Meghan Slocum is a Financial Advisor at Merrill Lynch Wealth Management, joining the ST Group in 2022. She has over 20 years of experience in the financial services industry, including roles in Asset Management and Commercial Banking. Meghan uses her background and resources to assist clients in achieving their financial goals through a consultative process focused on providing attentive service. Her expertise encompasses areas such as college education planning, family wealth management strategies, liquidity management, personal retirement planning, and strategies for small businesses and women in wealth. Meghan's approach aims to help clients streamline their financial lives to focus on priorities such as family, businesses, travel, or philanthropic interests. Meghan earned her Bachelor of Arts in History from Duke University. She holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Meghan is involved in her community, serving on the boards of SHARP Literacy and the Heiliger Huegel Foundation for Outdoor Education. She resides in Mequon, Wisconsin with her husband and two children.

Matthew Wolf is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he helps high-net-worth clients develop and implement personalized financial strategies. He focuses on managing complex financial situations by coordinating a team of specialists to deliver comprehensive wealth plans aimed at meeting clients' life goals. Matthew's expertise includes equity compensation services, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. He serves as a Senior Portfolio Advisor and a member of The Wolf Group's investment committee, managing custom investment strategies and model portfolios on a discretionary basis. He holds a Bachelor of Arts in Entrepreneurial Management from the University of Wisconsin - Eau Claire, earned in 2008, and professional designations such as Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Matthew is a member of the UW - Eau Claire Alumni Association and is actively involved in community organizations including the St. Boniface Stewardship Committee, Soles for Catholic Education, and Carmen School of Science & Technology. He resides in Wauwatosa, WI with his wife, son, and their yellow lab, and competes in Ironman triathlons at the 70.3 distance.

Craig Bulluck is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mary Pelkofer is a financial advisor with Thrivent Investment Management in Muskego, Wisconsin, holding a Series 66 license and six years with Thrivent after prior experience at Northwestern Mutual. She has over eleven years working with Spahn Executive Search and serves as president of Parks Edge Preschool, where she oversees board meetings and supports operational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses and planning without implementation, delivered through a large network of advisors with periodic plan reviews.

Gregory Hesse is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2020. Prior to this, he worked for UBS Financial Services from 2010 to 2020. He has served on the board of the Johnson Creek Education Foundation in Wisconsin, including roles as vice president and president. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutions, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-driven financial planning process.

Nicholas Langer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at J.P. Morgan Securities and Chase Investment Services Corp. He is involved in a non-variable insurance business in Windsor, WI. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

John Mullen is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and eight years of industry experience. Prior to joining Baird in 2018, he worked at GE Healthcare for 20 years. Outside of his advisory role, he has been employed at Leff's during the Wisconsin State Fair. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research and a mix of managed strategies, with approximately $394 billion in regulatory assets under management as of December 2025.

Jeffrey Wangard is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 15 years. Outside of his advisory role, he is the owner of Wangard Investment Consulting, where he performs proforma work related to soccer facilities development. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm designs investment strategies tailored to clients’ risk profiles and manages portfolios using both in-house and third-party managers, with access to a variety of investment options and integrated banking services.

Steven Winter is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Aaron Henry is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Clearing, Old National Bank, and Allspring Funds Management. Outside of finance, Henry serves with the Wind Point Police Department and has prior law enforcement experience with the Milwaukee County Sheriff's Office and the City of Racine. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, combining scale with a diverse platform of advisory and non-advisory services.

Kathleen Langston Forbes is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Hannah Park is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Prior to her financial services career, she was involved with Global Repair Group LLC and worked at XSport Fitness. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, using a variety of investment vehicles and endorsements from third-party asset managers and advisory programs.

Alan Barnes is a Certified Financial Planner® with 28 years of industry experience. He is currently with LPL Financial and also has a role at Landmark Credit Union. His prior work includes positions at CUNA Brokerage Services and Cuso Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Schembari is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Baird, he worked at AbleLight and attended Marquette University. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations using a range of financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies with ongoing manager selection supported by internal research and utilizes strategic minority investments and partnerships.

Daniel Green is a financial advisor with Edward Jones in Wauwatosa, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, he owns and maintains a commercial building in Brookfield, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory programs and affiliated investment products through a large nationwide network of advisors and branch offices.

Julie Brandt is a financial advisor at RBC Capital Markets with 28 years of industry experience. She has held positions at U.S. Bancorp Investments, Inc. and Global View Capital Management, Ltd prior to joining RBC in 2017. She holds Series 65 and Series 63 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Scott Freeze is a financial advisor with Edward Jones in Menomonee Falls, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Sun Life Financial (DentaQuest), SpringFour, and Kohl's Department Stores. Freeze is a shareholder of MortgageKeeper Referral Services, an S-Corp based in Chicago, IL. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Jacob Baker is a financial advisor at OSAIC based in Milwaukee, WI, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, he provides solutions on fixed products through Crump Insurance Services and is a shareholder in Highpoint Capital Group. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, managed portfolios, and access to third-party money managers.

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.”

Jake Johnston is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial. Outside of his advisory role, he is involved with High Point Capital Group, focusing on portfolio management and client prospecting, and prepares tax returns seasonally through First Team Financial. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a variety of investment tools and platforms to construct and manage portfolios that include multiple asset types and supports both discretionary and non-discretionary account management.