Kristen Borst is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with Primerica Advisors. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and previously spent four years at Robert W. Baird & Co. Outside of her advisory work, she serves as a Germantown Village Trustee for District 4. Park Avenue Securities LLC serves a diverse retail client base, providing brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary model portfolios and third-party managers, supporting both discretionary and non-discretionary accounts.

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 financial advisor at Thrivent Investment Management in Cedarburg, WI, with 10 years of industry experience. He has been with Thrivent and its related entities since 2018 and previously worked at SII Investments from 2012 to 2018. He holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial topics. Their approach separates planning from managed accounts while allowing clients to consolidate billing through their “WealthPlan” service.

Christopher Klopatek is a financial advisor at Robert Baird & Co. with three years of industry experience and a Series 66 designation. Prior to joining Baird in 2023, he worked in various roles including with Active Appraisal Services and several regional theaters. Outside of finance, Klopatek has an acting role with Actor/Lori Linns, Ltd. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. Baird manages approximately $394 billion in regulatory assets and offers distinctive services including municipal advisory and strategic partnerships with specialized affiliates.

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 and holds the Series 63 and Series 66 designations. He has 20 years of industry experience, including prior roles with VOYA Financial Advisors and Jeff J. Schneiss & Associates. He serves as a board member of Kettle Moraine Bible Church in West Bend, WI. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing various portfolio management strategies and custody platforms tailored to client objectives.

Benjamin Aronin is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining LPL Financial, he worked at JPMorgan Chase Bank and J.P. Morgan Securities. He is also involved with Legacy Basketball Academy. 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 advisory and brokerage services including financial planning, third-party asset management, and institutional platforms.

Michelle Plumridge is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds a Series 63 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with customized strategies based on each client's Advisory Risk Profile.

William Richards is a financial advisor with Morgan Stanley in Mequon, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2015 and joined Morgan Stanley Private Bank, N.A. in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market modeling techniques.

David Francis is a CFP® with 38 years of industry experience, currently serving at Morgan Stanley in Mequon, WI. His career includes prior roles at Bank of America and Merrill, each spanning nine years. He holds Series 63 and Series 65 licenses in addition to his CFP® designation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by approved tools and market simulations.

Corby Oleson is a Series 66-licensed financial advisor with Morgan Stanley in Mequon, WI, bringing 10 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.