Leo Lesch is a CFP® with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. and Waddell & Reed, Inc., and owns Sky Guard Planning, LLC. Outside of his advisory role, Lesch is a commercial pilot and owner of VORTEX LEASING, LLC, which leases helicopters to commercial operators. He also serves as Past Council President and volunteer for the Potawatomi Area Council of the Boy Scouts of America. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering a multi-advisor platform with brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supported by proprietary tools and multiple managed account options.

Joseph Weirich Jr. is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with RBC Capital Markets since 2008 and has worked at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles. The firm leverages in-house and third-party investment managers and offers strategies including tax management and responsible investing.

Max Mann is a CFA® charterholder with 17 years of industry experience, currently advising at Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2008. He holds a Series 63 license and is a passive member of RioCap Investors LLC, an unrelated business activity. He is part of The DDK Group within Robert W. Baird & Co.’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 mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Whitney Sweet is a financial advisor at Robert Baird & Co. with a Series 66 designation and 12 years of experience at the firm. Based in Milwaukee, WI, Sweet has been with Baird since 2014. 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 range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and tools.

John Moriarty is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Outside of his advisory role, Moriarty serves on the board of directors of EKSIGENT Technologies, a medical technology company, where he owns about 1% of the company. Moriarty is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, supported by internal research and technology tools.

William Naleid is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 44 years of industry experience. He has been with Robert Baird & Co. since 1981. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary portfolio management, separately managed account programs, and municipal advisory services.

Anne Wiesman is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. in Milwaukee, WI. Prior to joining Baird in 2023, she worked at Artisan Partners Distributors LLC and Artisan Partners Limited Partnership from 2016 to 2023. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and technology.

Christopher Napholz is a financial advisor with Ameriprise in Brookfield, WI, holding Series 65 and Series 63 designations and six years of industry experience. He has worked at Ameriprise since 2018 and previously held roles with Principal Securities Inc and Principal Life Insurance Company. His earlier career includes experience at Thunder Bay Grille and the University of Wisconsin. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Patrick Wielgosh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their long-term goals, offering services including college education planning, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. He provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America. A lifelong Wisconsin resident, Patrick graduated from Greendale High School, where he was Senior Class President, and earned a Bachelor's Degree from the University of Wisconsin Madison. He holds the Personal Investment Advisor (PIA) designation and has an exclusive practice focused on building close, trusted relationships with clients. Patrick is also a certified firefighter and EMT, contributing to his local community through volunteer service. Outside of his professional work, Patrick enjoys camping, fishing, golfing, and spending time with his family. He values community involvement and dedicates time to volunteering with local organizations.

Ian Bigott is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior work includes positions at WEA Investment Services, Bankers' Bank, and Northwestern Mutual. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, algorithmic tools, and ongoing advice focused on dependable income and tax-aware strategies.

Kevin Lenci is a CFP® professional with 26 years of industry experience, currently serving at J.P. Morgan Securities. He has worked with J.P. Morgan Securities since 2012 and with affiliated entities since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines centralized due diligence, quantitative and qualitative research, and uses forward-looking capital market assumptions to develop model asset allocations, with clients retaining final decision-making authority.

Anthony Silva is a Series 66 licensed financial advisor with Equitable Advisors in Milwaukee, WI, with 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2007. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Molly Urbanek is a financial advisor at Robert Baird & Co. in New Berlin, WI, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert Baird & Co. since 2012. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a broad range of clients, including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing a variety of investment strategies and management approaches tailored to client goals and risk tolerances.

Nicholas Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at LPL Financial, Grove Point Investments, Elmbrook Associates, and several other firms. He also serves as a notary and is involved with a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Wayne Frank is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B C Ziegler and Company for 11 years before joining Stifel in 2018. Outside of his advisory role, he serves as a member of the board of trustees at Immanuel Presbyterian Church in Milwaukee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

Philip Sherman Bender is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2024. Prior to this, he was involved with Primerica Financial Services and Marketplace Chaplains, and he is also an owner of Brew City Pizza. Outside of advising, he works as a Lyft driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Daniel Renouard is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 27 years of industry experience. He has been with Robert W. Baird & Co. since 1998. Outside of his advisory role, he serves as an adjunct professor teaching venture capital at Marquette University and is a member of advisory boards including Character VC and investment committees for NVNG and the Milwaukee Tech Hub. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and offering both discretionary and non-discretionary management options.

Mark Heinen is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2024, he held roles at Echo Global Logistics and Conway Shields. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mei Lyn Nelson is a CFP® and ChFC® with 41 years of industry experience, currently practicing at LPL Financial since 2025. She previously worked at Next Financial Group Inc. for 16 years and Nelson Financial Group Inc. for 10 years. Outside of advisory work, she owns and operates Cheesehead Events LLC and The Loft on Broadway LLC in Milwaukee. 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 services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary account management supported by research and technology tools.

Jeffrey Marciniak is a CFP® professional with 44 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2017, and previously spent 15 years at SII Investments, Inc. Based in Milwaukee, WI, he also has experience as an investment advisor representative for Honey Creek Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.