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 at LPL Financial with six years of industry experience. Prior to joining LPL in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC. He also has nearly a decade of experience in the retail sector with Piggly Wiggly Midwest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

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 registrations with 24 years of industry experience. He has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association, since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

Dawn Boegel is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley Smith Barney and Ameriprise Financial Services, Inc. Outside of her advisory role, she has been involved in real estate ownership. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions.

Sharon Staley Smith is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019 and previously worked at Thrivent Financial from 2015 to 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual collaborative planning engagements without discretionary investment authority.

Benjamin Barrette is a financial advisor with Fidelity Investments in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Outlier AI, Under Armour, and Purdue University Northwest. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios. The firm serves retail and institutional investors and maintains a distinctive role in delivering model portfolios and advising registered investment companies.

Leo Lesch is a CFP® with 18 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services and Waddell & Reed, and owns Sky Guard Planning, LLC. Outside of his advisory role, Lesch is a commercial pilot and member-owner of Vortex Leasing, LLC, which leases helicopters to commercial pilots and helicopter businesses. He also serves as Past Council President and Chair of the Nominating Committee for the Potawatomi Area Council of the Boy Scouts of America. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by a wide range of investment platforms and third-party managers.

Roger Gervais II is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He has been with Robert Baird since 2009 and holds a Series 66 designation. Outside of his advisory role, he is also an author. Robert Baird’s DDK Group serves individuals, families, pensions, corporations, and charitable organizations by providing tailored financial planning and portfolio management services. The group offers a range of strategies, including discretionary management and separately managed accounts, utilizing both in-house and third-party managers.

Thomas Nowalis Jr. is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as a trustee for multiple family trusts and holds power of attorney responsibilities related to family financial matters. 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 combines brokerage and advisory solutions while utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Joseph Weirich Jr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, also working at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party managers.

Max Mann is a CFA® charterholder with 17 years of industry experience, currently advising at Robert W. Baird & Co. in Milwaukee, WI, where he has worked since 2008. He holds a Series 63 license and is a passive member of RioCap Investors LLC, an unrelated business activity. He 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. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Whitney Sweet is a financial advisor at Robert Baird & Co. with a Series 66 designation and 12 years of experience at the firm. Based in Milwaukee, WI, Sweet has been with Baird since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and tools.

Thomas Ewig is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Mutual of America Financial Group, Securian Financial Services, and MassMutual. Outside of his advisory work, he has been a basketball referee since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

John Moriarty is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 32 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Outside of his advisory role, Moriarty serves on the board of directors of EKSIGENT Technologies, a medical technology company, where he owns about 1% of the company. Moriarty is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, supported by internal research and technology tools.

William Naleid is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 44 years of industry experience. He has been with Robert Baird & Co. since 1981. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary portfolio management, separately managed account programs, and municipal advisory services.