Aaron Berglin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing client strategies in estate planning services, insurance leverage and risk management, and lending. Aaron works closely with clients' accounting and legal professionals to coordinate comprehensive strategies and serves on his team’s planning guidance, investment strategy, business development, and leadership committees. Aaron earned a Bachelor of Science degree in Mathematics from the United States Naval Academy and holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation. He maintains multiple FINRA registrations including Series 7, 66, 9, 10, 24, and 31, and holds a Wisconsin State insurance license for life and health. Before entering financial services in 2001, Aaron served in the naval aviation community following his graduation. Outside of his professional career, Aaron enjoys adventure sports, baseball, biking, boating, camping, football, hiking, hunting, running, and spending time with his family.

Kyle Kraninger is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He partners with clients to identify their personal and financial priorities and co-creates customized financial plans tailored to their unique situations. Kyle emphasizes building lifelong relationships with clients and their families. He has been with Fidelity Investments since 2022, serving in various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. His progressive experience at Fidelity reflects his thorough understanding of financial planning and investment consulting. Kyle holds an Arkansas Insurance License. Outside of his professional role, he enjoys cooking and baking, playing golf, spending time at the lake, watching movies, and traveling.

Zach Lindsley is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 66 designation and previously worked at US Bank and Bank Five Nine. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and uses a range of investment strategies tailored to client goals and risk tolerances.

Robert Leibham is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been associated with LPL Financial since 2018 and has worked at Johnson Bank since 2002, alongside a prior tenure at INVEST Financial Corporation from 2002 to 2018. In addition to his advisory role, he receives referral compensation from Johnson Financial Group’s Trust Department. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, combining proprietary research and third-party models with discretionary and non-discretionary management approaches.

Martina Stenfors is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to this, she worked at Manna Inc/Chili's for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Alyssa Pochert is a financial advisor at Merrill with 11 years of industry experience and a Series 66 designation. She has been with Merrill since 2014. Outside of her advisory role, she manages Alyssa Pochert Photography LLC, a photography business focused on individual and family photo sessions and weddings. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Nicholas Clemence is a financial advisor with Ameriprise in Waukesha, WI, holding CFP®, Series 65, and Series 63 credentials and has 10 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also a member of NLC Industries, LLC, which invested in a private placement. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jenna Beaver is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and three years of industry experience. She previously worked at WHR Group, Inc. for ten years before joining Robert W. Baird & Co. in 2021. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Michelle Anderson is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brady Endl is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and its investment management division since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning that can be combined with managed-account services under a consolidated billing option called “WealthPlan,” focusing on planning without discretionary trading authority.

Karen McMahon is a financial advisor at Edward Jones with 25 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Northwestern Mutual Life Insurance Company for 15 years. In addition to her advisory role, she has worked as an independent sales consultant for Mary Kay Cosmetics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors.

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.

Mark Riebesehl is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked for Northwestern Mutual Wealth Management Company and affiliated entities from 2013 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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.

Thomas Mayer is a financial advisor with Mass Mutual Investors Services in Glendale, WI, holding a Series 63 designation and 51 years of industry experience. He has been with Mass Mutual Investors Services since 1982 and with MassMutual Life Insurance Company since 1972. Outside of his advisory role, he is involved as an officer in a family farm and a member of a property rental business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual financial planning engagements using firm-approved analytical tools.

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.

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.