Laurie Buffington is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 14 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm’s approach uses structured discovery conversations and firm-approved tools to develop plans, with an emphasis on advisory services rather than individual security recommendations.

Gregory Greenhouse is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2003. He 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 tailored consulting and portfolio services, including discretionary and non-discretionary portfolio management, separately managed accounts, and consolidated reporting.

John Sobiech is a financial advisor with LPL Financial based in Elm Grove, WI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Grove Point Investments, Elmbrook Associates, Annex Wealth Management, H. Beck, Inc., Waterstone Financial Group, and FFP Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Andrew Ballard is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he receives songwriting royalties from his past work as a songwriter and performs voiceover work for various media. He 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Jonathan Klein is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals, families, and small business owners develop personalized financial strategies that integrate investments, retirement planning, and long-term priorities. His approach centers on building meaningful relationships and providing guidance to simplify complex financial decisions. With experience as a small business owner, Jonathan understands the challenges and commitments involved in entrepreneurship. This background informs his work with business clients, allowing him to address their unique needs and assist in comprehensive financial planning. His expertise includes legacy planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income strategies. Jonathan holds a Bachelor's Degree from the United States Air Force Academy and an MBA from Liberty University. He is involved in his local community through participation in American Legion Post 63 and the Boy Scouts of America. Outside of his professional duties, he enjoys fishing, football, hunting, reading, and swimming.

Randy Potter is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan entities since 2000. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amy Hessenauer is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials. She has 18 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

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 with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2026, and previously worked at Wells Fargo Clearing from 2012 to 2014. Outside of her advisory work, she owns and operates a retail and online store business. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Gerald Arnholt III is a financial advisor with OSAIC based in Brookfield, WI, holding a Series 66 designation and with 10 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii, New York Life Insurance Company, NYLIFE Securities LLC, and Edward Jones. Outside of his advisory work, he serves as president of the Scimitar Foundation, a charity focused on preservation efforts for the Tripoli Shrine Center, and is involved as an associate board member with Shriners Children's Chicago. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across a wide range of investment types on both discretionary and non-discretionary bases.

Zackary Zambo is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and one year of industry experience. Before joining Raymond James in 2025, 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 large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services through a range of portfolio management styles and affiliated research.

Anton Hessner is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked nine years at BMO Harris Financial Advisors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ruth Wilegus Hytinen is a financial advisor at Merrill with 22 years of industry experience, holding a Series 66 designation. She previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of her advisory role, she serves as a trustee and co-trustee for several family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers for a range of individual, institutional, and charitable clients.

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 at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials with 28 years of industry experience. She has been with Robert Baird & Co. since 1997. Outside of her advisory role, Cruse serves as a board member at Christ Church Episcopal, assisting with budget and financial matters. Robert Baird & Co. is a firm with approximately $394 billion in regulatory assets under management that provides a range of financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department. The firm employs a variety of managed account strategies and internal research tools, including artificial intelligence, and offers distinctive services such as municipal advisory and strategic partnerships.

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 industry experience in 2026. Prior to joining Equitable Advisors, he worked at KKCPA SC and Arena Americas. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and in-house solutions across mutual funds, ETFs, and alternative investments.

Michael Franks is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Prior to this, he worked at LPL Financial for 12 years. His other business activities include independent insurance brokering focused on health and Medicare supplement insurance with providers such as United Health, Humana, and Aetna. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, combining research and modeling to provide tax-efficient, customized income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.