Here is a listing of all 2019 Affiliate Members. The first listing includes name and contact info and when they joined CFLCW.

The second listing below identifies their website and company name. You may download a simple PDF here, or a MS Excel List here.


NameStreetEmailPhoneJoin Date
Anne Brannon, AVP15600 W. Cleveland Ave, New Berlin, WI 53228anne.brannon@oldnational.com414-839-0347March 9, 2010
Brad Baldridge, CFP10521 W. Layton Avenue, Suite 200, Greenfield WI 529-9400September 14, 2011
Chris Probst, Mortgage Lender7801 S Howell Ave, Oak Creek WI 546-7450October 15, 2009
Christine M. King, CFP16650 W. Bluemound Road, Suite 800, Brookfield WI 901-1578July 26, 2013
Debra Melvin, MBAN19 W24200 Riverwood Drive, Suite 150, Pewaukee WI 446-8150February 17, 2015
James A. Cotturone Jr., CFP16650 W Bluemound Rd Ste 800, Brookfield, WI 901-1525February 9, 2010
Judy Koob, ABR17345 Bluemound Road, Brookfield, Brookfield WI 588-1220December 28, 2015
Karrie Grady, MS2323 S. 109th Street, Suite 120, West Allis WI 541-1444October 21, 2003
Kevin R. Evanoff, Mortgage Officer1507 E. Sunset Drive, Waukesha WI 640-3912March 12, 2013
Lynn M. Magner, CFP411 E. Wisconsin Avenue, STE 1700, Milwaukee WI 289-3814March 24, 2011
Matthew M. Kons, CDFA20800 Swenson Drive, Street 200, Waukesha WI 798-3788December 3, 2009
Michael Smith, LUTCF5300 S. 108th Street - Suite 18, Hales Corners WI 427-8660July 3, 2015
Nicholas Enea, CFP633 E. Henry Clay Street, Whitefish Bay WI 727-8181February 5, 2013
Ralph D. Bultman, CPA13625 Bishops Drive, Suite 100, Brookfield WI 782-9949December 1, 2012
Richard Nagel, Wealth Advisor136 Green Bay Road, Thiensville WI 478-3000May 12, 2016
Sarah Holmes, M.S.11414 W. Park Place, Suite 202, Milwaukee WI 339-0967November 12, 2004
Timothy J. Riley, MS2323 S. 109th Street, Suite 120, West Allis WI 541-1444March 11, 2002
Joshua Bucio, Mortgage Advisor1200 N. Mayfair Road, Suite 270, Wauwatosa WI 810-4569October 25, 2016
Brian Behl, CFP709B Milwaukee Street, Delafield WI 242-1479February 12, 2018
Rachel Houselander, Realtor3830 S. Moorland Road, New Berlin WI 736-9983February 13, 2018
Jeremy Doering, Real Estate-Broker3830 S. Moorland Road, Suite C, New Berlin WI 853-1936February 21, 2018
Marilou Davido, Tax Advisor633 E. Henry Clay, Whitefish Bay, WI 727-8181April 27, 2018
Matthew Bellin, CRPC ®2945 Triverton Pike Drive, #200, Madison, WI 271-9100May 2, 2018
Kristen Rollefson, Mortgage Advisor110 N. Main Street, Oconomowoc WI 295-7812February 7, 2019

Anne Brannon, AVPhttps://www.oldnational.comOld National Bank
Brad Baldridge, CFPwww.bradbaldridge.comBaldridge College Solutions
Chris Probst, Mortgage Credit Union
Christine M. King, CFPwww.ameripriseadvisors.comAmeriprise Financial, Inc.
Debra Melvin, MBA Advisory Group, LLC
James A. Cotturone Jr., Financial Services, Inc.
Judy Koob, ABRwww.judykoob.firstweber.comFirst Weber
Karrie Grady, MSwww.vocpro.comVocational Professionals, Inc.
Kevin R. Evanoff, Mortgage Services Lending
Lynn M. Magner, Financial Services, Inc.
Matthew M. Kons, CDFAwww.berrallkonsgroup.comBerrall Kons Group of Wells Fargo Advisors
Michael Smith, LUTCFwww.cpshorizon.comCPS Horizon Financial
Nicholas Enea, CFPwfa-asset.comWFA Asset Management Corporation
Ralph D. Bultman, CPAwww.bultmanfinancial.comBultman Financial Services, Inc.
Richard Nagel, Wealth Advisorwww.mainadvisor.comMainStreet Investment Group, LLC
Sarah Holmes, M.S.SH Vocational Consulting
Timothy J. Riley, MSVocational Professionals, Inc.
Joshua Bucio, Mortgage Advisorwww.homeloanwisconsin.comWaterstone Mortgage
Brian Behl, Rothschild
Rachel Houselander, Williams
Jeremy Doering, Real Estate-Brokerwww.doeringrealty.comDoering & Co.
Marilou Davido, Tax Advisorwww.wfa-asset.comWFA Asset Management
Matthew Bellin, CRPC ® Star Resource Group
John G. Gscheidmeier, ABRwww.soldwisconsin.comRE/MAX Service First, LLC
Kristen Rollefson, Mortgage Advisorwww.firstwisconsinfinancial.comFirst Wisconsin Financial