Kayla Lukehart is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at TD Ameritrade and Charles Schwab entities since 2016. Charles Schwab & Co., Inc. serves 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with alternative investment due diligence and centralized custody and order-routing capabilities.

Maiti Quill is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Merrill, Stifel, and UMB Fund Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning services.

Jordan Jacobs is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 65 credentials and six years of industry experience. His work history includes multiple roles at Baird since 2017, as well as prior positions at Concordia University Wisconsin, Newport Shores, and Draught Specialties. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Kenneth Malczewski is a financial advisor with Primerica Advisors in Brookfield, WI, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005 and was previously involved with Cross Plains Brewing Company for nine years. He is also a 15% co-owner of Polski Investments, operating as Bull & Bear Associates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Gennell Warner is a financial advisor with Stifel, holding a Series 66 credential and over one year of industry experience. Prior to joining Stifel in 2023, Warner worked for Edward D. Jones and Co. for 15 years. Outside of advisory work, Warner is involved with Pruvit Ventures Inc., a dietary supplements company engaged in direct sales. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decisions in asset allocation and financial planning.

Michael Goertz is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Douglas Dynamics, Fiserv, and Johnson Financial Group. Outside of his advisory role, he is a co-owner of Bear Authority, a small business in Milwaukee that sells handcrafted goods and t-shirts at campgrounds and craft shows. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonah Durham is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at U.S. Bank, CBRE, DPI Supply, and Morgan Dempsey Capital Management. Durham also worked at the University of Wisconsin Milwaukee from 2014 to 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and manager options.

Katie Jackson is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Robert W. Baird. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile.

Robert Wright is a financial advisor at Fidelity with 21 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Aaron Benson is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Robert W. Baird & Co. since 2007 following a brief tenure at Northwestern Mutual Investment Management. Benson serves as Vice President of the Board for the CFA Society of Milwaukee. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, employing manager-traded and model-traded strategies alongside tax-management tools and internal research resources.

Peter Kontich is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate personalized retirement income recommendations, primarily for clients with assets managed within Ameriprise.

James Stefl Jr. is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked in educational roles at the University of Alabama, Arrowhead High School, and North Shore Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in assets and offers services through various platforms, including direct individual plans and Corporate Financial Planning agreements.

Rafaella Seifert is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and The Northern Trust Company. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Jodi Ristau is a financial advisor at Robert Baird & Co. with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird & Co. since 1997. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of investment strategies from traditional to complex allocations.

Joshua Nett is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Piggly Wiggly Midwest. 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 variety of advisory services, including financial planning and institutional platforms, utilizing both model portfolios and customized strategies across a broad range of investment options.

Timothy Bonk is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and possessing 15 years of industry experience. His career includes prior roles at US Bancorp Investments Inc., US Bank NA, and TIAA-CREF. He is a passive investor and owner/partner in a recruiting business that supports small companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Lori Mayer is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2008. Outside of her advisory role, Mayer is involved in independent consulting for several skincare and wellness direct sales businesses, including PRUVIT, Ever Skincare, and L'Bri Pure n' Natural. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies, utilizing both in-house and third-party managers.

Derek Jelinski is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Harbour Investments, Inc., LPL Financial, and The Advisors Group, Inc., prior to joining Morgan Stanley and its Private Bank division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Daniel Lukes is a financial advisor with Wells Fargo Clearing in Mequon, WI, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. and Office Depot OfficeMax. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Katherine Schoen is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She has been with Robert W. Baird since 2008 and holds a Series 66 designation. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.