Joshua Hanson is a financial advisor at Osaic Wealth Inc with Series 63 and Series 65 licenses. He has been with Osaic since 2026 and has prior experience working at FedEx Corporation and Walkowicz, Boczkiewicz & Co. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Jacob Follis is a financial advisor with Merrill holding a Series 66 credential and has less than one year of industry experience. His prior work includes roles at FORM Wealth Advisors and the University of Alabama, along with positions in public works and education sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sara Kennedy is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank, N.A. and Wells Fargo Clearing Services, LLC for seven years. Outside of her advisory role, she has a half ownership interest in a rental property in Milwaukee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary Program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Shelly Rynearson is a CFP®-certified financial advisor with 41 years of industry experience. She has been with LPL Financial since 2018 and previously worked at Invest - Delafield and Invest Financial Corporation from 1985 to 2018. Outside of her advisory role, she serves as trustee for Holly Hock Hollow Inc., a business entity for tax and investment purposes. 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 financial planning and investment management solutions through a large network of advisors, combining scale with diverse advisory and non-advisory financial services.

Jeane Schell is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC. Schell serves as a director for the South Suburban Chamber of Commerce in Oak Creek, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a significant retail advisor and branch network.

Brian Bonewell is a CFP® with 30 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at BMO Financial Advisors, Ameriprise, and Wells Fargo Investments. He operates a DBA related to his LPL business in Brookfield, WI. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Laura Gough is a CFA® charterholder with 42 years of industry experience, serving as a financial advisor at Robert Baird & Co. since 1991. She is based in Milwaukee, WI, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she contributes to the United Performing Arts Foundation in Milwaukee as a member of its finance committee and has previously served on its board. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies alongside tax management and direct indexing.

Katherine Voss is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 63 designation and has been with Robert W. Baird in various roles since 2008. Prior to her current tenure, she worked briefly with the West Bend School District. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, using a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

Matthew Winter is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Beacon Wealth Advisors, Beacon Insurance Advisors, and Partum Prime Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools.

Thomas Follis is a financial advisor at Merrill with 29 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1997 and Bank of America, N.A. since 2011. Outside of his advisory role, he manages a family-owned real estate business, Follis Hunting Cabin LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

Bryan Gosda is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 25 years of industry experience, including previous roles at MetLife Resources and MassMutual Life Insurance Company. In addition to his advisory work, he is licensed as an individual life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Matthew Verdico is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Marquette University and Tropical Smoothie Cafe. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew Cowan is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank and the Office of the Comptroller of the Currency. Outside of his advisory role, he is the owner of a personally held duplex in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a variety of wrap fee advisory programs and tailors investment strategies according to each client’s Advisory Risk Profile using both in-house and third-party managers.

Brian Wilmet is a financial advisor with Osaic Wealth in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at Sagepoint Financial, Mass Mutual Investors Services, Metlife Securities, and several other firms. Outside of his advisory work, he is a shareholder in High Point Capital Group, Inc. and maintains a part-time role as an independent insurance agent. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary and third-party managed strategies across multiple custodial and legacy programs.

Benjamin Elias is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Cobra Puma Golf and Coldwell Banker Realty. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm uses a range of investment vehicles and collaborates with third-party managers, focusing on tailored advice based on client risk tolerance and plan information.

Shawn Hittman is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His work history includes roles at Freedom Wealth Alliance and LPL Financial, prior to joining Raymond James in 2020. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance clients through a unique municipal advisor affiliation.

Anthony Tordik is a financial advisor at Robert W. Baird & Co. with one year of industry experience and holds a Series 66 designation. His professional background includes roles at Milwaukee Tool, Consolidated Electrical Distributors, Target Corp, Dedicated Computing, Goodwill Southeast Wisconsin, and New Berlin Eisenhower. 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 range of services including financial planning, portfolio management through separately managed accounts, and municipal advisory services.

Michael Ward is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

Ellen Galezewski is a financial advisor at Robert Baird & Co. with 14 years of industry experience. She holds a Series 66 designation and has been with Robert Baird & Co. since 2012. Outside of her advisory role, she serves as a director with check signing authority for the Harvard Business School - Club of Wisconsin. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies while maintaining ongoing manager selection and monitoring.

Michelle Cruz is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses with 14 years of industry experience. She has been with Robert W. Baird & Co. since 2013. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and separately managed account programs, using a combination of manager-traded and model-traded strategies supported by ongoing research and monitoring.