Penny Shelander is a financial advisor with Edward Jones in Port Washington, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2008. 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, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Peter Kobin is a financial advisor with Wells Fargo Advisors in Cedarburg, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Kobin is also a 30% owner of CCPK Investment Consulting, LLC, where he actively manages his own financial advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and tools to create tailored recommendations.

Justin Behm is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2011, including time with its predecessor, Axa Advisors. Outside of his advisory role, Behm serves as treasurer for the Community Education Foundation of Port Washington and is a silent partner in an event space involved in event planning. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment professionals. The firm utilizes a range of advisory models and third-party program sponsors, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brian Nelson is a financial advisor at Edward Jones in Grafton, WI, holding a Series 66 credential. He has recent experience at Edward Jones since 2025 and previously worked at Faustel, Inc., Braas Company, and Curt G. Joa, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.

Travis Murphy is a financial advisor with LPL Financial in Saukville, Wisconsin, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones from 2013 to 2026 before joining LPL Financial in 2026. 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.

Michael La Chance is a CFP®-certified financial advisor with 12 years of industry experience, currently serving clients at Edward Jones since 2013. He co-owns a multi-advisor office in Grafton, WI, alongside two partners, and is involved in finalizing a rental lease agreement related to that office. 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 network of financial advisors and branch offices nationwide.

Tyge Olson is a financial advisor with Edward Jones in Grafton, Wisconsin, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Edward Jones in 2016, he worked at MissionSquare Retirement for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory strategies, notable for its extensive retail advisor and branch network and affiliated investment capabilities.

Jennifer Binninger Gomez is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial since 2019. Outside of her advisory role, she volunteers as secretary for a local food pantry serving Ozaukee County residents and supports youth agricultural programs through a county 4-H livestock association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and ongoing planning relationships without discretionary portfolio management.

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.

Therese Moore is a financial advisor at Osaic with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and SII Investments. Moore is also the owner of Moore Financial Services, LLC, and engages in the sales and service of fixed and health insurance through Elk Financial Services LLC. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services with an investment process focused on model-based asset allocation, portfolio optimization, and a multi-advisor platform supporting discretionary and third-party managed strategies.

Julie Rafenstein is a financial advisor with LPL Financial in Cedarburg, WI, holding Series 63 and Series 65 designations and bringing eight years of industry experience. She previously worked at BMO Harris Financial Advisors Inc. for seven years before joining LPL Financial in 2021. 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, including financial planning and third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

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.