Timothy Triolo is a financial advisor with Osaic, holding a Series 66 license and totaling 26 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Sunamerica Securities for over two decades. Outside of advising, he owns WonderGlow LLC, a company that distributes fragranced wax products. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by a range of programs and management strategies.

Michael Franks is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Prior to this, he worked at LPL Financial for 12 years. His other business activities include independent insurance brokering focused on health and Medicare supplement insurance with providers such as United Health, Humana, and Aetna. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, combining research and modeling to provide tax-efficient, customized income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nicholaus Glocke is a financial advisor with Fisher Investments, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Fidelity Investments, Ultimus Fund Distributors, Compass Distributors, USA Mutuals, Quasar Distributors, and Wells Fargo Funds Distributor. Outside of his advisory work, he is involved in building and selling houses as a sole proprietor. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while using tax-aware and defensive strategies to manage risk.

Adam Rahl is a financial advisor with J.P. Morgan Securities in Germantown, WI, holding a Series 66 designation and six years of industry experience. His work history includes roles at JP Morgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research, incorporating ESG factors and offering broader derivatives and commodities capabilities.

Teala La Porte is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at AT&T for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Jacqueline Sanchez Mora is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at BMO Bank NA and Target Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Ian Casey is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2023. Prior to his current role, he worked in education for several years and operated Mr. Bob's Boutique Handyman from 2021 to 2023. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing investment oversight and a combination of internal research tools.

Donna Nagel is a financial advisor with LPL Financial in Germantown, WI, holding Series 63 and Series 65 credentials with 27 years of industry experience. Her prior work includes roles at Transamerica Financial Advisors, Liberty Tax Services, Aflac, Highland Capital Brokerage, National Guardian Life Insurance, and World Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Christina Blanc is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 16 years of industry experience. She worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and financial planning services that cover a wide range of needs, including specialized areas such as business-owner transition and special-needs planning. The firm provides tailored recommendations using proprietary research and tools, with clients having flexibility in implementing these through brokerage or advisory programs.

Chad Huenink is a financial advisor with Equitable Advisors in Grafton, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2010 and previously was affiliated with AXA Advisors and TJM Integrated Wealth Management. He serves as a board member of T&C Service Enterprises. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through its network of Investment Adviser Representatives and third-party asset managers, with services including mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Emily Wright is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She has worked at Cetera Investment Services LLC since 2016 and has been associated with North Shore Bank since 2011. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors. The firm serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts.

Christopher Pfau is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His previous roles include positions at Edward Jones, Transamerica Retirement Solutions, E*TRADE Capital Management, and WINTRUST Bank. 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, and institutional platforms, supported by tools such as machine learning for research and operations.

Nicholas Walschinski is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Walschinski has been with Edward Jones since 2014. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Kelley is a CFP®-certified financial advisor with 40 years of industry experience, currently affiliated with Stifel since 2007. He serves on the finance committee of St. Michael’s Parish in Milwaukee, advising the pastor at quarterly meetings. Stifel provides a broad range of brokerage and investment advisory services to individual, institutional, and charitable clients, utilizing a proprietary investment methodology developed by its Investment Strategy Group.

Anthony Templin is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He has been with Robert W. Baird & Co. Inc since 2008 and holds a Series 66 designation. 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, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Anne Kovales is a Series 66-registered financial advisor at Thrivent Investment Management with three years of industry experience. Her prior work includes roles at North Star Resource Group, Minnesota Life Insurance Co, and Northwestern Mutual. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Greg Janssen is a financial advisor with LPL Financial in Germantown, WI, holding a Series 63 designation and 25 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. Janssen also operates Janssen Financial Management LLC, an investment-related business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Carey Wolf is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at LPL Financial since 1998, with a four-year period at Sii Investments from 2014 to 2018. Outside of his advisory role, he is a registered tax preparer and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 both proprietary research and third-party subadvisors, supported by technology tools for operational and research purposes.

Emily Klotz is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and has previously worked at Carr Services LLC and Quad/Graphics Inc. She has been with Thrivent Financial and Thrivent Financial Management Inc since 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning service.

Hunter Gross is a financial advisor with LPL Financial, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Woodbury Financial Services and OSAIC. He is also involved with Jasen Wealth Advisors, where he has maintained an ongoing affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.