John Hopp is a financial advisor with LPL Financial in West Bend, Wisconsin, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Ameriprise for 26 years and Sii Investments for 5 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Richard Pesich is a financial advisor with Stifel in West Bend, Wisconsin, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Stifel since 2018 and was previously with B.C. Ziegler and Company from 2016 to 2018. Outside of his advisory role, Pesich is also active as a vocalist in musical entertainment. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to provide forward-looking asset allocation and planning analyses.

Travis Surita is a CFP® credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at Mayville Engineering Company, Rockwell Automation, and Alto-Shaam, Inc. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.

Mark Hamm is a financial advisor with Stifel in West Bend, Wisconsin, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2005. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Adam Schilawski is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Summit Credit Union as a Senior Universal Banker and Notary. Adam’s background also includes roles outside finance, such as positions with TRU North Stores and the Green Bay Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Pamela Grahl is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 1998, accumulating 25 years of industry experience. She serves as board president for Big Brothers Big Sisters in Grafton, WI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services using a variety of investment strategies and manager options.

Evan Meyer is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served in the United States Coast Guard and the Coast Guard Reserve from 2015 to 2025 and worked at American Military University from 2020 to 2023. 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 tailored to clients meeting a net-worth threshold and integrates advisory services with banking, lending, trustee services, and affiliated funds.

David Kamine is a Series 66-registered financial advisor with LPL Financial in West Bend, WI, and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones from 2023 to 2025, and has experience in various roles including in construction and retail sectors. Kamine is also involved with Summit Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by extensive research and diverse investment strategies.

Padee Sayaovong is a financial advisor with Robert W. Baird & Co. in Jackson, WI, holding a Series 66 designation and seven years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

John Yagla is a CFP®-certified financial advisor with 36 years of industry experience, currently with Wells Fargo Advisors since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Yagla also owns Big Badger Wealth Management LLC, a separate investment-related business based in Waukesha, WI. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations. The firm’s offerings include a broad planning menu addressing various specialized needs, with discretionary client implementation options.

Ryan Becker is a financial advisor with Thrivent Investment Management in Slinger, Wisconsin, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent since 2014 and Thrivent Financial since 2015. Outside of his advisory role, Becker co-owns a business placing and maintaining ATMs for local businesses and serves as Treasurer of Honours Inc, a college scholarship fund for Slinger High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a wide range of financial planning topics without discretionary portfolio management.

Derek Johnson is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2011, with prior experience at MassMutual Life Insurance Company and Mass Mutual Investors Services. He also serves as a non-public arbitrator for FINRA. 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 and develops tailored recommendations using proprietary research and tools, with clients able to choose how to implement those recommendations.

Brandon Hall is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has been with Robert Baird & Co. since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as president of Cedarburg Baseball Inc., a community organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, and institutions. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Troy Hanson is a financial advisor with KDHH Investments LLC and holds 25 years of industry experience. He has been affiliated with Kieckhafer, Dietzler, Hauser LLP since 1993. KDHH Investments LLC provides investment advisory and financial planning services to a small client base, primarily high-net-worth individuals. The firm operates a wrap-fee program and integrates tax and accounting considerations into its advisory work through its organization as an accounting firm.