Joel Meyer is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2018. Outside of his financial career, he spent time involved with wine-related businesses from 2019 to 2020. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Scott Greening is a CFP® with 14 years of industry experience, currently serving as an advisor at Raymond James Financial. His prior experience includes roles at Thrivent Financial and UBS Financial Services. He is also the Chief Investment Officer of Pinnacle Wealth Management and RBG Ventures LLC, two support companies he owns in Hartland, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support tailored client recommendations.

Lauren Ven Housen is a financial advisor at Edward Jones in Greenfield, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she held positions at Balestrieri Environmental & Development, Inc., Ignition Dealer Services, and Kunes Auto Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ruth Tsakonas is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Rusty Coyle, Waddell & Reed, Regency Wealth Partners, and SII Investments. Ruth operates out of Waukesha, WI. 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 portfolios, third-party asset management, and institutional platforms.

William Strey is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and previously worked for General Finishes for six years. Outside of his advisory role, he serves as treasurer for the Twin Lakes Chamber of Business Association and its foundation and presents community seminars at Wilmot High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs delivered through a network of Investment Adviser Representatives and utilizes third-party asset managers and LPL-sponsored programs.

Andrew Armstrong is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Jacob Reinhart is a financial advisor at Equitable Advisors with 17 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at AXA Advisors. Reinhart serves on the investment advisory board of Holy Apostles Church and is involved with National Guardian Life's burial and funeral trust services. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party asset managers, offering a broad range of investments including mutual funds, ETFs, and select alternative investments.

Todd Krempasky is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with a range of investment options and client-tailored strategies.

Katie Orvis is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2008, accumulating 18 years of industry experience. She is based in Muskego, Wisconsin. 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 advisory strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

John Schreiber is a CFP® with 49 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2017. He previously operated his own advisory firm, Schreiber Investment Advisory Services, for nine years. Schreiber also owns John Schreiber Services Inc., where he works as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach utilizing risk profiling and modeling tools, and supports a broad network of advisors and affiliated firms.

Henry Hessel is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Reinhart Partners, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and public entities, offering tailored financial planning and consulting services through a range of portfolio management styles.

Colin Juenger is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Halquist Stone for four years and Accurate Pattern for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, educational seminars, and recently added a standalone Divorce Planning offering.

Jeffrey Pfannerstill Jr. is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial, Pumpers & Mitchell's, and various educational institutions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and written recommendations across multiple planning topics. The firm separates its planning services from managed accounts and does not provide portfolio management for institutional clients.

John Denecke is a ChFC® credentialed financial advisor with 40 years of industry experience, currently serving at Thrivent Investment Management in Milwaukee, WI. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a committee member on the Village of Brown Deer Finance and Personnel Committee, where he participates in reviewing financial updates and budgetary matters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers integrated planning and managed-account options under consolidated billing.

Jordan Bonnett is a financial advisor with Edward Jones in Sussex, WI, holding the ChFC® and Series 66 designations and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alan Fischer is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at VOYA Financial Advisors and ongoing involvement with Sauvey & Sauvey since 2008. Fischer is also an independent insurance agent and serves as a New Member Engagement Partner for the Brookfield Chamber of Commerce. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and unaffiliated managers across various program structures.

Matthew Becker is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 21 years of industry experience, including prior roles at Prudential Insurance Company of America, OneAmerica Securities, and Thrivent Financial for Lutherans. Becker serves on the board of Pink Heals Sheboygan County, a nonprofit organization. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.

Bailey Woltjer is a Series 66-licensed financial advisor with Morgan Stanley in Waukesha, WI, bringing 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning emphasizes structured discovery and proprietary planning tools and manages approximately $2.74 trillion in client assets.

Melissa Ringwall is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has been with UBS Financial Services since 2012. Outside of her advisory role, she is the owner of a nonprofit real estate venture, Stabbin Cabin LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary market assumptions and research to tailor investment strategies.

Tamara Gessay is a financial advisor at RBC Capital Markets with 19 years of experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2007. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.