Kevin Hoeft is a Series 66-licensed financial advisor with LPL Financial in New Berlin, WI, having 10 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is employed as a plasma donor at BioLife. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Michael Violette is a financial advisor with Wells Fargo Clearing in New Berlin, WI, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Cetera Investment Services, LPL Financial, CUNA Mutual Group, and U.S. Bank. Outside of finance, he works as a driver for Go Riteway Transportation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

David Lange is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 credentials and one year of industry experience. Before joining Mass Mutual, he worked at Alto Financial Group and BetterLife Insurance, among other positions. Outside of financial services, he has been involved with Lange Medical LLC for over a decade. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools and structured annual engagements to deliver written recommendations and offers specialized planning services including divorce planning and estate settlement.

Dawn Panas is a financial advisor at Morgan Stanley in Waukesha, WI, with 37 years of industry experience. She has held her current position at Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients with various investment strategies, managing approximately $2.74 trillion in assets.

Angela Hutter is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Outside of her advisory role, she is involved with the Greater Milwaukee Power League in a recreational capacity. 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 structured financial planning that incorporates firm-approved tools and market analysis.

Erik Pinter is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2011, he worked 25 years at Anchor Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

Anna Ferkel is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with six years of industry experience. She has worked at Baird since 2018 and previously at Northwestern Mutual in 2017. Outside of her advisory role, she was involved with the Cedarburg Community Pool from 2013 to 2017. She 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 provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to complex non-traditional investments.

Stanley Zurawski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at SII Investments, Inc. from 2005 to 2017. Outside of his advisory role, Stanley serves as an independent insurance agent and is president of American Financial Services Inc., where he also provides tax return services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, providing both proprietary model strategies and access to unaffiliated investment managers.

Andrew O'Connell is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 13 years of industry experience. He has been with Robert Baird & Co. since 2011. 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. The group offers customized consulting and portfolio management services, utilizing a mix of in-house and third-party managers to implement a range of traditional and non-traditional investment strategies.

Lee Mccarthy is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2013. Outside of his advisory work, he organizes and facilitates fundraisers for St. Jerome Parish School in Oconomowoc, Wisconsin. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Lea Gerschwiler is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2010. 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, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs.

Kimberly Miller is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and over 20 years of experience with the firm. She also works as a photo lab specialist at Target Corporation, processing film and digital media prints on weekends. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients with a variety of advisory programs and affiliated investment capabilities supported by a large national network of advisors and branch offices.

William Fris is a financial advisor with Equitable Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is involved in insurance-related activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering 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, combining advisory and brokerage/insurance channels to deliver tailored client solutions.

Samantha Gerrity is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Baird since 2017, following two years at BMO Investment Distributors. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird provides a range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax management, and direct indexing, supported by internal research and investment monitoring.

Ralph Reed Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with four years of industry experience. He has worked at Robert W. Baird since 2019 and previously spent three years at BMO Harris Bank. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research, manager monitoring, and innovative investment strategies.

Heather Reliford is a financial advisor with Primerica Advisors in Brookfield, WI, holding Series 63 and Series 65 designations and possessing nine years of industry experience. She has worked with PFS Investments Inc. since 2017 and Primerica Financial Services since 2016. Outside of advisory roles, she is involved in real estate sales and works as a Lyft driver. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports trades through BNY Mellon Advisors and Pershing custody services.

Taylor Busse is a financial advisor with LPL Financial, holding the Series 66 designation. Based in Big Bend, WI, Busse has experience working at Citizens Bank and LPL Financial since 2023. Prior roles include positions at Waukesha County Technical College, Linden Grove, and Mukwonago High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Charles Winn is a CFP® certificant with 22 years of industry experience, currently serving as a financial advisor at Cetera. He has a background that includes roles at Avantax and Mass Mutual Investors Services, and he is a managing member of DB Wehring Wealth LLC, where he focuses on practice management, financial planning, and investment advisory services. Winn is also involved in project management through LegUp Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary account structures.

Michael Benash is a financial advisor with Robert W. Baird & Co. in Waukesha, WI. He holds the Series 66 designation and has two years of industry experience. His prior work history includes roles at LSEG and Fis. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded SMA strategies, internal research—including AI tools—and maintains approximately $394 billion in regulatory assets under management as of December 31, 2025.

Edward Defrance is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 23 years of industry experience. He has been with Robert W. Baird since 2003 and holds Series 63, Series 65, and Series 66 designations. He is part of the DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a combination of consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs tailored to client goals and risk tolerances.