Kevin Woldt is a financial advisor with LPL Financial in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at SII Investments, Inc. for 21 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with Select Realty, providing mortgage and real estate services. 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 a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Andrew Lemmenes is a financial advisor at Edward Jones in Elm Grove, WI, holding a Series 66 designation with one year of industry experience. His background includes service in the United States Air Force from 2017 to 2021 and prior roles in the automotive and service industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management and supports a nationwide network of over 23,000 financial advisors.

Sean Delaney is a financial advisor with Ameriprise in Waukesha, WI, holding Series 65 and Series 63 licenses and nine years of industry experience. Prior to joining Ameriprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Laura Kocher is a Series 66-licensed financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at Morgan Stanley Smith Barney LLC from 2017 to the present. Additionally, she serves as a trustee for a trust based in Wauwatosa, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Alexander Hooten is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird in 2025, he held roles at multiple organizations, including USSSA - Just Do It Events, Old National Bank, United Fidelity Bank, and Bellarmine University. He has also been involved with Thunderbolt Pass Golf Course and Bauerhaus Catering Company. The DDK Group at Robert W. Baird & Co., where Hooten works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a mix of manager-traded and model-traded strategies supported by internal research and investment professionals.

Edmond Konrad is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2020, following prior roles at Edward Jones and Brio Tuscan Grille. Outside of his advisory work, he serves as a soccer coach for the Bavarian United Soccer Club. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Jacqueline Janich is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She has been with Robert W. Baird & Co. Inc. since 2000 and holds the Series 66 designation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research, investment monitoring, and a mix of manager-traded and model-traded strategies.

Thomas Howell is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021. Prior to that, he held positions at Fis and Merrill Lynch. Outside of his advisory role, Howell is an athlete with the USA Curling high performance training program. 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 a disciplined discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct financial planning and corporate agreements.

Joseph King is a financial advisor with Wells Fargo Clearing in Waukesha, WI. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Jeffrey Schmit is a financial advisor at Robert Baird & Co. in Mequon, WI, holding Series 63 and Series 65 licenses with 30 years of industry experience, all with Robert Baird since 1996. He serves as a board and finance committee member for the Port Catholic School/St. John XXIII Endowment Fund, where he oversees investment policy and financial decisions. Robert Baird & Co. is a large institutional firm offering private wealth management services through teams like the DDK Group. The firm serves individuals, corporate clients, pensions, and charitable organizations with a comprehensive range of investment management and financial planning services supported by internal research and manager oversight.

Madison Weschler is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Equitable Advisors, Madison’s work history includes roles at DoorDash and The Peaks Senior Living Community, as well as positions at Northern Arizona University and Edison High School. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a variety of third-party advisory programs and emphasizes matching clients to appropriate investment models and managers.

Michael Hodan is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016. Prior to that, he held roles at BMO Harris Financial Advisors, M&I Investment Management Corp., and M&I Financial Advisors. He serves on the finance and investment committees for Divine Savior Holy Angels High School and on the finance committee for Marquette University High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and uses a research-driven approach incorporating diversification and modern portfolio theory.

Timothy Busalacchi is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and was previously with COUNTRY Capital Management Company. He serves as a board member and finance committee member for Impact Inc., a Milwaukee-based nonprofit focused on hardship assistance. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of retail and institutional investment services.

Timothy Kiesling is a financial advisor with Thrivent Investment Management, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 22 years of industry experience and has worked with several firms, including Johnson Bank and his own practice, Kiesling Financial, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various planning topics. The firm offers planning as standalone or combined with managed-account services under a consolidated billing system while maintaining separate service functions.

Melissa Watkins is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a previous role at TD Ameritrade from 2004 to 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment approach.

Ronald Johnson is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Annex Wealth Management. Johnson serves as financial power of attorney for his parents as part of their estate plan. He 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 through tailored consulting and portfolio management services.

Nathan Bruno is a financial advisor at Equitable Advisors with Series 66 credentials and approximately one year of industry experience. His prior work includes roles at Hawkins Ash CPAs and Wisconsin Concrete Coatings, among others. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management services primarily delivered through a network of Investment Adviser Representatives and third-party asset managers.

Bart Lia is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Woodbury Financial Services, Girard Securities, MPC Advisors, and Securian Financial Services. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Monique Jaglowski is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at BMO Bank, Allspring Funds Distributor, and Wells Fargo Funds Distributor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Angela Casper is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. The firm, Wells Fargo Advisors, is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. It manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.