Michael Bergan is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a range of advisory programs serving both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

April Cleavland is a financial advisor with LPL Financial in Milwaukee, WI, holding a Series 66 designation and 20 years of industry experience. Before joining LPL Financial in 2017, she worked at BMO Harris Bank N.A. from 2015 to 2017. Outside of her advisory work, she serves as an election poll worker for the City of Milwaukee and assists as a DJ at weddings and other events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and services, including financial planning, model portfolio management, and retirement plan consulting.

Cailyn Greenberg is a financial advisor with Edward Jones in Grafton, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked in various roles including managing outdoor recreation activities and as a barista. Outside of advising, she has experience managing kayak and paddleboard rentals on the Milwaukee River. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of advisors. The firm offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Tanner Federspill is a Financial Consultant currently working at Fidelity Investments. He began his tenure at Fidelity in 2022 as an Investment Consultant before advancing to his current role in 2023. Prior to joining Fidelity, Tanner served as a Private Client Banker at JP Morgan & Chase from 2018 to 2022. In his role, Tanner focuses on helping clients define clear financial goals and develop personalized plans that align with their values and priorities. His approach involves understanding clients' concerns and aspirations to tailor strategies that support their financial journeys. Tanner emphasizes building a strong foundation and continuously refining plans to adapt to clients' evolving needs. Outside of his professional work, Tanner has interests in football, golf, movies, reading, skiing, and soccer.

Joyce Yarid is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior work includes roles at Avantax Insurance Services, Avantax Investment Services, and mortgage companies such as First Fidelity Home Mortgage of Wisconsin, where she continues to be involved. She is also engaged in tax preparation and accounting through Tax Advisory Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations with a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management and leverages research, model portfolios, and technology across its offerings.

Samuel Gutierrez is a Series 66 credentialed financial advisor at Robert W. Baird & Co. with four years at the firm and two years of industry experience. His prior roles include positions at Marquette University Spirit Shop and Marquette University. Robert W. Baird & Co.’s DDK Group, where Gutierrez is a team member, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services supported by internal research, manager selection, and advanced tools such as artificial intelligence.

Kerry Lapp is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus since 2008. He holds Series 63 and Series 65 credentials. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, emphasizing asset allocation and planning analyses that inform client decisions.

Monica Mullen is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 23 years of industry experience. She has been with Robert W. Baird & Co. since 2000. Monica is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Thomas Lane is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent five years at UBS Financial Services Inc. Lane serves as Treasurer and a board member of the Germantown Chamber of Commerce. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies including discretionary management and separately managed accounts.

Kenneth Hemauer is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations with 31 years of industry experience. He has been with Robert Baird & Co. since 1994. Outside of his advisory role, Hemauer serves on the board of the Catholic Charities Foundation and advises on budget and financial matters for Christ King Parish. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, institutions, and charitable organizations using a range of investment strategies and management approaches.

Jennifer Scharf is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., among other firms. In addition to her advisory role, she serves as a part-time instructor at the University of Nevada, Las Vegas, facilitating online statistics classes. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services supported by internal research, model-traded strategies, and ongoing manager oversight.

Sandra Collura is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Lueck is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 65 designation and has worked at Johnson Wealth Inc. and the Wisconsin Foundation and Alumni Association prior to joining Baird. The DDK Group, part of Baird’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. The team utilizes a range of investment strategies, including traditional and non-traditional allocations, and offers both discretionary and non-discretionary management options.

Jason Fare is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Harmony Tchaikovski is a financial advisor at Edward Jones in Cedarburg, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, she held positions in retail and banking, including roles at Kohl's Department Stores and North Shore Bank. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

Jason Steichen is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

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.