Joseph Arnold is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at SII Investments, Inc. and Ameriprise. Outside of his advisory role, he serves as a basketball coach at Lake Country School in Hartland, WI. 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing tools and oversight of substantial discretionary assets.

Jennifer Kasun is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 65 and Series 63 licenses and 25 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and was previously with LPL Financial from 2011 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG criteria.

Melissa Sanchez is a CFP® credentialed financial advisor with 29 years of industry experience. She has been with Robert W. Baird & Co. since 2017 and previously worked at Girard Securities, Mpc Advisors, Retirement Planning Corp, and Securian Financial Services. Sanchez serves as a board member of UpNort, LTD and is the treasurer for the Eagle Community Association. She is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded SMA strategies supported by internal research and tools, including artificial intelligence.

Eyad Ayesh is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities at JPMorgan Chase Bank, N.A. over the past decade as well as managing his own business entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a specialized manager solutions team.

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 at Robert Baird & Co. with 34 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 Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and tools in its advisory approach.

Michael Olson is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA, where he has worked for over 14 and 20 years, respectively. His prior experience includes roles at Buckhorn Trail Capital, Eagle Strategies (NY Life), and Security First Advisors. Olson also serves as a trustee for the Carl E Olson Charitable Remainder Unitrust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by quantitative and qualitative due diligence and an ESG eligibility framework.

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.

Nathan Westphal is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing, Allspring Funds Management, and Strong Capital Management. Outside of his primary role, he holds ownership interests in two investment-related firms, Heritage Private Wealth LLC and Westphal Asset Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

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. He holds Series 65 and Series 63 licenses and has 12 years of industry experience, all with Mass Mutual Investors Services and MassMutual Life Insurance Co. In addition to his advisory role, he works as an insurance sales agent specializing in individual and group life and health insurance. Mass Mutual Investors Services operates as a subsidiary of MassMutual and provides financial planning and investment services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by analytical tools and offers a range of asset management and educational programs.

Carter Kauth is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with JPMorgan Chase Bank and JPMorgan Securities since 2019. Kauth serves as a board member and investment committee participant for the Milwaukee Domes Alliance, a nonprofit supporting educational and cultural programs at the Mitchell Park Horticultural Conservatory. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes ESG considerations.

Neil Dunham is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Global Atlantic Financial Company and Financial Independence Group. Dunham is currently based in New Berlin, WI. OSAIC Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager selections.

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 worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies managed by internal teams and third-party managers for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Merissa Slowik is a CFP® professional with three years of industry experience, currently with Robert W. Baird & Co. in Milwaukee, WI. She previously worked at Johnson Bank and Johnson Wealth Inc., and has held roles outside finance, including at Walt Disney World and the Center for Students with Disabilities at UW-Whitewater. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Erin McGrath is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley and its predecessor firms since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery conversations and analytical tools.

Scott Wick is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2018 to 2025. Outside of his advisory role, Scott serves as an officer and treasurer on the board of a private family charitable foundation focused on community organizations related to school choice, health and wellness, and religious endeavors. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm utilizes both in-house and third-party investment managers and offers customizable investment strategies tailored to each client’s risk profile.

Michael White is a CFP® certificant with 38 years of experience in the financial services industry. He is currently with Cetera and has held roles at First Allied Advisory Services and First Allied Securities, among others. White serves as a director of the Just Fore Kids Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors. It offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts.

Erik Schleicher is a CFA® charterholder with 10 years of industry experience and has been with Robert Baird & Co. since 2015. He is based in Milwaukee, WI. Outside of his advisory role, he owns and manages a residential real estate business. 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, and institutional clients by providing tailored consulting and portfolio management services across a range of traditional and non-traditional investment strategies.