Kristen Lafranzo is a Series 66-licensed financial advisor with Thrivent Investment Management in Burlington, WI, with 11 years of industry experience. She has been with Thrivent and its related entities since 2015. Outside of her advisory role, she serves as Co-President of Music Matters, Inc., a nonprofit supporting youth music education and cultural programs in the Burlington community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Brittany Lee is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Racine, WI, bringing three years of industry experience. Her prior roles include positions at Professional Wealth Advisors and Planners Financial Group. She is also a co-owner of Fluid Jiu Jitsu Mount Pleasant. Baird’s Private Wealth Management department serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Andrew Heller is a financial advisor with LPL Financial in Kenosha, WI, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Woodbury Financial Services and OSAIC. Outside of his advisory work, he is the owner of a business called Just a Little Kick. LPL Financial serves individual and institutional clients, including retirement plans and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Paul Gwidt is a CFP®-certified financial advisor with six years of industry experience. He is currently with Raymond James & Associates, where he has worked for three years. His prior experience includes roles at Wells Fargo Clearing Services, The VanderBloemen Group, and the University of St Thomas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit entities. The firm provides non-discretionary financial planning and investment consulting, offering a range of portfolio management styles supported by affiliated research and sub-advisers.

John Griggs is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors. Outside of his advisory role, he is involved as a consultant in medical insurance and benefit premium sales. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Michael Poludniak is the Resident Director at Merrill, where he began his career in 2010 focusing on enhancing services and resources for both business and individual clients. Since starting his finance career in 2001, he has provided consultative services centered on 401(k) plans and benefit services. His work includes advising individuals and families on retirement planning and investment management, offering detailed retirement and portfolio analyses along with strategies for social security claiming, income solutions, and long-term care guidance. Michael holds several professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He supports retirement plans through a comprehensive governance service model which involves education, compliance management, and custom plan strategy development for executives and business owners. His clients include both for-profit and not-for-profit organizations. He earned a Bachelor's Degree from the University of Wisconsin System. Michael is actively involved in professional and community organizations such as the Independent Business Association of Wisconsin, where he serves as a Board Member, the Rotary Club of Burlington as a Board Member, and volunteers as a soccer coach for youth leagues.

Tyler Johnson is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2018, and previously at JPMorgan Securities LLC from 2016 to 2018. Outside of his advisory role, he holds a power of attorney position for an entity named M Jo in Mukwonago, Wisconsin. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Stephen Levonowich is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services INC, Spectrum Wealth Advisors, City of Kenosha, and PPG Partners LLC. Outside of advising, he is the owner and president of SJL Tax & Accounting, a tax preparation and accounting firm. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various tools and third-party resources to construct diversified portfolios for individual and institutional investors.

Robert Wickenkamp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012 and also operates RJW Investment Consultants and RJW Insurance Consultants, providing insurance and investment consulting services. Additionally, he offers college funding counseling through RJW College Solutions. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies and platforms, combining proprietary models with third-party strategies, and supports both discretionary and non-discretionary account management.

Hollie Nelson is a financial advisor at Robert Baird & Co. with 31 years of industry experience. She has been with Robert Baird & Co. since 1998 and holds Series 63 and Series 65 designations. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a range of investment strategies and manager options.

Robert Viau is a financial advisor at LPL Financial with 25 years of industry experience. He held positions at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. from 2002 to 2022. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

Anthony Stella is a financial advisor with Stifel in Racine, WI, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2001. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Morrisey is a CFP® with 28 years of industry experience, currently serving at Robert Baird & Co. since 1997. He is based in Racine, WI, and holds a Series 63 license. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and complex strategies.

Quinn Landl is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working with the Krannert Art Museum. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

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.

Kevin Polheber is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Calton & Associates, Inc. for 16 years, as well as Securities America Advisors and Securities America, Inc. Outside of his advisory work, he serves as president of the Loaves & Fishes Genoa City Food Pantry and is chairman of the board at Berean Grace Church. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and asset-allocation tools to construct portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

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.

Sean Welsh is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and Spectrum Wealth Advisors. OSAIC serves a diverse range of retail and institutional clients by offering brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

Katherine Shalbrack is a financial advisor at Robert Baird & Co. with 42 years of industry experience, including 33 years at her current firm. She holds a Series 63 designation. Outside of her advisory role, she serves on the Finance Committee of St. Joseph Congregation in Racine, WI, contributing to financial decisions affecting the church and school. Robert Baird’s DDK Group, where she works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and innovative investment strategies.

Jeffrey Pieters is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has worked with Cetera and its affiliate Cetera Investment Services LLC since 2004 and has concurrent experience at Northshore Bank since 2002. Based in Racine, WI, he has been with Cetera in its current form since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.