Teala La Porte is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at AT&T for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Jacqueline Sanchez Mora is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has held prior positions at BMO Bank NA and Target Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Kim Gagnie is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. She has been with J.P. Morgan Securities since 2006 and has worked at JPMorgan Chase Bank, N.A. since 1987. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 based in Wauwatosa, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, Liberty Tax Services, Aflac, Highland Capital Brokerage, National Guardian Life Insurance, and World Financial Group. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven risk management approaches.

Joseph Torelli is a financial advisor with Raymond James Financial in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2011. Torelli is also the owner of RJ MKE, LLC, a support company outside of his advisory role. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations through comprehensive risk profiling and firm research, supported by a broad affiliate network.

Ashley Wade is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Baird, Wade held roles as a student and briefly at Hatch Staffing Services. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, institutional clients, and charitable organizations by providing consulting and portfolio management services tailored to client goals and risk tolerances. Their offerings include discretionary and non-discretionary management, separately managed accounts, and a range of traditional and complex investment strategies.

Matthew Loverine is a financial advisor with OSAIC based in Milwaukee, WI, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. He owns Thomey Financial Services, where he meets clients and provides portfolio design and financial planning. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, managed on either a discretionary or non-discretionary basis.

Matthew Kolb is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. He has been with RBC Capital Markets since 2018, previously working at Edward Jones and the University of Dayton. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Thomas Klug is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He previously worked at UBS Financial Services Inc. and has been with Ameriprise in various capacities since 2017. Outside of his advisory role, Klug is a musician who performs with the band Van Eskes. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools to support its recommendations.

Natalie Cook is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and previously worked at the University of Wisconsin-Milwaukee and the Greendale School District. 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, and institutional clients. The group provides customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Vijay Raj is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 34 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. There are no reported outside business activities involving Vijay Raj beyond his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and brokerage products through an integrated platform that combines advisory programs with insurance and lending solutions.

Trent Remmers is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has previously worked with Ellenbecker Investment Group and held various roles at Halquist Stone and the University of Wisconsin. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Patrick Bergman is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase and J.P. Morgan Securities since 2012. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Abraham Dispennette is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and American Family Insurance. Outside of advising, he is a 33% owner of a franchise holding company and serves in the Wisconsin Army National Guard. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, using proprietary research and model-based asset allocations to tailor investment strategies. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Carl Axel Sjoeberg is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. Prior to his current role, he held positions with various professional soccer organizations including San Antonio FC, D.C. United, Columbus Crew, and Colorado Rapids. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patrick Mcguire is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2010. Based in Milwaukee, WI, he is part of a firm that serves a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The DDK Group, where Mcguire works, is a team within Baird’s Private Wealth Management practice that offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to address client goals and risk tolerances across a variety of traditional and non-traditional investment strategies.

Debra Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. She has been associated with Raymond James since 2010 in various capacities and is also involved with Intelligent Investors Group. Outside of her advisory role, she supports Intelligent Investors, LLC in a non-investment capacity. Raymond James Financial Services Advisors serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support services rather than delegated management.

Davin Kuokkanen is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Anthony Szymborski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has worked with Cambridge and its related entities since 2019 and has been affiliated with Nettworth Financial Group since 2004, where he is also a founder and owner. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering a range of financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals. The firm provides both proprietary model strategies and access to third-party managers, with investment solutions tailored to client objectives across multiple platform arrangements.