Jeane Schell is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC. Schell serves as a director for the South Suburban Chamber of Commerce in Oak Creek, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a significant retail advisor and branch network.

Brian Bonewell is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2021. He has also worked with BMO Financial Advisors, Inc. for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Laura Gough is a CFA® charterholder with 41 years of industry experience and has been with Robert Baird & Co. since 1991. She is based in Shorewood, WI, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the finance committee of the United Performing Arts Foundation, a nonprofit supporting the performing arts in the Milwaukee area. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and manager options, along with municipal advisory and public finance services.

Katherine Voss is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 63 designation and has been with Robert W. Baird in various roles since 2008. Prior to her current tenure, she worked briefly with the West Bend School District. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, using a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

Bryan Gosda is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 25 years of industry experience, including previous roles at MetLife Resources and MassMutual Life Insurance Company. In addition to his advisory work, he is licensed as an individual life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Andrew Cowan is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank and the Office of the Comptroller of the Currency. Outside of his advisory role, he is the owner of a personally held duplex in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a variety of wrap fee advisory programs and tailors investment strategies according to each client’s Advisory Risk Profile using both in-house and third-party managers.

Brian Wilmet is a financial advisor with OSAIC based in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 24 years of industry experience. His prior work includes roles at SagePoint Financial, Mass Mutual Investors Services, and MetLife Securities. He is also a shareholder at High Point Capital Group, Inc. and operates as an independent insurance agent selling fixed products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and multiple investment platforms to manage portfolios that include a broad range of securities and alternative investments.

Benjamin Elias is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked in roles at Cobra Puma Golf and Coldwell Banker Realty prior to joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer model.

Anthony Tordik 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, he held roles at Milwaukee Tool, Consolidated Electrical Distributors, Target Corp, and other companies. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing financial planning, portfolio management, and brokerage services tailored to client goals and risk tolerances.

Ellen Galezewski is a financial advisor at Robert Baird & Co. with 14 years of industry experience. She holds a Series 66 designation and has been with Robert Baird & Co. since 2012. Outside of her advisory role, she serves as a director with check signing authority for the Harvard Business School - Club of Wisconsin. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies while maintaining ongoing manager selection and monitoring.

Michelle Cruz is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses with 14 years of industry experience. She has been with Robert W. Baird & Co. since 2013. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and separately managed account programs, using a combination of manager-traded and model-traded strategies supported by ongoing research and monitoring.

Judith Dornacher is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley, Pruco Securities LLC, The Prudential Insurance Company of America, and Edelman Financial Services, LLC. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by integrated capital-markets and lending capabilities.

Arnold Kuhs is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 2013, having previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels, tailoring services through a detailed client intake process and offering both discretionary and non-discretionary management options.

Andrew Lemmenes is a financial advisor at Edward Jones in Elm Grove, WI, holding a Series 66 designation with one year of industry experience. His background includes service in the United States Air Force from 2017 to 2021 and prior roles in the automotive and service industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management and supports a nationwide network of over 23,000 financial advisors.

Alexander Hooten is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird in 2025, he held roles at multiple organizations, including USSSA - Just Do It Events, Old National Bank, United Fidelity Bank, and Bellarmine University. He has also been involved with Thunderbolt Pass Golf Course and Bauerhaus Catering Company. The DDK Group at Robert W. Baird & Co., where Hooten works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a mix of manager-traded and model-traded strategies supported by internal research and investment professionals.

Edmond Konrad is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2020, following prior roles at Edward Jones and Brio Tuscan Grille. Outside of his advisory work, he serves as a soccer coach for the Bavarian United Soccer Club. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. 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.

Jacqueline Janich is a financial advisor with Robert W. Baird & Co. Inc. in Greenfield, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Robert W. Baird & Co. since 2000. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a mix of in-house and third-party managers and a variety of investment strategies.

Madison Weschler is a financial advisor at Equitable Advisors with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at DoorDash, The Peaks Senior Living Community, and Northern Arizona University. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and works extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Michael Hodan is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the finance and investment committees at Divine Saviour Holy Angels High School and is a finance committee member at Marquette University High School, both in Milwaukee, WI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Timothy Busalacchi is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and was previously with COUNTRY Capital Management Company. He serves as a board member and finance committee member for Impact Inc., a Milwaukee-based nonprofit focused on hardship assistance. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of retail and institutional investment services.