Leah Garland is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 65 and Series 63 licenses and has prior work experience with BMO Bank NA, Fifth Third Securities, and Fifth Third Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Ryan Engelhardt is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Robert W. Baird & Co. since 2003. The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Ryan Michala is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Harbour Investments, Inc. and e2 Retirement Consulting. Outside of his advisory role, he operates PKGU Trading Cards, a business focused on buying and reselling trading cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Jewell Graham is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2025, Graham worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering advisory roles, Graham spent nine years at North Shore Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved planning tools and investment research.

Jennifer Faulkner is a financial advisor at Morgan Stanley with 25 years of industry experience. She has held her current position since 2009 with Morgan Stanley Smith Barney LLC. She holds the Series 63 and Series 65 licenses. 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 utilizes structured financial planning tools, managing approximately $2.74 trillion in client assets.

Jackson Gallagher is a financial advisor with Wells Fargo Clearing based in New Berlin, WI. He holds Series 63 and Series 66 designations and has two years of industry experience. Prior to joining Wells Fargo, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Brenna Olson is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with eight years of industry experience. She holds the Series 66 designation and has been with Baird since 2017. Prior to joining Baird, Olson worked at Homes for Independent Living for one year. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual and institutional clients through a range of financial planning and portfolio management services. The firm manages approximately $394 billion in assets and offers distinctive services including municipal advisory and strategic partnerships with affiliated firms.

Robert Ciriacks is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Northwestern Mutual Investment Services LLC and Scottrade. He is based in Brookfield, Wisconsin. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Center for Financial Research.

Eric Tweeden is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services Inc, Girard Securities, Inc., MPC Advisors LLC, and Matrise/Polzin Retirement Planning Corp. In addition to his advisory role, he is an agent with MPC Insurance Services LLC, focusing on life insurance and fixed annuities. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by both proprietary and third-party investment strategies.

Kristine Rossiter Slamka is a CFP® professional with 25 years of industry experience. She has worked at Edward Jones since 2010. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Paul Westphal is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RW Baird. Outside of his advisory role, he serves on the board of directors for the Milwaukee Rotary and provides financial guidance to a startup business focused on girls' hair accessories. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and advisory programs that integrate in-house and third-party investment managers, with a range of options including tax management and responsible investing.

Brian Herald is a financial advisor at Robert W. Baird & Co. Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2010. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The firm offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, serving a broad range of investment needs from traditional to complex allocations.

Richard Ormsby is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of finance, he is involved in a family business that focuses on hunting land management and volunteers with Habitat for Humanity. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers diversified advisory programs that provide tailored portfolio management and financial planning services, leveraging in-house and third-party investment resources.

Ryan Lemenager is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and seven years of industry experience. He has worked at Baird and Morgan Stanley during his career. Outside of his advisory role, he is the founder of RJ Stevens, a youth golf accessories company. Ryan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing internal research and tools such as artificial intelligence in client advice.

Tamie Dudor is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 27 years of industry experience. She has been with Robert Baird & Co. since 1996. 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 customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

David Tuttle is a CFP® professional with 32 years of industry experience, currently serving at J.P. Morgan Securities since 2012. His prior experience includes roles at JPMorgan Chase Bank, N.A., M&I Financial Advisors, Inc., and Vision Asset Management Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative analysis and integrates ESG criteria in its recommendations.

Suzanne Carney is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as chair of the board for the Menomonee Falls Farmers Market in Menomonee Falls, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Cody Berger is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He began his career in financial services in 2016 and has held various roles within Fidelity Investments, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Minneapolis Financial Group. Cody focuses on partnering with clients to develop goal-based financial strategies tailored to their individual priorities and preferences. He aims to serve as his clients' primary advisor throughout all stages of life, drawing on his own experiences to emphasize the importance of planning. Outside of his professional role, Cody enjoys biking, fishing, football, spending time at the lake, caring for pets, and traveling.

Micah Dykema is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. His prior roles include positions at Northwestern Mutual, Riverwater Partners, and Enercon Industries. 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, and institutional clients with tailored financial planning and portfolio management strategies. The firm offers a range of services including discretionary and non-discretionary management, separately managed accounts, and overlay services, supporting both traditional and complex investment approaches.

Chad Johnson is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2005 and holds a Series 66 designation. 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 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.