Suey Wong is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert W. Baird since 2013. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

Paul Brokenshire is a financial advisor with MassMutual Investors Services in Wauwatosa, WI, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with MassMutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MSI Financial Services. Outside of his advisory role, he owns First Impressions Wealth & Capital and works as an agent and broker providing group life, health insurance, and Medicare/Medicaid products. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers through financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Richard Shelton is a financial advisor with Primerica Advisors in Waukesha, Wisconsin, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at PFS Investments Inc., LA Fitness, Primerica Financial Services, and STATS Perform. Outside of financial advising, he works as a personal trainer for Vip Fitness LLC and has experience in sports data operations with STATS Perform. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, with trade execution and custodial support provided through BNY Mellon Advisors and Pershing.

Kylie Sprecher is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has worked at Baird since 2022. Prior to joining Baird, she held various roles at Peggy Borris LLC, Marquette University, Zurn Industries LLC, and other organizations. She also serves as a futsal coach with Wisconsin Futsal Factory. Kylie is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of advisory services, including financial planning, portfolio management, and custody, supported by internal research and a mix of manager-traded and model-traded strategies.

Sarah Zirbel Nowak is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of her advisory role, she is involved with Hugo Wealth Partners, a DBA related to her LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Amanda Manske is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Cetera and has a background that includes roles at First Allied Advisory Services and Prime Financial Advisors. In addition to her advisory work, she provides non-CPA accounting and tax preparation services and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm that offers financial planning, portfolio management, and retirement services to a wide range of clients including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform with access to affiliated and third-party managers, supporting various portfolio strategies and program structures.

Daniel Dettlaff is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Guardian Life and MassMutual Life Insurance Company, and he is currently owner and president of Dettlaff & Company, Inc., where he writes a variety of insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative annual planning using firm-approved analytical tools.

Aaron Berglin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing client strategies in estate planning services, insurance leverage and risk management, and lending. Aaron works closely with clients' accounting and legal professionals to coordinate comprehensive strategies and serves on his team’s planning guidance, investment strategy, business development, and leadership committees. Aaron earned a Bachelor of Science degree in Mathematics from the United States Naval Academy and holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation. He maintains multiple FINRA registrations including Series 7, 66, 9, 10, 24, and 31, and holds a Wisconsin State insurance license for life and health. Before entering financial services in 2001, Aaron served in the naval aviation community following his graduation. Outside of his professional career, Aaron enjoys adventure sports, baseball, biking, boating, camping, football, hiking, hunting, running, and spending time with his family.

Kyle Kraninger is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He partners with clients to identify their personal and financial priorities and co-creates customized financial plans tailored to their unique situations. Kyle emphasizes building lifelong relationships with clients and their families. He has been with Fidelity Investments since 2022, serving in various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. His progressive experience at Fidelity reflects his thorough understanding of financial planning and investment consulting. Kyle holds an Arkansas Insurance License. Outside of his professional role, he enjoys cooking and baking, playing golf, spending time at the lake, watching movies, and traveling.

Martina Stenfors is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to this, she worked at Manna Inc/Chili's for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Devin Yates is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Before joining Equitable Advisors, he worked for the Wisconsin Institute of CPAs and has experience in various roles including lawn care services and sign manufacturing. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and offers a range of investment solutions including mutual funds, ETFs, and alternative investments.

Alyssa Pochert is a financial advisor with Merrill in Waukesha, WI, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2014. Outside of her advisory work, Alyssa manages a side business, Alyssa Pochert Photography LLC, where she provides photography services for individuals, families, couples, and weddings. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicholas Clemence is a CFP® with 10 years of industry experience, currently advising clients at Ameriprise in Waukesha, WI. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a member of NLC Industries, LLC, an entity involved in a private placement. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Christine Kolowith is a Series 66-credentialed financial advisor with Morgan Stanley in Milwaukee, WI. She joined Morgan Stanley in 2025 following six years at Fiddleheads Management LLC and five years with Mt Carmel Brewing Company. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and financial planning services supported by firm-approved tools and investment analysis techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Richard Cudahy Jr. is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Robert W. Baird & Co. since 1998. Cudahy is a board member and secretary of the Partick and Anna M. Cudahy Fund, a charitable foundation, where he participates in grant review and investment committee activities. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment advice and portfolio management using a combination of in-house and third-party managers, including discretionary and non-discretionary services, with options ranging from traditional to complex strategies.

Michael Johnson is a financial advisor at RBC Capital Markets with 26 years of industry experience. He has held his current position since 2013. Johnson holds the Series 63 designation. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Jenna Beaver is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and three years of industry experience. She previously worked at WHR Group, Inc. for ten years before joining Robert W. Baird & Co. in 2021. 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 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.

Angela Sell is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and nine years of industry experience. She has been with Robert W. Baird since 2014. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and comprehensive reporting, utilizing both traditional and non-traditional investment strategies.

Michelle Anderson is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Bernardy is a financial advisor with Wells Fargo Clearing in Green Bay, WI, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Bank of America, N.A., and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.