Eyad Ayesh is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities at JPMorgan Chase Bank, N.A. over the past decade as well as managing his own business entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a specialized manager solutions team.

Dianna Richardson is a financial advisor at Edward Jones with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors.

Michael Olson is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA, where he has worked for over 14 and 20 years, respectively. His prior experience includes roles at Buckhorn Trail Capital, Eagle Strategies (NY Life), and Security First Advisors. Olson also serves as a trustee for the Carl E Olson Charitable Remainder Unitrust. 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 focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by quantitative and qualitative due diligence and an ESG eligibility framework.

Elizabeth Ratzburg is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds the Series 66 designation and previously worked at Stifel for seven years before returning to Baird in 2025. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients, offering a range of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and employs a mix of manager-traded and model-traded strategies, utilizing internal research and oversight in its advisory process.

Nathan Westphal is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing, Allspring Funds Management, and Strong Capital Management. Outside of his primary role, he holds ownership interests in two investment-related firms, Heritage Private Wealth LLC and Westphal Asset Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

Lori Troyer is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She worked at Woodbury Financial Services for 20 years before joining OSAIC in 2024. Outside of her advisory role, she serves as president of the Powers Memorial Library in Palmyra, Wisconsin, where she oversees meetings, creates agendas, and volunteers at fundraising events. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process uses model-based asset allocation and portfolio optimization supported by risk-tolerance assessments, efficient frontier analysis, and rebalancing tools.

John Persa is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior roles include positions at RBC Capital Markets, Thrivent Investment Management, and John Hancock Distributors LLC. He has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Kevin Frisinger is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He has been with Robert W. Baird & Co. since 1999. He holds Series 63 and Series 65 designations. 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 charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Daniel Kern is a financial advisor with Robert W. Baird & Co. in West Bend, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. for 20 years. Outside of his advisory role, Kern is a board member on the Investment/Finance Committee of the Slinger Library/Slinger Business Center Planning Committee and participates in land conservation projects with the U.S. Department of Agriculture’s Natural Resource Conservation Service. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax-management and direct indexing features.

Scott Leutenegger is a financial advisor with LPL Financial based in Cedarburg, WI. He holds a Series 66 designation and has 18 years of industry experience, having previously worked at BMO Harris Financial Advisors, Charles Schwab, and Robert Baird & Co. 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 portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives who use various portfolio strategies and tools.

Bradley High is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Retirement Advantage, OneAmerica Securities, Allspring Funds Management, BMO Harris Financial Advisors, and M&I Financial Advisors. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios, with a focus on tax-aware strategies and risk management.

Angela Hutter is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Outside of her advisory role, she is involved with the Greater Milwaukee Power League in a recreational capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and structured financial planning that incorporates firm-approved tools and market analysis.

Stanley Zurawski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked since 2017 with Cambridge Investment Research Advisors and previously spent 12 years at SII Investments, Inc. Outside of his advisory role, he serves as president of American Financial Services Inc., providing tax return services. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and providing access to multiple platforms and proprietary model strategies.

Sarah Damsgaard is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including JPMorgan Securities LLC, Credit Suisse Securities (USA) LLC, and Purshe Kaplan Sterling Investments. From 2021 to 2023, she was involved with The Invictus Collective, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Nolan Ott is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has held roles at Rush River Wealth Management and Cetera Wealth Services, LLC since 2025 and operates Ott Holdings dba Rush River Tax Navigation. Before entering the financial sector, he worked at CentroMotion and Johnson Controls. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management programs, financial planning, and access to third-party money managers through a large nationwide network of independent advisors.

Liam O Callaghan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, he serves as a general board member for Summit Players Theater, a nonprofit organization that provides free Shakespeare performances in Wisconsin state parks. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across topics such as retirement, income tax, and estate planning. The firm allows clients to combine planning with managed-account programs while keeping those services separate.

Ross Skeen is a financial advisor with RBC Capital Markets holding a Series 66 designation and beginning his industry career in 2025. Prior to joining RBC, he was affiliated with FORM Wealth Advisors and has experience in various roles including positions at the University of Wisconsin and Enterprise Wood Products. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs tailored to client risk profiles and employs a mix of in-house and third-party investment managers.

Anthony Vetter is a financial advisor with J.P. Morgan Securities in Germantown, WI. He holds the Series 66 designation and has two years of industry experience, including prior roles at Equitable Financial Life Insurance Co and Equitable Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Jeffrey Cardenas is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services, Inc. for 17 years. Cardenas is president of VIZANCE, Inc., an independent insurance agency specializing in Property & Casualty and Life & Health insurance. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through multiple platforms. The firm emphasizes model-based asset allocation and portfolio optimization and supports various investment and retirement planning programs.

Patrick Bortz is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Axa Advisors, LLC from 2012 to 2020 before joining Ameriprise. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.