Ronald Knaflic is a CFP® certificant and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010, based in Waterford, WI. 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 broad range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

David Besenhofer is a financial advisor with Edward Jones in Union Grove, WI, holding a Series 66 designation and seven years of industry experience. He joined Edward Jones in 2018 after working at Family Heritage and Washington National Insurance. Outside of his advisory role, he manages a seasonal rental property in Florida. 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 programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Todd Sprecher is a CFP® professional with 29 years of experience in the financial services industry, currently affiliated with LPL Financial. His career includes roles at BMO Harris Financial Advisors and multiple M&I entities, with a focus spanning nearly two decades. Sprecher also manages fiduciary responsibilities for the Sprecher Family Irrevocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Rotfeld is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jessica Ebler is a financial advisor with Thrivent Investment Management in Muskego, Wisconsin. She holds a Series 66 designation and has six years of industry experience. Prior to joining Thrivent, she worked at The Design Coach from 2016 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Tegan Schultz is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2017 and has experience with Bank of America and other financial firms. Outside of her advisory role, she assists part-time with production and manufacturing at Acro Magnetics Inc, a family business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

Samuel Zabkowicz is a financial advisor with LPL Enterprise, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Drake & Associates, and U.S. Bancorp Investments. He is also involved in servicing and selling individual health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to Model Wealth Portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Bradley Richter is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining LPL Financial in 2024, he spent ten years at JP Morgan Chase Bank and JP Morgan Securities LLC. He is also commissioned as a notary. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Andrew Starosta is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with Landmark Credit Union since 2011, where he is also involved with the investment center. 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. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various technologies to support diversified investment strategies.

Andrew Due is a financial advisor at LPL Financial based in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Educators Credit Union, The Walt Disney Company, and the University of Wisconsin - Parkside. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

Marc Messinger is a financial advisor with Edward Jones in Hales Corners, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. In addition to his advisory work, he volunteers as a grief counselor and speaker, managing a website that provides resources for those coping with loss and caregiving in Southeastern Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Melissa Hofmeister is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2016, following eight years at Stadia New Church Strategies. Outside of her advisory role, she is active as a public speaker in ministry settings and serves on the board of Catapult, an organization focused on expanding gospel outreach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning that covers a wide range of topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its planning engagements.

Lukas Schreiber is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial and Raymond James Financial Services, Inc. since 2022. Outside of his advisory role, he has been involved with Schreiber Financial Services, Inc., where he handles operational duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical tools to help clients make informed decisions and offers specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Patrick Buss is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bank and Cambridge Investment Research. 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 advisory services alongside affiliated brokerage and investment management capabilities.

Erika Shearer is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including Northwestern Mutual and Uber prior to her current role. Outside of financial services, she has experience at companies such as InstaCart. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting services and supports municipal and public-finance work through a unique municipal advisor affiliation.

John Brandt is a financial advisor at National Accounting and Business Solutions, SC, with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been a CPA at his firm since 1989. In addition to his advisory role, he provides a range of accounting services through his CPA practice. His firm offers investment management referral services alongside accounting and tax services to individuals, pension and profit-sharing plans, corporations, and other business entities. It facilitates client introductions to third-party managed account programs rather than providing discretionary portfolio management directly.