Michael Mckillip is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Osaic Wealth Inc in 2025, he worked at LPL Financial, LLC and SII Investments, Inc. Mckillip is also an enrolled agent providing tax preparation and IRS representation services through his sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios with a range of investment types, managed through multiple advisory platforms.

Tracy Dallen is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 63 designation and bringing 26 years of industry experience. Dallen has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of advising, Dallen owns Vetric Enterprises, LLC, a holding company for sport horses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Caitlyn Creed is a financial advisor with Wells Fargo Advisors in Waukesha, WI, holding a Series 66 designation and bringing 14 years of industry experience. Her career has been primarily with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with banking and other financial products to meet clients’ diverse needs.

Jake Balistreri is a financial advisor with OSAIC based in Milwaukee, WI, holding Series 65 and Series 63 licenses. He has three years of industry experience and has worked at several firms including SagePoint Financial Inc., Steve Koch, and McAdam LLC. Outside of his advisory role, he serves as a Health Care Power of Attorney for a family member. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Edward Leranth is a financial advisor with Robert W. Baird Inc. in New Berlin, WI, holding a Series 66 designation and with 19 years of industry experience. He has been with Robert W. Baird since 2004. 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 using a variety of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Alicia Albarran is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has eight years of industry experience. Her work history includes roles at Waukesha State Bank and affiliated entities since 2014. She is also involved in the sale of fixed insurance products through Waukesha State Bank’s insurance agency and provides occasional referrals to Prairie Trust/Waukesha State Bank Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports varied investment strategies and holds over $256 billion in assets under management.

Jennifer Green is a CFP®-certified financial advisor with J.P. Morgan Securities, based in Milwaukee, WI. She has 31 years of industry experience, including 18 years with J.P. Morgan Securities and JPMorgan Chase Bank, NA. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Russo Jr. is a financial advisor with Mass Mutual Investors Services in Wauwatosa, WI, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior work includes nearly three decades at Metlife Securities Inc. and a concurrent role at Massachusetts Mutual Life Insurance Company since 2016. He also works as an independent insurance agent selling life, accident, health, and disability insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved software tools to support goal-based recommendations without discretionary investment authority.

Bradley Viegut is a Series 66-licensed advisor with Robert Baird & Co. in Milwaukee, WI, where he has worked since 1997, accumulating 27 years of industry experience. He serves as Treasurer and a voting member of the Board of Directors for the Wisconsin Policy Forum, a nonprofit organization, and participates on its Finance and Executive committees. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutions. The group offers customized financial planning and portfolio management services that include discretionary and non-discretionary strategies, using both in-house and third-party managers across traditional and alternative asset classes.

Hanah Galvan is a financial advisor at Robert Baird & Co. with a Series 66 credential and less than one year of industry experience. Prior to joining Baird, she was involved with the Permanent Mission of Costa Rica to the United Nations and worked on the Democratic Party of Wisconsin Coordinated Campaign. Outside of finance, she has experience related to political and diplomatic activities. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm utilizes a range of services and investment strategies supported by in-house research, including discretionary and non-discretionary portfolio management and tax-efficient solutions.

Suzanne Rinelli is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at RBC Capital Markets and its affiliated firm since 2008. Outside of her advisory role, she is the owner and active contact for an apartment building management company. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations through multiple advisory programs. The firm offers customized portfolio management and financial planning services using both in-house and third-party resources.

Anna Hackbarth is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Woodbury Financial Services and MPC Advisers. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with various portfolio management options and uses tools such as asset-allocation models and risk-tolerance assessments to support client investment strategies.

Kenneth Wolfe is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Raymond James since 2002 and also serves as an instructor. Wolfe offers disability and non-variable life insurance products tailored to physician clients through his insurance brokerage. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting.

Daniel Youman is a financial advisor with J.P. Morgan Securities in Milwaukee, WI. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Private Bank, and involvement with North Shore Country Club Inc and Marquette Residence Life. 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 applying an ESG eligibility framework in its recommendations.

Danielle Pfeifer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with Equitable Advisors since 2012, including during its time as AXA Advisors. Outside of her advisory role, she is involved as an administrator or executor of estates and trusts and operates Pfeifer and Reinhart, LLC, doing business as Lake Financial Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs implemented through Investment Adviser Representatives and third-party sponsors, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Coloso is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 42 years of industry experience. His career includes roles at First Allied Advisory Services and First Allied Securities, as well as managing his own firm, John Coloso Investments, since 2002. Outside of his advisory work, he serves as a trustee for a supplemental trust and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a diverse clientele, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers to provide discretionary and non-discretionary investment services.

Teala La Porte is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at AT&T for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Christopher Czarnecki is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 credential and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Paul Broesch is a Series 66-licensed financial advisor with Ameriprise in Waukesha, Wisconsin, and has 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory work, he is co-owner of Broesch & Co., S.C., a tax preparation firm, and serves as Financial Secretary on the Board of Directors for Grace Bible Fellowship of West Bend. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written reports and ongoing retirement-income planning advice focused on tax-aware withdrawal strategies and dependable income sources.

Jacqueline Sanchez Mora is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at BMO Bank NA and Target Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.