Steven Clasen is a financial advisor with Thrivent Investment Management in Cedarburg, WI, holding Series 63 and Series 66 registrations. He has 21 years of industry experience and has worked with Thrivent since 2004. Outside of his advisory role, he serves as School Ministry Chair for Morning Star Lutheran School in Jackson, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across a wide range of financial topics. The firm offers planning separately from managed accounts and does not accept discretionary trading authority for its planning services.

Lisa Becker is a financial advisor with Edward Jones in Germantown, WI, holding a Series 66 designation and 22 years of experience at the firm. She has worked exclusively at Edward Jones since 2004. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carrie Schilz is a financial advisor with Wells Fargo Advisors and holds the Series 63 and Series 66 credentials. She has 19 years of industry experience, including 17 years at Wells Fargo Advisors Financial Network LLC. In addition to her advisory role, she serves as a Notary Public in Wisconsin. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Scott Measner is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company for five years. He holds the Series 63 and Series 65 designations. Outside his advisory role, Measner serves as a Board of Elders member at Trinity Lutheran Church and School in West Bend, Wisconsin, assisting the pastor with church functions. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Cailyn Greenberg is a financial advisor with Edward Jones in Grafton, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked in various roles including managing outdoor recreation activities and as a barista. Outside of advising, she has experience managing kayak and paddleboard rentals on the Milwaukee River. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of advisors. The firm offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Thomas Lane is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent five years at UBS Financial Services Inc. Lane serves as Treasurer and a board member of the Germantown Chamber of Commerce. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies including discretionary management and separately managed accounts.

Boyd Janto is a CFP® and holds a Series 66 license with 26 years of industry experience. He has worked at Wells Fargo Advisors since 2025, following nine years at Wells Fargo Clearing and prior roles at Allspring Funds Management and Strong Capital Management. In addition to his advisory work, he serves as treasurer for the Kettle Moraine YMCA, overseeing cash flow, debt management, and endowment fund investments. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing Wells Fargo research and tools, delivering tailored recommendations that clients may implement through various brokerage or advisory programs.

Harmony Tchaikovski is a financial advisor at Edward Jones in Cedarburg, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, Harmony worked in various roles at Jockey International, Blain's Supply, Kohl's Department Stores, Lands' End, and North Shore Bank. She communicates with tenants of a rental property owned by her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Ryan Carow is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2021. Prior to this, he was involved in sports performance and fitness businesses. Outside of his advisory role, Carow is also an associate at Gentian Financial Inc., where he provides administrative support and assists with planning and trading for advisors. 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, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and supports both advisory programs and institutional consulting across a large advisor network.

Timothy Triolo is a financial advisor with Osaic, holding a Series 66 license and totaling 26 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Sunamerica Securities for over two decades. Outside of advising, he owns WonderGlow LLC, a company that distributes fragranced wax products. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by a range of programs and management strategies.

Michael Franks is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Prior to this, he worked at LPL Financial for 12 years. His other business activities include independent insurance brokering focused on health and Medicare supplement insurance with providers such as United Health, Humana, and Aetna. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, combining research and modeling to provide tax-efficient, customized income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nicholaus Glocke is a financial advisor with Fisher Investments, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Fidelity Investments, Ultimus Fund Distributors, Compass Distributors, USA Mutuals, Quasar Distributors, and Wells Fargo Funds Distributor. Outside of his advisory work, he is involved in building and selling houses as a sole proprietor. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while using tax-aware and defensive strategies to manage risk.

Adam Rahl is a financial advisor with J.P. Morgan Securities in Germantown, WI, holding a Series 66 designation and six years of industry experience. His work history includes roles at JP Morgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research, incorporating ESG factors and offering broader derivatives and commodities capabilities.

Teala La Porte is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at AT&T for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Jacqueline Sanchez Mora is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at BMO Bank NA and Target Corporation. 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 other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Ian Casey is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2023. Prior to his current role, he worked in education for several years and operated Mr. Bob's Boutique Handyman from 2021 to 2023. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing investment oversight and a combination of internal research tools.

Donna Nagel is a financial advisor with LPL Financial in Germantown, WI, holding Series 63 and Series 65 credentials with 27 years of industry experience. Her prior work includes roles at Transamerica Financial Advisors, Liberty Tax Services, Aflac, Highland Capital Brokerage, National Guardian Life Insurance, and World Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Christina Blanc is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 16 years of industry experience. She worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and financial planning services that cover a wide range of needs, including specialized areas such as business-owner transition and special-needs planning. The firm provides tailored recommendations using proprietary research and tools, with clients having flexibility in implementing these through brokerage or advisory programs.

Chad Huenink is a financial advisor with Equitable Advisors in Grafton, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2010 and previously was affiliated with AXA Advisors and TJM Integrated Wealth Management. He serves as a board member of T&C Service Enterprises. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through its network of Investment Adviser Representatives and third-party asset managers, with services including mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Nicholas Walschinski is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Walschinski has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.