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®-certified financial advisor with 41 years of industry experience. She has been with LPL Financial since 2018 and previously worked at Invest - Delafield and Invest Financial Corporation from 1985 to 2018. Outside of her advisory role, she serves as trustee for Holly Hock Hollow Inc., a business entity for tax and investment purposes. 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 financial planning and investment management solutions through a large network of advisors, combining scale with diverse advisory and non-advisory financial services.

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 at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2019, following positions at Beacon Wealth Advisors, Beacon Insurance Advisors, and Partum Prime Partners. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and Corporate Financial Planning agreements with employers.

Amy Baumhofer is a financial advisor at Edward Jones in Oconomowoc, WI, holding a Series 66 designation with nine years of industry experience. Her work history includes two periods at Edward Jones totaling ten years and a position with the Archdiocese of Milwaukee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial 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 in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 32 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 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, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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 at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Laura Kocher is a Series 66-licensed financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at Morgan Stanley Smith Barney LLC from 2017 to the present. Additionally, she serves as a trustee for a trust based in Wauwatosa, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Joseph King is a financial advisor with Wells Fargo Clearing in Waukesha, WI. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports more than 14,000 financial advisors, offering both brokerage and advisory solutions.

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 with LPL Financial, holding Series 63 and Series 66 licenses and having 17 years of industry experience. Her prior roles include positions at BMO Bank, Allspring Funds Distributor, and Wells Fargo Funds Distributor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large 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.

Joshua Thomas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined The Ebeling/Melby Group in 2021 as a Financial Advisor and brings 15 years of experience in the financial industry, having worked in various capacities within the field. Joshua's areas of focus include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and retirement income. Joshua holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his High School Diploma/GED from Missouri State University. A United States Army veteran, Joshua is also an avid international traveler. He is involved with the Make A Wish Foundation. He resides in Oconomowoc, Wisconsin with his wife Ashley, their daughter Maribelle, and their dog Cappy. Outside of work, Joshua's personal interests include boating, camping, cooking, football, music, and watching movies.