John Gehlhaart is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at INVEST Financial Corp and Waterstone Bank. He is also involved with WaterStone Investment Services, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Nolan Rux is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has previously worked at Pruco Securities LLC and Cintas Corporation. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while keeping the services separate.

August Fuiten is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior experience at University of Wisconsin - La Crosse and Wipfli Financial Advisors. Outside of his advisory role, he is involved with BA Superstructure, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

Jeffrey Ehrhardt is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios delivered to intermediary platforms.

Julie Irato is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Outside of her advisory role, she serves as the internal vice president of the Ozaukee County Horse and Pony Club, a nonprofit 4-H organization focused on training young horse riders. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment plans.

Ty Rafn is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has held various roles since 2016, including positions at WestPoint Financial Group and Joe Tamm State Farm. Outside of his advisory work, he is also employed at a bar and grill in Cedarburg, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

David Werner is a CFP®-certified financial advisor with 32 years of industry experience, currently serving at Wells Fargo Advisors since 2018. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Werner also owns and operates Werner Wealth Management LLC, a financial planning practice based in Appleton, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to deliver tailored recommendations.

Michael Kugler is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliates since 2013. Outside of his advisory role, Kugler serves as a FINRA arbitrator and is involved in voiceover work. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management services and operates a multi-manager platform allowing advisors to implement strategies from affiliated and third-party managers under multiple program structures.

Matthew Andrews is a financial advisor with Stifel, holding a Series 66 designation and 15 years of industry experience. Before joining Stifel in 2018, he worked at B.C. Ziegler and Company from 2014 to 2018. He serves as President of the Board for the Boys and Girls Club of Washington County and is a board member of the Oscar and August Schlegel Foundation. Andrews is also the owner of Wingfoot Imagery LLC, specializing in wildlife and nature photography. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment strategy developed by its Investment Strategy Group to generate asset allocation and planning analyses that support client decision-making.

Francis Hoeffler is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Paycor, Allspring Global Investments, Stephens Inc., and Tri City National Bank. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using Wells Fargo research and tools, with options for clients to implement recommendations through various brokerage or advisory programs.

Alexis Kopecky is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2019. Prior to her financial advisory role, she worked at Cedar Lake Dental Professionals and has experience with the Kettle Moraine YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kim Clark is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Advisors since 2012. Outside of her advisory role, she serves as a notary public and co-owns an ISO 9001 auditing business with her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations.

Michelle Oldham is a financial advisor with Robert Baird & Co. in West Bend, WI, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Her prior roles include positions at Securities America Advisors, Thrivent Financial, and The Prudential Insurance Company of America. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporations, pensions, profit-sharing plans, and charitable organizations. The firm employs a mix of discretionary and non-discretionary portfolio management strategies, tax management, direct indexing, and ongoing manager oversight to provide a broad range of financial planning and investment services.

Margaret Edmunds is a CFP® professional with 22 years of industry experience. She is currently with Raymond James & Associates and previously worked at Robert W. Baird for 10 years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting services supported by a nationwide adviser network.

John Maguire is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lazard Asset Management LLC and Lazard Asset Management Securities LLC for five years. Outside of his advisory role, he serves as an office administrator for Maguire Projects and Development LLC, a construction contracting business. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors. The firm utilizes a centralized investment approach combining quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.

James Matheson is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked in various roles including positions at Pizza Ranch and Wisconsin Shower Door. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, and estate planning analyses.

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.

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.

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.