Greg Janssen is a financial advisor with LPL Financial in Germantown, WI, holding a Series 63 designation and 25 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks for five years. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Matthew Winter is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 65 and Series 63 licenses and five years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC since 2021 and prior positions 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 individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers a structured financial planning process supported by proprietary tools and analysis.

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. His prior work includes roles at Marquette University and Tropical Smoothie Cafe. Raymond James & Associates is a dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a wide client base including individuals, pension plans, corporations, and government entities.

Brian Wilmet is a financial advisor with OSAIC based in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 24 years of industry experience. His prior work includes roles at SagePoint Financial, Mass Mutual Investors Services, and MetLife Securities. He is also a shareholder at High Point Capital Group, Inc. and operates as an independent insurance agent selling fixed products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and multiple investment platforms to manage portfolios that include a broad range of securities and alternative investments.

Shawn Hittman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at Raymond James since 2020 and previously spent six years at Freedom Wealth Alliance and LPL Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using tailored strategies supported by firm research and a broad affiliate network.

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.

Arnold Kuhs is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 2013, having previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels, tailoring services through a detailed client intake process and offering both discretionary and non-discretionary management options.

Kevin Woldt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He worked at SII Investments, Inc. for 21 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with Select Realty, providing mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources across discretionary and non-discretionary management approaches.

Andrew Lemmenes is a financial advisor at Edward Jones in Elm Grove, WI, holding a Series 66 designation with one year of industry experience. His background includes service in the United States Air Force from 2017 to 2021 and prior roles in the automotive and service industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management and supports a nationwide network of over 23,000 financial advisors.

Maxwell Lavin is a financial advisor at Robert Baird & Co. in Waukesha, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Robert W. Baird, he was involved in education roles at the University of Wisconsin Milwaukee and local schools. Robert W. Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs a mix of manager-traded and model-traded strategies, ongoing manager monitoring, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of late 2025.

Sean Delaney is a financial advisor with Ameriprise in Waukesha, WI, holding Series 65 and Series 63 licenses and having nine years of industry experience. Prior to joining Ameriprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2024. He also spent time at Michigan Technological University between 2012 and 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependable income sources. The firm uses a centralized service team to produce written recommendation reports and collaborates with advisors to implement non-discretionary advice, drawing on proprietary research and third-party data.

Laura Kocher is a financial advisor with Morgan Stanley in Waukesha, Wisconsin, holding a Series 66 credential and 14 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2011. Kocher also serves as a trustee for a trust in Wauwatosa, Wisconsin. 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 utilizing firm-approved tools and strategies developed by its Global Investment Committee.

Joseph King is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Benjamin Tamms is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has worked at Thrivent Financial since 2019 and previously held positions at Fis and Home Path Financial. Outside of his advisory role, he serves as Vice President of Finance for the Milwaukee chapter of the American Marketing Association, where he oversees account reconciliation and membership tracking. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s services include retirement, tax, estate, and special needs planning, delivered through financial advisors who update plans periodically.

Michael Scott is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firm since 2011. Scott is also employed part-time in insurance and human resources at Gustin Consulting Insurance, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using multiple portfolio management and advisory platforms.

Bart Lia is a financial advisor at Osaic with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, Mr. Lia worked at Woodbury Financial Services, Inc. for seven years and Girard Securities, Inc. and MPC Advisors, LLC for six years each. He also assists clients with the sales and service of fixed insurance products through MPC Insurance Services. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a network of advisors, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diverse portfolios.

Monique Jaglowski is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including BMO Bank, Allspring Funds Distributor, and Wells Fargo Funds Distributor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Francis Otoole is a financial advisor with Mass Mutual Investors Services, holding a ChFC® designation and the Series 63 license. He has 35 years of industry experience, including roles at Metlife Securities Inc. for 27 years, and MassMutual Life Insurance Company since 2016. In addition to his advisory work, he is involved in individual life, property/casualty, and health insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational programs.

Zachary Clayton is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and combines structured planning tools with broad retail and institutional offerings.