Jordan Westphal is a financial advisor at Thrivent Investment Management in Cedarburg, WI, with 10 years of industry experience. He has been with Thrivent and its related entities since 2018 and previously worked at SII Investments from 2012 to 2018. He holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial topics. Their approach separates planning from managed accounts while allowing clients to consolidate billing through their “WealthPlan” service.

Thomas Hutchinson is a financial advisor at OSAIC with Series 66 designation. He has experience at MPC Advisers and EmbedTek prior to joining OSAIC. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and third-party solutions to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Suey Wong is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert W. Baird since 2013. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

Paul Brokenshire is a financial advisor with MassMutual Investors Services in Wauwatosa, WI, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with MassMutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MSI Financial Services. Outside of his advisory role, he owns First Impressions Wealth & Capital and works as an agent and broker providing group life, health insurance, and Medicare/Medicaid products. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers through financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Christopher Klopatek is a financial advisor with Robert W. Baird & Co. in Mequon, WI. He holds a Series 66 designation and has two years of industry experience. Prior to joining Baird in 2023, Klopatek worked in various roles including at Active Appraisal Services and has experience in theater-related positions. He is also active as an actor outside of his advisory work. The DDK Group within Baird’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a variety of managed account programs and investment strategies supported by internal research and technology.

Kylie Sprecher is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has worked at Baird since 2022. Prior to joining Baird, she held various roles at Peggy Borris LLC, Marquette University, Zurn Industries LLC, and other organizations. She also serves as a futsal coach with Wisconsin Futsal Factory. Kylie is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of advisory services, including financial planning, portfolio management, and custody, supported by internal research and a mix of manager-traded and model-traded strategies.

Sarah Zirbel Nowak is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Amanda Manske is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Cetera and has a background that includes roles at First Allied Advisory Services and Prime Financial Advisors. In addition to her advisory work, she provides non-CPA accounting and tax preparation services and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm that offers financial planning, portfolio management, and retirement services to a wide range of clients including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform with access to affiliated and third-party managers, supporting various portfolio strategies and program structures.

Daniel Dettlaff is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and 35 years of industry experience. He has worked at firms including Guardian Life and MassMutual Life Insurance Company, and he is the owner and president of Dettlaff & Company, Inc., which focuses on writing insurance products. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing financial planning through collaborative, client-specific analyses and offers a range of asset management, wrap, and educational services.

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.

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.

Devin Yates is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at the Wisconsin Institute of CPAs. 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 third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Christine Kolowith is a Series 66-credentialed financial advisor with Morgan Stanley in Milwaukee, WI. She joined Morgan Stanley in 2025 following six years at Fiddleheads Management LLC and five years with Mt Carmel Brewing Company. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and financial planning services supported by firm-approved tools and investment analysis techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Richard Cudahy Jr. is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Robert W. Baird & Co. since 1998. Cudahy is a board member and secretary of the Partick and Anna M. Cudahy Fund, a charitable foundation, where he participates in grant review and investment committee activities. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment advice and portfolio management using a combination of in-house and third-party managers, including discretionary and non-discretionary services, with options ranging from traditional to complex strategies.

Michael Johnson is a financial advisor at RBC Capital Markets with 26 years of industry experience. He has held his current position since 2013. Johnson holds the Series 63 designation. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Lori Gervais is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She has been with Robert W. Baird since 2002 and holds a Series 66 designation. Outside of her advisory role, she is an author of a finance-related book. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing customized consulting and portfolio management services. The team employs a range of investment strategies including traditional and non-traditional allocations, with options for discretionary and non-discretionary management.

Angela Sell is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. She has been with Robert W. Baird since 2014. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and comprehensive reporting, utilizing both 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.

Michael Bernardy is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Bank of America, N.A., and Merrill. 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 IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.