Sandra Kalve is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2009. Kalve joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Annemieke Van Der Werf is a financial advisor with Ameriprise Financial Services LLC and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Edward Jones prior to joining Ameriprise. Outside of her advisory work, she serves as a dog show judge for the American Kennel Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Justin Brellenthin is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He is based in New Berlin, WI, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and money market options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tanner Federspill is a Financial Consultant currently working at Fidelity Investments. He began his tenure at Fidelity in 2022 as an Investment Consultant before advancing to his current role in 2023. Prior to joining Fidelity, Tanner served as a Private Client Banker at JP Morgan & Chase from 2018 to 2022. In his role, Tanner focuses on helping clients define clear financial goals and develop personalized plans that align with their values and priorities. His approach involves understanding clients' concerns and aspirations to tailor strategies that support their financial journeys. Tanner emphasizes building a strong foundation and continuously refining plans to adapt to clients' evolving needs. Outside of his professional work, Tanner has interests in football, golf, movies, reading, skiing, and soccer.

Joyce Yarid is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at LPL Financial since 2021 and concurrently operates Tax Advisory Group, LLC, a tax preparation and accounting business. Additionally, she is employed with First Fidelity Home Mortgage of Wisconsin LLC. 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 provides a wide range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by scalable technology and diverse investment options.

Kerry Lapp is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus since 2008. Stifel serves a wide range of clients, from individuals—including high net worth and non-HNW clients—to institutional entities such as pension plans and charitable organizations. The firm offers both brokerage and investment advisory services, supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Mc Elroy is a financial advisor at Osaic with a Series 66 designation. He has been with the firm since 2023 and is also involved with Z Enterprises, LTD, through its DBA entities Focused Tax Solutions and Choice Advisors. Outside of finance, he operates Ridgeview Window Washing. Osaic Wealth, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various investment platforms and employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios.

Nicholas Vander Molen is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized investment solutions.

Sandra Collura is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent time at Prudential Equity Group, LLC in 2003. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory in its investment approach.

Jason Fare is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, NA since 2002. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending eligible strategies.

Harmony Tchaikovski is a financial advisor at Edward Jones in Cedarburg, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, Harmony worked in various roles at Jockey International, Blain's Supply, Kohl's Department Stores, Lands' End, and North Shore Bank. She communicates with tenants of a rental property owned by her husband. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jason Steichen is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Briana Berndt is a financial advisor at Robert Baird & Co. with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to align with client goals and risk tolerances.

Tristan Panke is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Infosys. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Trent Santos is a financial advisor with LPL Financial based in New Berlin, WI, holding a Series 66 designation and 18 years of industry experience. He has worked at Landmark Credit Union and LPL Financial since 2011, with previous experience at PNC Wealth Management and RBC Capital Markets. Santos's role at Landmark Investment Center is connected to his employment at Landmark Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, employing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational tools and a broad scale of financial products and partnerships.

Laurie Buffington is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 14 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm’s approach uses structured discovery conversations and firm-approved tools to develop plans, with an emphasis on advisory services rather than individual security recommendations.

John Sobiech is a financial advisor with LPL Financial based in Elm Grove, WI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Grove Point Investments, Elmbrook Associates, Annex Wealth Management, H. Beck, Inc., Waterstone Financial Group, and FFP Advisory Services. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Jonathan Klein is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals, families, and small business owners develop personalized financial strategies that integrate investments, retirement planning, and long-term priorities. His approach centers on building meaningful relationships and providing guidance to simplify complex financial decisions. With experience as a small business owner, Jonathan understands the challenges and commitments involved in entrepreneurship. This background informs his work with business clients, allowing him to address their unique needs and assist in comprehensive financial planning. His expertise includes legacy planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income strategies. Jonathan holds a Bachelor's Degree from the United States Air Force Academy and an MBA from Liberty University. He is involved in his local community through participation in American Legion Post 63 and the Boy Scouts of America. Outside of his professional duties, he enjoys fishing, football, hunting, reading, and swimming.

Ross Kopfer is a financial advisor with Robert Baird & Co. in Oconomowoc, Wisconsin. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, having worked with Robert Baird & Co. since 1993. Ross 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Randy Potter is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan entities since 2000. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.