Dan O'heron is a financial advisor with Edward Jones in South Milwaukee, WI. He holds Series 63 and Series 66 credentials and has 13 years of industry experience, including 10 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

John Hutchinson is a financial advisor at OSAIC with 34 years of industry experience. He previously worked at Woodbury Financial Services, LPL Financial, and First Midwest Bank. Hutchinson also holds Series 63 and Series 66 credentials and is active as an insurance agent assisting clients with life, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment options and uses firm-provided tools such as asset-allocation models and automated rebalancing to manage client portfolios.

Joseph Poletti is a financial advisor at Wells Fargo Clearing in Waukesha, WI, holding a Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Sandra Kalve is a financial advisor with LPL Enterprise located in Wauwatosa, WI. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at 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. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated advisory and brokerage platform.

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 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.

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.

Robert Mc Elroy is a financial advisor at Osaic with a Series 66 designation. He has been with the firm since 2023 and is also involved with Z Enterprises, LTD, through its DBA entities Focused Tax Solutions and Choice Advisors. Outside of finance, he operates Ridgeview Window Washing. Osaic Wealth, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various investment platforms and employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios.

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.

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.