Scott Keith is a financial advisor at Robert W. Baird & Co. with 36 years of industry experience. He has been with Robert W. Baird since 2003 and holds a Series 63 designation. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, using a range of traditional and complex investment strategies.

David Kutschenreuter is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at OSAIC since 2018, following four years at Signator Investors Inc. He is also president of Kutschenreuter Financial Services, a firm involved in the sale of securities, insurance, and property and casualty products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and portfolio management techniques across a variety of investment types.

Taylor Hoskins is a financial advisor at OSAIC with 12 years of industry experience and holds a Series 66 designation. He has previously worked at High Point Capital Group, Inc., Sagepoint Financial, Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. In addition to his advisory role, Hoskins is involved in selling life insurance and Medicare plans through Crump. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage and investment advisory services supported by asset-allocation tools, risk-tolerance assessments, and access to multiple third-party money managers and managed-account solutions.

Tyler Schaller is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, Inc., JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. Outside of advising, he occasionally works as a driver for Lyft. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Manohar Khatri is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab and Charles Schwab Bank since 2022, following a 12-year tenure at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Paul Tereshchenko is a financial advisor at LPL Financial in Brookfield, WI, holding a Series 66 designation with 20 years of industry experience. He previously worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Ryan Furrer is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021 and has been associated with BMO Harris Financial Advisors since 2021. Furrer holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Nicholas Hunzinger is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at Osaic Wealth, Inc. based in Milwaukee, WI. His prior roles include positions at Sagepoint Financial Inc, Mutual Advisors, LLC, Wealth Partners Financial Services, BMO Harris Financial Advisors, and Morgan Stanley. In addition to his advisory work, he operates Athena Fiduciary Advising LLC, providing investment and financial planning services, and is involved with High Point Capital Group as a wealth advisor. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions. The firm is notable for its complex corporate structure, multiple platform integrations, and a variety of investment options including stocks, bonds, mutual funds, ETFs, and alternatives.

Grant Peyron is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and also serves as a financial strategist at Corporate Central Credit Union since 2021. Outside of his advisory roles, he is involved in multiple financial service activities, including working with SimpliCD and QuantyPhi platforms. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform that supports discretionary and non-discretionary strategies across multiple program and custodial structures.

Timothy Duchow is a financial advisor with Robert Baird & Co. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Robert Baird & Co. since 1994. Outside of his advisory role, he is an owner and landlord of two separate entities, CGS Capital LLC and BCGS Capital LLC. 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, and institutional clients. The group offers customized financial planning and portfolio management services using a range of investment strategies and manager options.

Thomas Murray III is a financial advisor with J.P. Morgan Securities in New Berlin, WI, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Bank of America/Merrill Lynch, Prudential Financial, and Regal Financial Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Paul Kwiecien is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he provides fly fishing guide services for charitable fundraising events and is involved as a financial investor and co-owner in local hospitality ventures, including a wine bar. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning without portfolio management for institutional clients. The firm delivers written recommendations on a range of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Benjamin Johnson is a CFP® professional with five years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He has held positions with Raymond James entities since 2019 and is also associated with Intelligent Investors Group LLC in a support capacity. Johnson's career includes prior roles at Fresh Madison Market and educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and a broad advisor network, with specialized offerings in municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Bridget Pucel is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she served as a Planning Consultant from 2022 to 2024 and as a Financial Representative from 2021 to 2022 within the same organization. Bridget focuses on understanding her clients' goals and priorities to develop effective financial plans. She emphasizes client education and collaborative planning to build confidence in financial decision-making. Bridget and her team prioritize clear and consistent communication to support clients throughout the financial planning process. Outside of her professional work, Bridget engages in family activities, fitness, exploring food, traveling, and volunteering.

Laura Hopp is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1995. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Diane Veenendaal is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. She has been with UBS Financial Services since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Shannon Lutze is a Series 63-licensed financial advisor with Ameriprise in Sussex, WI, and has 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Christine King is a CFP® with 28 years of experience in the financial services industry, currently serving as an advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 23 years. Outside of her advisory role, she serves on the Board of Directors for the Rotary of Kenosha West as Co-Sargeant at Arms. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to develop personalized Recommendation Reports delivered in partnership with advisors like King.

John Henningfield is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including over 20 years with Cetera Investment Services and more than two decades at The Equitable Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

Brandon Andreasen is a financial advisor with Ameriprise who holds a Series 66 designation and has nine years of industry experience. He has been with Ameriprise Financial Services since 2016. Andreasen serves on the Board of Directors for the Zoological Society of Milwaukee Associate Board. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing annual advice.