roles at BMO Harris Financial Advisors and multiple M&I entities, with a focus spanning nearly two decades. Sprecher also manages fiduciary responsibilities for the Sprecher Family Irrevocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Steven Winter is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Kathleen Langston Forbes is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Callahan Tully is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2021, following prior roles at Equitable Advisors and positions with the City of Burlington and the University of Wisconsin-La Crosse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Alan Barnes is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial in Brookfield, WI. His prior roles include positions at Landmark Credit Union, Park Bank, Cuna Mutual Group, and Cuso Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning services, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Julie Brandt is a financial advisor at RBC Capital Markets with 28 years of industry experience. She has held positions at U.S. Bancorp Investments, Inc. and Global View Capital Management, Ltd prior to joining RBC in 2017. She holds Series 65 and Series 63 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Jeffrey Rotfeld is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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, and operates under a fiduciary standard.

Jessica Ebler is a financial advisor with Thrivent Investment Management in Muskego, Wisconsin. She holds a Series 66 designation and has six years of industry experience. Prior to joining Thrivent, she worked at The Design Coach from 2016 to 2018. 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 a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Susy Suarez Lemcke is a CFP® professional with 12 years of industry experience, currently working at Edward Jones since 2014. She holds the Series 66 designation and is based in Waukesha, WI. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tegan Schultz is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2017 and has experience with Bank of America and other financial firms. Outside of her advisory role, she assists part-time with production and manufacturing at Acro Magnetics Inc, a family business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

Michael Dearing is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he was affiliated with Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2025, and has worked with Elmbrook Associates and H. Beck, Inc. He also has a background with Johnson Controls spanning over a decade. 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 discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Conner Beres is a financial advisor with Raymond James Financial in Waukesha, WI. He holds Series 63 and Series 65 licenses and has been active in the industry since 2023. His prior experience includes roles at The Legend at Brandybrook and Equitable Advisors LLC, as well as employment outside the financial sector. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

Gregory Pfaff is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 63 designation and 35 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Mark Sexton is a financial advisor with Ameriprise in Hartland, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations, supported by algorithmic tools and oversight committees.

Lauren Crawford is a Series 66-credentialed financial advisor with four years of industry experience. She has worked at OSAIC since 2024 and previously held roles at Woodbury Financial Services and MPC Advisers. Outside of advising, she has experience in the retail and service sectors, including positions at Truck Toyz and 1-800 Got Junk?. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of financial advisers, employing asset-allocation tools, risk-tolerance questionnaires, and diversified portfolio management strategies that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Bradley Baldridge is a CFP® professional with 32 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2011. He has conducted college funding counseling and planning through several ventures, including ownership of Greater Milwaukee College Workshop and Baldridge College Solutions. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers tailored investment strategies via multiple platform arrangements, combining proprietary models and access to unaffiliated strategists.

Samuel Zabkowicz is a financial advisor with LPL Enterprise, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Drake & Associates, and U.S. Bancorp Investments. He is also involved in servicing and selling individual health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to Model Wealth Portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.