Peter Nordenberg is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 15 years of industry experience. He is also associated with Gentian Financial, Inc., where he assists in managing daily operations, leads security research, and shares client relationship responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm’s approach involves tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supported by a large network of advisors and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Justin Pogodzinski is a financial advisor with Robert W. Baird & Co. in West Bend, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Robert W. Baird since 2015. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Peter Go is a financial advisor with Thrivent Investment Management based in West Bend, WI, holding a Series 66 credential and seven years of industry experience. Prior to his current role, he has been affiliated with various Thrivent entities and has experience outside of finance, including teaching and working in the food industry. He serves as Chair of the Finance Committee for Kettlebrook Church, is President of the Board for the nonprofit Family Promise of Washington County, and co-hosts a podcast focused on the Milwaukee Brewers. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Megan Weigand is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Carr Services LLC and REMAX Realty 100. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics, with clients able to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Andrew Johnson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously held roles at JPMorgan Chase Bank, NA, and Capital One Advisors, LLC. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with affiliated brokerage and investment management capabilities.

Chris Crain is a financial advisor with Wells Fargo Advisors in Cedarburg, Wisconsin, holding a Series 63 designation and 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011 and has partial ownership in CCPK Investment Consulting, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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 uses Wells Fargo research and tools to develop tailored recommendations, with clients deciding how to implement them.

David Mills is a financial advisor with LPL Financial in Grafton, WI, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior experience includes nine years at Cambridge Investment Research Advisors and a year at Investment Centers of America. LPL Financial is a national 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 retirement consulting with discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Denali Fellenz is a Series 66 licensed financial advisor at Stifel with two years of industry experience. Prior to joining Stifel in 2026, Denali worked at Cambridge Investment Research and has been involved with Roden Echo Valley, LLC since 2022. Outside of financial advising, Denali has involvement with the Kettle Moraine Soccer League. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Zachary Deboer is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. He is also associated with Gentian Financial, where he meets with clients to develop and monitor financial plans. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary advice aligned with client goals and supports a broad network of advisors and affiliated firms.

Tyler Swank is a financial advisor with Edward Jones in Jackson, WI, holding a Series 66 credential and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at American Marketing & Publishing and Shire BioLife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

Christopher Matheson is a financial advisor with Stifel in West Bend, Wisconsin, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, Matheson is involved in product development for Matheson Brands, LLC, which focuses on deer hunting and sports products, and he contributes to research and development at I AM Brands LLC, a company producing products for coaching youth sports. Stifel serves a wide range of clients, including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling to support asset allocation, retirement, and estate planning analyses.

Bobby Joe Royes is a financial advisor with Cambridge Investment Research Advisors in West Bend, WI, holding a Series 66 designation and 18 years of industry experience. His career includes roles at LPL Financial and Westbury Bank prior to joining Cambridge Investment Research Advisors in 2020. He also serves as a public address announcer for the West Bend School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Christopher Chlupp is a financial advisor with Robert Baird & Co. in Wisconsin Dells, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 1996. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Andrew Rux is a financial advisor with Edward Jones in Jackson, WI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of financial advisors and branch offices and provides services under a fiduciary standard.

Lay Rosenheimer is a financial advisor with Stifel in West Bend, WI, holding a Series 63 designation and 41 years of industry experience. Prior to joining Stifel in 2018, he worked at B.C. Ziegler and Company for five years. Outside of his advisory work, Rosenheimer serves as President of the Rosenheimer Cemetery Association and holds leadership roles on the board of the Lakeshore Regional Child Advocacy Center, including Vice President of its Board of Directors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and maintains a diverse set of services alongside affiliated trust companies and banks.

Jessica Van Ourkerk is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Her career includes roles at BMO Harris Bank and several regional banks. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and corporations. The firm offers diverse advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Kyle Kahl is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including EmPeople Credit Union, OSAIC Wealth Inc, and Jasen Wealth Advisors LLC. In addition to his advisory role, Kyle owns Hawking Capital LLC, a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Justin Eigner is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Eigner holds ownership interests in two investment-related firms, Heritage Private Wealth LLC and NSWealth, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and utilizes Wells Fargo research and tools to develop tailored recommendations, with implementation options through various brokerage and advisory programs.

Roger Gervais II is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He has been with Robert Baird since 2009 and holds a Series 66 designation. Outside of his advisory role, he is also an author. Robert Baird’s DDK Group serves individuals, families, pensions, corporations, and charitable organizations by providing tailored financial planning and portfolio management services. The group offers a range of strategies, including discretionary management and separately managed accounts, utilizing both in-house and third-party managers.

Alan Olsen is a financial advisor at Stifel with Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Stifel since 1988 and also has a background at MONY dating back to 1984. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.