Robert Derks is a financial advisor with LPL Financial in West Bend, WI, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. His prior work includes 16 years at IC Advisory Services, Inc. and 18 years with The Investment Center, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Pamela Stubler is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at LPL Financial since 2018 and has a long tenure with Johnson Bank dating back to 1992. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Blake Durbin is a financial advisor at Edward Jones in Slinger, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Vizance, Sherwin Williams, Associated Bank, and Dick's Sporting Goods. Outside of finance, he has been involved with the Wisconsin Fishing Expo for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

David Vollmar is a financial advisor with Stifel in West Bend, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2014 to 2018. He also provides notary services to clients free of charge for certain paperwork, such as rollover and lost certificate documents. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipalities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Kathryn Fisher Davies is a Series 66 licensed advisor with Robert W. Baird & Co. in West Bend, WI, where she has worked since 2000, totaling 26 years of industry experience. She serves as a board member of the Holy Angels School Trust Fund, overseeing investment policy and performance reviews for the charitable fund. The DDK Group, part of Baird’s Private Wealth Management department, 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, combining manager-traded and model-traded strategies with ongoing investment monitoring and research.

Joseph Moore is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at Wells Fargo Clearing, Allspring Funds Management, LLC, and Strong Capital Management Inc. Outside of finance, he serves as a volunteer firefighter for the Winchester Fire Department and works as a high-performance driving instructor through XTREME XPERIENCE LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Peter Kapler is a financial advisor with Thrivent Investment Management in West Bend, WI. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Peter has been with Thrivent Financial and Thrivent Investment Management since 2014. He serves on the Wisconsin Lutheran College Alumni Board, focusing on career development, and is also a board member of the Seed of Hope Center, which provides community support and marketing guidance. Additionally, he participates in the governance of Good Shepherd Lutheran School through its Council for Christian Education. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm’s approach features holistic, goal-based analyses addressing various planning topics, without providing portfolio management for institutional clients.

Vehantre Brown is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with 10 years of industry experience. He previously worked at Bank of America, Merrill, TD Ameritrade, Scottrade, FedEx, and Wells Fargo. Outside of advising, Brown works part-time in food delivery for companies including Grubhub, DoorDash, and Uber Eats. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary, written asset allocation advice supported by research and due diligence, with clients retaining final decision-making authority.

Daniel Breuer is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he spent ten years at West Bend Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform that includes affiliated and third-party model portfolios and customizable strategies.

Melissa Hopper is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 20 years of industry experience. She has previously worked with OSAIC, Woodbury Financial Services, and Jasen Wealth Advisors LLC. Outside of her advisory work, she is a CPA offering tax preparation and accounting services through her own practice. 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 portfolio programs, and institutional platforms, supporting thousands of advisors with a variety of investment solutions.

Colin Vuyk is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer for Citizen Advocates of Washington County, assisting with community event planning and fund management. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using a broad planning menu that includes retirement, education, and specialized planning areas. Advisors develop tailored recommendations through Wells Fargo’s research and planning tools, with clients choosing how to implement those recommendations.

Andrew Sabel is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2019. His prior experience includes roles at Wells Fargo and Pope Scientific. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Bryan Becht is a financial advisor with Wells Fargo Advisors in West Bend, WI. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Bryan has been with Wells Fargo Advisors and its affiliate Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services across a broad range of areas including retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, while offering clients flexible options for implementation and engagement scope.

Kevin Reitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Landmark Credit Union and LPL Financial since 2021 and held positions at TIAA and Lessiter Media earlier in his career. Outside of finance, Reitz is involved in music production. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Cody Ganchar is a financial advisor with Edward Jones in Germantown, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he coached youth hockey with the Milwaukee Jr. Admirals and worked at Johnson Controls. He continues to serve as a youth hockey coach in Milwaukee outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Benjamin Haddorff is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. and various insurance carriers for W & R Insurance Agencies from 2004 to 2021. He is also involved in non-variable insurance activities related to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Ryan Gonzalez is a financial advisor with Edward Jones in Hartford, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Winneconne Family Dentistry, Inc. for 11 years. Outside of his advisory role, Gonzalez serves as a youth and high school basketball referee with the Fox Cities Officiating Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Eileen Voigt is a financial advisor with Thrivent Investment Management in West Bend, WI, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked at Wells Fargo Asset Management and Wells Fargo Funds Distributor before joining Thrivent Financial and Thrivent Investment Management Inc. Voigt is involved in community activities through her role on the Global Advance Team at Community Church, which supports local and international outreach efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across various topics without discretionary trading authority or institutional portfolio management.

Heather Konkol is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior experience includes six years at BMO Harris Financial Advisors before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools for advisors.

Jerred Grell is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he has been involved with roles at Palm Trees LTD and the UWW Williams Center Weight Room. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without discretionary trading authority.