Robert Hellman is a financial advisor at Stifel with 30 years of industry experience. He has held positions at Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2013 to 2018. Hellman serves on both the Finance Council and the Pastoral Council at St Joseph Church, providing financial guidance and assisting in parish direction. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Daniel Kolb is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he has served as Vice President of the Board of Directors at Westmoor Country Club and was on the Board of Directors for The Guest House, a homeless shelter for men in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs with customized investment strategies that incorporate in-house and third-party managers, along with various portfolio management and financial planning services.

Christopher Koshy is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having eight years of industry experience. His prior roles include positions at LPL Financial and Ease, as well as work with Elmbrook Church. He is based in Waukesha, Wisconsin. Koshy is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual and institutional clients including high net worth individuals, corporate and business entities, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of internally managed and third-party investment strategies.

Timothy Ryan is a financial advisor with Equitable Advisors in Brookfield, WI, holding a Series 66 designation and five years of industry experience. He previously worked at Gordon Flesh Company for seven years before joining Equitable Advisors in 2020. Outside of his advisory role, he is involved as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model utilizing multiple TAMPs and offers both advisory and brokerage/insurance channels to implement client recommendations.

Bryan Jansen is a financial advisor with Thrivent Investment Management in Germantown, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory work, he serves as a member of the Board of Trustees for the Leukemia and Lymphoma Society. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with its managed-account program under a consolidated billing option called “WealthPlan” while keeping these services separate.

Jacqueline Lange is a Financial Consultant at Fidelity Investments, where she has been serving since 2026. Prior to this role, she held several positions at Fidelity, including Planning Consultant and Investment Consultant, beginning in 2024. Jacqueline's career in finance spans over eight years, during which she has developed expertise in guiding clients towards their financial goals. Her professional experience includes roles at Robert W. Baird & Co. Inc., where she progressed from Compliance & Registrations Intern to Client Specialist between 2018 and 2024. Jacqueline is committed to educating her clients and continuously expanding her knowledge to better assist them. In her personal time, Jacqueline enjoys activities such as reading, cooking and baking, spending time with family and friends, outdoor adventures, and caring for her pets. She also values exploring new places and spending time up north with her family.

Paul Zudyk is a financial advisor with Edward Jones in Waukesha, WI, holding Series 63, Series 65, and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 2016. 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 investment advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds.

Gary Peppel is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. He is based in Waukesha, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools.

Timothy Rennicke is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving at Thrivent Investment Management. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across multiple financial topics and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Blake Bauer is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. He previously worked at Hays Solutions and Northwestern Mutual and has held various roles at the University of Wisconsin - La Crosse and other organizations. RBC Wealth Management serves individual investors, institutional clients, corporations, and charitable organizations with tailored investment strategies and offers multiple advisory programs that include portfolio management, financial planning, and brokerage services.

Robert Bortz Jr. is a financial advisor with Ameriprise in Oconomowoc, WI, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 2008. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Monastery Hill Homeowner Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis with a broad range of advisory, brokerage, and insurance solutions.

Barney Moore is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Equitable Advisors since 2009 and was previously with AXA Advisors. Outside of his advisory role, Moore serves as a member of the Shorewood Police Commission in Shorewood, WI. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage services tailored to client goals and risk tolerance.

James Van De Ven is a financial advisor at RBC Capital Markets with 34 years of industry experience. He has previously worked at Robert W. Baird & Co. and City National Bank. Van De Ven serves as a director for the Sussex Area Service Club, where he helps oversee fundraising and fund disbursement activities. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and integrating multiple investment managers and solutions.

Alfred Hickey is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has worked at Woodbury Financial Services, Inc. and Questar Asset Management prior to joining Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.

Bradley Baker is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments in various capacities since 2012, progressing through positions including Financial Consultant, Investment Consultant, Relationship Manager, and Full Trader. Prior to joining Fidelity, he worked as a Financial Representative at John Hancock in 2012. In his current role, Bradley partners with clients to understand their goals and values, helping them build customized financial plans that adapt as their objectives evolve. He holds the Certified Financial Planner™ designation, which supports his approach to making retirement planning less stressful and more focused on clients' priorities. Outside of his professional work, Bradley's personal interests include comedy, football, golf, parenthood, and surfing.

Jackson Mc Donald is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and previously worked at Black Crows and Adidas. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

John Geder is the sole advisor at Geder Investment Management, Inc. in Elm Grove, WI, holding a Series 63 designation with 33 years of industry experience. He has led his independent firm since 1992. Geder Investment Management, Inc. provides investment advisory and portfolio management services primarily to individual clients, tailoring portfolios to their objectives and risk tolerance. The firm manages approximately $27 million across about 32 clients and offers educational seminars and workshops to support client understanding.

Robert Wachendorf is a financial advisor at Black & White Investment Management LLC in Waukesha, WI, holding a Series 65 designation with 20 years of industry experience. He worked at Ursa Major Corporation for 15 years before founding his current firm in 2017. Black & White Investment Management LLC provides portfolio management and related advisory services primarily to individual clients. The firm manages just over $2 million in assets across six clients and employs documented operational policies covering investment strategies, account review, custody, and trading practices.