Erik Pinter is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2011, he worked 25 years at Anchor Bank. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

Lee Mccarthy is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2013. Outside of his advisory work, he organizes and facilitates fundraisers for St. Jerome Parish School in Oconomowoc, Wisconsin. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Kimberly Miller is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and over 20 years of experience with the firm. She also works as a photo lab specialist at Target Corporation, processing film and digital media prints on weekends. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients with a variety of advisory programs and affiliated investment capabilities supported by a large national network of advisors and branch offices.

William Fris is a financial advisor with Equitable Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is involved in insurance-related activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering 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, combining advisory and brokerage/insurance channels to deliver tailored client solutions.

Heather Reliford is a financial advisor with Primerica Advisors in Brookfield, WI, holding Series 63 and Series 65 designations and possessing nine years of industry experience. She has worked with PFS Investments Inc. since 2017 and Primerica Financial Services since 2016. Outside of advisory roles, she is involved in real estate sales and works as a Lyft driver. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports trades through BNY Mellon Advisors and Pershing custody services.

Taylor Busse is a financial advisor with LPL Financial, holding the Series 66 designation. Based in Big Bend, WI, Busse has experience working at Citizens Bank and LPL Financial since 2023. Prior roles include positions at Waukesha County Technical College, Linden Grove, and Mukwonago High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Benash is a financial advisor with Robert W. Baird & Co. in Waukesha, WI. He holds the Series 66 designation and has two years of industry experience. His prior work history includes roles at LSEG and Fis. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded SMA strategies, internal research—including AI tools—and maintains approximately $394 billion in regulatory assets under management as of December 31, 2025.

Scott Derus is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously was with Wells Fargo Advisors and Wells Fargo Clearing. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, using a mix of manager-traded and model-traded strategies, with ongoing manager selection and investment research supported by internal tools and artificial intelligence.

Nolan Ott is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has held roles at Rush River Wealth Management and Cetera Wealth Services, LLC since 2025 and operates Ott Holdings dba Rush River Tax Navigation. Before entering the financial sector, he worked at CentroMotion and Johnson Controls. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management programs, financial planning, and access to third-party money managers through a large nationwide network of independent advisors.

Paul Nowak is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning services, and investment management solutions supported by proprietary and third-party research.

Liam O Callaghan is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and its affiliates since 2020. Outside of his advisory role, he serves as a general board member for Summit Players Theater, a nonprofit that provides free Shakespeare performances in Wisconsin state parks. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive planning across various financial topics without discretionary trading authority. The firm combines goal-based analyses with optional managed-account programs under a consolidated billing system called “WealthPlan.”

Kenneth Schimpf III is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Board of Directors for the Wisconsin Basketball Officials Association and works as an independent contractor officiating and assigning officials for sporting events. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Carter is a financial advisor with LPL Financial based in New Berlin, WI. He holds Series 65 and Series 63 licenses and has over a decade of experience in the financial industry, including roles at BMO Bank and BMO Harris Bank. Carter has been with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services through a national network of investment adviser representatives.

Robert Allbright is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2021. He has held roles at BMO Harris Financial Advisors, BMO Harris Bank, and several M&I entities since 2010. Outside of his advisory work, he serves on the board of the St. Joseph Congregation in Brookfield, WI, and participates as a poll worker for the City of Brookfield. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with research support from multiple sources.

Justin Klawitter is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

Burt Reinhold is a Series 66-licensed financial advisor with Edward Jones, based in Muskego, WI, with 10 years of industry experience. He has been with Edward Jones since 2016. 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 solutions supported by a large nationwide network of advisors and branch offices.

Wende Wozny is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Melissa Wahlen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Edward Jones for 10 years before joining Raymond James in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through non-discretionary advisory programs and institutional fiduciary solutions.

Brayden Naef is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His work history includes positions at OSAIC, Woodbury Financial Services Inc., and MPC Advisers. Outside the financial sector, he has experience working at Woofmans Lodge Pet Resort and the Red Oak Restaurant. OSAIC serves a diverse range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a variety of integrated brokerage and advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct customized investment portfolios.

Tyler Giddings is a financial advisor at Osaic Wealth, Inc. with one year of industry experience and holds a Series 66 designation. He has worked in various roles including previous positions at MPC Advisers and Good Karma Brands. Outside of his advisory work, he occasionally bartends at Blackstone Creek Golf Club in Germantown, WI. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.