Mark Thompson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses and is based in Brookfield, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services through a nationwide network of more than 23,700 financial advisors.

Melissa Hofmeister is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has nine years of industry experience, all with Thrivent, where she has worked since 2016. Outside of her advisory role, she serves as a public speaker at ministry events and is a board member of Catapult, an organization focused on expanding gospel outreach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning through its network of advisors without discretionary portfolio management.

Carl Schemm is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. Prior to joining Baird, he worked at KeyBanc Capital Markets Inc., Longbow Research, and the State of Wisconsin Investment Board. The DDK Group at Robert W. Baird & Co. operates within the firm's Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and technology tools.

Phillip Holahan is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 designations. His career includes over 20 years at Fidelity Investments and a prior role at Allspring Funds Management. Outside of his advisory work, Holahan serves as a director of a youth sports league in Wisconsin, organizing and managing league activities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Joshua Baade is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and Scottrade, Inc. He is based in Brookfield, Wisconsin. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and comprehensive due diligence on alternative investments.

Amy Walters is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, she spent 11 years as a homemaker. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Timothy Magner is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including BMO Harris Bank, UW Credit Union, MassMutual, Bank of America, and Merrill. Outside of his advisory role, he is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kelly Kontowski is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 1999. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services through a variety of strategies, including traditional and non-traditional investments, using both in-house and third-party managers.

Matthew Conway is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management serves individual 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 structured planning tools and methodologies such as Monte Carlo simulations to assist clients in financial decision-making.

Erik Knutson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial and BMO Harris Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, while clients retain final decision-making authority.

Kimberly Devries is a financial advisor at Primerica Advisors in Milwaukee, WI, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with Primerica Advisors since 2020 and previously worked with Primerica Financial Services starting in 2019. Outside of her advisory role, she has been involved in sales of home security and automation products through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offers model-driven investment strategies supported by third-party asset managers and custodians.

Matthew Gizelbach is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Robert W. Baird since 2015. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring advice around client goals and risk tolerances and employing a variety of investment strategies, including discretionary management and separately managed accounts.

William Evans is a financial advisor at Robert Baird & Co. based in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Baird in 2024, he held various roles across multiple sectors including retail and education. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services utilizing a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and tools.

Ryen Ryba is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. His background includes roles in education and retail, such as positions at University of Wisconsin–Milwaukee, Madison Area Technical College, and Ace Hardware. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Tyler Parks is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously spent two years at Third Bridge. He holds a Series 66 designation. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Kevin Barry is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC for eight years. Outside of his advisory role, Barry serves as a trustee and holds financial power of attorney for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party asset managers, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Alan Sternberg is a financial advisor with J.P. Morgan Securities in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, M&I Financial Advisors, Chase Investment Services, and Banc One Securities. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm's approach includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Kellcy Anderson is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has held positions at Robert W. Baird & Co. since 2017 and worked at Wells Fargo Funds Distributor, LLC from 2016 to 2017. Anderson holds Series 63 and Series 65 licenses. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs supported by ongoing manager selection and internal research.

Jennifer Haldemann is a CFP® with 24 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2003. She also serves as Co-Trustee of the Hannah Hoch 2018 Trust. Baird’s Private Wealth Management department, including the DDK Group where Haldemann works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes a range of strategies supported by internal research and manager monitoring.

Brynne Simpson is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. In her role, she emphasizes strong financial planning through active listening, understanding clients' goals and concerns, and collaborating to develop actionable strategies tailored to their financial journeys. Simpson aims to support clients in making confident financial decisions at every stage. Prior to her current position, she held roles including Associate Regional Director at Russell Investments from 2021 to 2022, Internal Wholesaler Advisor at Insurance Solutions Center - AIG from 2019 to 2021, and Internal Wholesaler at Jackson National from 2015 to 2018. These positions have contributed to her experience in financial consulting and advisory services. Outside of her professional work, Simpson's interests include cooking and baking, fitness, football, reading, and yoga.