William Richards is a financial advisor with Morgan Stanley in Mequon, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2015 and joined Morgan Stanley Private Bank, N.A. in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 using proprietary tools and market modeling techniques.

Paul Schuelke is a financial advisor with Ameriprise in Brookfield, WI, holding Series 66 and Series 63 registrations and having eight years of industry experience. His prior roles include positions at Intrua Financial, LPL Financial, Northwestern Mutual Wealth Management Company, and other firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice, utilizing a combination of investment research, third-party data, and algorithmic tools.

Michael Groeschl is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2004. In this capacity, he leads, manages, and coaches a team of professionals dedicated to partnering with clients to develop financial plans aimed at achieving their goals. He emphasizes servant leadership as a guiding principle in supporting and motivating his team of investment professionals. Prior to his current position, Michael served as an Investor Center Manager at Strong Investments from 1993 to 2004. His career reflects a long-standing commitment to financial advising and leadership within the investment industry. Outside of his professional responsibilities, Michael has personal interests in baseball and movies.

Scott Willms is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Robert W. Baird & Co. since 2013, with a two-year period at U.S. Bancorp Investments, Inc. in between. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of strategies including traditional and non-traditional investments.

David Francis is a CFP® with 38 years of industry experience, currently serving at Morgan Stanley in Mequon, WI. His career includes prior roles at Bank of America and Merrill, each spanning nine years. He holds Series 63 and Series 65 licenses in addition to his CFP® designation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by approved tools and market simulations.

Heather Terpstra is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Robert W. Baird, Inc. for nine years and North Shore Bank for three years. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized operational and custodial services.

Daiana Szef is a financial advisor at J.P. Morgan Securities in Milwaukee, WI, with seven years of industry experience. She holds the Series 63 and Series 65 designations and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2019. Her prior experience includes roles at Johnson Controls, Marquette University, and JPMorgan Chase and Co. 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’s investment process integrates centralized due diligence with quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Tom Lucash is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. With 23 years of industry experience, he collaborates closely with clients to understand their financial goals and aspirations. Tom focuses on developing customized financial plans that emphasize flexibility, comfort, and sustainability. Before joining Fidelity Investments, Tom worked as an Investment Solutions Consultant at New York Life Insurance Company from 2005 to 2018. He also served as a Financial Advisor at Morgan Stanley from 2003 to 2004. Outside of his professional role, Tom engages in family activities and pursues interests including fitness, golf, hiking, caring for pets, and reading.

Corby Oleson is a Series 66-licensed financial advisor with Morgan Stanley in Mequon, WI, bringing 10 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Robert Lalich is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with five years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Wells Fargo Funds Distributor, LLC, Quasar Distributors, LLC, and U.S. Bancorp Fund Service, LLC. Robert W. Baird & Co.’s DDK Group is part of its Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence.

David Morris is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank from 2020 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning services, leveraging in-house and third-party investment managers along with integrated capital markets capabilities.

Carissa Donath is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at LPL Financial since 2021 and has been with BMO Bank NA since 2007. Located in Germantown, WI, her career includes extensive experience with both institutions. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and significant discretionary assets under management.

Patrick Mc Guinnis is a CFA® charterholder and financial advisor with Cetera, based in South Milwaukee, WI. He has four years of industry experience, including prior roles at Avantax and Wells Fargo Asset Management. Outside of advisory work, he is a flight instructor teaching fundamentals to new students. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, employing a multi-manager platform with access to affiliated and third-party investment strategies.

Darin Dequardo is a financial advisor with LPL Financial based in Brookfield, WI, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior work includes roles at G2 Insurance Services, Ohio National Financial Services, and THE O.N. Equity Sales Company. Outside of his advisory work, he is involved with Dequardo Insurance Services, a non-variable insurance business. 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 financial planning and investment management services, leveraging both proprietary and third-party strategies across advisory platforms.

Daniel Mares is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at BMO Bank, N.A. for six years and held positions at Local Job Network and Chase Bank, N.A. He serves as a board member of the Riverview Pointe Home Owners Association, overseeing monthly operations and contract negotiations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary advisory solutions under a fiduciary standard.

James Hyndman IV is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc., Packerland Brokerage Services, Inc., and New England Securities. Outside of his advisory role, he has operated as a financial aid consultant through Iron Board Financial LLC and worked as an Uber driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, leveraging both proprietary research and technology to support its network of over 22,800 advisors.

Michael Schroeder is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 24 years of industry experience. He has been with Robert W. Baird since 2013 and holds Series 63 and Series 66 licenses. Schroeder serves as Treasurer on the board of the Lakepointe Townhomes Condominium Association. Robert W. Baird & Co. provides wealth management services to individuals, corporate clients, pensions, and charitable organizations through a variety of portfolio management programs and financial planning services. The firm uses internal research, manager selection, and tax-management strategies as part of its advisory approach, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Amanda Ridgway is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. She has been with Robert W. Baird since 2016. The DDK Group, where Amanda works, is part of Robert W. Baird & Co.'s Private Wealth Management department and provides services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions, utilizing internal research, manager selection, and technology including artificial intelligence to support client advice.

Nicholas Larson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has over 21 years of experience in the financial industry, including previous roles as a Senior Financial Consultant at Wells Fargo Funds Distributor from 2005 to 2010, and as a Financial Consultant at Strong Investments from 2004 to 2005. As a Certified Financial Planner, Nicholas partners with clients to develop customized financial plans that start with setting goals and evaluating risks. He emphasizes adjusting these plans over time to help clients work toward their full financial potential. He prioritizes building trust through honesty, integrity, and transparency to become his clients' most trusted advisor. Outside of his professional work, Nicholas enjoys a variety of personal interests including family activities, fishing, golfing, outdoor adventures, traveling, and exploring food.

Laura Wilcox is a CFP® professional with 29 years of experience in the financial services industry. She is currently with Cambridge Investment Research Advisors, where she has worked since 2011, and she also leads the Financial Planning Center for Women. Wilcox provides pro bono financial education to community groups and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.