Zachary Arndt is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds a Series 66 designation and has been with Baird since 2017, previously working at Acuity Insurance. Outside of his advisory role, he is involved as an owner of Small World Threads LLC and works in a bartending capacity for Milwaukee World Festival Inc. 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 offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Anthony Griffin is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at JHFN SII for seven years before joining Osaic in 2018. Griffin is also involved as an agent at MK Financial Group, Inc., where he focuses on sales and marketing of fixed annuities and non-variable insurance. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by proprietary tools for portfolio construction and access to third-party money managers across multiple platforms.

Ashley Thomas is a Series 66–licensed financial advisor with Merrill in Waukesha, WI, and has 13 years of industry experience. She has worked at Merrill since 2010 and at Bank of America, N.A. since 2013. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shelly Rynearson is a CFP® with 40 years of industry experience, currently serving at LPL Financial since 2018. She previously worked at Invest - Delafield and Invest Financial Corporation from 1985 to 2018. Outside of her advisory role, she is a trustee of Holly Hock Hollow Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services, supported by research and model portfolios from multiple sources.

Christopher Ersbo is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and totaling 24 years of industry experience. His prior roles include positions at Cetera Investment Services LLC, North Shore Bank, GWFS Equities Inc. (Empower), Resolute Investment Distributors, and American Beacon Advisors. Outside of his advisory work, he maintains a flower farm and apiary with approximately 30 beehives as a personal hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with over $1 trillion in assets under management.

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.”

Matthew Winter is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 65 and Series 63 licenses and five years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC since 2021 and prior positions at Beacon Wealth Advisors, Beacon Insurance Advisors, and Partum Prime Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers a structured financial planning process supported by proprietary tools and analysis.

Amy Baumhofer is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and previously worked for the Archdiocese of Milwaukee and the City of Saint Paul Police Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Matthew Verdico is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Marquette University and Tropical Smoothie Cafe. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shawn Hittman is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His work history includes roles at Freedom Wealth Alliance and LPL Financial, prior to joining Raymond James in 2020. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance clients through a unique municipal advisor affiliation.

Michael Ward is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

Kevin Woldt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He worked at SII Investments, Inc. for 21 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with Select Realty, providing mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources across discretionary and non-discretionary management approaches.

Maxwell Lavin is a financial advisor at Robert Baird & Co. in Waukesha, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Robert W. Baird, he was involved in education roles at the University of Wisconsin Milwaukee and local schools. Robert W. Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, ongoing manager monitoring, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of late 2025.

Sean Delaney is a financial advisor with Ameriprise in Waukesha, WI, holding Series 65 and Series 63 licenses and having nine years of industry experience. Prior to joining Ameriprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2024. He also spent time at Michigan Technological University between 2012 and 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependable income sources. The firm uses a centralized service team to produce written recommendation reports and collaborates with advisors to implement non-discretionary advice, drawing on proprietary research and third-party data.

Laura Kocher is a financial advisor with Morgan Stanley in Waukesha, Wisconsin, holding a Series 66 credential and 14 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2011. Kocher also serves as a trustee for a trust in Wauwatosa, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing firm-approved tools and strategies developed by its Global Investment Committee.

Joseph King is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Benjamin Tamms is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has worked at Thrivent Financial since 2019 and previously held positions at Fis and Home Path Financial. Outside of his advisory role, he serves as Vice President of Finance for the Milwaukee chapter of the American Marketing Association, where he oversees account reconciliation and membership tracking. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s services include retirement, tax, estate, and special needs planning, delivered through financial advisors who update plans periodically.

Michael Scott is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firm since 2011. Scott is also employed part-time in insurance and human resources at Gustin Consulting Insurance, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using multiple portfolio management and advisory platforms.

Monique Jaglowski is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including BMO Bank, Allspring Funds Distributor, and Wells Fargo Funds Distributor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Zachary Clayton is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and combines structured planning tools with broad retail and institutional offerings.