Christopher Knight is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and owned East Town Management LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of financial planning and consulting services. The firm offers non-discretionary investment advice supported by proprietary research and maintains capabilities in municipal advisory and market-making activities.

Katherine Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has worked at Cetera since 2022 and is also the CEO and financial adviser of Lewis Financial Group. Outside of her advisory work, she serves as the president of the board for Milwaukee Montessori School. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining both discretionary and non-discretionary services across various program structures.

Jan Dyke is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and a range of investment strategies.

Todd Turowski is a financial advisor at Osaic with 29 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Osaic in 2023, he worked at Sage Point Financial, Mass Mutual Investors Services, and MetLife Securities Inc. He is a shareholder in High Point Capital Group, Inc. and also works as an independent insurance agent specializing in fixed products through Crump Insurance Services. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm employs a variety of asset allocation and risk management tools and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers.

Keith Brofsky is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Landmark Credit Union in investment, audit, and treasury research, and he operates a website-building company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Halvey Jr. is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Halvey is involved in managing a small business related to office expenses and banking activities. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Denison Kummrow is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and bringing 21 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Bernadette Lanser is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds the Series 63 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Cora Trexell is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 credential and has been with Baird since 2025. Outside of her advisory role, Trexell is active in the performing arts community as a reviewer for the Jerrys Program at the Overture Center for the Arts, which recognizes high school theater performances in Wisconsin. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, ongoing manager selection and monitoring, and incorporates internal research and advanced tools to support client advice.

Danila Danesi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. Prior to joining J.P. Morgan in 2018, Danila worked at Racon Capital Partners for five years. She serves on the boards of the Honkamp Family Foundation, which focuses on philanthropy for children and education in Milwaukee, and the Women’s Fund of Greater Milwaukee, which supports women over 35 pursuing college degrees. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Jon Hafemann is a financial advisor with Osaic Wealth, Inc. based in Milwaukee, WI, holding a Series 66 credential and having 10 years of industry experience. His prior experience includes roles at Edward Jones, Merrill, and Bank of America. He is also the owner of Hafemann Financial Services LLC and an advisor with High Point Capital Group, both involving direct client advisory services. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios for individuals, high-net-worth investors, pension plans, and charitable organizations.

Katherine Costigan is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 10 years of industry experience. She has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Leah Davis is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 14 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2011. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers along with various investment strategies and overlays.

Melinda Marohl is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Wells Fargo Funds Distributor, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Patrick Lawton is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 44 years of industry experience. He has been with Robert Baird & Co. since 1988. Outside of his advisory role, he serves as chairman and director of Water Stone Bank. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals.

Phillip Berge is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to his advisory role, he was involved in various positions including at Miller's Liquor, El Arca, Monona Catering, and the University of Wisconsin-Madison. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Sean Drinan is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has experience at several firms including LPL Financial, IAG Wealth Partners, and Richmond Investment Services. Prior to his advisory roles, he worked at Loras College and Germantown High School. Sean is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients through a range of consulting and portfolio management services tailored to client goals and risk tolerances.

James Alioto is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 50 years of industry experience. He has been with Raymond James & Associates since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Meghan Slocum is a Financial Advisor with Merrill Lynch Wealth Management and part of the ST Group since 2022. She brings over 20 years of experience in Financial Services, having held various roles in Asset Management and Commercial Banking. Meghan utilizes her expertise through a consultative process to assist clients in achieving their financial goals, focusing on streamlining their financial lives to free up time for priorities such as family, business, travel, and philanthropy. Meghan holds a Bachelor's Degree from Duke University, graduating Magna Cum Laude with a Bachelor of Arts in History. She has earned professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Her client focus areas include college education planning, family wealth management strategies, liquidity management, retirement planning, small business strategies, and investment strategy among others. Residing in Mequon, Wisconsin, Meghan is actively involved in her community. She serves on the boards of SHARP Literacy, where she is Vice Chair, and the Heiliger Huegel Foundation for Outdoor Education. She is also a member of TEMPO Milwaukee. Outside of her professional and community commitments, Meghan enjoys golfing, skiing, reading, traveling, and spending time with her family.

Robert Shirley is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.