Gerald Arnholt III is a financial advisor with OSAIC based in Brookfield, WI, holding a Series 66 designation and with 10 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii, New York Life Insurance Company, NYLIFE Securities LLC, and Edward Jones. Outside of his advisory work, he serves as president of the Scimitar Foundation, a charity focused on preservation efforts for the Tripoli Shrine Center, and is involved as an associate board member with Shriners Children's Chicago. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across a wide range of investment types on both discretionary and non-discretionary bases.

Zackary Zambo is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and one year of industry experience. Before joining Raymond James in 2025, he worked at Penske Truck Leasing for four years and served in the United States Marine Corps from 2016 to 2020. 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, pension plans, and municipal entities, offering financial planning and consulting services through a range of portfolio management styles and affiliated research.

Anton Hessner is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked nine years at BMO Harris Financial Advisors, Inc. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ruth Wilegus Hytinen is a financial advisor at Merrill with 22 years of industry experience, holding a Series 66 designation. She previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of her advisory role, she serves as a trustee and co-trustee for several family trusts. Merrill, together 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 supported by internal Chief Investment Office teams and third-party managers for a range of individual, institutional, and charitable clients.

Christa Graverson is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2005. She has 21 years of industry experience. She 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 consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Timothy Triolo is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for 14 years and Sunamerica Securities for 25 years. Outside of his advisory work, he owns WonderGlow LLC, a business that distributes fragranced wax products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers across multiple platforms.

Stephanie Cruse is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials with 28 years of industry experience. She has been with Robert Baird & Co. since 1997. Outside of her advisory role, Cruse serves as a board member at Christ Church Episcopal, assisting with budget and financial matters. Robert Baird & Co. is a firm with approximately $394 billion in regulatory assets under management that provides a range of financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department. The firm employs a variety of managed account strategies and internal research tools, including artificial intelligence, and offers distinctive services such as municipal advisory and strategic partnerships.

Ethan Hanrahan is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked previously at Byline Bank and Menards. His earlier career includes roles at the University of Wisconsin - La Crosse and the Waterford School District. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, 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 in its approach and delivers personalized recommendations through a centralized consulting team.

Alexander Werchowski is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Equitable Advisors, he worked at KKCPA SC and Arena Americas. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and in-house solutions across mutual funds, ETFs, and alternative investments.

Michael Franks is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Prior to this, he worked at LPL Financial for 12 years. His other business activities include independent insurance brokering focused on health and Medicare supplement insurance with providers such as United Health, Humana, and Aetna. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, combining research and modeling to provide tax-efficient, customized income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Julia Lewis is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2012. 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, charitable organizations, and institutional clients. The group provides 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.

Carol Slater is a financial advisor with Robert W. Baird & Co. in Greendale, WI, holding a Series 66 designation and 18 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across various investment strategies.

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.

Nicholaus Glocke is a financial advisor with Fisher Investments, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Fidelity Investments, Ultimus Fund Distributors, Compass Distributors, USA Mutuals, Quasar Distributors, and Wells Fargo Funds Distributor. Outside of his advisory work, he is involved in building and selling houses as a sole proprietor. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while using tax-aware and defensive strategies to manage risk.

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.

Adam Rahl is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Clearing. Adam is currently based in Germantown, Wisconsin. J.P. Morgan Securities 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.

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 at Wells Fargo Advisors in Waukesha, WI, with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Waddell & Reed. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options and investment solutions.

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.