Lawrence Dreher is a Series 66-licensed financial advisor at OSAIC with four years of industry experience. His prior roles include positions at Woodbury Financial Services and Savaglia Financial Advisors, along with over three decades at Mortgage Guarantee Insurance Corp. Outside of finance, he works as a display pyrotechnician for multiple fireworks companies and operates a sole proprietorship focused on buying and selling collectibles. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as comprehensive financial planning, managed portfolios, and retirement consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

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.

Alexandria Pelzek is a financial advisor with LPL Financial, holding a Series 66 designation. She has one year of industry experience and has worked previously at Summit Credit Union and in various roles including at the University of Wisconsin - Milwaukee and Milwaukee Area Technical College. Outside of financial services, she has long-term employment with Kwik Trip. 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 utilizing a variety of investment strategies and supports its large network of advisors with advanced operational and research tools.

Michael Olszewski is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, VOYA Financial Advisors, Inc., Fidelity, and Allspring Funds Management, LLC. In addition to his advisory work, he is the owner-operator of Green Ridge Stable, a non-investment-related business. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, provides services to 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, using a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

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 has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017 and previously at Morgan Stanley from 2015 to 2017. He holds Series 63 and Series 65 registrations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, offering a range of eligible strategies including ESG frameworks, with implementation supported by affiliated investment-management entities.

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 the Series 66 designation and has worked previously at RBC Capital Markets for four years. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and supports a wide range of managed account and third-party manager programs.

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 with 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2005 to 2011. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm serves a broad client base and uses research-driven investment approaches, including diversification principles and modern portfolio theory.

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.

James O'Reilly is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 credentials and 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 through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.