Jennifer Green is a CFP® with 32 years of experience in the financial industry. She has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2008, and previously worked at Banc One Securities Corporation for eight years. Based in Milwaukee, WI, she holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities through its regulatory registrations and affiliated entities.

Michael Russo Jr. is a financial advisor with Mass Mutual Investors Services in Wauwatosa, WI, holding Series 63 and Series 65 licenses and with 38 years of industry experience. His career includes nearly three decades at Metlife Securities Inc. before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also works as an independent insurance agent selling disability, life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, with a focus on collaborative annual planning relationships and event-driven services such as divorce and estate settlement planning.

Bradley Viegut is a Series 66-licensed advisor with Robert Baird & Co. in Milwaukee, WI, where he has worked since 1997, accumulating 27 years of industry experience. He serves as Treasurer and a voting member of the Board of Directors for the Wisconsin Policy Forum, a nonprofit organization, and participates on its Finance and Executive committees. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutions. The group offers customized financial planning and portfolio management services that include discretionary and non-discretionary strategies, using both in-house and third-party managers across traditional and alternative asset classes.

Hanah Galvan is a financial advisor at Robert Baird & Co. with a Series 66 credential and less than one year of industry experience. Prior to joining Baird, she was involved with the Permanent Mission of Costa Rica to the United Nations and worked on the Democratic Party of Wisconsin Coordinated Campaign. Outside of finance, she has experience related to political and diplomatic activities. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm utilizes a range of services and investment strategies supported by in-house research, including discretionary and non-discretionary portfolio management and tax-efficient solutions.

Anna Hackbarth is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2024, she worked at Woodbury Financial Services and MPC Advisers. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm uses a model-based investment process with a variety of program options and is notable for its scale, complex affiliate network, and recent industry consolidation.

Kenneth Wolfe is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Raymond James since 2002 and also serves as an instructor. Wolfe offers disability and non-variable life insurance products tailored to physician clients through his insurance brokerage. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting.

Daniel Youman is a Series 66-licensed advisor with J.P. Morgan Securities in Milwaukee, WI. He has one year of industry experience and has held roles at JPMorgan Chase Bank and J.P. Morgan Private Bank. His background also includes positions outside the financial industry. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative research, with an emphasis on eligible strategies and ESG considerations.

Danielle Pfeifer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with Equitable Advisors since 2012, including during its time as AXA Advisors. Outside of her advisory role, she is involved as an administrator or executor of estates and trusts and operates Pfeifer and Reinhart, LLC, doing business as Lake Financial Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs implemented through Investment Adviser Representatives and third-party sponsors, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Coloso is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 42 years of industry experience. His career includes roles at First Allied Advisory Services and First Allied Securities, as well as managing his own firm, John Coloso Investments, since 2002. Outside of his advisory work, he serves as a trustee for a supplemental trust and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a diverse clientele, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers to provide discretionary and non-discretionary investment services.

Michael Shannon is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding CFP® and Series 63 designations and bringing 34 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2014 to 2019. 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 provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Joseph Torelli is a financial advisor with Raymond James Financial in Milwaukee, WI, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2011, following prior roles at Principal Financial Services and Voya Investment Management. Torelli is also the owner of RJ MKE, LLC, a support company outside of investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional organizations. The firm delivers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting implementation through its advisory programs and partnerships.

Mary Wubker is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012, following prior roles at Morgan Stanley and Merrill. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ashley Wade is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Baird, Wade held roles as a student and briefly at Hatch Staffing Services. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, institutional clients, and charitable organizations by providing consulting and portfolio management services tailored to client goals and risk tolerances. Their offerings include discretionary and non-discretionary management, separately managed accounts, and a range of traditional and complex investment strategies.

Matthew Loverine is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial and Mass Mutual-related firms. He is the owner of Thomey Financial Services, where he provides client advising, portfolio design, and financial planning. Osaic Wealth serves a diverse client base including individual investors, high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a model-based investment approach, supporting a wide range of portfolio management strategies and third-party manager programs.

Natalie Cook is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked at the University of Wisconsin-Milwaukee and the Greendale School District. She 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 provides customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Vijay Raj is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 34 years of industry experience. His career includes long tenures at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Trent Remmers is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has previously worked with Ellenbecker Investment Group and held various roles at Halquist Stone and the University of Wisconsin. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Patrick Bergman is a financial advisor with J.P. Morgan Securities in Brookfield, WI, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program’s process combines quantitative and qualitative manager due diligence and may incorporate an ESG framework.

Abraham Dispennette is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and American Family Insurance. Outside of advising, he is a 33% owner of a franchise holding company and serves in the Wisconsin Army National Guard. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, using proprietary research and model-based asset allocations to tailor investment strategies. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Carl Axel Sjoeberg is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked in various roles within the professional sports sector before joining J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screening with qualitative research and offers a range of services supported by affiliates, including derivatives and commodities capabilities.