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.

Stanley Zurawski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at SII Investments, Inc. from 2005 to 2017. Outside of his advisory role, Stanley serves as an independent insurance agent and is president of American Financial Services Inc., where he also provides tax return services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, providing both proprietary model strategies and access to unaffiliated investment managers.

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. in Waukesha, WI, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously was with Wells Fargo Advisors and Wells Fargo Clearing. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, using a mix of manager-traded and model-traded strategies, with ongoing manager selection and investment research supported by internal tools and artificial intelligence.

Nolan Ott is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has held roles at Rush River Wealth Management and Cetera Wealth Services, LLC since 2025 and operates Ott Holdings dba Rush River Tax Navigation. Before entering the financial sector, he worked at CentroMotion and Johnson Controls. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management programs, financial planning, and access to third-party money managers through a large nationwide network of independent advisors.

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® with three years of industry experience currently advising clients at Cetera in Milwaukee, WI. His prior experience includes roles in education at Purdue University as well as work in banking and small business. He has also been involved with community organizations such as Harris Junior Baseball and Softball Association. Cetera Investment Advisers LLC serves a diverse 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 and provides advisors with access to multiple investment platforms and third-party managers.

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.

Liam O Callaghan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, he serves as a general board member for Summit Players Theater, a nonprofit organization that provides free Shakespeare performances in Wisconsin state parks. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across topics such as retirement, income tax, and estate planning. The firm allows clients to combine planning with managed-account programs while keeping those services separate.

Kenneth Schimpf III is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Board of Directors for the Wisconsin Basketball Officials Association and works as an independent contractor officiating and assigning officials for sporting events. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Carter is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and five years of experience at the firm. He has also worked at BMO Bank NA since 2017 and was previously with BMO Harris Bank from 2011 to 2016. 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 institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by a large 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® professional with 26 years of industry experience, currently serving with LPL Financial since 2021. His prior roles include positions at BMO Harris Financial Advisors, M&I Trust Company, and Merrill. Outside of his advisory work, he serves on the board of the St. Joseph Congregation in Brookfield, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management programs, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

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.