Adam Stapleton is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 license and two years of industry experience. Prior to joining Edward Jones, he worked for Blair Fire Protection, LLC for 12 years. He is a minority shareholder in two real estate companies but has no operational responsibilities in those businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a nationwide network of advisors and branches.

Tyler Swank is a financial advisor with Edward Jones in Jackson, WI, holding a Series 66 credential and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at American Marketing & Publishing and Shire BioLife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

Christopher Matheson is a financial advisor with Stifel in West Bend, Wisconsin, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, Matheson is involved in product development for Matheson Brands, LLC, which focuses on deer hunting and sports products, and he contributes to research and development at I AM Brands LLC, a company producing products for coaching youth sports. Stifel serves a wide range of clients, including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling to support asset allocation, retirement, and estate planning analyses.

Bobby Joe Royes is a financial advisor with Cambridge Investment Research Advisors in West Bend, WI, holding a Series 66 designation and 18 years of industry experience. His career includes roles at LPL Financial and Westbury Bank prior to joining Cambridge Investment Research Advisors in 2020. He also serves as a public address announcer for the West Bend School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

John Furrer is a financial advisor with LPL Financial and holds the Series 63 and Series 65 designations. He has 30 years of industry experience and has worked at both LPL Financial and BMO Harris Financial Advisors, Inc. Additionally, he serves as a basketball official outside of his financial advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

Phillip Strosahl is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Cetera Wealth Services, LLC, having previously held positions at Avantax Advisory Services and 1st Global Advisors Inc. Outside of his advisory work, he serves as treasurer for Venturing Crew 109, a youth group affiliated with the Boy Scouts. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform that includes affiliated and third-party model portfolios.

Christopher Chlupp is a financial advisor with Robert Baird & Co. in Wisconsin Dells, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 1996. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Andrew Rux is a financial advisor with Edward Jones in Jackson, WI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of financial advisors and branch offices and provides services under a fiduciary standard.

Lay Rosenheimer is a financial advisor with Stifel in West Bend, WI, holding a Series 63 designation and 41 years of industry experience. Prior to joining Stifel in 2018, he worked at B.C. Ziegler and Company for five years. Outside of his advisory work, Rosenheimer serves as President of the Rosenheimer Cemetery Association and holds leadership roles on the board of the Lakeshore Regional Child Advocacy Center, including Vice President of its Board of Directors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and maintains a diverse set of services alongside affiliated trust companies and banks.

Suzanne Carney is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as chair of the board for the Menomonee Falls Farmers Market in Menomonee Falls, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Jessica Van Ourkerk is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Her career includes roles at BMO Harris Bank and several regional banks. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and corporations. The firm offers diverse advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Kimm Schmitz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Their work history includes roles at PFS Investments Inc., MAP & Associates, Primerica Financial Services, Quigley Tax Service, and serving in the Town of Polk. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.

Eric Brown is a financial advisor with LPL Financial in Richfield, WI, holding Series 66 and Series 63 credentials and 30 years of industry experience. He worked at Investment Centers of America, Inc. from 2014 to 2017 before joining LPL Financial in 2017. He serves as a local school board member outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

Justin Eigner is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Eigner holds ownership interests in two investment-related firms, Heritage Private Wealth LLC and NSWealth, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and utilizes Wells Fargo research and tools to develop tailored recommendations, with implementation options through various brokerage and advisory programs.

Dawn Boegel is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley Smith Barney and Ameriprise Financial Services, Inc. Outside of her advisory role, she has been involved in real estate ownership. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions.

Alan Olsen is a financial advisor at Stifel with Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Stifel since 1988 and also has a background at MONY dating back to 1984. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Nolan Walker is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his industry career in 2026. He has prior experience at University of Wisconsin-Whitewater and roles at various educational institutions and local businesses. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial planning without discretionary trading authority, and allows clients to integrate these plans with managed-account programs under a consolidated billing option.

Philip Sherman Bender is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2024. Prior to this, he was involved with Primerica Financial Services and Marketplace Chaplains, and he is also an owner of Brew City Pizza. Outside of advising, he works as a Lyft driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Peter Legrave is a financial advisor at Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation with 15 years of industry experience. His career includes roles at Wells Fargo Bank and Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. 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 investment and financial planning services, including specialized planning in areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Wyatt Gudex is a financial advisor with Stifel, holding a Series 66 designation and two years of industry experience. His prior work includes roles at PNC Bank and various positions outside the financial sector, including automotive service and hospitality. Stifel serves a wide range of clients, from individual investors to institutional entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to support client decision-making.