Jerry Faust is a financial advisor with Edward Jones in Grafton, WI, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2003. In addition to his advisory role, he has a long-standing involvement with the YMCA West Suburban and the Wisconsin Interscholastic Athletic Association, both ongoing for more than two decades. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a diverse range of households, pension plans, corporate clients, and charitable organizations. The firm manages more than $1 trillion in assets across a broad network of financial advisors and branch offices, offering a variety of investment strategies and affiliated services under a fiduciary standard.

Darryl Witkowski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Zachery West is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms including Fisher Investments and Northwestern Mutual, with a career spanning advisory and investment services roles. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advisory approaches.

Matthew Sternkopf is a financial advisor with LPL Financial who holds Series 65 and Series 63 licenses and has 12 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks for four years. He also operates a non-variable insurance business related to his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and various management approaches.

Donald Hayden is a financial advisor with LPL Financial, holding a Series 63 designation and 44 years of industry experience. His prior work includes roles at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and managing Hayden Financial from 1990 to 2025. He also engages in non-variable insurance-related activities through Hayden Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives.

David Demore is a CFP® with 21 years of experience in the financial services industry. He is currently with OSAIC, having joined the firm in 2024 after seven years at Woodbury Financial Services and four years at SII Investments. Outside of his advisory role, he owns an online guitar and music equipment sales business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a range of asset-allocation tools and multiple third-party platforms to construct and manage portfolios across various investment types.

Spencer Von Rueden is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Trinity Financial Planning and Empowered Financial Management. Prior to his advisory career, he was involved in the hospitality industry at Crandall's Peruvian Bistro. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

Kristen Strupp is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. She has worked at Cetera and its affiliated entities since 2019, with prior experience at Voya Financial Advisors. Outside of her advisory role, she serves as president of the Hartford Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party managers.

Bradley Sanborn is a Series 66-licensed financial advisor with six years of industry experience. He currently works with LPL Enterprise and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he has held roles in restaurant operations and worked at the University of Wisconsin-Milwaukee. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining adviser programs with brokerage and insurance sales.

William Beauchene is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he served 25 years with the City of Milwaukee Police Department. He is also a Lieutenant Colonel in the United States Air Force Reserves, where he holds leadership roles including deputy mission support group commander and deputy branch chief. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of advisory strategies and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Paul Lang is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012. In addition to his advisory role, he is a member of Rum Line, a blues/rock cover band. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors.

Graham Kent is a financial advisor at Osaic with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Great Point Capital, LLC and other organizations prior to joining Osaic. He has also been involved with the University of Wisconsin-Whitewater for several years. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisers and platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party services to manage portfolios that include various asset classes on both discretionary and non-discretionary bases.

Justin Heim is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he engages with clients through a collaborative planning process to provide guidance on financial decisions and help them gain clarity about their financial lives. Prior to joining Fidelity Investments, Justin worked as a Personal Banker at Wells Fargo from 2022 to 2023. His professional experience has centered around building client relationships and advising on financial matters.

Luis Heredia is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Rafa Nadal Academy and Marquette University. Outside of advising, he serves as an assistant tennis coach at Marquette Tennis facility. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning and asset management through third-party programs and employs a hybrid referral and implementation model to deliver tailored advisory services.

Joseph Buday is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 1993. Outside of his advisory role, he is a partner in Red Door Remodeling LLC, a real estate investing and remodeling business. 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, and charitable organizations. The group offers tailored investment strategies and a range of consulting and portfolio services, including discretionary and non-discretionary management and tax- and goal-based overlays.

Ilija Potkonjak is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, he referees high school basketball games. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Nicholas Dreyer is a financial advisor with OSAIC based in Milwaukee, WI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and CC&N. He is also involved with Lakewood Wealth Management and LWM Insurance Advisors in advisory and insurance capacities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisors. The firm utilizes a range of advisory platforms and asset-allocation tools to offer integrated brokerage, financial planning, retirement consulting, and access to third-party money managers.

Ashley Brown is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Robert W. Baird & Co. since 2008. Brown is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay services, with a range of traditional and complex investment strategies.

David Wahl is a financial advisor at Ameriprise with 32 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc and BMO Harris Financial Advisors. He serves on the Board of Directors for Share the Gospel, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Kelley Wolff is a CFP®-designated financial advisor at RBC Capital Markets with five years of industry experience. Prior to joining RBC in 2026, Wolff worked at Edward Jones, Robert W Baird, and the Commonwealth Bank of Australia. Wolff also operated Milwaukee Food & City Tours from 2015 to 2017. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs with a range of portfolio management and financial planning services. The firm utilizes both in-house and third-party investment managers and provides options for tax management, rebalancing frequency, and responsible investing.