Michael Good is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Daniel Schneck is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Robert Baird & Co. since 1999. Schneck serves as a board member and treasurer for Prevent Blindness Wisconsin. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies along with ongoing manager selection and monitoring.

Phillip Dallman is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 1987. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Denise Klemens is a CFP® with 26 years of experience in the financial industry. She has worked at Stifel since 2018 and previously spent 13 years at B C Ziegler and Company. She holds the Series 66 designation and is based in Mequon, WI. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Todd Haschker is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has been with Robert W. Baird since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Joseph Arnold is a financial advisor with LPL Financial in Brookfield, Wisconsin, holding a Series 66 designation and having 22 years of industry experience. He has worked with LPL Financial since 2018 and with SII Investments, Inc. since 2010. Outside of his advisory role, Arnold coaches basketball at Lake Country School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services supported by research and model portfolios.

Jennifer Kasun is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2017, following six years at LPL Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Eyad Ayesh is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. for a decade. Ayesh has been involved in several business ventures, including Ayesh LLC and Eyad LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

James Lux is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. He has worked with Cetera and its affiliates since 2013 and also has longstanding roles with Aviva Life And Annuity Co. and Central Financial Services. Lux is involved in selling life, health, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management services through a multi-manager platform, providing access to various portfolio strategies and third-party managers.

Kenneth Gehl is a financial advisor with Robert Baird & Co. in Oak Creek, WI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Robert Baird since 2004. Outside of his advisory role, Gehl serves as the 5th District Alderman and Common Council President for the City of Oak Creek and is a Commissioner on the Board of Public Works. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of strategies and managers, and the firm also provides municipal advisory and public finance services alongside its investment banking and trust capabilities.

Anne Hatton is a Series 66-credentialed financial advisor at Morgan Stanley with 18 years of industry experience. She has worked at Morgan Stanley since 2019 and previously held roles at BMO Harris Financial Advisor and BMO Harris Bank from 2011 to 2019. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Michael Olson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 credential and has worked at J.P. Morgan Securities since 2012, with prior experience at Buckhorn Trail Capital, LLC and JPMorgan Chase Bank, NA. Olson also serves as a trustee for the Carl E Olson Charitable Remainder Unitrust, where he manages tax, legal, and investment-related activities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Bret Dietz is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 11 years of industry experience. He has been with Robert W. Baird & Co. since 2014 and holds the Series 63 and Series 65 designations. He is part of The DDK Group within Baird’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 combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Blake Jalovec is a financial advisor with Stifel in Mequon, WI, holding a Series 66 designation. He has a diverse work background across several companies, including Keller Williams, Sealed Air, and IKO Industries. Blake has been with Stifel since 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, supporting asset allocation and financial planning decisions.

Benjamin Didier is a financial advisor at Robert Baird & Co. with a Series 66 designation and one year of industry experience. His background includes multiple roles in the Milwaukee area, including positions at the University of Wisconsin-Milwaukee and Blue Mound Golf and Country Club. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. Baird provides a range of advisory services using both manager-traded and model-traded strategies, along with tax management and portfolio customization, supported by internal research and ongoing manager monitoring.

Sabrina Wolf is a financial advisor at Robert Baird & Co. with the Series 66 credential and three years of industry experience. Prior to joining Baird in 2022, she worked at Wacker Neuson, Techniblend, Inc., PPG Industries, the University of Wisconsin-Milwaukee, and Walgreens. The DDK Group, where Sabrina is part of the team, operates within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Jason Lettenberger is a financial advisor with Mass Mutual Investors Services in Wauwatosa, WI, holding Series 65 and Series 63 licenses with 12 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2014. Outside of advisory work, he is involved in individual and group life and health insurance sales. Mass Mutual Investors Services, LLC 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, using firm-approved software to develop written recommendations aligned with client goals.

Carter Kauth is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 65 designations and having seven years of industry experience. His career includes roles at JPMorgan Chase Bank and University of Wisconsin–Milwaukee. He serves as a board member and investment committee member of the Milwaukee Domes Alliance, a nonprofit supporting educational and cultural programs at the Mitchell Park Horticultural Conservatory. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Neil Dunham is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 registrations and has 27 years of industry experience. His prior roles include positions at Financial Independence Group and Global Atlantic Financial Company. Osaic Wealth, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing various asset-allocation tools and third-party managers to construct tailored portfolios across multiple investment types.

Christopher Blair is a financial advisor with Merrill in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.