Irina Lueth is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her prior experience includes Woodbury Financial Services Inc and ownership of Lueth Financial, Inc. She is also involved in health and life insurance services through several independent contractor roles. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization across various investment programs.

Brad Katzer is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and nine years of industry experience. His career includes roles at AXA Advisors, Northwestern Mutual, Voya Financial Advisors, and other firms. He also conducts business under the approved DBA Lake Financial Group. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm offers access to various advisory models and third-party asset managers, supporting a broad range of investment options and ERISA fiduciary services.

Denise Klemens is a Certified Financial Planner® (CFP®) with 27 years of industry experience. She has worked at Stifel since 2018 and previously spent 13 years with B C Ziegler and Company. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michael Murray is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He has been with Robert Baird & Co. since 1996 and 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, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Joseph Arnold is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at SII Investments, Inc. and Ameriprise. Outside of his advisory role, he serves as a basketball coach at Lake Country School in Hartland, WI. 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, supported by extensive advisor-facing tools and oversight of substantial discretionary assets.

Melissa Sanchez is a CFP® credentialed financial advisor with 29 years of industry experience. She has been with Robert W. Baird & Co. since 2017 and previously worked at Girard Securities, Mpc Advisors, Retirement Planning Corp, and Securian Financial Services. Sanchez serves as a board member of UpNort, LTD and is the treasurer for the Eagle Community Association. She is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded SMA strategies supported by internal research and tools, including artificial intelligence.

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.

Blake Jalovec is a financial advisor with Stifel in Mequon, WI, holding a Series 66 designation. He has a diverse work background across several companies, including Keller Williams, Sealed Air, and IKO Industries. Blake has been with Stifel since 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, supporting asset allocation and financial planning decisions.

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.

Christopher Simon is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes using firm-approved tools and economic modeling techniques.

Alicia Pfiffner is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. Outside of her advisory work, she was involved with Pfiffner Chain Vacations, LLC, from 2018 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

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.

Richard Butler is a Series 66-credentialed financial advisor with Morgan Stanley, based in Mequon, WI, and has 27 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Butler serves as Treasurer and Finance Chairman for the Columbia St. Mary’s Foundation, where he manages the quarterly finance committee meetings and reviews investment performance and financials. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and maintains diversified offerings including advisory, brokerage, and structured product services.

Steven Sievers is a financial advisor with Thrivent Investment Management in Cedarburg, WI, holding a Series 66 designation and 14 years of industry experience. He has worked with Thrivent since 2012 and Thrivent Financial for Lutherans since 2013. Outside of his advisory role, Sievers serves on the board of directors for the Badgerland Waterski Show Team, a recreational waterski show group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers services such as retirement, tax, estate, and special needs planning through a network of financial advisors.

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.