Thomas Weber is a financial advisor with LPL Enterprise, holding the Series 66 designation and bringing seven years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Edward Jones, and West Corporation. Outside of advisory work, he is a limited partner in a commercial property leasing venture. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm emphasizes model-driven investment implementation, access to third-party asset managers, and a range of financial planning and consulting services.

Austin Stevens is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. His prior work includes roles at High Point Capital Group, Badger Liquor, Beechwood Sales and Service, and Mukwonago High School. He also attended Ripon College from 2022 to 2026. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and multiple investment platforms to deliver portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Leah Bartelme is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. She has worked previously at the University of Wisconsin–Green Bay and Northeast Wisconsin Technical College and was involved with Good City Brewing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning that includes written recommendations and ongoing advice based on detailed investment research and tax-aware withdrawal strategies.

John Foley is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with personalized portfolio management using both in-house and third-party investment managers.

Sean O'Connell is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 investment modeling as part of its advisory process.

Bradley Olson is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Oak Tree Financial Services. Olson is also a board member of the Salvation Army of Waukesha. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paul K Ramus is a Series 66 licensed financial advisor with UBS Financial Services in Brookfield, WI, and has 22 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as Chairman of the Investment Subcommittee of Finance at St. Thomas More High School, overseeing management of the school's Endowment Fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to a wide range of investment products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies to clients’ objectives and risk profiles.

Rachel Hastings is a financial advisor with Morgan Stanley Wealth Management in Milwaukee, Wisconsin. She holds Series 63 and 66 licenses and has 39 years of industry experience, including tenure at Citigroup Global Markets since 1993 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Tracey Killoran is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2002. 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, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a variety of investment strategies.

Caroline Strande is a financial professional at Cetera with Series 66 credentials and less than one year of industry experience. Her prior roles include positions at Fidelity Investments, Deerfield Financial Advisors, and Prime Financial Services. Outside of finance, she serves as a youth basketball official. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers.

Joshua Beaugrand is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, and he is also the owner and president of Beaugrand Tax & Accounting LLC, a tax preparation service in South Milwaukee. Additionally, he serves as treasurer for Hope Village International Inc., overseeing financial reporting and compliance. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified investment programs and financial services through a multi-manager platform supported by over 10,000 advisors nationwide.

Brittany Zeske is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 12 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2012. 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, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kyle Rossi is a financial advisor with LPL Financial in Wauwatosa, WI, holding a Series 66 designation and over 13 years of industry experience. His prior positions include roles at Johnson Bank, INVEST Financial Corporation, and Iowa State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and custom strategies across discretionary and non-discretionary platforms.

Mary Sharon Deguzman is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2000. She has 24 years of industry experience. Deguzman serves on the investment and finance committees of several nonprofit organizations, including Catholic Charities Foundation, TEMPO Milwaukee, Divine Savior Holy Angels High School, and the Wauwatosa Public Library Foundation, and holds board roles in community and faith-based groups. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Nicole Martin is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. She previously worked at Billing Management, Inc. for eight years before joining Edward Jones in 2019. 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 programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brenda Merschdorf is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds Series 63, Series 65, and Series 66 licenses. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Kathleen Cobb is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds a Series 63 designation and has been with Robert W. Baird since 2011. Outside of her advisory role, she is involved in managing rental property maintenance through two LLCs. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Jonathan Fiorito is a financial advisor with LPL Financial in Milwaukee, WI, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, AXA Advisors, Chase Investment Services, MSI Financial Services, and Money Concepts Capital. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Matthew Turner is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 26 years of industry experience. He has been with Robert Baird & Co. since 2005. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by in-house investment research and tax-management capabilities.

Michael Fohr is a CFA® charterholder with eight years of industry experience. He is currently with Robert W. Baird & Co. Incorporated and previously worked at National Investment Services of America, LLC, National Investment Services, Inc., and Reinhart Partners, LLC. Michael is based in Milwaukee, WI. He is part of The DDK Group at Robert W. Baird & Co., a team within the Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, tax management, and internal research including artificial intelligence tools.