Jorge Benavente is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Company, and Primerica Financial Services. Benavente serves as a board member for Pantheon Industries, a nonprofit organization. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Laura Jerominski is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she held roles at the Milwaukee Yacht Club and South Shore Yacht Club. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ Advisory Risk Profiles.

Jeffrey Krause is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is involved as a director and partner in Krause Properties LLC, a real estate business focused on property management and accounting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and advisory programs, utilizing structured discovery processes and advanced modeling tools to assist clients in developing tailored financial plans.

Steven Kellogg is a financial advisor with Robert W. Baird & Co. in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Kellogg serves as a board member on the Investment and Finance Committee of Brookfield Christian School. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, 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.

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.

Richard Shelton is a financial advisor with Primerica Advisors in Waukesha, Wisconsin, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at PFS Investments Inc., LA Fitness, Primerica Financial Services, and STATS Perform. Outside of financial advising, he works as a personal trainer for Vip Fitness LLC and has experience in sports data operations with STATS Perform. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, with trade execution and custodial support provided through BNY Mellon Advisors and Pershing.

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.

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.

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.

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.

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.