Sara Kennedy is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Bank, N.A. and Great Lakes Services LLC. Outside of her advisory role, she has an ownership interest in a rental property in Milwaukee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Anne Kovales is a Series 66-registered financial advisor at Thrivent Investment Management with three years of industry experience. Her prior work includes roles at North Star Resource Group, Minnesota Life Insurance Co, and Northwestern Mutual. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Brian Bonewell is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2021. He has also worked with BMO Financial Advisors, Inc. for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Laura Gough is a CFA® charterholder with 41 years of industry experience and has been with Robert Baird & Co. since 1991. She is based in Shorewood, WI, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the finance committee of the United Performing Arts Foundation, a nonprofit supporting the performing arts in the Milwaukee area. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and manager options, along with municipal advisory and public finance services.

Katherine Voss is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 63 designation and has been with Robert W. Baird in various roles since 2008. Prior to her current tenure, she worked briefly with the West Bend School District. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, using a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

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.

Andrew Cowan is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank and the Office of the Comptroller of the Currency. Outside of his advisory role, he is the owner of a personally held duplex in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a variety of wrap fee advisory programs and tailors investment strategies according to each client’s Advisory Risk Profile using both in-house and third-party managers.

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.

Benjamin Elias is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked in roles at Cobra Puma Golf and Coldwell Banker Realty prior to joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, 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 investment adviser and broker-dealer model.

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.

Anthony Tordik is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Baird, he held roles at Milwaukee Tool, Consolidated Electrical Distributors, Target Corp, and other companies. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing financial planning, portfolio management, and brokerage services tailored to client goals and risk tolerances.

Emily Klotz is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and has previously worked at Carr Services LLC and Quad/Graphics Inc. She has been with Thrivent Financial and Thrivent Financial Management Inc since 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning service.

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.

Ellen Galezewski is a financial advisor with Robert Baird & Co. in Brookfield, WI, holding a Series 66 designation and 13 years of industry experience. She has been with Robert Baird & Co. since 2012. Outside of her advisory role, she serves as a director with check signing authority for the Harvard Business School Club of Wisconsin. Robert Baird & Co.’s DDK Group advises individuals, families, pensions, corporations, and institutional clients through tailored financial planning and portfolio management services. The firm offers a range of strategies including discretionary management, separately managed accounts, and overlay services, with capabilities extending to municipal advisory and public finance.

Michelle Cruz is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses with 14 years of industry experience. She has been with Robert W. Baird & Co. since 2013. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and separately managed account programs, using a combination of manager-traded and model-traded strategies supported by ongoing research and monitoring.

Judith Dornacher is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley, Pruco Securities LLC, The Prudential Insurance Company of America, and Edelman Financial Services, LLC. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by integrated capital-markets and lending capabilities.

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.