Gary Dunco is a financial advisor with Ameriprise who holds CFP® and CFA® designations and has 32 years of industry experience. He has worked at Ameriprise Financial Services since 2009, including his current role at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Wayne Pipkorn is a financial advisor at Cetera with 34 years of industry experience and holds a Series 63 designation. He previously worked at Avantax Advisory Services and Avantax Investment Services for over three decades. Outside of his advisory role, he serves as an elected official in the Town of Cedarburg and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services, utilizing a multi-manager platform with both affiliated and third-party managers, and oversees more than $256 billion in assets.

Blaine Gibson is a CFP® with 22 years of industry experience, currently serving at RBC Capital Markets. His career includes ten years at Robert W. Baird & Co. and concurrent roles at City National Bank over the past seven years. Outside of his advisory work, he holds multiple nonprofit board positions, including president of the board at the Cedarburg Art Museum and director roles focused on financial literacy and community development initiatives. RBC Wealth Management, a division of RBC Capital Markets, provides investment management and financial planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers customized strategies utilizing a range of advisory programs and integrates proprietary and third-party investment solutions.

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.

Matthew Hall is a financial advisor at Edward Jones in Grafton, WI, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience in the healthcare sector, including roles at Prevea Health and Aultman Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay tax-efficient services.

Sarah Fitzsimmons is a financial advisor with Edward Jones in Cedarburg, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she spent 12 years at Kohler, Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Patrick Rich is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has held various roles including work with Cutting Edge Staffing and Rich Language Consulting. Outside of his advisory work, he has been involved with Inter Northshore FC/Milwaukee Kickers and Neighborhood House of Milwaukee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Curtis May is a financial advisor at Equitable Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and its predecessor firms since 1995. Outside of his advisory role, he serves as a board member for the Cedar Reserve Homeowners Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual and institutional clients. The firm uses a range of advisory models and third-party managers, offering a selection of mutual funds, ETFs, separately managed accounts, and alternative investments without sponsoring its own wrap fee program.

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.

Jeremiah Lepien is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in West Bend, WI. He has experience working with Thrivent Financial and briefly with DS Legacy Law. Outside of finance, he has been involved with educational and community organizations including Concordia University Wisconsin and Ozaukee Christian School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses across various planning areas without managing client portfolios directly.