Hunter Gross is a financial advisor with LPL Financial, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Woodbury Financial Services and OSAIC. He is also involved with Jasen Wealth Advisors, where he has maintained an ongoing affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Timothy Kiesling is a financial advisor with Thrivent Investment Management, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 22 years of industry experience and has worked with several firms, including Johnson Bank and his own practice, Kiesling Financial, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various planning topics. The firm offers planning as standalone or combined with managed-account services under a consolidated billing system while maintaining separate service functions.

Corey Vande Voort is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and possessing nine years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Northwestern Mutual and its affiliated entities from 2014 to 2021. Outside of his advisory role, he owns and operates an ecommerce and blog business focused on lifestyle, food, and outdoor gear. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and sports and entertainment planning, supported by Wells Fargo research and planning tools.

John Gehlhaart is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes prior roles at INVEST Financial Corp, Waterstone Bank, CUNA Brokerage Services, and managing his own firm, Gehlhaart Financial Management, LLC. He is also involved with Waterstone Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Jordan Hopp is a financial advisor with LPL Financial in West Bend, WI, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL in 2018, he worked at SII Investments, Inc. and Ameriprise. Outside of advisory work, he is involved in tax preparation and accounting through Hopp Tax Services and is employed as a carpenter at Ironwood Builders. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by research and operational tools.

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 with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Fidelity since 2007, including seven years at Fidelity Personal and Workplace Advisors. Fidelity Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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® with over 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2018. He has prior experience with Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Additionally, he owns and manages Werner Wealth Management LLC in Appleton, WI. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad array of planning solutions tailored to clients meeting specific net-worth criteria.

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 at Wells Fargo Advisors with three years of industry experience and a Series 66 designation. Prior to joining Wells Fargo Advisors in 2025, he held roles 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 affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services tailored to clients who meet certain net-worth thresholds.

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.

John Maguire is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Fisher Investments in 2020, he worked for Lazard Asset Management and Lazard Asset Management Securities from 2014 to 2019. Outside of his advisory role, he serves as an office administrator for a construction contracting business. Fisher Investments serves a global clientele of institutional and private clients, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm employs a centralized investment approach with a five-member committee, utilizing quantitative and qualitative analysis, tax-aware strategies, and risk management techniques.

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.