Jacqueline Janich is a financial advisor with Robert W. Baird & Co. Inc. in Greenfield, WI, holding a Series 66 designation and 19 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 advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a mix of in-house and third-party managers and a variety of investment strategies.

Thomas Howell is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021. Prior to that, he held positions at Fis and Merrill Lynch. Outside of his advisory role, Howell is an athlete with the USA Curling high performance training program. 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 a disciplined discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct financial planning and corporate agreements.

Joseph King is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Madison Weschler is a financial advisor at Equitable Advisors with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at DoorDash, The Peaks Senior Living Community, and Northern Arizona University. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and works extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Michael Hodan is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the finance and investment committees at Divine Saviour Holy Angels High School and is a finance committee member at Marquette University High School, both in Milwaukee, WI. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Timothy Busalacchi is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and was previously with COUNTRY Capital Management Company. He serves as a board member and finance committee member for Impact Inc., a Milwaukee-based nonprofit focused on hardship assistance. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of retail and institutional investment services.

Melissa Watkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ronald Johnson is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Annex Wealth Management. Johnson serves as financial power of attorney for his parents as part of their estate plan. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients through tailored consulting and portfolio management services.

Nathan Bruno is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation. He has one year of industry experience and previously worked at Hawkins Ash CPAs and Wisconsin Concrete Coatings. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, leveraging LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Bart Lia is a financial advisor at Osaic with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, Mr. Lia worked at Woodbury Financial Services, Inc. for seven years and Girard Securities, Inc. and MPC Advisors, LLC for six years each. He also assists clients with the sales and service of fixed insurance products through MPC Insurance Services. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a network of advisors, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diverse portfolios.

Monique Jaglowski is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including BMO Bank, Allspring Funds Distributor, and Wells Fargo Funds Distributor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Angela Casper is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Jason White is a financial advisor with Merrill in Oak Creek, Wisconsin, holding a Series 66 designation and 15 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joshua Thomas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined The Ebeling/Melby Group in 2021 as a Financial Advisor and brings 15 years of experience in the financial industry, having worked in various capacities within the field. Joshua's areas of focus include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and retirement income. Joshua holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his High School Diploma/GED from Missouri State University. A United States Army veteran, Joshua is also an avid international traveler. He is involved with the Make A Wish Foundation. He resides in Oconomowoc, Wisconsin with his wife Ashley, their daughter Maribelle, and their dog Cappy. Outside of work, Joshua's personal interests include boating, camping, cooking, football, music, and watching movies.