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 at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Bernardy is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Bank of America, N.A., and Merrill. 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 IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

David Kutschenreuter is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at OSAIC since 2018, following four years at Signator Investors Inc. He is also president of Kutschenreuter Financial Services, a firm involved in the sale of securities, insurance, and property and casualty products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and portfolio management techniques across a variety of investment types.

Mark Riebesehl is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked for Northwestern Mutual Wealth Management Company and affiliated entities from 2013 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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.

Spencer Butterbrodt is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial in Milwaukee, WI. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, U.S. Bank, and Trust Point, Inc. Butterbrodt is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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 previously worked at U.S. Bancorp Investments, Inc., JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. Outside of advising, he occasionally works as a driver for Lyft. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice 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.

Thomas Mayer is a financial advisor with Mass Mutual Investors Services in Glendale, WI, holding a Series 63 designation and 51 years of industry experience. He has been with Mass Mutual Investors Services since 1982 and with MassMutual Life Insurance Company since 1972. Outside of his advisory role, he is involved as an officer in a family farm and a member of a property rental business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual financial planning engagements using firm-approved analytical tools.

Paul Tereshchenko is a financial advisor at LPL Financial in Brookfield, WI, holding a Series 66 designation with 20 years of industry experience. He previously worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

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.

Elliott Katz is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Stifel since 1977. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Cremer is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, where he has worked 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, portfolio management, and custody and brokerage services, supported by internal research and specialized strategies such as tax management and direct indexing.

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.

Barry Wiskirchen is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has 20 years of industry experience, including prior roles with VOYA Financial Advisors and Jeff J. Schneiss & Associates. He serves as a board member of Kettle Moraine Bible Church in West Bend, WI. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing various portfolio management strategies and custody platforms tailored to client objectives.