Carol Slater is a financial advisor with Robert W. Baird & Co. in Greendale, WI, holding a Series 66 designation and 18 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across various investment strategies.

Eric Wegner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2019 and has previously worked at Provident Financial, LLC since 2009. Outside of his advisory role, Wegner is president of the Experimental Aircraft Association Chapter 320, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment solutions across multiple platforms and maintains proprietary model strategies alongside access to third-party managers.

Halien Besaw is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Robert W. Baird & Co. since 2009. Besaw serves as a board member on the finance committee of Next Act Theater in Milwaukee. She is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management and consulting services to individuals, families, institutions, and charitable organizations, utilizing a range of portfolio management strategies and advisory solutions.

Nicholaus Glocke is a financial advisor with Fisher Investments, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Fidelity Investments, Ultimus Fund Distributors, Compass Distributors, USA Mutuals, Quasar Distributors, and Wells Fargo Funds Distributor. Outside of his advisory work, he is involved in building and selling houses as a sole proprietor. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while using tax-aware and defensive strategies to manage risk.

Deborah Lammers is a financial advisor at Morgan Stanley in Waukesha, Wisconsin, with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012. Outside of her advisory role, she is involved as a consignor in an online retail business on Poshmark. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and specialized planning groups.

Adam Rahl is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Clearing. Adam is currently based in Germantown, Wisconsin. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Thomas Mehl is a financial advisor with Thrivent Investment Management in Hartland, Wisconsin, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning across a range of topics. The firm allows clients to integrate planning with managed accounts under a consolidated billing option while maintaining separate service structures.

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.

Caleb Schmidt is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for three years and spent twelve years with Eaton Corporation. In addition to his advisory role, Schmidt is employed as a cashier at Kwik Trip. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—retirement plans, financial institutions, corporations, and nonprofits. The firm provides a range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and advanced technologies.

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.

Kevin Cosentino is a financial advisor with Equitable Advisors in Hartland, WI, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors, Llc. 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 multiple third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

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.