Nancy Jensen is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses with 37 years of industry experience. She has worked at RBC Capital Markets since 2008 and operates a side business called Nancy's Basement. Jensen also serves as Treasurer for Alcoholics Anonymous, managing funds and payments. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies based on client risk profiles and integrates in-house and third-party investment managers with a variety of program account options.

Ashley Thomas is a Series 66–licensed financial advisor with Merrill in Waukesha, WI, and has 13 years of industry experience. She has worked at Merrill since 2010 and at Bank of America, N.A. since 2013. 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, pension plans, corporations, and charitable organizations.

Justine Eiting is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has worked at Baird since 2018, following two years at PyraMax Bank and four years in full-time education. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies spanning traditional and non-traditional asset classes.

Christopher Svacina is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services and Stifel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Sara Kennedy is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank, N.A. and Wells Fargo Clearing Services, LLC for seven years. Outside of her advisory role, she has a half ownership interest in a rental property in Milwaukee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary Program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Shelly Rynearson is a CFP®-certified financial advisor with 41 years of industry experience. She has been with LPL Financial since 2018 and previously worked at Invest - Delafield and Invest Financial Corporation from 1985 to 2018. Outside of her advisory role, she serves as trustee for Holly Hock Hollow Inc., a business entity for tax and investment purposes. 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 financial planning and investment management solutions through a large network of advisors, combining scale with diverse advisory and non-advisory financial services.

Jeane Schell is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC. Schell serves as a director for the South Suburban Chamber of Commerce in Oak Creek, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a significant retail advisor and branch network.

Anne Kovales is a Series 66-registered financial advisor at Thrivent Investment Management with three years of industry experience. Her prior work includes roles at North Star Resource Group, Minnesota Life Insurance Co, and Northwestern Mutual. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Brian Bonewell is a CFP® with 30 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at BMO Financial Advisors, Ameriprise, and Wells Fargo Investments. He operates a DBA related to his LPL business in Brookfield, WI. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Laura Gough is a CFA® charterholder with 42 years of industry experience, serving as a financial advisor at Robert Baird & Co. since 1991. She is based in Milwaukee, WI, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she contributes to the United Performing Arts Foundation in Milwaukee as a member of its finance committee and has previously served on its board. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies alongside tax management and direct indexing.

Katherine Voss is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 63 designation and has been with Robert W. Baird in various roles since 2008. Prior to her current tenure, she worked briefly with the West Bend School District. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, using a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

Greg Janssen is a financial advisor with LPL Financial in Germantown, WI, holding a Series 63 designation and 25 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. Janssen also operates Janssen Financial Management LLC, an investment-related business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Matthew Winter is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Beacon Wealth Advisors, Beacon Insurance Advisors, and Partum Prime Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools.

Bryan Gosda is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 25 years of industry experience, including previous roles at MetLife Resources and MassMutual Life Insurance Company. In addition to his advisory work, he is licensed as an individual life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Matthew Verdico is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Marquette University and Tropical Smoothie Cafe. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew Cowan is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank and the Office of the Comptroller of the Currency. Outside of his advisory role, he is the owner of a personally held duplex in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a variety of wrap fee advisory programs and tailors investment strategies according to each client’s Advisory Risk Profile using both in-house and third-party managers.

Brian Wilmet is a financial advisor with Osaic Wealth in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at Sagepoint Financial, Mass Mutual Investors Services, Metlife Securities, and several other firms. Outside of his advisory work, he is a shareholder in High Point Capital Group, Inc. and maintains a part-time role as an independent insurance agent. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary and third-party managed strategies across multiple custodial and legacy programs.

Benjamin Elias is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Cobra Puma Golf and Coldwell Banker Realty. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm uses a range of investment vehicles and collaborates with third-party managers, focusing on tailored advice based on client risk tolerance and plan information.

Shawn Hittman is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His work history includes roles at Freedom Wealth Alliance and LPL Financial, prior to joining Raymond James in 2020. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance clients through a unique municipal advisor affiliation.

Anthony Tordik is a financial advisor at Robert W. Baird & Co. with one year of industry experience and holds a Series 66 designation. His professional background includes roles at Milwaukee Tool, Consolidated Electrical Distributors, Target Corp, Dedicated Computing, Goodwill Southeast Wisconsin, and New Berlin Eisenhower. 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 through separately managed accounts, and municipal advisory services.