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.

Deborah Lammers is a financial advisor at Morgan Stanley in Waukesha, Wisconsin, with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012. Outside of her advisory role, she is involved as a consignor in an online retail business on Poshmark. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and specialized planning groups.

Michael Mckillip is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Osaic Wealth Inc in 2025, he worked at LPL Financial, LLC and SII Investments, Inc. Mckillip is also an enrolled agent providing tax preparation and IRS representation services through his sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios with a range of investment types, managed through multiple advisory platforms.

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.

Caitlyn Creed is a financial advisor with Wells Fargo Advisors in Waukesha, WI, holding a Series 66 designation and bringing 14 years of industry experience. Her career has been primarily with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with banking and other financial products to meet clients’ diverse needs.

Jake Balistreri is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including SagePoint Financial Inc. and Steve Koch. He also serves as a health care power of attorney for a family member. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to third-party managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios across various investment vehicles.

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®-certified financial advisor with J.P. Morgan Securities, based in Milwaukee, WI. She has 31 years of industry experience, including 18 years with J.P. Morgan Securities and JPMorgan Chase Bank, NA. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Russo Jr. is a financial advisor with Mass Mutual Investors Services in Wauwatosa, WI, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior work includes nearly three decades at Metlife Securities Inc. and a concurrent role at Massachusetts Mutual Life Insurance Company since 2016. He also works as an independent insurance agent selling life, accident, health, and disability insurance. Mass Mutual Investors Services 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 seminars, employing firm-approved software tools to support goal-based recommendations without discretionary investment authority.

Bradley Viegut is a Series 66-licensed advisor with Robert Baird & Co. in Milwaukee, WI, where he has worked since 1997, accumulating 27 years of industry experience. He serves as Treasurer and a voting member of the Board of Directors for the Wisconsin Policy Forum, a nonprofit organization, and participates on its Finance and Executive committees. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutions. The group offers customized financial planning and portfolio management services that include discretionary and non-discretionary strategies, using both in-house and third-party managers across traditional and alternative asset classes.

Hanah Galvan is a financial advisor at Robert Baird & Co. with a Series 66 credential and less than one year of industry experience. Prior to joining Baird, she was involved with the Permanent Mission of Costa Rica to the United Nations and worked on the Democratic Party of Wisconsin Coordinated Campaign. Outside of finance, she has experience related to political and diplomatic activities. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm utilizes a range of services and investment strategies supported by in-house research, including discretionary and non-discretionary portfolio management and tax-efficient solutions.

Suzanne Rinelli is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets and its affiliated entities since 2008. Outside of her advisory role, she is actively involved as the owner and contact for SBR Management LLC, which manages an apartment building. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning services tailored to each client’s risk profile.

Anna Hackbarth is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Woodbury Financial Services and MPC Advisers. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with various portfolio management options and uses tools such as asset-allocation models and risk-tolerance assessments to support client investment strategies.

Kenneth Wolfe is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Raymond James since 2002 and also serves as an instructor. Wolfe offers disability and non-variable life insurance products tailored to physician clients through his insurance brokerage. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting.

Daniel Youman is a financial advisor with J.P. Morgan Securities in Milwaukee, WI. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Private Bank, and involvement with North Shore Country Club Inc and Marquette Residence Life. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Danielle Pfeifer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with Equitable Advisors since 2012, including during its time as AXA Advisors. Outside of her advisory role, she is involved as an administrator or executor of estates and trusts and operates Pfeifer and Reinhart, LLC, doing business as Lake Financial Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs implemented through Investment Adviser Representatives and third-party sponsors, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Coloso is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 42 years of industry experience. His career includes roles at First Allied Advisory Services and First Allied Securities, as well as managing his own firm, John Coloso Investments, since 2002. Outside of his advisory work, he serves as a trustee for a supplemental trust and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a diverse clientele, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers to provide discretionary and non-discretionary investment services.

Christopher Czarnecki is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 credential and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Michael Shannon is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding CFP® and Series 63 designations and bringing 34 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2014 to 2019. 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 provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Donna Nagel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Transamerica Financial Advisors, Liberty Tax Services, and Aflac. She is also involved with HD Wealth Solutions and maintains an ongoing relationship with World Financial Group. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational tools and a broad platform of non-advisory financial activities.