Francis Otoole is a financial advisor with Mass Mutual Investors Services, holding a ChFC® designation and the Series 63 license. He has 35 years of industry experience, including roles at Metlife Securities Inc. for 27 years, and MassMutual Life Insurance Company since 2016. In addition to his advisory work, he is involved in individual life, property/casualty, and health insurance sales. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational programs.

Stacy Williams is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 24 years of industry experience. She has been with Robert W. Baird & Co. since 2000. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, utilizing a range of investment strategies and both in-house and third-party managers.

Gregory Kostka 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 Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Zachary Clayton is a financial advisor with Morgan Stanley in Waukesha, WI, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and combines structured planning tools with broad retail and institutional offerings.

Steve Ticcioni is a financial advisor at RBC Capital Markets with over four years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining RBC Capital Markets in 2021, he worked at PricewaterhouseCoopers LLP from 2013 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio strategies implemented through various investment managers and model providers.

Luis Rios Alvarado is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 licenses. He has five years of industry experience and has been with Wells Fargo Clearing Services and Wells Fargo Bank since 2017. Prior to that, he worked at Schneider National for three years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment strategies.

Shane Mc Cauley is a financial advisor with Ameriprise in Muskego, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific eligibility criteria, combining research and modeling to deliver written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Nicholas Hassler is a financial advisor at OSAIC with 26 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining OSAIC in 2024, he worked at LPL Financial, SII Investments, Inc., and Packerland Brokerage Services, Inc. He is also a registered tax preparer. OSAIC Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform that includes brokerage and advisory services, comprehensive financial planning, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, offering discretionary strategies and third-party manager selections across various program types.

Scott Bern is a financial advisor with RBC Capital Markets in Mequon, Wisconsin, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2008 and also works at City National Bank since 2017. Bern serves on the board of Mequon Thiensville Sunrise Rotary and participates in at least one Rotary committee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management and financial planning services.

Colin Pieroth is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation. He began his advisory career in 2026 and previously worked at Direct Supply and Sendik's Food Market. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Matthew Jackson is a financial advisor with Ameriprise in Hartland, WI. He holds a Series 66 designation and has been with Ameriprise since 2023. Prior to his advisory role, he held positions in various industries including food service and landscaping, and attended the University of Wisconsin Whitewater. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts.

John Gehlhaart is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes prior roles at INVEST Financial Corp, Waterstone Bank, CUNA Brokerage Services, and managing his own firm, Gehlhaart Financial Management, LLC. He is also involved with Waterstone 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Stencel is a Series 66-licensed advisor with Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2005. He has 20 years of industry experience. 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. The group offers customized financial planning and portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Nolan Rux is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has previously worked at Pruco Securities LLC and Cintas Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while keeping the services separate.

Kevin R. Campbell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aimed at achieving their financial goals. He brings over 27 years of industry experience to his role, having worked with a diverse range of clients to articulate their financial objectives and create actionable plans. Prior to joining Fidelity in 2023, Kevin held several positions including Financial Advisor and Wealth Advisor Associate at Morgan Stanley from 2014 to 2023, Financial Advisor at Northwestern Mutual from 2013 to 2014, and Institutional Cash Specialist at Wells Fargo Advantage Funds from 2006 to 2013. His extensive experience encompasses financial consulting and wealth management. Outside of his professional work, Kevin has interests in cooking and baking, football, gardening, parenthood, and traveling.

Sally McVey is a Financial Consultant currently working at Fidelity Investments since 2022. She assists clients in managing their wealth by aligning their financial decisions with their personal priorities, focusing on clarity and simplicity. Her approach includes income generation, tax efficient investing, and estate planning considerations to support clients' lifestyles and long-term goals. Prior to her current role, Sally was an Investment Consultant at Fidelity Investments from 2020 to 2022. She has also held positions as an Equity Analyst and Portfolio Manager at Oarsman Capital, Inc. from 2017 to 2020, and as a Financial Advisor at Edward Jones from 2015 to 2017. Outside of her professional work, Sally enjoys family activities, exploring food, solving puzzles, and playing tennis.

Kimberly Coleman is a financial advisor with OSAIC in Milwaukee, WI, holding a Series 66 designation and one year of industry experience. She has previously worked at High Point Capital Group, Inc. since 2017 and at MassMutual from 2015 to 2017. In addition to her advisory role, she serves as Secretary and Treasurer at High Point Capital Group, managing company finances and supporting business strategy and financial controls. OSAIC Wealth serves a diverse client base, including individual 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.

Michelle Kemmer is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously was employed at SpotMe Inc. from 2016 to 2018. The DDK Group, part of 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 offers a variety of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies, tax-management, and ongoing manager oversight supported by internal research and the use of artificial intelligence.

Bruce Loder is a financial advisor with Stifel, Nicolaus & Company, Inc., where he has worked for 20 years. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Outside of his advisory role, he serves as chairman of both the Budget Committee and the Benevolence Committee at North Shore Congregational Church in Fox Point, Wisconsin. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

Nicholas August is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He has held positions at Robert W. Baird since 2018 and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He holds Series 63 and Series 66 designations. The DDK Group at Robert W. Baird serves individuals, corporate clients, pension plans, and charitable organizations with comprehensive wealth management and financial planning services. The firm combines manager-traded and model-traded strategies, tax-management, and direct-indexing capabilities, supported by internal research and artificial intelligence tools.