Eileen Voigt is a financial advisor with Thrivent Investment Management in West Bend, WI, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked at Wells Fargo Asset Management and Wells Fargo Funds Distributor before joining Thrivent Financial and Thrivent Investment Management Inc. Voigt is involved in community activities through her role on the Global Advance Team at Community Church, which supports local and international outreach efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across various topics without discretionary trading authority or institutional portfolio management.

Heather Konkol is a financial advisor with LPL Financial in Hartford, Wisconsin, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2021, she worked for six years at BMO Harris Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jerred Grell is a financial advisor with Thrivent Investment Management in West Bend, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at Equitable Advisors and has held various roles outside of the financial sector, including positions at Palm Trees LTD and the UWW Williams Center Weight Room. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a range of financial planning topics. The firm offers these services primarily through a network of Financial Advisors without discretionary trading authority and emphasizes separation between planning and managed-account services.

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 CFP® professional with 29 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust and Insurance Services. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning back to 2009. Romagna also has ownership in a tax preparation service that caters to select clients. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning. Its advisors deliver tailored recommendations using proprietary research and tools, with clients having flexibility in implementing those recommendations.

Paula Jensen is a financial advisor with Robert W. Baird & Co. in Colgate, Wisconsin, holding a Series 66 designation and 14 years of industry experience. She has been with Robert W. Baird & Co. since 2010. Outside of her advisory role, she is an owner and bookkeeper for several small businesses, including Cedar Wings and Wash Pro Systems. She 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 institutional clients. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Christopher Doughty is a CFP® with 30 years of industry experience, currently advising at Raymond James Financial Services Advisors. His career includes roles at Gentian Financial, Alliance Wealth Management Mequon, and Raymond James. Outside of advising, he is an author focusing on personal development and serves as a board member of The River Club of Mequon. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

William Randall is a CFP® professional affiliated with Cambridge Investment Research Advisors, with 40 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously spent 15 years with Linsco/Private Ledger. Randall serves as president and financial advisor of Randall Wealth Management, where he is also an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent advisors, employing a variety of portfolio management strategies and platform arrangements.

Randy Roesler is a financial advisor with Cetera, holding a Series 63 designation and over 34 years of industry experience. He has been with Cetera and its affiliate firms since 2013. Roesler serves as a principal and OSJ for Roesler and Associates Wealth Management, where he focuses on insurance, tax planning, investments, retirement, and estate planning. He is also a board member of a homeowners association in Franklin, WI. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, and access to various program structures and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

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 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is a board member of the Washington County Historical Society Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth criteria.

Jake Punzenberger is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He previously worked at Wells Fargo Clearing and Deloitte Services LLP. He serves on the budget and finance committee for the Kettle Moraine YMCA and is involved with Habitat for Humanity of Washington and Dodge Counties as treasurer and finance committee member. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools.

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.

Alec Lothert is a financial advisor with Edward Jones in Cedarburg, WI, holding a Series 63 designation and bringing 20 years of industry experience. He has been with Edward Jones since 2006. 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, offers a range of advisory strategies including discretionary and non-discretionary wrap fees, and provides affiliated mutual funds, tax-efficient services, and securities-based lending options.

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.

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.