Stephanie Friemoth is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones before joining Raymond James in 2023. Outside of her advisory work, she is a co-owner of a brunch restaurant franchise in Delafield, Wisconsin. Raymond James & Associates is a 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 clients, and public entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Katherine Cavanaugh is a Series 66-credentialed financial advisor with Thrivent Investment Management in Waukesha, WI, where she has worked since 2019. She has four years of industry experience and previously worked at Children’s Wisconsin for seven years. Cavanaugh serves on the board of Family Voices of Wisconsin, a nonprofit supporting families of children with special health care needs through education and advocacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping services separate.

Jared Linskens is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior work includes operating KK Landscape and Design LLC across multiple years and roles in educational and service organizations. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Donald Conrad Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Baird, he worked at Michael Best Strategies and Advocate Aurora Health. The DDK Group, a team within Baird’s Private Wealth Management department, serves individuals, business and corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research and specialized investment strategies.

Timothy Orth is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 17 years of industry experience. He has been with Robert Baird & Co. since 2012. He 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 customized financial planning and portfolio management services, employing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Richard Hopf Jr. is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is a certified yoga instructor who teaches a weekly community yoga class and has a background as a professional volleyball player. 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 portfolio programs, third-party asset management access, and institutional platforms.

William Hienz Jr. is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Robert W. Baird & Company since 2000. He 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 tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies and overlay services.

Jodi Arenal is a financial advisor with Wells Fargo Clearing in Sheboygan, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has a longer tenure at Wells Fargo Bank, NA dating back to 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven advisory process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services and includes insurance-related vehicles and bank deposit sweep options among its investment menu, serving a broad institutional client base.

Timothy Carr is a financial advisor at Morgan Stanley with 60 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities within Morgan Stanley since 2003. Carr also serves on the City of Mequon's Economic Development Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling.

Paula Reinholtz is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked for eight years at Simon Family Eye Care. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for assets held in Ameriprise-managed accounts.

Stephen Sliwa is a Financial Consultant currently working at Fidelity Investments since 2023. He has held multiple roles in the financial services industry, including positions as a Financial Consultant at E*TRADE from 2022 to 2023, an Investment Consultant at Charles Schwab in 2022, and a Financial Solutions Advisor at Bank of America-Merrill from 2018 to 2022. Stephen focuses on building trust with clients by understanding their unique financial situations and co-creating financial plans that align with their personal and financial goals. He emphasizes financial education and guidance to help clients develop, implement, and maintain plans that instill confidence. Outside of his professional responsibilities, Stephen has interests in concerts, fitness, music, pets, reading, and yoga.

Kenneth Reske is a financial advisor with LPL Financial in West Allis, WI, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at LPL Financial since 2009 and also co-owns Reske Consulting, LLC, a family business. 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.

Jared Greanya is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds a Series 66 designation and previously worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2012 to 2022 before joining Thrivent in 2022. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping these services separate.

Margaret O'Brien is a financial advisor with Edward Jones in Shorewood, WI. She holds a Series 66 designation and has one year of experience at Edward Jones, following five years at Choose Chicago and prior roles in project management and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Jorden Trochelman is a financial advisor with Thrivent Investment Management based in Brookfield, WI. He holds Series 63 and Series 66 credentials and has 24 years of industry experience. His prior work includes roles at Fidelity Brokerage Services and RUSSELL Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers a consolidated billing option for planning combined with managed-account services.

Terry Thompson is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 1991. Outside of his advisory role, Thompson is involved with Resurrection Lutheran Church as Council President and is a business owner of a recording studio. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Kelli Downs is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Robert W. Baird & Co. since 1996. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, including high net worth clients, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and tax-management strategies, supported by internal research and tools including the use of artificial intelligence.

Michael Klein is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, he is the owner of Ripple Records LLC and serves as an advisory committee member for Commonfund Capital Secondary Partners IV, L.P. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, 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 combination of manager-traded and model-traded strategies.

Louis Henneck is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1980, also affiliated with Bank of America since 2011. Outside of his advisory role, Henneck serves as a local chapter board member and membership director for Ducks Unlimited, a wetland preservation organization. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jamie Spindler is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, following five years at Sii Investments, Inc. Spindler also serves as a successor trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios and third-party subadvisors, supported by technology tools to assist advisors.