Jay Strucel is a CFP®-designated financial advisor with Edward Jones in Waukesha, WI, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Trail King Industries, Inc. from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Joseph Heil Jr. is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1995 to 2009. He serves as a board member of the Milwaukee County Historical Society. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and guided by the Global Investment Committee’s market insights. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through corporate agreements.

Amedee O’Gorman is a financial advisor at OSAIC with five years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services, The Manitowoc Company, and Deloitte. Outside of his advisory role, he provides private baseball instruction to youth players aged 7 through 18. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools within a large, multi-advisor platform.

Jonathan Pultz is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, he worked at BMO Harris Bank and US Bank GFS. Outside of his advisory role, he has part-time employment as a bartender at Malone's on Brady and Harp in Milwaukee. 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 and third-party asset management, supported by a large network of investment adviser representatives.

Randall North is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he serves on the investment committees for Catholic Memorial High School and Community Care, Inc. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of in-house and third-party managers and strategies tailored to client goals and risk tolerances.

Mary Ellen Stanek is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2000. Outside of advising, she serves as a trustee for Faith in Our Future and as a board member and finance committee member for Wisconsin Energy Corporation. Baird’s DDK Group, where Stanek works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and provides services that include municipal advisory, discretionary and non-discretionary management, and the use of advanced research tools in client advice.

Samantha Leber is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, she worked at Cornerstone Community Bank and held roles at Mead Public Library and Blue Harbor Resort. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Jay Cunningham is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2021, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Jay worked as a Financial Advisor at Wells Fargo Advisors from 2017 to 2021 and at PNC Investments from 2015 to 2017. He also served as Associate Regional Director at Wells Fargo Advantage Funds between 2013 and 2015. Jay is a CERTIFIED FINANCIAL PLANNER4 professional with 13 years of experience in the financial industry. He emphasizes building trust through personalized financial planning and works closely with clients to develop tailored plans focused on their goals and priorities. Jay and his team provide ongoing guidance and clear communication to help clients navigate financial decisions confidently over the long term. Outside of his professional work, Jay's interests include family activities, football, golf, parenthood, running, and traveling.

Rodger Premeau is a financial advisor with Equitable Advisors, holding a Series 66 credential and bringing 22 years of industry experience. He has worked with Equitable Advisors since 2006, including its predecessor, Axa Advisors. Outside of his advisory role, he serves as a board member for a family computer consulting business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services, focusing on a broad range of investment options without sponsoring its own wrap fee program.

Donald Smiley is a CFA® charterholder with seven years of industry experience. He has worked at Robert W. Baird & Co. since 2017 following a period as a full-time student. Based in Milwaukee, WI, he is part of The DDK Group within Baird’s Private Wealth Management department. The DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and advisory services. Baird manages approximately $394 billion in regulatory assets and employs a combination of manager-traded and model-traded strategies, internal research, and technology, including artificial intelligence, in its investment approach.

Peter Duback is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 credential with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2006. 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, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement traditional and complex investment strategies.

Barbara Nelson is a financial advisor with Robert Baird & Co. in Elm Grove, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Robert Baird & Co. since 1995. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of investment strategies and overlays, including both traditional and non-traditional asset allocations.

Hye Kwon is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having one year of industry experience. Prior to joining Baird, Kwon held various roles including positions at American Marketing & Publishing, LLC, Central Cafe, and comprehensive healthcare and restaurant settings. Outside of financial advising, Kwon is the president of Press. Waffles. The DDK Group at Robert W. Baird & Co., where Kwon works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through various separately managed account programs, and uses internal research and technology, including artificial intelligence, in delivering investment advice.

James Lemmenes is a financial advisor with Edward Jones in Elm Grove, WI, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a co-owner of a real estate business in Estero, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

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.

David Drozdowicz is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Outside of his advisory role, he serves on the finance committee of Saint Theres Church in Milwaukee. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Scott Cayo is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2010. He is based in Brookfield, WI. Outside of his advisory role, he is a co-owner of residential rental properties in Milwaukee, involving occasional upkeep activities. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and strategies, with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide.

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.

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.