Kevin Lewis is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2019 and previously worked at Wells Fargo Funds Distributor, LLC from 2015 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving plan objectives with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Andrew Laudicina is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and five years of industry experience. He has worked at Baird since 2018, with a brief period away from the industry during 2019-2020. Prior to his advisory career, he was employed at Schnuck's Markets and attended Illinois State University and Rock Valley College. Baird’s DDK Group 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 manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and investment technology.

Andrei Junge is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and BMO Harris Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and various affiliated services including trust custody and insurance product facilitation.

Pamela Kelly is a Series 66-licensed financial advisor with UBS Financial Services in Brookfield, WI. She has 11 years of industry experience and has been with UBS since 2013. Outside of her advisory role, she serves as an associate board member for Friends of the Parks, a charitable organization focused on environmental and park-related volunteer efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and integrated capital markets services.

Keith Orcutt is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and seven years of industry experience. He has worked at various divisions within Morgan Stanley since 2019 and has prior experience with McLane Co. Inc., Baylor University, and American Amicable Life Insurance Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Stephen Wattles is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior experience includes roles at JP Morgan Securities LLC, Merrill, and Edward Jones. Outside of finance, he has been involved with several entrepreneurial ventures, including YOGA4, LLC and Concealability LLC. 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 offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

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 and holds a Series 66 designation. He has 20 years of industry experience, including roles at Capital One Advisors, Woodbury Financial Services, and Ameriprise. He is based in Wauwatosa, WI. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with centralized due diligence and includes capabilities in derivatives and commodities.

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.

Mark Gustin is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, where he has worked since 2010. He has 17 years of industry experience. 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 a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers, with strategies spanning traditional and non-traditional allocations.

Lane Albrecht is a financial advisor with Thrivent Investment Management in Oconomowoc, WI, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his financial advisory role, he is involved in farmland ownership, renting farmland on a cost-per-acre basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics without discretionary portfolio management or institutional services.

Kevin Rodden is a Senior Resident Director at Merrill, specializing in comprehensive wealth management strategies. He focuses on understanding clients' financial situations, families, and priorities to develop personalized approaches tailored to their goals. Kevin's client expertise spans college education and legacy planning, retirement income, portfolio management, family wealth management, liquidity management, small business strategies, and special needs planning. Kevin has been with Merrill since 2004. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Wisconsin System. Outside of work, Kevin enjoys baseball, golfing, hiking, music, skiing, and spending time with his wife and two children in Pewaukee.

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.

Kelly Pekoske is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera and its related entities since 2006. Outside of her advisory role, she serves as the financial secretary for Living Word Lutheran Church, where she handles weekly offering counts and deposits. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Joshua Hoffman is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank First, The Wharf, and the University of Wisconsin-Madison. Outside of his advisory role, he serves as an assistant JV basketball coach at Lincoln High School. 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, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and a range of investment strategy options.

Joseph Van Dorn is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked across multiple Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery, and is noted for its use of systematic methodologies and regulatory registrations uncommon among large institutional peers.

Breanna Strerath is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She has previously worked at RBC Capital Markets, LLC for five years and earlier held another position at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Charles Coakley Jr. is a financial advisor with STIFEL in Brookfield, WI, holding a Series 66 designation and 26 years of industry experience. He has worked at Stifel Nicolaus since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment process is supported by a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to guide client decisions.

James Cotturone Jr. is a CFP® professional with 17 years of industry experience, currently serving at Ameriprise Financial Services. His prior work includes roles at Wells Fargo Clearing. Outside of his advisory work, he serves as Treasurer for the Stone Brook Hollow Homeowners Association and is Treasurer and a Board Member of the Rotary Club of Mukwonago. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice based on proprietary research and analysis.

Jacob Mattson is a financial advisor with Equitable Advisors in Brookfield, WI, holding a Series 66 designation and 16 years of industry experience. He has worked with Equitable Advisors since 2010, including time under the Axa Advisors name prior to rebranding. Outside of his advisory role, Mattson serves as a WIAA basketball and football official for youth sports. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment strategies.