Carey Wolf is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at LPL Financial since 2018, following four years at SII Investments. Outside of advisory services, he is a registered tax preparer and serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Emily Klotz is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and has previously worked at Carr Services LLC and Quad/Graphics Inc. She has been with Thrivent Financial and Thrivent Financial Management Inc since 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning service.

Hunter Gross is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Woodbury Financial Services, OSAIC, and Jasen Wealth Advisors, where he continues to be involved. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Thomas Howell is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021. Prior to that, he held positions at Fis and Merrill Lynch. Outside of his advisory role, Howell is an athlete with the USA Curling high performance training program. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a disciplined discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct financial planning and corporate agreements.

Jeffrey Schmit is a financial advisor at Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 licenses with 30 years of industry experience, all with Robert Baird since 1996. He serves as a board and finance committee member for the Port Catholic School/St. John XXIII Endowment Fund, where he oversees investment policy and financial decisions. Robert Baird & Co. is a large institutional firm offering private wealth management services through teams like the DDK Group. The firm serves individuals, corporate clients, pensions, and charitable organizations with a comprehensive range of investment management and financial planning services supported by internal research and manager oversight.

Corey Vande Voort is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and possessing nine years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Northwestern Mutual and its affiliated entities from 2014 to 2021. Outside of his advisory role, he owns and operates an ecommerce and blog business focused on lifestyle, food, and outdoor gear. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and sports and entertainment planning, supported by Wells Fargo research and planning tools.

Scott Bern is a financial advisor with RBC Capital Markets in Mequon, Wisconsin, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2008 and also works at City National Bank since 2017. Bern serves on the board of Mequon Thiensville Sunrise Rotary and participates in at least one Rotary committee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management and financial planning services.

Kevin R. Campbell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aimed at achieving their financial goals. He brings over 27 years of industry experience to his role, having worked with a diverse range of clients to articulate their financial objectives and create actionable plans. Prior to joining Fidelity in 2023, Kevin held several positions including Financial Advisor and Wealth Advisor Associate at Morgan Stanley from 2014 to 2023, Financial Advisor at Northwestern Mutual from 2013 to 2014, and Institutional Cash Specialist at Wells Fargo Advantage Funds from 2006 to 2013. His extensive experience encompasses financial consulting and wealth management. Outside of his professional work, Kevin has interests in cooking and baking, football, gardening, parenthood, and traveling.

Bruce Loder is a financial advisor with Stifel, Nicolaus & Company, Inc. in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel since 2006. Outside of his advisory role, he serves as Chairman of the Budget Committee and Chairman of the Benevolence Committee at North Shore Congregational Church. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Gregory Pauly is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he works with the Notre Dame Alumni Club of Milwaukee organizing events for young alumni and serves on the investment committee of the Riveredge Nature Center. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and overlays, and also provides municipal advisory and public finance services.

Julie Irato is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Outside of her advisory role, she serves as the internal vice president of the Ozaukee County Horse and Pony Club, a nonprofit 4-H organization focused on training young horse riders. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment plans.

Ty Rafn is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has held various roles since 2016, including positions at WestPoint Financial Group and Joe Tamm State Farm. Outside of his advisory work, he is also employed at a bar and grill in Cedarburg, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Paula Burns is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She previously worked at Robert W. Baird and Company from 2010 to 2018 before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by notable capital markets and affiliated asset management capabilities.

Colin Indermuehle is a financial advisor at Morgan Stanley with a Series 66 designation and approximately one year of industry experience. His prior work history includes roles at Morgan Stanley Private Bank, N.A. and Schreiber Foods, along with periods of full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and emphasizes an advisory role without providing individual security recommendations as part of standalone planning.

William Morse is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, he worked at B. C. Ziegler And Company for eight years. He is active in his community, serving on the Vestry and outreach committee of Trinity Episcopal Church in Wauwatosa, WI. Stifel serves a diverse range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support financial planning and asset allocation.

David Werner is a CFP®-certified financial advisor with 32 years of industry experience, currently serving at Wells Fargo Advisors since 2018. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Werner also owns and operates Werner Wealth Management LLC, a financial planning practice based in Appleton, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to deliver tailored recommendations.

Justin Weil is a financial advisor with LPL Financial based in Mequon, WI, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at UMB Fund Services and Northwestern Mutual, as well as experience in the sports industry with Bigler Sports. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven investment solutions.

Michael Kugler is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliates since 2013. Outside of his advisory role, Kugler serves as a FINRA arbitrator and is involved in voiceover work. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management services and operates a multi-manager platform allowing advisors to implement strategies from affiliated and third-party managers under multiple program structures.

Matthew Andrews is a financial advisor with Stifel, holding a Series 66 designation and 15 years of industry experience. Before joining Stifel in 2018, he worked at B.C. Ziegler and Company from 2014 to 2018. He serves as President of the Board for the Boys and Girls Club of Washington County and is a board member of the Oscar and August Schlegel Foundation. Andrews is also the owner of Wingfoot Imagery LLC, specializing in wildlife and nature photography. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment strategy developed by its Investment Strategy Group to generate asset allocation and planning analyses that support client decision-making.

Francis Hoeffler is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Paycor, Allspring Global Investments, Stephens Inc., and Tri City National Bank. 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 using Wells Fargo research and tools, with options for clients to implement recommendations through various brokerage or advisory programs.