Amy Hessenauer is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63, Series 65, and Series 66 designations and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. 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 advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Mary Hoppa is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Robert Baird & Co. since 2009. 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 offers customized consulting and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Brandon Burbach is a financial advisor with Primerica Advisors in Sussex, WI, holding Series 63 and Series 65 registrations and 24 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. His other business activities include the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered wrap fees and oversight of potential conflicts.

Lisa Di Piazza is a financial advisor at Morgan Stanley in Waukesha, Wisconsin, with 13 years of industry experience and a Series 66 designation. She has been with Morgan Stanley since 2014 and currently works at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she owns and operates a retail and online store business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models to support client decision-making.

Gerald Arnholt III is a financial advisor with OSAIC in Brookfield, WI, holding a Series 66 designation and having 10 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii, New York Life Insurance Co, and NYLIFE Securities LLC. Outside of advising, he serves as president of the Scimitar Foundation, a nonprofit focused on the preservation of the Tripoli Shrine Center, and is an associate board member of Shriners Children's Chicago hospital. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios and supports multiple advisory platforms with various third-party service arrangements.

Zackary Zambo is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, 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 dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning, investment consulting, and institutional services to a diverse client base that includes individuals, pension plans, corporations, and government entities.

Anton Hessner is a financial advisor with LPL Financial who holds the Series 63 and Series 65 designations and has 22 years of industry experience. He has worked at BMO Harris Financial Advisors since 2012 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Ruth Wilegus Hytinen is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee for several family trusts. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

Celene Funke is a CFP® and holds a Series 66 license, currently with Robert Baird & Co. in Waukesha, WI. She has four years of industry experience, including positions at Clearpath Financial of Raymond James and Roche. Outside of her advisory work, she coaches softball at D-BAT Brookfield. Celene is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporations, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and technology-driven tools.

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.

Stephanie Cruse is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Robert Baird & Co. for 29 years. Outside of her advisory role, she serves as a board member at Christ Church Episcopal, assisting with budget and financial matters. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, incorporating both manager-traded and model-traded strategies supported by internal research and ongoing manager oversight.

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 advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at KKCPA SC and Arena Americas. His background also includes experience at the University of Wisconsin - La Crosse and other organizations. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as an SEC-registered investment adviser and broker-dealer.

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.

Eric Wegner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2019 and has previously worked at Provident Financial, LLC since 2009. Outside of his advisory role, Wegner is president of the Experimental Aircraft Association Chapter 320, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment solutions across multiple platforms and maintains proprietary model strategies alongside access to third-party managers.

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.

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.

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.

Thomas Mehl is a financial advisor with Thrivent Investment Management in Hartland, Wisconsin, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning across a range of topics. The firm allows clients to integrate planning with managed accounts under a consolidated billing option while maintaining separate service structures.