Easton Meckl is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Bryan Jansen - Thrivent Financial. Outside of finance, he has experience working at the Oconomowoc Golf Club for six years. 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 financial planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Jeremiah Lepien is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in West Bend, WI. He has experience working with Thrivent Financial and briefly with DS Legacy Law. Outside of finance, he has been involved with educational and community organizations including Concordia University Wisconsin and Ozaukee Christian School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses across various planning areas without managing client portfolios directly.

Michael Parker Sr. is a financial advisor with Primerica Advisors in Germantown, WI, holding Series 63 and Series 65 designations and over 35 years of industry experience. He has been with Primerica Advisors since 1994 and affiliated with Primerica Financial Services since 1989. Outside of his advisory role, he owns MAP & Associates, LLC, an investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through established custodians.

Casey Moneer is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, Casey worked at Johnson Controls and held roles at the Milwaukee School of Engineering. Outside of his advisory work, he serves as the head coach for the Milwaukee Jr. Admirals Hockey Program. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Katey Roskopf is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her prior roles include positions at Verve Credit Union and LPL Financial. She serves as a general board member of the Lomira Area Education Enrichment Foundation, which provides funding for grants and scholarships. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Michael Schilling is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is currently with LPL Financial and previously worked at BMO Harris Financial Advisors and BMO HARRIS Bank. Schilling has held long-term roles at M & I Trust, M & I Insurance Services, and M&I Brokerage Services. 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 and model portfolio programs, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Jacob Hausmann is a Series 66 designated financial advisor at Edward Jones with three years of industry experience. He has worked at Edward Jones since 2022 and previously spent 18 years at The Boldt Company. 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, operating under a fiduciary standard.

Steven Romagna is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. His prior experience includes five years at Wells Fargo Clearing and a year at Prudential Equity Group, LLC. Romagna has ownership interests in tax preparation and wealth management businesses outside of his advisory role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Paula Jensen is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. She holds the Series 66 designation and has been with Baird since 2010. Outside of her advisory role, she is involved as an owner and bookkeeper in several non-investment businesses, including Cedar Wings and Wash Pro Systems. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services supported by internal research, including the use of artificial intelligence, and maintains nearly $394 billion in regulatory assets under management as of December 2025.

Andrew Kastenholz is a financial advisor with LPL Financial in Menomonee Falls, WI. He holds Series 63 and Series 66 credentials and has 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BMO Harris Financial Advisors, Inc. from 2015 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by a network of over 22,800 advisors.

William Randall is a CFP® professional with 41 years of industry experience, currently serving at Cambridge Investment Research Advisors. His previous roles include positions at Linsco/Private Ledger and Wells Fargo Clearing. Randall is also president of Randall Wealth Management, an independent financial advisory and insurance business. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Timothy Koepke is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He previously worked at Robert W. Baird for 15 years and Wells Fargo Clearing Services LLC for four years. Koepke is the owner of Koepke Asset Management LLC and holds a partial ownership interest in Heritage Private Wealth LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients using a broad range of planning tools and research. The firm offers specialized services including retirement, education, business-owner transition, and special-needs planning, delivering tailored recommendations through meetings and client summary letters.

Lisa Hammer is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2025. She previously worked at Wells Fargo Clearing for nine years. Outside of her advisory role, she is a board member of the Washington County Historical Society Foundation, where she participates in budget approval and financial oversight. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

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.

Benjamin Maas is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 65 and Series 63 licenses and having four years of industry experience. His prior work includes roles at BMO Harris Bank and the University of Wisconsin Whitewater. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, using both proprietary and third-party strategies, supported by advanced operational tools.

David Kroeninger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies, as well as operating his own advisory business since 2000. In addition to advising, he is involved in tax preparation and accounting services. 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 and access to third-party asset management, supported by a network of over 22,800 advisors.

Jake Punzenberger is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and eight years of industry experience. His prior career includes nine years at Deloitte Services LLP and seven years at Wells Fargo Clearing. He serves on the budget and finance committee for the Kettle Moraine YMCA and is treasurer and finance committee member for the Habitat for Humanity of Washington and Dodge Counties. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients having the option to implement recommendations through various brokerage or advisory programs.

Jonathan Deprey is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Nicolet Wealth Management and Private Client Services. He is also the owner of Venture Recycling LLC, a recycled paper brokerage business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products.

Peter Shanovich is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following 25 years at B. C. Ziegler And Company. Outside of his advisory role, he is a musician and member of the Me and Him Acoustic Duo and serves as president of the Old Hickory Homeowners Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

Kimberly Streff is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at Wells Fargo Clearing and has been involved with Industrial Installation Services LLC and Quality Rack as a bookkeeper. Outside of her advisory role, she serves as an organist for Bethlehem Lutheran Church in Menomonee Falls, WI. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options that include retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports and entertainment planning.