Joseph Arnold is a financial advisor with LPL Financial in Brookfield, WI, holding a Series 66 designation and 22 years of industry experience. He previously worked at Ameriprise and has been associated with SII Investments since 2010. Outside of his advisory role, Arnold coaches basketball at Lake Country School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios and third-party subadvisors, and supports its advisors with technology tools and broad financial services.

Melissa Sanchez is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2017. Her prior experience includes roles at Girard Securities, MPC Advisors, and Retirement Planning Corp. She serves as a board member for UpNort, LTD and as treasurer for the Eagle Community Association. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Eyad Ayesh is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at JPMorgan Chase Bank, N.A. and operating his own entities, Ayesh LLC and Eyad LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis through a select group of Wealth Advisors.

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 financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 credential and has worked at J.P. Morgan Securities since 2012, with prior experience at Buckhorn Trail Capital, LLC and JPMorgan Chase Bank, NA. Olson also serves as a trustee for the Carl E Olson Charitable Remainder Unitrust, where he manages tax, legal, and investment-related activities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Elizabeth Ratzburg is a Series 66-registered financial advisor with Robert W. Baird & Co. She has seven years of industry experience, including previous roles at Stifel and earlier tenure at Baird. Outside of her advisory work, she is involved in managing rental properties. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies and manager options to meet client goals and risk tolerances.

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® professional with 26 years of industry experience, currently affiliated with Wells Fargo Advisors in Minocqua, WI. His career includes roles within Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Westphal owns Heritage Private Wealth LLC and Westphal Asset Management, LLC, both investment-related practices based in West Bend, WI. 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 financial planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to develop tailored client recommendations.

Lori Troyer is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Woodbury Financial Services for 20 years. Outside of her advisory role, she serves as president of Powers Memorial Library, where she oversees meetings and volunteers at fundraising events. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

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 Series 66-credentialed financial advisor with 13 years of experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans. He has been with these firms since 2012 and 2013 respectively. Outside of finance, he 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, delivering holistic, goal-based analyses across a broad range of planning topics. The firm’s approach separates planning from implementation and managed-account services and does not accept discretionary trading authority for its planning engagements.

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 Series 66 licensed financial advisor with 18 years of industry experience. He currently works with LPL Financial and has previously been employed at BMO Harris Financial Advisors, Charles Schwab, and Robert Baird & Co. His practice is based in Cedarburg, 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, third-party asset management, and institutional platforms, with investment strategies that incorporate model portfolios, third-party subadvisors, and customizable options.

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.

Ashley Iwinski is a Series 66-credentialed financial advisor at Robert W. Baird & Co. with one year of industry experience. Her prior roles include positions at Cetera Wealth Services, Avantax Advisory Services, and DBHW Wealth Partners. She is also associated with DB Wehring Wealth LLC and Wehring & DB Tax and Wealth LLC, businesses offering retirement planning and tax services. She works within The DDK Group at Robert W. Baird, which serves individuals, corporate clients, pension plans, and charitable organizations. Baird provides a range of financial planning and portfolio management services using a variety of strategies, including separately managed accounts and tax-managed approaches, supported by ongoing manager selection and internal research.

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 been with Cambridge Investment Research Advisors since 2017 and previously worked at SII Investments, Inc. from 2005 to 2017. Outside of his advisory role, Stanley serves as an independent insurance agent and is president of American Financial Services Inc., where he also provides tax return services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, providing both proprietary model strategies and access to unaffiliated investment managers.