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.

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.

Nicolas Miselem is a financial advisor with Ameriprise Financial Services in Pewaukee, WI, holding a Series 66 credential and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his financial career, he is a musician who writes, records, and mixes electronic music as a hobby, distributing it through streaming services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored planning and recommendations focused on reliable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Steven Sensiba is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and CRG Financial Services, Inc. Sensiba also serves as president of CRG Services, Inc., an insurance sales agency. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Brett Schaumberg is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2002. 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 that covers a broad range of topics and allows clients to combine planning with managed-account services while keeping them separate.

Conner Crawford is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in New Berlin, WI. He has eight years of industry experience, including prior roles at UW-Whitewater and The Sprinkler Company. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Phillip Askot is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Western International Securities, Inc. and Financial West Group. He also serves in a fiduciary capacity for the Melvin M Askot Trust and Will. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Dwyer is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. He has worked at Osaic since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Beyond his advisory roles, he serves as chairman of the Endowment Committee for Mother of Good Counsel Church and School and co-chairs the legislative affairs PAC for NAIFA. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services using firm-provided tools and supports both discretionary and non-discretionary portfolio management with access to third-party money managers and wrap programs.

Brian Magennis is a financial advisor at Cetera with 31 years of industry experience and holds the Series 66 designation. He has worked at several firms including Voya Financial Advisors and Lewis Financial Group, where he also serves as an Investment Service Manager. Outside of his advisory role, he works as a driver for DoorDash. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and investment strategies.

Nicholas Webster is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of his advisory role, he is a hands-off owner of a residential property managed by a family member. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a variety of in-house and third-party investment resources.

Brian Stray is a financial advisor with Thrivent Investment Management in Waukesha, WI. He holds a Series 66 designation and has 19 years of industry experience, all with Thrivent Financial for Lutherans and its investment management division. 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 planning on a broad range of topics, delivering these services separately from managed-account programs.

Martin Fahler is a financial advisor with LPL Financial in Germantown, Wisconsin, holding a Series 63 designation and 26 years of industry experience. His work history includes roles at LPL Financial since 2015, Sii Investments, and Packerland Brokerage Services. Outside of his advisory work, he is a partner in Windy Hill Timber, LLC, a real estate rental venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Roy Carrera is a financial advisor with LPL Enterprise holding Series 63 and 65 licenses and 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and several other firms dating back to 2007. He is a member of the board of directors for the Sports Car Club of America’s Milwaukee Region. LPL Enterprise 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 using portfolios developed by in-house and third-party strategists and offers financial planning, access to asset managers, and brokerage services.

Lloyd Frick Jr. is a financial advisor at Stifel with 17 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Stifel in 2019, he worked for Kevin Bay Investments, LLC for 10 years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

William Baldwin Jr. is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL Financial, he was with BMO for eleven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing both proprietary and third-party strategies, supported by operational and research tools.

Lori Baneck is a financial advisor with Osaic Wealth, Inc. in Brookfield, Wisconsin, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Woodbury Financial Services Inc and Girard Securities, Inc., among other firms. In addition to her advisory role, she is a notary and holds a position as an insurance advisor specializing in fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a variety of investment tools and third-party platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.