Edward Scherr is a financial advisor with J.P. Morgan Securities in West Bend, WI, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013 and previously worked at Associated Investment Services, Inc. and RBC Capital Markets. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach, offering a range of solutions including ESG eligibility frameworks and broader derivatives capabilities.

Michael Nowack is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2005. Outside of his advisory role, he serves as a director on the board of the Threshold Foundation, overseeing the management and distribution of the foundation's assets. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored investment advice and portfolio management services using a combination of in-house and third-party managers across a range of traditional and alternative strategies.

Kayla Krieser is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2016. Outside of her financial career, she is involved in operating Riverside Brewery and Restaurant, a business she has co-owned since 2007. 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 range of planning options tailored to clients who meet specific net-worth criteria and utilizes proprietary research and tools to develop customized recommendations.

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.

Jason Willms is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has been with Thrivent and its related entities since 2020, including roles at Carr Services and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive planning across various financial topics without discretionary portfolio management, combining goal-based analysis with an option to integrate managed accounts under a consolidated billing program called WealthPlan.

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.

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.

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.