Rob Henry is a Financial Consultant currently working at Fidelity Investments since 2024. He has previously held the position of Financial Advisor at Janney Montgomery Scott from 2015 to 2023. Rob focuses on helping clients understand their personal finances and aims to build confidence across various life stages by establishing relationships, identifying concerns, and setting goals. With nearly a decade of experience in the financial advisory field, Rob works collaboratively with clients to develop financial plans aligned with their objectives. His approach emphasizes foundational relationship-building and goal-setting as the basis for effective financial planning. Outside of his professional role, Rob engages in family activities, social events with friends, music, outdoor adventures, reading, and volunteering.

Jamie Poulos is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank N.A. and Allspring Global Investments. Poulos is currently based in Oak Creek, WI. 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 affiliated brokerage, distribution, and investment management capabilities.

Gerald Thomas is a financial advisor at J.P. Morgan Securities with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2014, with a brief interval before rejoining in 2022. Outside of his advisory role, he is an owner of GimmeShelter Freeze Dry LLC, where he manages scheduling for a freeze dryer. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Russell Kenitzer is a financial advisor at Osaic with 33 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc and Sii Investments. In addition to his advisory role, Kenitzer owns Kenitzer Tax Group, which provides tax preparation and planning services, and operates an insurance agency focused on fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services with a range of portfolio management tools and third-party solutions across multiple advisory platforms.

Tracy Pesl is a financial advisor with Equitable Advisors, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2008. Outside of advising, she has served as a poll worker for Menomonee Falls. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Phillip Strosahl is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Cetera Wealth Services, LLC, having previously held positions at Avantax Advisory Services and 1st Global Advisors Inc. Outside of his advisory work, he serves as treasurer for Venturing Crew 109, a youth group affiliated with the Boy Scouts. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform that includes affiliated and third-party model portfolios.

Brittni Lamothe is a financial advisor at LPL Financial with credentials including Series 63 and Series 65 and four years of industry experience. She has been with LPL Financial since 2020 and also has a longstanding role at BMO Harris Bank beginning in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by both proprietary and third-party strategies.

Lori Eckhardt is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. She has been with RW Baird since 2018 and previously worked at GE Capital from 2010 to 2018. 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 management services, including discretionary and non-discretionary management, SMA programs, and overlay strategies, addressing a broad range of investment objectives and risk tolerances.

Laurie Tebon is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 63 designation and has been with Merrill and Bank of America since 2013. Laurie serves on the board and finance subcommittee of Family Sharing of Ozaukee County, a charitable organization that operates a food pantry and resale shop for low-income households. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Lauren Post is a financial advisor with Robert W. Baird & Co. in Evanston, IL, holding CFP® and Series 66 designations and bringing seven years of industry experience. She has worked at Baird since 2018, following prior roles at Fis and BMO Harris Bank. Lauren is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and nonprofit clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Jimmie Collicott Jr. is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C. since 2013, as well as prior experience at The Mutual Fund Store and SII Investments, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm integrates a committee-driven modeling process with planner delivery and online tools, offering diversified portfolio management and long-term investment strategies across discretionary and non-discretionary platforms.

Amanda Kojis is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with eight years of industry experience. Her prior work includes roles at Edward Jones and Amica Mutual Insurance Company. She has been with Morgan Stanley and its Private Bank since 2020. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate financial planning arrangements.

Michael Jansen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of his advisory work, he is involved in selling disability insurance for independent contractor real estate agents and also works as a makeup artist with Seint. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Timothy Byrne is a financial advisor with Robert W. Baird & Co., Inc. in Milwaukee, WI, holding a Series 66 designation and 24 years of industry experience, all with Baird since 2002. He serves on the Finance Council for the Archdiocese of Milwaukee and participates on the Investment Committee of the Board at Marquette University High School. Additionally, he attends board meetings for Fairfax Publishing Company Inc., a publisher of senior living guides. Baird’s Private Wealth Management department, including the DDK Group to which Byrne belongs, serves individual, corporate, pension, and charitable clients with financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded SMA strategies with ongoing investment monitoring and offers municipal advisory services alongside its advisory and brokerage capabilities.

Tiffany Kowieski is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm delivers advisory services through a variety of strategies, including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management capabilities, supported by internal research and home-office investment professionals.

Leah Garland is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 65 and Series 63 licenses and has prior work experience with BMO Bank NA, Fifth Third Securities, and Fifth Third Bank. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Brennan Gott is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at LPL Financial and Wells Fargo. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Ryan Engelhardt is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Robert W. Baird & Co. since 2003. The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Thomas Teister is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has operated Teister N' Teister, LLC since 2012 and has been affiliated with Cambridge Investment Research in various capacities since 2008. In addition to his advisory role, he works as an independent insurance agent for multiple insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of discretionary and non-discretionary portfolio management strategies and proprietary models alongside third-party solutions.

Ryan Michala is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Harbour Investments, Inc. and e2 Retirement Consulting. Outside of his advisory role, he operates PKGU Trading Cards, a business focused on buying and reselling trading cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.