Julie Brandt is a financial advisor at RBC Capital Markets with 28 years of industry experience. She has held positions at U.S. Bancorp Investments, Inc. and Global View Capital Management, Ltd prior to joining RBC in 2017. She holds Series 65 and Series 63 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Jeffrey Rotfeld is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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, and operates under a fiduciary standard.

Jessica Ebler is a financial advisor with Thrivent Investment Management in Muskego, Wisconsin. She holds a Series 66 designation and has six years of industry experience. Prior to joining Thrivent, she worked at The Design Coach from 2016 to 2018. 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 a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Susy Suarez Lemcke is a CFP® professional with 12 years of industry experience, currently working at Edward Jones since 2014. She holds the Series 66 designation and is based in Waukesha, WI. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erik Stowers is a financial advisor with LPL Financial in Pewaukee, WI, holding a Series 66 designation and 20 years of industry experience. He previously worked at J.P. Morgan Securities for five years before joining LPL Financial in 2017. Outside of his advisory role, he is involved with Verdant Capital Inc, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Wendi Hall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. Her career includes roles at Avantax and various wealth and tax planning firms. She serves as president of Hall Wehring CPAs and participates as a director/officer with the Accounting and Financial Women's Alliance, a nonprofit supporting women in accounting and finance. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services with access to affiliated and third-party managers, supporting various program structures and account authorities.

Alison Aquino is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 2006. Outside of her advisory role, she serves as a trustee for two family trust accounts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Lisa Pugel is a financial advisor at Cetera with over 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Avantax Investment Services and DB Tax & Financial Services. Outside of advising, she is involved in tax preparation and consulting through Hall Wehring CPAs. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing advisors access to both affiliated and third-party investment strategies.

Nadya Tenges is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has worked at Baird since 2024. Her prior experience includes roles at New York Life Insurance Company and several positions outside the financial industry. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and alternative investment strategies.

Conner Beres is a financial advisor with Raymond James Financial in Waukesha, WI. He holds Series 63 and Series 65 licenses and has been active in the industry since 2023. His prior experience includes roles at The Legend at Brandybrook and Equitable Advisors LLC, as well as employment outside the financial sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

Brandi Hahn is a financial advisor at Osaic with four years of industry experience. She holds a Series 66 designation and has worked previously at Woodbury Financial Services Inc. and BMO Harris Bank. Outside of advising, she serves as an administrative assistant at D&L Financial Advisors LLC and acts as a licensed life insurance and funeral trust agent. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Anna Jaeger is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 65 and Series 63 licenses and 13 years of industry experience. She has worked at Robert W. Baird & Co. since 2020, following roles at Midland Financial Advisors and Cedarpoint Investment Advisors, Inc. Jaeger is also licensed in insurance, though this represents a minor part of her business. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and investment strategies including separately managed accounts and tax-management features.

Gregory Pfaff is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 63 designation and 35 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Lauren Crawford is a Series 66-credentialed financial advisor with four years of industry experience. She has worked at OSAIC since 2024 and previously held roles at Woodbury Financial Services and MPC Advisers. Outside of advising, she has experience in the retail and service sectors, including positions at Truck Toyz and 1-800 Got Junk?. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of financial advisers, employing asset-allocation tools, risk-tolerance questionnaires, and diversified portfolio management strategies that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Bradley Baldridge is a CFP® professional with 32 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2011. He has conducted college funding counseling and planning through several ventures, including ownership of Greater Milwaukee College Workshop and Baldridge College Solutions. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers tailored investment strategies via multiple platform arrangements, combining proprietary models and access to unaffiliated strategists.

Joseph Steffes is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets services through its comprehensive platform.

Kristin Guadagno is Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2010. She has over 30 years of experience in the financial industry, with prior roles including Vice President, Regional Planning Consultant from 2007 to 2010 and Investment Consultant from 1992 to 2006 at Fidelity Investments. Kristin's practice focuses on developing personalized strategies for retirement and tax-efficient investing, as well as reviewing estate planning considerations, income generation, and asset allocation. Her approach emphasizes understanding clients' priorities to co-create tailored financial plans. Kristin values client referrals as a key indicator of her service quality. Outside of her professional role, she enjoys family activities, horseback riding, scuba diving, traveling, and yoga.

James Richter is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Services LLC and Waukesha State Bank. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides tailored financial planning and portfolio management services using a range of strategies including discretionary management and separately managed accounts.

Kevin Mccormick is a financial advisor with LPL Financial in Pewaukee, WI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes long-term roles at BMO Harris Financial Advisors, M&I Trust Company, and affiliated entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Bradley Richter is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining LPL Financial in 2024, he spent ten years at JP Morgan Chase Bank and JP Morgan Securities LLC. He is also commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.