Jordan Brown is a CFP® professional with nine years of experience in the financial services industry. He is currently an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2022. His previous roles include positions at Mutual of Omaha, Northwestern Mutual, Annex Wealth Management, and Charles Schwab. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Megan Shupe is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at several firms, including Merrill and Raymond James Financial Services, and is involved with O'Hare Wealth Management as an LLC member. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets, serving individuals, pension plans, corporations, and charitable organizations through personalized portfolio management and financial planning services.

Kevin Breckenfelder is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 registrations and 21 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017, as well as at Bank Mutual and LPL Financial. Outside of his advisory work, he serves as a high school soccer referee in the Milwaukee area during the soccer season. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through programs that include managed portfolios and non-discretionary recommendations, supported by Morningstar Investment Management’s proprietary asset allocation models and ongoing portfolio oversight. The firm operates at scale with over 212,000 clients and emphasizes technology-driven, asset allocation-focused retirement advice.

Richard Nagel is a financial advisor with Commonwealth Financial Network in Thiensville, WI, holding the Series 63 designation and over 32 years of industry experience. He previously worked at LPL Financial LLC for 20 years before joining Commonwealth and MainStreet Investment Group in 2018. Outside of his advisory role, he provides aviation consulting services through Nagel Wealth Management LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Robert Brooks is a CFP®-certified financial advisor with 29 years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held prior roles at Premier Asset Management, 1834 Investment Advisors Co., and Johnson Wealth Inc. based in Bayside, WI. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that blends passive and active management with oversight from an internal Investment Committee.

Kristen Borst is a financial advisor with Guardian Life and holds a Series 66 designation. She has 12 years of industry experience, including prior roles at Robert W. Baird & Co. She serves as a Germantown Village Trustee in District 4. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and a range of proprietary and third-party solutions.

John O'Hare II is a CFA® charterholder with 28 years of experience in financial advisory services. He is currently with Steward Partners Investment Advisory, LLC and its affiliated entities, where he has worked since 2021. Prior to this, he held roles at Raymond James Financial Services, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as treasurer of a homeowners association in Fort Meyers, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory services including portfolio management, financial planning, and pension consulting.

Alyson Dix is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Edward Jones and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services closely with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Ruben Rivas is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Strategic Wealth Partners Group LLC, U.S. Bancorp Investments, Inc., and Robert W. Baird & Co. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Timothy Harrison is a financial advisor with Principal Financial Services, holding the CFP® and ChFC® designations and over 25 years of industry experience. His career includes roles at Harrison Financial, Roethel Financial, and Principal Life Insurance Company. Outside of advising, he owns Harrison Tax Service, providing tax preparation services, and serves on the board of the Cedarburg Education Foundation. Principal Securities offers brokerage and advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Jeffrey Schnoor is a financial advisor with Charles Schwab in Mequon, WI, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He worked at Johnson Wealth Inc. for 20 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Jordan Westphal is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Thrivent Investment Management since 2018 and was previously with SII Investments from 2012 to 2018. He is based in Cedarburg, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning focused on a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing arrangement.

Christopher Klopatek is a financial advisor with Robert Baird & Co. in Mequon, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2023, he worked in appraisal services and has a background that includes various roles in theater organizations. Outside of his advisory role, he is also involved as an actor with Actor/Lori Linns, Ltd. Baird’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and uses a mix of SMA strategies alongside tax management and unified fee arrangements.

Martina Stenfors is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to this, she worked at Manna Inc/Chili's for twelve years. 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 and investment solutions supported by a large nationwide network of advisors and branch offices.

Lori Gervais is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She has been with Robert W. Baird since 2002 and holds a Series 66 designation. Outside of her advisory role, she is an author of a finance-related book. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing customized consulting and portfolio management services. The team employs a range of investment strategies including traditional and non-traditional allocations, with options for discretionary and non-discretionary management.

Spencer Butterbrodt is a CFP® professional with six years of industry experience, currently serving as a financial advisor at LPL Financial. His career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and U.S. Bank. 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 options including model portfolios, third-party asset management, and customized strategies, supported by advanced advisor tools and a broad platform of financial services.

Jonathan Walther is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in West Bend, WI. He has four years of industry experience, including prior roles at Stephens Inc., TKO Miller, Northwestern Mutual, and the University of Wisconsin Milwaukee. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services and investment solutions, supported by proprietary research and planning tools.

Elliott Katz is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Stifel since 1977. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jennifer Olmschenk is a Series 66-licensed financial advisor with Robert W. Baird & Co., based in Mequon, WI. She has 12 years of industry experience, including a one-year tenure at Allspring Funds Management, followed by over a decade with Robert W. Baird. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing both internal research and external manager oversight.

Barry Wiskirchen is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 21 years of industry experience. His prior experience includes roles at VOYA Financial Advisors, Jeff J. Schneiss & Associates, and B. C. Ziegler And Company. He serves as a board member of Kettle Moraine Bible Church. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides services via multiple platforms and custodians.