Jacob Bain is a Series 66 licensed financial advisor at Stifel with 13 years of industry experience. He has worked at Stifel since 2018 and previously spent six years at B.C. Ziegler and Company. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Jacob Pfeifer is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. He previously worked at Northwestern Mutual and has a diverse background including employment with Insomnia Cookies and several retail and school district positions. Pfeifer maintains part-time employment with Kroger alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Garrett Kindelspire is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he served ten years with the United States Navy at NAVAIR. He manages rental properties in Scottsdale, Arizona, handling initial renter communications. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Elizabeth Ratzburg is a Series 66-registered financial advisor with Robert W. Baird & Co. She has seven years of industry experience, including previous roles at Stifel and earlier tenure at Baird. Outside of her advisory work, she is involved in managing rental properties. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and manager options to meet client goals and risk tolerances.

Ramiro Paz is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2015. Outside of his advisory role, Paz serves on various nonprofit boards, including the Volunteer Center of Washington County and the Kettle Moraine YMCA, and participates in local community activities such as election poll working. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach focuses on holistic, goal-based analyses covering retirement, tax, estate, and other planning topics, offering planning services separately from managed-account programs.

Daniel Kern is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 21 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, Kern serves as a board member and participates on the Investment/Finance Committee for the Slinger Library/Slinger Business Center Planning Committee and also works on conservation management projects with the United States Department of Agriculture’s Natural Resource Conservation Service. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a variety of management approaches and offering additional services such as municipal advisory and public finance.

Sarah Damsgaard is a financial advisor with Morgan Stanley and holds Series 65 and Series 63 licenses. She has 20 years of industry experience, including roles at JPMorgan Securities LLC and The Invictus Collective, LLC. She is currently based in Mequon, WI. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services that use firm-approved tools and modeling techniques to support client goals.

Anthony Vetter is a financial advisor at J.P. Morgan Securities with Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan, he worked at Equitable Financial Life Insurance Co and Equitable Advisors LLC. Outside of finance, his work history includes roles in the hospitality and retail sectors. 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. The firm delivers these services alongside brokerage, distribution, and investment management capabilities through a combination of institutional advisory operations and market-facing registrations.

Ashley Amstadt is a financial advisor at LPL Financial in Germantown, WI, holding a Series 66 designation with 11 years of industry experience. Her prior work history includes roles at BMO Harris Bank, Morgan Stanley, and U.S. Bancorp Investments among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services along with access to model portfolios and research from LPL and third-party sources.

Edward Scherr is a financial advisor with J.P. Morgan Securities in Grafton, WI, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Nowack is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2005. Outside of his advisory role, he serves as a director on the board of the Threshold Foundation, overseeing the management and distribution of the foundation's assets. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored investment advice and portfolio management services using a combination of in-house and third-party managers across a range of traditional and alternative strategies.

Kayla Krieser is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses. In addition to her financial career, she has been involved with Riverside Brewery and Restaurant since 2007. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory guidance with other financial product offerings.

Dirk Robichaud is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside his advisory role, he serves as co-trustee for family trusts in Wisconsin and Florida. 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 advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anthony Pochowski is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior roles include positions at Commonwealth Financial Network and SII Investments, Inc. Outside of his advisory work, he volunteers as a firefighter in Mayville and serves as secretary on the board of Christian Life Fellowship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial planning topics. The firm offers these services without discretionary trading authority and allows clients to combine planning with managed-account programs through a consolidated billing option.

Michael Baerwald is a financial advisor at Edward Jones with 22 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2004. Outside of his advisory role, he owns and manages a small storage rental business in Mayville, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm is notable for its extensive network of advisors and branch offices, as well as its fiduciary standard and comprehensive service offerings.

Robert Derks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked with IC Advisory Services, Inc. and The Investment Center, Inc. since 2008 and 2009, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Pamela Stubler is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63 and Series 65 designations and having 37 years of industry experience. She has worked at LPL Financial since 2018 and maintains a longstanding affiliation with Johnson Bank since 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationally. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

Blake Durbin is a financial advisor at Edward Jones in Slinger, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Vizance, Sherwin Williams, Associated Bank, and Dick's Sporting Goods. Outside of finance, he has been involved with the Wisconsin Fishing Expo for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

David Vollmar is a financial advisor with Stifel in West Bend, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2014 to 2018. He also provides notary services to clients free of charge for certain paperwork, such as rollover and lost certificate documents. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipalities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Kathryn Fisher Davies is a Series 66 licensed advisor with Robert W. Baird & Co. in West Bend, WI, where she has worked since 2000, totaling 26 years of industry experience. She serves as a board member of the Holy Angels School Trust Fund, overseeing investment policy and performance reviews for the charitable fund. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with ongoing investment monitoring and research.