Jeffrey Krause is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is involved as a director and partner in Krause Properties LLC, a real estate business focused on property management and accounting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and advisory programs, utilizing structured discovery processes and advanced modeling tools to assist clients in developing tailored financial plans.

Steven Kellogg is a financial advisor with Robert W. Baird & Co. in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Kellogg serves as a board member on the Investment and Finance Committee of Brookfield Christian School. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, 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 across traditional and non-traditional investment strategies.

Richard Shelton is a financial advisor with Primerica Advisors in Waukesha, Wisconsin, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at PFS Investments Inc., LA Fitness, Primerica Financial Services, and STATS Perform. Outside of financial advising, he works as a personal trainer for Vip Fitness LLC and has experience in sports data operations with STATS Perform. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, with trade execution and custodial support provided through BNY Mellon Advisors and Pershing.

Amanda Manske is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Cetera and has a background that includes roles at First Allied Advisory Services and Prime Financial Advisors. In addition to her advisory work, she provides non-CPA accounting and tax preparation services and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm that offers financial planning, portfolio management, and retirement services to a wide range of clients including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform with access to affiliated and third-party managers, supporting various portfolio strategies and program structures.

Aaron Berglin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing client strategies in estate planning services, insurance leverage and risk management, and lending. Aaron works closely with clients' accounting and legal professionals to coordinate comprehensive strategies and serves on his team’s planning guidance, investment strategy, business development, and leadership committees. Aaron earned a Bachelor of Science degree in Mathematics from the United States Naval Academy and holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation. He maintains multiple FINRA registrations including Series 7, 66, 9, 10, 24, and 31, and holds a Wisconsin State insurance license for life and health. Before entering financial services in 2001, Aaron served in the naval aviation community following his graduation. Outside of his professional career, Aaron enjoys adventure sports, baseball, biking, boating, camping, football, hiking, hunting, running, and spending time with his family.

Kyle Kraninger is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He partners with clients to identify their personal and financial priorities and co-creates customized financial plans tailored to their unique situations. Kyle emphasizes building lifelong relationships with clients and their families. He has been with Fidelity Investments since 2022, serving in various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. His progressive experience at Fidelity reflects his thorough understanding of financial planning and investment consulting. Kyle holds an Arkansas Insurance License. Outside of his professional role, he enjoys cooking and baking, playing golf, spending time at the lake, watching movies, and traveling.

Trevor Skaggs is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Bank of America, Merrill, Merrill Lynch, and Northwestern Mutual. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using both in-house and third-party investment managers.

Zach Lindsley is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 66 designation and previously worked at US Bank and Bank Five Nine. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and uses a range of investment strategies tailored to client goals and risk tolerances.

Robert Leibham is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been associated with LPL Financial since 2018 and has worked at Johnson Bank since 2002, alongside a prior tenure at INVEST Financial Corporation from 2002 to 2018. In addition to his advisory role, he receives referral compensation from Johnson Financial Group’s Trust Department. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, combining proprietary research and third-party models with discretionary and non-discretionary management approaches.

Alyssa Pochert is a financial advisor at Merrill with 11 years of industry experience and a Series 66 designation. She has been with Merrill since 2014. Outside of her advisory role, she manages Alyssa Pochert Photography LLC, a photography business focused on individual and family photo sessions and weddings. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Nicholas Clemence is a financial advisor with Ameriprise in Waukesha, WI, holding CFP®, Series 65, and Series 63 credentials and has 10 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also a member of NLC Industries, LLC, which invested in a private placement. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jenna Beaver is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and three years of industry experience. She previously worked at WHR Group, Inc. for ten years before joining Robert W. Baird & Co. in 2021. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Michelle Anderson is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brady Endl is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and its investment management division since 2014. 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 planning that can be combined with managed-account services under a consolidated billing option called “WealthPlan,” focusing on planning without discretionary trading authority.

Scott Keith is a financial advisor at Robert W. Baird & Co. with 36 years of industry experience. He has been with Robert W. Baird since 2003 and holds a Series 63 designation. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, using a range of traditional and complex investment strategies.

Paul Tereshchenko is a financial advisor at LPL Financial in Brookfield, WI, holding a Series 66 designation with 20 years of industry experience. He previously worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Ryan Furrer is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021 and has been associated with BMO Harris Financial Advisors since 2021. Furrer holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Timothy Duchow is a financial advisor with Robert Baird & Co. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Robert Baird & Co. since 1994. Outside of his advisory role, he is an owner and landlord of two separate entities, CGS Capital LLC and BCGS Capital LLC. 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 using a range of investment strategies and manager options.

Paul Kwiecien is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he provides fly fishing guide services for charitable fundraising events and is involved as a financial investor and co-owner in local hospitality ventures, including a wine bar. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning without portfolio management for institutional clients. The firm delivers written recommendations on a range of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Bridget Pucel is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she served as a Planning Consultant from 2022 to 2024 and as a Financial Representative from 2021 to 2022 within the same organization. Bridget focuses on understanding her clients' goals and priorities to develop effective financial plans. She emphasizes client education and collaborative planning to build confidence in financial decision-making. Bridget and her team prioritize clear and consistent communication to support clients throughout the financial planning process. Outside of her professional work, Bridget engages in family activities, fitness, exploring food, traveling, and volunteering.