Melissa Watkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ronald Johnson is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Annex Wealth Management. Johnson serves as financial power of attorney for his parents as part of their estate plan. He 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 through tailored consulting and portfolio management services.

Nathan Bruno is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation. He has one year of industry experience and previously worked at Hawkins Ash CPAs and Wisconsin Concrete Coatings. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, leveraging LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Bart Lia is a financial advisor at Osaic with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, Mr. Lia worked at Woodbury Financial Services, Inc. for seven years and Girard Securities, Inc. and MPC Advisors, LLC for six years each. He also assists clients with the sales and service of fixed insurance products through MPC Insurance Services. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a network of advisors, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diverse portfolios.

Angela Casper is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Francis Otoole is a financial advisor with Mass Mutual Investors Services, holding a ChFC® designation and the Series 63 license. He has 35 years of industry experience, including roles at Metlife Securities Inc. for 27 years, and MassMutual Life Insurance Company since 2016. In addition to his advisory work, he is involved in individual life, property/casualty, and health insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational programs.

Stacy Williams is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 24 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 serves individuals, families, pension plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of investment strategies and both in-house and third-party managers.

Gregory Kostka is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Steve Ticcioni is a financial advisor at RBC Capital Markets with over four years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining RBC Capital Markets in 2021, he worked at PricewaterhouseCoopers LLP from 2013 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio strategies implemented through various investment managers and model providers.

Luis Rios Alvarado is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 licenses. He has five years of industry experience and has been with Wells Fargo Clearing Services and Wells Fargo Bank since 2017. Prior to that, he worked at Schneider National for three years. 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 utilizes research and analytics to support diversified investment strategies.

Jason White is a financial advisor with Merrill in Oak Creek, Wisconsin, holding a Series 66 designation and 15 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicholas Hassler is a CFP® with 26 years of industry experience, currently serving at OSAIC since 2024. He previously worked at LPL Financial for six years and has been associated with SII Investments, Inc. for over a decade. Outside of advisory roles, Hassler is a registered tax preparer. OSAIC Wealth, Inc. serves a diverse clientele including retail and institutional investors, offering integrated brokerage, investment advisory services, financial planning, and access to various managed account solutions. The firm employs asset-allocation tools and automated rebalancing to build portfolios across multiple asset classes and supports a complex platform structure involving multiple mergers and third-party arrangements.

Douglas Stencel is a Series 66-licensed advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2005. He has 20 years of industry experience. 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, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Kimberly Coleman is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and has prior work history with High Point Capital Group, Inc. and MassMutual. In addition to her advisory role, she serves as Secretary and Treasurer of High Point Capital Group, where she manages finances and supports business strategy and financial controls. Kimberly also provides notary public services to clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers an integrated range of brokerage and investment advisory services, utilizing various tools and strategies to construct portfolios across multiple asset classes and supporting discretionary and non-discretionary account management.

Michelle Kemmer is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously was employed at SpotMe Inc. from 2016 to 2018. The DDK Group, part of 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 offers a variety of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies, tax-management, and ongoing manager oversight supported by internal research and the use of artificial intelligence.

Nicholas August is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He has held positions at Robert W. Baird since 2018 and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He holds Series 63 and Series 66 designations. The DDK Group at Robert W. Baird serves individuals, corporate clients, pension plans, and charitable organizations with comprehensive wealth management and financial planning services. The firm combines manager-traded and model-traded strategies, tax-management, and direct-indexing capabilities, supported by internal research and artificial intelligence tools.

Jay Schwister is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2004, accumulating 20 years of industry experience. He serves on the finance committee and pension plan sub-committee of the Milwaukee Symphony Orchestra and is a member of the investment committee at Marquette University High School. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients, offering a range of portfolio management and consulting solutions.

Brooke Newell is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at Wellspring Personal Financial Services LLC since 2019, where she provides administrative support, and previously held roles at Reis Financial Services and Wells Fargo Advisors Financial Network. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses a variety of analytical tools to assist clients in meeting their goals.

Joel Mayes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked at Primerica since 2004 and was employed by the Waukesha School District from 2015 to 2023. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.

Kathryn Carey is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has been with Baird since 2013. Carey serves as Treasurer for the Yale Association of Wisconsin, contributing a small amount of time monthly to this role. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.