Anna Gorman is a Certified Financial Planner® with 20 years of experience in the financial services industry. She currently works at OSAIC and previously held roles at Woodbury Financial Services Inc and Voya Financial Advisors, Inc. Outside of her advisory role, she is an independent insurance agent selling fixed insurance products. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage, investment advisory, and financial planning services. The firm provides a range of portfolio management options and access to third-party money managers through a network of affiliated advisers and multiple advisory platforms.

Ryan Carow is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mequon, WI, holding a Series 66 designation and five years of industry experience. Prior to his current role starting in 2021, he worked in sports performance and fitness sectors. Outside of advising, he is an associate at Gentian Financial Inc., where he supports administrative and operational functions for advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations.

Donald Mccunniff is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He has been with Robert W. Baird since 2017 and previously worked at the University of Chicago Booth School of Business from 2015 to 2017. He holds a Series 66 designation. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research and technology tools including artificial intelligence in their investment approach.

Mackenzie Bridgeland is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63 and Series 65 credentials and having 23 years of industry experience. Prior to joining LPL Financial in 2021, Bridgeland worked at BMO Harris Bank and BMO Harris Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Tristan Panke is a financial advisor with LPL Enterprise in Wauwatosa, WI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he was associated with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients by providing financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Anne Gutierrez is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Robert W. Baird since 2010. 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 other institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Trent Santos is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has served at Landmark Credit Union and LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, supported by model portfolios and research from multiple sources.

Susan Labant is a financial advisor with Robert Baird & Co. in New Berlin, WI, holding a Series 63 designation and 26 years of industry experience. She has been with Robert Baird & Co. since 1999. 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 consulting and portfolio services tailored to client goals, employing a range of traditional and non-traditional investment strategies.

Laurie Buffington is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Gregory Greenhouse is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2003. 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, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary portfolio management, separately managed accounts, and consolidated reporting.

John Sobiech is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 42 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, Elmbrook Associates, Annex Wealth Management, and H. Beck, Inc. He is also involved with Elmbrook Associates, which operates as a non-variable insurance business and a DBA for his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and multiple strategic and tactical investment approaches.

Andrew Ballard is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he receives songwriting royalties from his past work as a songwriter and performs voiceover work for various media. 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, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Randy Potter is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan entities since 2000. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amy Hessenauer is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63, Series 65, and Series 66 designations and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. 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 advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

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 with OSAIC in Brookfield, WI, holding a Series 66 designation and having 10 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii, New York Life Insurance Co, and NYLIFE Securities LLC. Outside of advising, he serves as president of the Scimitar Foundation, a nonprofit focused on the preservation of the Tripoli Shrine Center, and is an associate board member of Shriners Children's Chicago hospital. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios and supports multiple advisory platforms with various third-party service arrangements.

Anton Hessner is a financial advisor with LPL Financial who holds the Series 63 and Series 65 designations and has 22 years of industry experience. He has worked at BMO Harris Financial Advisors since 2012 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Ruth Wilegus Hytinen is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee for several family trusts. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

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 with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Robert Baird & Co. for 29 years. Outside of her advisory role, she serves as a board member at Christ Church Episcopal, assisting with budget and financial matters. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, incorporating both manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.