Alicja Lemieux is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with nine years of industry experience. She has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, using both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Mary Bessler is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where she has been since 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bennett Love is a financial advisor at Robert W. Baird & Co. with Series 63 and Series 65 licenses. He joined Baird in 2026 after a one-year position at T. Rowe Price. Bennett has no prior industry experience before entering the financial sector. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of wealth management services including financial planning, portfolio management, and custody and brokerage. The firm combines manager-traded and model-traded strategies with internal research and technology to provide advisory services.

Bailey Adkins is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with six years of industry experience. Prior to joining Baird in 2020, Bailey worked at Camp Olson YMCA and Peaceful Valley Montessori Academy and attended the University of Minnesota. Bailey is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and oversees approximately $394 billion in regulatory assets under management.

Bryan Nill is a financial advisor with Raymond James Financial, holding a Series 66 credential and having 13 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Peoples State Bank, J.W. Cole Advisors, and Cherry Creek Mortgage Company. Outside of his advisory work, he is the owner of an investment-related real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using analytical tools, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

Evan Holmstrom is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he has worked in various capacities including at Swag Guys and Winona State University. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk profiles.

Alicia Lantz is a financial advisor with LPL Financial and holds the CFP® and Series 66 designations. She has 19 years of industry experience, including prior roles at Robert W. Baird, Northwestern Mutual, and U.S. Bancorp Investments. Alicia also maintains a wealth management role at UW Credit Union. 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 financial planning and advisory programs with discretionary and non-discretionary management, supported by in-house and third-party research.

Sierra Elleseg is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. She has worked at Robert W. Baird since 2019, with a brief period at NewRez LLC, and is also involved as a coach with Elite Tumbling - Element Athletics. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services that include traditional and alternative investment strategies.

Elizabeth Menteur is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, including a role with Morgan Stanley Private Bank, N.A. since 2022. Her prior experience includes positions at Starpoint Solutions and Fidelity Brokerage Services LLC. 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, including tailored financial planning services that incorporate firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Rachel Albrecht is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Baird, she held positions with the Milwaukee Bucks, Workiva, and Iowa State University Athletics Department. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Tina Wisialowski is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Based in Milwaukee, WI, she has a long tenure at the firm specializing in wealth management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario analysis as part of its financial planning process.

Jared Linskens is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously been involved with KK Landscape and Design LLC and worked at the University of Wisconsin Eau-Claire. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Donald Conrad Jr. is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Baird, he worked at Michael Best Strategies and Advocate Aurora Health. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and manager monitoring.

Timothy Orth is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 17 years of industry experience. He has been with Robert Baird & Co. since 2012. 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 provides customized financial planning and portfolio management services, employing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Richard Hopf Jr. is a financial advisor with LPL Financial in Greendale, WI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he teaches a community yoga class weekly and has a background as a professional volleyball player. 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 range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from multiple sources.

Jodi Arenal is a financial advisor with Wells Fargo Clearing in Sheboygan, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has a longer tenure at Wells Fargo Bank, NA dating back to 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven advisory process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services and includes insurance-related vehicles and bank deposit sweep options among its investment menu, serving a broad institutional client base.

Kenneth Reske is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with LPL Financial since 2009 and is also co-owner of Reske Consulting, LLC, a family business established in 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jared Greanya is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds a Series 66 designation and previously worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2012 to 2022 before joining Thrivent in 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping these services separate.

Margaret O'Brien is a financial advisor with Edward Jones in Shorewood, WI. She holds a Series 66 designation and has one year of experience at Edward Jones, following five years at Choose Chicago and prior roles in project management and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Jorden Trochelman is a financial advisor with Thrivent Investment Management based in Brookfield, WI. He holds Series 63 and Series 66 credentials and has 24 years of industry experience. His prior work includes roles at Fidelity Brokerage Services and RUSSELL Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers a consolidated billing option for planning combined with managed-account services.