Gregory Hesse is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2020. Prior to this, he worked for UBS Financial Services from 2010 to 2020. He has served on the board of the Johnson Creek Education Foundation in Wisconsin, including roles as vice president and president. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutions, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-driven financial planning process.

Nicholas Langer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at J.P. Morgan Securities and Chase Investment Services Corp. He is involved in a non-variable insurance business in Windsor, WI. 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 uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

John Mullen is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and eight years of industry experience. Prior to joining Baird in 2018, he worked at GE Healthcare for 20 years. Outside of his advisory role, he has been employed at Leff's during the Wisconsin State Fair. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research and a mix of managed strategies, with approximately $394 billion in regulatory assets under management as of December 2025.

Jeffrey Wangard is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 15 years. Outside of his advisory role, he is the owner of Wangard Investment Consulting, where he performs proforma work related to soccer facilities development. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm designs investment strategies tailored to clients’ risk profiles and manages portfolios using both in-house and third-party managers, with access to a variety of investment options and integrated banking services.

Aaron Henry is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Clearing, Old National Bank, and Allspring Funds Management. Outside of finance, Henry serves with the Wind Point Police Department and has prior law enforcement experience with the Milwaukee County Sheriff's Office and the City of Racine. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, combining scale with a diverse platform of advisory and non-advisory services.

Hannah Park is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Prior to her financial services career, she was involved with Global Repair Group LLC and worked at XSport Fitness. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, using a variety of investment vehicles and endorsements from third-party asset managers and advisory programs.

Kevin Polheber is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Calton & Associates, Inc. for 16 years, as well as Securities America Advisors and Securities America, Inc. Outside of his advisory work, he serves as president of the Loaves & Fishes Genoa City Food Pantry and is chairman of the board at Berean Grace Church. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and asset-allocation tools to construct portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Alan Barnes is a Certified Financial Planner® with 28 years of industry experience. He is currently with LPL Financial and also has a role at Landmark Credit Union. His prior work includes positions at CUNA Brokerage Services and Cuso Financial Services. 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.

Matthew Schembari is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Baird, he worked at AbleLight and attended Marquette University. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations using a range of financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies with ongoing manager selection supported by internal research and utilizes strategic minority investments and partnerships.

Daniel Green is a financial advisor with Edward Jones in Wauwatosa, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, he owns and maintains a commercial building in Brookfield, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory programs and affiliated investment products through a large nationwide network of advisors and branch offices.

Jacob Baker is a financial advisor at OSAIC based in Milwaukee, WI, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, he provides solutions on fixed products through Crump Insurance Services and is a shareholder in Highpoint Capital Group. 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 advisory services, financial planning, managed portfolios, and access to third-party money managers.

Jake Johnston is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial. Outside of his advisory role, he is involved with High Point Capital Group, focusing on portfolio management and client prospecting, and prepares tax returns seasonally through First Team Financial. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a variety of investment tools and platforms to construct and manage portfolios that include multiple asset types and supports both discretionary and non-discretionary account management.

Jonathan Gleason is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has held various roles within J.P. Morgan and JPMorgan Chase Bank since 2016. He is also involved with Pourfolio App since 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Carter Amundson is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including North Star Resource Group and Securian Financial Services. Outside of his advisory role, he serves as an elected board member of Buena Tierra MKE Inc., a nonprofit focused on community engagement. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across various program structures.

Christine Jasso is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 10 years of industry experience. She has worked at Robert W. Baird & Co. since 2017 and previously at Northwestern Mutual Investment Management from 2015 to 2017. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Dylan Krause is a financial advisor with LPL Enterprise holding a Series 66 designation and has less than one year of industry experience. His prior work includes roles at Northwestern Mutual and running an independent venture, Two Dog Enterprise. He has also been involved in education at several institutions including the University of Wisconsin La Crosse and Muskego High School. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Michael Dearing is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Grove Point Investments, Grove Point Advisors, Elmbrook Associates, H. Beck, Inc., and Johnson Controls. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and operational tools.

Brian Jacobs is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with eight years of industry experience. Prior to joining Baird in 2018, he worked at PricewaterhouseCoopers, LLP for two years. He serves as Chief Financial Officer on the board of the Raymond School Foundation, a nonprofit organization. The DDK Group at Robert W. Baird, where Jacobs works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies with ongoing investment monitoring.

Lesley Augustine is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 16 years of industry experience. She has been with Robert W. Baird & Co. since 2011. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies and overlay services to meet diverse client goals and risk tolerances.

Abigayle Spitzer is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Target and Piggly Wiggly Midwest. Robert Baird & Co.'s DDK Group operates within the Private Wealth Management department, serving individual, corporate, pension, and charitable clients with a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies along with tax management and direct-indexing, managing approximately $394 billion in regulatory assets as of December 31, 2025.