Penny Seeley Dean is a financial advisor with LPL Financial in Brookfield, WI, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior roles include positions at BMO Harris Bank, Landmark Credit Union, Wells Fargo Funds Distributor, and Trans International. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various advisory and non-advisory financial activities.

James Lavelle is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Joseph Czechowicz is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert W. Baird since 2015. Outside of his advisory role, he manages rental properties through a separate business activity. He is part of The DDK Group within Robert W. 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 that include discretionary and non-discretionary strategies, utilizing both in-house and third-party managers.

Eric Elias is a financial advisor at Equitable Advisors with 45 years of industry experience. He has held his current role since 1999 and previously worked with Axa Advisors, LLC. His credentials include Series 63 and Series 65 licenses. Outside of his advisory work, he is involved in insurance-related activities with companies such as United Healthcare, Unum, Anthem Blue Cross Blue Shield, and MetLife Dental. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented by third-party managers and offers ERISA fiduciary services through credentialed representatives.

Ivana Marich is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and 18 years of industry experience. She has been with Robert W. Baird since 2016. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Alexa Stroner is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Merrill and the Oak Creek Franklin Joint School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with various advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Monte Carlo simulations to support its financial planning process.

Julie Andreoli is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Michelle Hernandez Cortes is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Company since 2002. She holds the Series 66 designation and is based in Grafton, Wisconsin. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Andrew Starosta is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has worked at Landmark Credit Union and LPL Financial since 2011, with prior experience at Cetera Investment Services, J. W. Cole Advisors, and Chase Investment Services. Starosta is also involved with Landmark Investment Center, a DBA associated with Landmark Credit Union. 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, utilizing advanced technology tools to support its network of over 22,800 advisors.

Neil Conway is a financial advisor with UBS Financial Services in Brookfield, WI, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust Company, spanning nearly two decades before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocation to tailor client strategies.

Jason Levin is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities Inc. since 2010. Outside of his advisory role, Levin serves on the boards and committees of several nonprofit organizations in Milwaukee, including Jewish Family Services of Milwaukee, Milwaukee Jewish Federation, and the Jewish Community Center, focusing on financial oversight and investment committees. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework. The firm operates on a non-discretionary basis, with clients retaining final decision-making authority.

Thomas Linn is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Robert Baird & Co. since 1986. Outside of his advisory role, Linn serves as President and Chairman of the Board at The Women's Care Center of Milwaukee, a charitable nonprofit organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Quinn O'Connor is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience in clinical research and health technologies. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a range of traditional and alternative investment strategies.

Carlton Holland is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with Baird since 2014. Outside of his advisory role, he owns and operates several rental real estate businesses. The DDK Group, where Holland works, is part of Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment and consulting services, including portfolio management and financial planning, utilizing a range of traditional and alternative strategies.

Patrick Brown is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He has been with Robert W. Baird & Co. since 2014. He holds the Series 63 designation. Robert W. Baird & Co.’s DDK Group provides wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a variety of investment strategies, including separately managed accounts, overlay management, and tax-managed approaches, supported by internal research and ongoing manager monitoring.

Stephen Hayes is a financial advisor with OSAIC based in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at SagePoint Financial, MassMutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Hayes is also involved in independent financial advisory activities through entities such as High Point Capital Group and TVG Advisors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a broad range of integrated brokerage and advisory services, leveraging asset-allocation tools, risk-tolerance assessments, and third-party platforms to tailor portfolio management across various asset classes.

John Pelletier is a CFP® with 23 years of industry experience. He is currently with LPL Financial and has also worked at BMO Harris Financial Advisors and M&I Investment Management throughout his career. Pelletier maintains a DBA for LPL Business under the name BMO Investment Services. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Dailey is a financial advisor with Wells Fargo Clearing in Mequon, WI, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Thomas Wagner is a financial advisor with Ameriprise in Elkhorn, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver customized, non-discretionary retirement income advice.

Pamela Cain Henry is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 27 years of industry experience. She has been with Robert Baird & Co. since 1998. Outside of her advisory role, she manages a rental property in Milwaukee. 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 provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and access to a range of traditional and alternative investment strategies.