Mylan Olson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Jacey Moreau is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2025. Prior to her financial career, she held positions at Johnson Controls, Sweetgrass Golf Club, Marquette University, and Walgreens. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Steven Sensiba is a financial advisor with OSAIC based in Brookfield, WI, holding a Series 63 designation and bringing 35 years of industry experience. His career includes roles at Securities America Advisors and CRG Financial Services, Inc. Outside of advisory work, he has been involved in insurance sales since 1990. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of asset types and management options.

Brittany Lee is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Racine, WI, bringing three years of industry experience. Her prior roles include positions at Professional Wealth Advisors and Planners Financial Group. She is also a co-owner of Fluid Jiu Jitsu Mount Pleasant. Baird’s Private Wealth Management department serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Conner Crawford is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in New Berlin, WI. He has eight years of industry experience, including prior roles at UW-Whitewater and The Sprinkler Company. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Phillip Askot is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Western International Securities, Inc. and Financial West Group. He also serves in a fiduciary capacity for the Melvin M Askot Trust and Will. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Benjamin Kallo is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Benjamin 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 a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

David Karlson is a financial advisor with Cetera in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has managed Karlson Wealth Management since 2001 and owns David J. Karlson, LLC, an accounting and income tax service firm established in 1988. Karlson also serves as treasurer for the nonprofit USO of Wisconsin, a role he has held since 2009. Cetera Investment Advisers LLC is an SEC-registered firm providing investment advisory services through a large network of independent advisors. The firm serves a diverse clientele that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and consulting solutions across multiple program structures.

Andrew Whaley is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. He has been with Robert W. Baird & Co. since 2012. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, utilizing both traditional and non-traditional investment strategies.

Brian Magennis is a financial advisor at Cetera with 31 years of industry experience and holds a Series 66 designation. He has worked with several firms including Stewart Financial Group, VOYA Financial Advisors, and Lewis Financial Group, where he also serves as an Investment Service Manager. Outside of his advisory role, he works as a driver for DoorDash. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides both discretionary and non-discretionary program options.

Jordan Bathey is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and previously worked at Ernst & Young for two years before joining Baird in 2017. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence, to support client advice.

Joel Guinane is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 17 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2015. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises 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 complex investment strategies.

Cassandra Pasbrig is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at various firms including Avantax and currently serves as Operations Manager at Acc-u-rite Tax Service, INC., which provides tax preparation, payroll, and consulting services. She also holds board positions as Vice President of Acc-u-rite Tax & Financial Services and as a member of the Paradise Hills Homeowner's Association Architectural Control Committee. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies across various program structures.

Jason Rose is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency for over a decade. In addition to his advisory role, he operates Acc-U-Rite Tax Service, providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Alexander Smith is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has been with Robert Baird & Co. and R.W. Baird since 1995. Outside of his advisory role, he is a member of SCHO Investments LLC, a passive investment entity. He 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, utilizing a combination of in-house and third-party managers across a variety of investment strategies.

Kirk Thode is a financial advisor with LPL Financial in Milwaukee, WI, holding a Series 66 credential and 20 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities from 2006 to 2026. Outside of his advisory role, he is a sole proprietor involved in property management related to personal property rental. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, with advisors utilizing both proprietary and third-party strategies supported by advanced operational and research tools.

Eglantina Ismolli is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. She has worked at LPL Financial since 2021 and previously held roles at BMO Harris Financial Advisors and BMO HARRIS Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products and partnerships.

Jerry Huggett is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. In addition to his advisory role, he also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Roy Carrera is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. He is a member of the board of directors for the Sports Car Club of America’s Milwaukee Region. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Lloyd Frick Jr. is a financial advisor at Stifel with 17 years of industry experience. He holds Series 65 and Series 63 designations and worked previously at Kevin Bay Investments, LLC for 10 years before joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.