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 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.

Michael Bernardy is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, Bank of America, N.A., and Merrill. He is based in Milwaukee, WI. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

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.

Patricia Loris is a financial advisor with LPL Financial based in Waterford, WI, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Securities America Advisors and Securian Financial Services. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research and technology tools.

David Kutschenreuter is a CFP® and ChFC® with 23 years of experience in financial services. He currently serves as an advisor at OSAIC, where he has worked since 2018, following four years at Signator Investors Inc. In addition to his role at OSAIC, he is involved in managing his own firm, Kutschenreuter Financial Services, which focuses on sales and marketing of securities, investment advisory, insurance, and property and casualty insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services with a model-based investment approach that incorporates portfolio optimization, risk assessment, and multiple management strategies.

Taylor Hoskins is a financial advisor with Osaic Wealth, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at several firms, including High Point Capital Group and Sagepoint Financial. Hoskins is also involved in selling life insurance and Medicare products through Crump. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Jill Stych is a financial advisor with Morgan Stanley Wealth Management in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at UBS Financial Services from 2010 to 2020 before joining Morgan Stanley in 2020. Outside of her advisory role, she owns and operates several businesses including a manufacturing company and an HVAC service, both based in Wisconsin. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through employer agreements.

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.

Kaitlin Rickard is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and seven years of experience in the industry. Prior to joining Baird in 2019, she worked at JABJ LLC and WHR Group Inc. Outside of her advisory role, she has worked as a promotional model for MKTG Inc., engaging customers to promote various brands. She 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 offers a range of financial planning and portfolio management services, leveraging internal research and a mix of manager-traded and model-traded strategies.

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.

Samantha Sparks is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

John Cremer is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, Wisconsin. He has been with Robert W. Baird since 2016. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and strategic partnerships.

Alyssa Dahms is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. She has been with Robert W. Baird & Co. since 2012. Outside of her advisory role, she is an owner of a rental property used both as a vacation home and for short-term rentals. She 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 offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of traditional and alternative investment strategies.

Nicholas Hunzinger is a financial advisor at Osaic with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, BMO Harris Financial Advisors, and Sagepoint Financial Inc. He is involved in other investment-related ventures, including owning Athena Fiduciary Advising LLC and serving as a wealth advisor at High Point Capital Group. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various managed portfolio programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by advanced analytical tools and a network of affiliated broker-dealer and RIA relationships.

Grant Peyron is a Series 66-licensed financial advisor with Cetera, based in Muskego, WI, and has five years of industry experience. Prior to joining Cetera in 2025, he worked at Corporate Central Credit Union and Concourse Financial Group Securities Inc. Outside of his advisory role, he is president of a tax preparation and bookkeeping business and holds power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporations, and institutions. The firm provides access to multiple investment program structures and third-party managers through a nationwide network of over 10,000 advisors.

Andrew Keller is a financial advisor at J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with various J.P. Morgan entities since 2007. Keller serves as Chair of the Foundation Board for the Betty Brinn Children's Museum. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and may include ESG considerations.

Thomas Murray III is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch, Prudential Financial, and Regal Financial Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.