Ryan Haslbeck is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor Axa Advisors. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Eric Leonard is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has prior experience at Edward Jones and roles associated with professional soccer organizations Chicago Fire FC and Forward Madison FC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Lawrence Dreher is a financial advisor with OSAIC, holding a Series 66 designation and bringing four years of industry experience. His prior roles include positions at Woodbury Financial Services and Savaglia Financial Advisors, as well as over three decades with Mortgage Guarantee Insurance Corp. Outside of finance, Dreher has worked as a display pyrotechnician and operates a collectibles business focused on numismatics. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a wide network of financial advisers and advisory platforms. The firm combines brokerage and advisory services with portfolio construction tools and access to third-party money managers, offering both discretionary and non-discretionary account management.

Zachary Bernarde is a financial advisor with Raymond James Financial in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including LPL Financial, Manchester Investments, and Alliance Wealth Management Milwaukee, where he continues to provide various client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, employing tailored planning and analytical tools to support client goals.

Michael Olszewski is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 65 and Series 63 credentials and 18 years of industry experience. He has worked at R.W. Baird since 2024 and previously held positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Outside of his advisory role, he is the owner and operator of Green Ridge Stable. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, with investment strategies supported by internal research and manager oversight.

Susan Heitman is a financial advisor at UBS Financial Services with 23 years of industry experience. She has worked at UBS since 2019 and previously spent seven years at BMO Harris Financial Advisors. She holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Dayton Hoell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, following two years at Morgan Stanley & Co. LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Louis Lukic is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2020. Outside of his advisory role, Lukic is the sole proprietor of Louies Limbs LLC, an agriculture business, and Louis Enterprises LLC, which focuses on property management and hunting activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Joshua Ringelberg is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets, Martin Brower, and Nike Outlet. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools, third-party money manager access, and multiple advisory platforms.

Alicja Lemieux is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with nine years of industry experience. She has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, using both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Mary Bessler 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 Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bennett Love is a financial advisor at Robert W. Baird & Co. with Series 63 and Series 65 licenses. He joined Baird in 2026 after a one-year position at T. Rowe Price. Bennett has no prior industry experience before entering the financial sector. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of wealth management services including financial planning, portfolio management, and custody and brokerage. The firm combines manager-traded and model-traded strategies with internal research and technology to provide advisory services.

Bailey Adkins is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with six years of industry experience. Prior to joining Baird in 2020, Bailey worked at Camp Olson YMCA and Peaceful Valley Montessori Academy and attended the University of Minnesota. Bailey is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and oversees approximately $394 billion in regulatory assets under management.

Bryan Nill is a financial advisor with Raymond James Financial, holding a Series 66 credential and having 13 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Peoples State Bank, J.W. Cole Advisors, and Cherry Creek Mortgage Company. Outside of his advisory work, he is the owner of an investment-related real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using analytical tools, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

Evan Holmstrom is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he has worked in various capacities including at Swag Guys and Winona State University. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk profiles.

Alicia Lantz is a CFP®-certified financial advisor with 20 years of industry experience. She is currently affiliated with LPL Financial and UW Credit Union, having previously worked at U.S. Bancorp Investments, Northwestern Mutual, Robert W. Baird, Citigroup Global Markets, and Ameriprise. She holds the Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Sierra Elleseg is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. She has worked at Robert W. Baird since 2019, with a brief period at NewRez LLC, and is also involved as a coach with Elite Tumbling - Element Athletics. She 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 by providing tailored financial planning and portfolio management services that include traditional and alternative investment strategies.

Elizabeth Menteur is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Morgan Stanley since 2017, including four years with Morgan Stanley Private Bank, N.A. Her prior experience includes roles at Starpoint Solutions, Fidelity Brokerage Services LLC, and McAdam LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides financial planning that incorporates structured discovery conversations and modeling tools but generally does not make individual security recommendations as part of standalone plans.

Rachel Albrecht is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Baird, she held positions with the Milwaukee Bucks, Workiva, and Iowa State University Athletics Department. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Tina Wisialowski is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Based in Milwaukee, WI, she has a long tenure at the firm specializing in wealth management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual 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 scenario analysis as part of its financial planning process.