Susan Brotz is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to that, she was with Princor Financial Services Corporation and Principal Funds Distributor for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Thompson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses and is based in Brookfield, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services through a nationwide network of more than 23,700 financial advisors.

Richard Verthein is a CFP® with 18 years of industry experience, currently serving at Robert W. Baird & Co. since 2007. He is based in Waukesha, WI, and holds a Series 66 license. Outside of his advisory role, he serves as a board member on the Investment/Finance Committee for the Waukesha County Community Foundation and coaches for Let Kids Fly. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Erik Knutson is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, BMO Harris Bank, and JPMorgan Chase Bank. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Lefko is a financial advisor at Edward Jones in Grafton, WI, holding CFP® and Series 66 credentials with six years of industry experience. He previously worked at Schneider from 2016 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Craig Mottl Jr. is a CFP® professional with 18 years of experience in the financial advisory industry. He has been with Edelman Financial Engines since 2016 and previously worked at Tmfs Advisors, LLC from 2013 to 2016. He is based in Waukesha, WI. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm offers both model-based and customized portfolios, supports a large client base through advisor-led and online platforms, and manages a substantial asset base with a high client-to-advisor ratio.

Alan Sternberg is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities 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 delivers its program on a non-discretionary basis and combines large institutional advisory operations with brokerage and investment management capabilities.

John Lewenauer is a financial advisor with Robert Baird & Co. in Mequon, WI, holding a Series 63 designation and having 38 years of industry experience. He has been with Robert Baird & Co. since 1987. Lewenauer serves as a board member for several charitable foundations, including the Dorothy and Margaretha Schmidtbauer Foundation and the Gladys Gores Charitable Foundation, where he is involved in investment policy and charitable grant decisions. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment strategies using a combination of in-house and third-party managers, providing services ranging from financial planning to discretionary portfolio management and specialized overlays.

Padee Sayaovong is a financial advisor with Robert W. Baird & Co. in Jackson, WI, holding a Series 66 designation and seven years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

John Woodin is a financial advisor with Ameriprise in Shorewood, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior firms include Equitable Advisors, Axa Advisors, and COURI Financial. He serves as Board Chairman of the Wisconsin Fellowship of Christian Athletes. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement planning through a centralized consulting team.

Julie Rafenstein is a financial advisor with LPL Financial based in Cedarburg, WI. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her career includes roles at BMO Harris Financial Advisors Inc and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by research and technology, serving more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Dylan Miller is a financial advisor with Cetera, holding a Series 66 designation and based in Milwaukee, WI. He has one year of industry experience and has been with Cetera since 2026. Prior to his current role, his work history includes positions at various companies unrelated to finance. Cetera Investment Advisers LLC is a large nationwide advisory firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

David Giddings is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously spent 18 years at Woodbury Financial Services. Giddings is also involved in insurance sales through VIZANCE, Inc. and CPS Horizon Financial, focusing on life, disability, and long-term care insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various portfolio construction and management tools and a range of investment products.

Joseph Stanislawski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. Outside of advisory work, he is an agent for non-variable insurance through Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Miles Aquino is a financial advisor at Edward Jones in Hartland, WI, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Craig Nichols is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2005, including roles at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Matt Schouviller is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he focuses on fostering an environment where associates and clients feel valued in every interaction. He leads a team of financial professionals dedicated to partnering with clients to help them achieve their retirement goals. Prior to his current role, Matt served as the Director of the Investment Solutions Team at Fidelity Investments from 2021 to 2022. Before joining Fidelity, he was the Director of the Affluent Client Program at Wells Fargo Investments from 2011 to 2021. His experience spans leadership roles focused on investment solutions and client programs. Outside of his professional responsibilities, Matt has personal interests that include baseball, cars, food, golf, and music.

Erin Schmidt is an advisor with LPL Financial in Mequon, WI, holding Series 63 and Series 65 credentials and has two years of industry experience. She has worked at LPL Financial since 2023 and concurrently at BMO Bank NA since 2020. Outside of finance, she was involved with St John's Lutheran Church’s Preschool and Childcare for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and investment programs supported by technology and a broad platform that includes affiliated financial activities and partnerships.

Mark Gregory is a financial advisor with Edward Jones in Cedarburg, WI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at BMO Harris Financial Group from 2015 to 2020 before joining Edward Jones in 2020. Outside of his advisory role, he owns rental properties in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Robert Hellman is a financial advisor at Stifel with 30 years of industry experience. He has held positions at Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2013 to 2018. Hellman serves on both the Finance Council and the Pastoral Council at St Joseph Church, providing financial guidance and assisting in parish direction. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.