Chad Osmanski is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and with 25 years of industry experience. He has been with Robert W. Baird & Co. since 1999. Outside of his advisory role, Osmanski officiates high school basketball statewide and serves as an assistant basketball coach for the School District of Waukesha. 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 provides tailored consulting and portfolio services, using a combination of in-house and third-party managers to implement strategies across a range of traditional and non-traditional asset classes.

Mark Severson is a CFP® professional with 41 years of industry experience, currently with Stifel since 2018. He previously worked at B. C. Ziegler and Company for 34 years. Outside of his advisory role, Severson serves as a basketball official, refereeing boys’ and girls’ games from elementary through high school levels. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Laurie Tebon is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 63 designation and has been with Merrill and Bank of America since 2013. Laurie serves on the board and finance subcommittee of Family Sharing of Ozaukee County, a charitable organization that operates a food pantry and resale shop for low-income households. 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 strategies for individuals, high-net-worth clients, and institutions.

Jimmie Collicott Jr. is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C. since 2013, as well as prior experience at The Mutual Fund Store and SII Investments, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm integrates a committee-driven modeling process with planner delivery and online tools, offering diversified portfolio management and long-term investment strategies across discretionary and non-discretionary platforms.

Joshua Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Whitewater, WI. He has four years of industry experience, including prior roles at myPro Realty and Lannon Stone Realty. Outside of finance, he has been involved with Brooklife Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of advisors and branches.

George Galewski is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Robert W. Baird since 2015 and previously spent 17 years at UBS Financial Services. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with an emphasis on ongoing manager selection and internal research.

Robert Holton is a financial advisor with LPL Financial in Waukesha, Wisconsin, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Commonwealth Financial Network, BMO Harris Financial Advisors, and Cleary Gull Advisors. Outside of finance, he serves on the board of Walters Buildings, Inc., a custom post frame building business, and owns The Westborough Group, LLC, a publishing company. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with a broad range of investment strategies and operational tools.

Amanda Barwick is a financial advisor with Ameriprise in New Berlin, WI, holding a Series 66 designation and nine years at Ameriprise following five years at Briggs & Stratton. She has two years of industry experience. Outside of her advisory role, she owns Pickled Oak, a retail business. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gregory Dietz is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and is concurrently associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Since 1984, he has also operated as an independent insurance agent selling fixed annuities and Medicare-related life, accident, and health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analysis tools, with optional implementation through brokerage or insurance arrangements.

Mark Wildeman is a financial advisor with LPL Financial in Waukesha, WI, holding a Series 66 credential and 27 years of industry experience. His prior roles include positions at Waddell & Reed, Cincinnati Life, and Chase Investment Services. Wildeman has also been involved with Fox River Christian Church for over a decade. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a broad network of investment adviser representatives.

Matthew Peltier is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for the City and County of Denver for five years. Peltier is a member of the School District of Jefferson School Board in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and a nationwide network of over 23,000 financial advisors.

Lisa Hallenbeck is a Series 66-licensed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2017 and previously worked at SagePoint Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Michael Struebing is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 credential and has been with Merrill since 1999, also serving Bank of America since 2011. Outside of his advisory role, he is a fiduciary with power of attorney responsibilities for EMS, an investment-related entity based in Waukesha, Wisconsin. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patricia Robertson is a CFP® with 39 years of experience in the financial services industry. She has worked at Cetera and its affiliate entities since 2021 and was previously with VOYA Financial Advisors from 2014 to 2021. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party managers through various program structures.

Matthew Yerkes is a financial advisor with Osaic Wealth, holding a Series 66 designation and 10 years of industry experience. He previously worked at Woodbury Financial Services Inc. for six years and RBC Capital Markets for three years. In addition to his advisory role, Yerkes offers insurance products through Ferrito & O'Gorman Financial Group. Osaic Wealth serves a diverse range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering various programs including unified managed accounts and third-party money manager solutions.

Heather Johnson is a financial advisor with LPL Financial in Delafield, WI, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at J.P. Morgan Securities and J.P. Morgan Chase Bank. She is also a notary through Johnson Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by research, third-party asset managers, and proprietary technology.

Anthony Consiglio is a financial advisor with Robert Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Robert Baird & Co. since 1996 and is also involved as a board member with the local Boy Scouts of America Potawatomi Area Council. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Todd Metcalf is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously at B.C. Ziegler and Company from 2016 to 2018. Outside of his advisory role, he volunteers as a soccer coach at Oconomowoc High School during the spring season. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Karli Caine is a Financial Advisor with Merrill Lynch Wealth Management, where she applies a comprehensive approach to wealth management that emphasizes understanding clients’ goals and delivering personalized financial strategies. She is part of the TBS Group, which integrates client aspirations with strategic insights to develop action plans that address risk tolerances, time horizons, liquidity needs, and investment objectives. Karli began her career at Merrill in 2020 in client service roles before transitioning to financial advising. She leverages her background in client services to prioritize client satisfaction and provide ongoing support through a dynamic wealth management process. Her areas of focus include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, and retirement income. Karli earned a Bachelor of Science degree in Personal Finance with a minor in Entrepreneurship from the University of Wisconsin-Madison. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation, is licensed in life and health insurance in Wisconsin, and holds FINRA Series 7 and 66 registrations. She is involved with the Financial Occupations Club for University Students and participates in community activities with the ALS Association. Her personal interests include cooking, reading, tennis, and volleyball.

Matthew Giese is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and previously worked at Next Financial Group, Inc., US Bank, and Great Lakes Senior Living. He serves on the finance committee of a nonprofit board for the Village of Waterford, WI. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.