Randy Potter is a financial advisor with J.P. Morgan Securities in Wauwatosa, WI, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at J.P. Morgan Chase Bank since 2000. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process incorporates centralized due diligence, a combination of quantitative and qualitative research, and may include ESG criteria within its model asset allocations.

Amy Hessenauer is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials. She has 18 years of industry experience and 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, utilizing research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Mary Hoppa is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Robert Baird & Co. since 2009. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Gerald Arnholt III is a financial advisor at Osaic with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at Royal Alliance Associates, Sii, New York Life Insurance, NYLIFE Securities, and Edward Jones. Outside of advisory work, he serves as president of the Scimitar Foundation, a nonprofit focused on preserving the Tripoli Shrine Center, and participates as an associate board member of Shriners Children's Chicago. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools, supporting both discretionary and advisor-managed strategies.

Anton Hessner is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked nine years at BMO Harris Financial Advisors, Inc. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ruth Wilegus Hytinen is a financial advisor at Merrill with 22 years of industry experience, holding a Series 66 designation. She previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of her advisory role, she serves as a trustee and co-trustee for several family trusts. 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. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers for a range of individual, institutional, and charitable clients.

Christa Graverson is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2005. She has 21 years of industry experience. 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 consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Stephanie Cruse is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 65 and Series 63 licenses with 28 years of industry experience. She has been with Robert Baird & Co. since 1997. Outside of her advisory role, she serves on the board of Christ Church Episcopal, assisting with budget and financial matters. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. The firm employs a blend of manager-traded and model-traded strategies, ongoing manager monitoring, and incorporates internal research tools in client advising.

Alexander Werchowski is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Equitable Advisors, he worked at KKCPA SC and Arena Americas. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and in-house solutions across mutual funds, ETFs, and alternative investments.

Michael Franks is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Prior to this, he worked at LPL Financial for 12 years. His other business activities include independent insurance brokering focused on health and Medicare supplement insurance with providers such as United Health, Humana, and Aetna. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, combining research and modeling to provide tax-efficient, customized income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Julia Lewis is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2012. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides 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.

Carol Slater is a financial advisor with Robert W. Baird & Co. in Greendale, WI, holding a Series 66 designation and 18 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across various investment strategies.

Halien Besaw is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009. Besaw serves as a board member on the finance committee of Next Act Theater in Milwaukee. She is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management and consulting services to individuals, families, institutions, and charitable organizations, utilizing a range of portfolio management strategies and advisory solutions.

Adam Rahl is a financial advisor with J.P. Morgan Securities in Germantown, WI, holding a Series 66 designation and six years of industry experience. His work history includes roles at JP Morgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research, incorporating ESG factors and offering broader derivatives and commodities capabilities.

Michael Mckillip is a CFP® professional with over 32 years of industry experience. He is currently with Osaic Wealth Inc., where he has worked since 2025, following prior roles at LPL Financial, LLC, SII Investments, Inc., and Packerland Brokerage Services, Inc. In addition to his advisory work, he operates a tax preparation and advisory business as an enrolled agent with the IRS and sells life insurance and fixed annuities through his financial planning practice. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by technology and risk assessment tools, and it is notable for its scale, complex affiliate network, and recent consolidation activities.

Tracy Dallen is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 63 designation and bringing 26 years of industry experience. Dallen has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of advising, Dallen owns Vetric Enterprises, LLC, a holding company for sport horses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jake Balistreri is a financial advisor at OSAIC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms, including SagePoint Financial Inc. and Steve Koch. Outside of his advisory role, he serves as a health care power of attorney for a family member. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment process incorporating asset allocation and portfolio optimization, offering a wide range of advisory and brokerage services through a multi-advisor platform.

Edward Leranth is a financial advisor with Robert W. Baird Inc. in New Berlin, WI, holding a Series 66 designation and with 19 years of industry experience. He has been with Robert W. Baird since 2004. He 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 customized financial planning and portfolio management services using a variety of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Jennifer Green is a CFP® with 32 years of experience in the financial industry. She has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2008, and previously worked at Banc One Securities Corporation for eight years. Based in Milwaukee, WI, she holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities through its regulatory registrations and affiliated entities.

Michael Russo Jr. is a financial advisor with Mass Mutual Investors Services in Wauwatosa, WI, holding Series 63 and Series 65 licenses and with 38 years of industry experience. His career includes nearly three decades at Metlife Securities Inc. before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also works as an independent insurance agent selling disability, life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, with a focus on collaborative annual planning relationships and event-driven services such as divorce and estate settlement planning.