Scott Measner is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company for five years. He holds the Series 63 and Series 65 designations. Outside his advisory role, Measner serves as a Board of Elders member at Trinity Lutheran Church and School in West Bend, Wisconsin, assisting the pastor with church functions. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Sandra Kalve is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2009. Kalve joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Annemieke Van Der Werf is a financial advisor at Ameriprise with 10 years of industry experience, including a decade at Edward Jones prior to joining Ameriprise in 2025. She holds a Series 66 designation. Outside of her advisory work, she serves as a dog show judge for the American Kennel Club. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored income strategies. The firm serves high-net-worth individuals and integrates advisory, brokerage, and insurance solutions through its institutional platform.

Justin Brellenthin is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He is based in New Berlin, WI, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and money market options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at BMO Harris Bank, Associated Investment Services, and M&I Financial Advisors. Outside of her advisory work, she serves as an election inspector for the City of Milwaukee and assists as a DJ at local events. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Joyce Yarid is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at LPL Financial since 2021 and concurrently operates Tax Advisory Group, LLC, a tax preparation and accounting business. Additionally, she is employed with First Fidelity Home Mortgage of Wisconsin LLC. 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 provides a wide range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by scalable technology and diverse investment options.

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.

Nicholas Vander Molen is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and six years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis through a select group of Wealth Advisors.

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.

Anna Gorman is a Certified Financial Planner® with 20 years of experience in the financial services industry. She currently works at OSAIC and previously held roles at Woodbury Financial Services Inc and Voya Financial Advisors, Inc. Outside of her advisory role, she is an independent insurance agent selling fixed insurance products. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage, investment advisory, and financial planning services. The firm provides a range of portfolio management options and access to third-party money managers through a network of affiliated advisers and multiple advisory platforms.

Ryan Carow is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2021. Prior to this, he was involved in sports performance and fitness businesses. Outside of his advisory role, Carow is also an associate at Gentian Financial Inc., where he provides administrative support and assists with planning and trading for advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and supports both advisory programs and institutional consulting across a large advisor network.

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.