Kevin Hoeft is a financial advisor with LPL Financial, holding a Series 66 license and 10 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved with investment services and wealth management at UW Credit Union and also donates plasma through BioLife. 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 and brokerage services, utilizing model portfolios and third-party subadvisors, along with institutional platforms and operational tools.

David Lange is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 credentials and one year of industry experience. Before joining Mass Mutual, he worked at Alto Financial Group and BetterLife Insurance, among other positions. Outside of financial services, he has been involved with Lange Medical LLC for over a decade. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools and structured annual engagements to deliver written recommendations and offers specialized planning services including divorce planning and estate settlement.

Dawn Panas is a financial advisor at Morgan Stanley in Waukesha, WI, with 37 years of industry experience. She has held her current position at Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients with various investment strategies, managing approximately $2.74 trillion in assets.

Erik Pinter is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2011 and previously spent 25 years with Anchor Bank. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors with a range of advisory and brokerage services.

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 worked with Equitable Advisors and its predecessor, Axa Advisors, since 1999. His other business activities include outside insurance work. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs multiple advisory models and third-party asset managers, focusing on customized investment strategies without sponsoring its own wrap fee program.

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 a Series 66 designation and beginning their advisory career in 2025. Their prior experience includes multiple positions at Citizens Bank and roles in education at Waukesha County Technical College and Mukwonago High School. 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 and brokerage services, utilizing varied investment strategies and operational tools, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Robert Bailey is a Senior Financial Advisor at Merrill Lynch Wealth Management with nine years of experience in financial markets, specializing in global macro perspectives and individual security selection. His expertise encompasses mutual funds, stocks, bonds, ETFs, annuities, and cash options. He focuses on retirement plan creation and administration, delivering personalized wealth management strategies tailored to clients' life priorities and goals. Raised in Burlington and now based in Genoa City, Wisconsin, Robert earned a Bachelor of Arts in Economics from the University of Wisconsin System in 2010. He has worked at various financial institutions including Vanguard in Scottsdale, Arizona, and Northwestern Mutual, where he concentrated on inheritance and required minimum distributions before becoming a solo advisor with Edward Jones. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Robert serves as Vice President of the Genoa City Lions Club and actively participates in community service projects. Outside of his professional commitments, he enjoys golfing, snowboarding, gardening, woodworking, 3D printing, and spending time with his family and their dog, Murica.

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. who holds Series 63, Series 65, and Series 66 credentials and has 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Allspring Funds Management, and Strong Capital Management. He is based in Waukesha, Wisconsin. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, with investment approaches supported by internal research and manager oversight.

James Jakscht is a financial advisor with Edward Jones in East Troy, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a caregiver for a disabled child. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branches.

Joel Leibengood is a CFP® professional at Cetera with three years of industry experience. His background includes roles at Cetera Investment Services LLC, North Shore Bank, and various positions in education at Purdue University. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party managers, and manages over $256 billion in assets through a large network of independent advisors.

Paul Nowak is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 designation and has worked at firms including Ameriprise Financial Services, Annex Wealth Management, and Waterstone Financial Group. He is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kenneth Schimpf III is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Stifel. Outside of his advisory work, he serves on the Board of Directors for the Wisconsin Basketball Officials Association and works as an independent contractor assigning officials to sporting events. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing annual advice focused on steady income sources and tax-aware withdrawal strategies, with investment recommendations supported by internal research and third-party data.

Brian Carter is a financial advisor with LPL Financial in New Berlin, WI, holding Series 65 and Series 63 licenses. He has nine years of experience in the industry, including roles at BMO Bank NA and BMO Harris Bank before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Gary Tsoumas is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he serves as president of BME Enterprises, where he consults and advises other financial professionals on business and practice development. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap accounts and educational seminars, with planning engagements centered on collaborative, goal-based analysis and written recommendations.

Robert Allbright is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, following prior roles at BMO Harris Financial Advisors, M&I Trust Company, and Merrill. He serves as a non-profit board member for St. Joseph Congregation in Brookfield, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and retirement advice, supported by a network of over 22,000 advisors and advanced research and operational tools.

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.