Matthew Malvitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Edward Jones for six years and at Northwestern Mutual Investment Services and Northwestern Mutual Life for two years each. Outside of his advisory career, he owns Mattys Golf Club Repair LLC, a business he has operated since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology across discretionary and non-discretionary management approaches.

Callahan Tully is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2021, following prior roles at Equitable Advisors and positions with the City of Burlington and the University of Wisconsin-La Crosse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

J. Wehmeier is a financial advisor with Equitable Advisors in Elkhorn, WI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Equitable Advisors since 2008, previously affiliated with AXA Advisors. Outside of his advisory role, he is involved in community organizations including the Elkhorn Chamber of Commerce, the Elkhorn Lions Club executive board, and the Camp Luwisomo Development Board. He also owns and operates a small business focused on making and packaging candies and candied nuts. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering a combination of financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Karen Kallem is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2010. Additionally, she has a 50% ownership interest in Arris Capital Management, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, including specialized areas such as business-owner transition planning and special-needs analysis.

Brittany Skelton is a financial advisor at Edward Jones in Whitewater, WI, holding a Series 66 designation. She has experience working at Edward Jones since 2022 and previously held roles in the wellness and personal care industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Andrew Kubicsko Jr. is a financial advisor with Raymond James & Associates in Lake Geneva, WI, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he is involved in managing rental real estate properties with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles, affiliated research, and specialized municipal advisory services.

Kent Hutchins is a Series 66 licensed financial advisor with Edward Jones in Whitewater, WI, and has 18 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he manages short-term rental properties, including an Airbnb in Whitewater and a condo rental in Lake Geneva. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of financial advisors and offers additional capabilities such as trust services and securities-based lending.

Michael Frank is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior experience includes roles at Cetera Financial Specialists and Raymond James Financial Services, as well as managing his own advisory firm, Frank Advisory Services, since 1994. In addition to his advisory work, he is involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology solutions.

Aaron Mueller is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Before joining Thrivent, he worked at Live Nation and Kwik Trip Inc. among other positions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning across a broad range of topics, offering both one-time and ongoing planning relationships without discretionary trading authority.

Thomas Plummer is a financial advisor with Ameriprise in Lake Geneva, WI, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets managed within Ameriprise accounts.