Tracy Pesl is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Outside of her advisory role, she has served as a poll worker for Menomonee Falls. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

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.

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.

Blake Wiskirchen is a financial advisor with Cambridge Investment Research Advisors in Mequon, WI, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Baker Tilly and Networkers Funding, LLC. He is also the owner of Wiskirchen Financial Group, a business engaged in investment-related activities and tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management strategies tailored to client objectives.

Jimmie Collicott Jr. is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He has held roles at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, LLC from 2013 to 2016. He holds Series 63 and Series 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, supporting a large client base through advisor-led and online 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 credentials 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 the sale of disability insurance for independent real estate agents and works as a makeup artist for Seint. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform.

Daryl Devorkin is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in a restaurant/bar business in Cedarburg, Wisconsin, where he works as a bartender. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning using structured discovery conversations and firm-approved planning tools.

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.

Brennan Gott is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Bank and Clearing. He is based in Sussex, Wisconsin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

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.

Gary Sievewright is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2015. The firm is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James & Associates serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Jewell Graham is a financial advisor with Morgan Stanley, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Morgan Stanley, Jewell worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, and spent nine years at North Shore Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytics.

Jennifer Faulkner is a financial advisor at Morgan Stanley with 25 years of industry experience. She has held her current position since 2009 with Morgan Stanley Smith Barney LLC. She holds the Series 63 and Series 65 licenses. 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 utilizes structured financial planning tools, managing approximately $2.74 trillion in client assets.

Jackson Gallagher is a financial advisor with Wells Fargo Clearing based in New Berlin, WI. He holds Series 66 and Series 63 designations and has one year of industry experience. Prior to joining Wells Fargo, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has been involved with Mathnasium of West Des Moines. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory and financial planning services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Andrew Rux is a financial advisor with Edward Jones in Jackson, WI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of financial advisors and branch offices and provides services under a fiduciary standard.