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.

Trevor Skaggs is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Bank of America, Merrill, Merrill Lynch, and Northwestern Mutual. 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 with portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using both in-house and third-party investment managers.

Zach Lindsley is a financial advisor at Robert Baird & Co. in Oconomowoc, WI, holding a Series 66 designation with three years of industry experience. He previously worked at US Bank for six years and Bank Five Nine for two years. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that 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 manager-traded and model-traded SMA strategies, overlay management, tax-management, and direct-indexing capabilities.

Robert Leibham is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and has been affiliated with Johnson Bank since 2002. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 with Merrill in Waukesha, WI, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2014. Outside of her advisory work, Alyssa manages a side business, Alyssa Pochert Photography LLC, where she provides photography services for individuals, families, couples, and weddings. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicholas Clemence is a CFP® with 10 years of industry experience, currently advising clients at Ameriprise in Waukesha, WI. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a member of NLC Industries, LLC, an entity involved in a private placement. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

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.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions.

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.

Scott Keith is a financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, holding a Series 63 designation and 37 years of industry experience. He has been with Robert W. Baird since 2003. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and brokerage services, supported by internal research, manager selection, and advanced investment tools.

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 worked previously at U.S. Bancorp Investments, Inc. and JPMorgan Chase Bank, N.A. Outside of his advisory work, he occasionally works as a driver for Lyft. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a retirement income service 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.

Paul Tereshchenko is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at LPL Financial since 2018, following eight years at SII Investments, Inc. and five years at Ameriprise. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Furrer is a financial advisor with LPL Financial in Oconomowoc, WI, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ameriprise Financial Services and BMO Harris Financial Advisors. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.

Timothy Duchow is a financial advisor with Robert Baird & Co. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Robert Baird & Co. since 1994. Outside of his advisory role, he is an owner and landlord of two separate entities, CGS Capital LLC and BCGS Capital LLC. 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 services using a range of investment strategies and manager options.