Rachel Boylan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Beacon Business Group, Barre District Milwaukee LLC, and von Briesen & Roper, s.c. 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, pension plans, corporations, and charitable organizations.

Jason Gomolla is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and Scottrade. He has also been affiliated with the University of Wisconsin since 2000. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investments through a centralized and integrated operational structure.

Adam O Malley is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and eight years of industry experience. He previously worked at Fisher Barton Specialty Products for three years. Outside of his advisory role, he serves as a board member of Heiliger Huegel Ski Patrol, Inc., a nonprofit organization. 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 financial planning, portfolio management, and other advisory services supported by internal research, manager selection, and strategic partnerships.

Jason Dummert is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including during its prior registration as Axa Advisors, LLC. Outside of advising, he is involved in independent coaching and consulting through Frozen River Coaching, LLC, and participates in community activities such as assisting local farmers markets and serving as an associate at Field Workshop. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models, including third-party programs and discretionary management, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Olivia Webers is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Uline for three years. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Adam Bublitz is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan and its affiliated entities since 2015. Outside of his advisory role, he was involved with Oily Woodman from 2015 to 2018. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Thomas Kavanagh is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior experience includes six years at Citi Group before joining Baird in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and the use of artificial intelligence in client advice.

Jillian Culver is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Old National Bank, First Midwest Bank, Park Bank, and Wells Fargo. Culver serves as a board member of the Milwaukee Parks Foundation, where she participates in the investment and finance committee overseeing cash management and budget review. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicholas Wong is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and has previously worked at Venzee Technologies and Epic Systems. Outside of his advisory role, he is involved with the Posse Foundation and Capital Fitness. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed account programs, and uses internal research and tools, including artificial intelligence, in client advice.

Thomas Oconnor is a financial advisor at Robert Baird & Co. in Milwaukee, WI, with 37 years of industry experience. He has been with Robert Baird & Co. since 1989 and holds the Series 63 and Series 65 designations. Oconnor serves on the Board of Directors and the Finance Committee of the 24 Hour Foundation. Robert Baird & Co. provides a range of wealth management services through its DDK Group, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research, AI tools, and strategic partnerships.

David Manke is a financial advisor with Robert W. Baird & Co. in Wauwatosa, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Robert W. Baird Incorporated since 2013. Outside of his advisory role, he serves as a board member on the investment and finance committee of Holy Cross Lutheran Church. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which provides tailored consulting and portfolio management services to individuals, families, institutions, and charitable organizations using a range of traditional and non-traditional investment strategies.

Matthew Shapiro is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds a Series 66 designation and has been with Robert Baird since 2015. Outside of his advisory role, he is involved with USA Hockey as a Coach Developer. 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 with tailored financial planning and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary management and access to traditional and non-traditional asset classes.

Jeffrey M. Steffes is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 1991 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Matthew Hilton is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 22 years of industry experience. His prior roles include positions at BMO Harris Bank, U.S. Bancorp Investments, U.S. Bank, and Wells Fargo Clearing. 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 portfolio programs, and access to third-party asset managers, supported by technology tools for operational and research purposes.

Sondra Safer is a financial advisor with Cetera in Brookfield, WI, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has been with Cetera since 2004. Safer also operates an income tax and accounting service and is a certified public accountant who performs notarial acts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a nationwide network of over 10,000 advisors.

Nathan Schmidt is a Financial Consultant currently working at Fidelity Investments since 2026. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His professional experience also includes a five-year tenure as a Financial Advisor at Raymond James & Associates from 2019 to 2024. Nathan focuses on guiding clients to develop financial habits and co-creating plans that build confidence in reaching their financial goals. He emphasizes clear guidance and partnering with clients to implement plans they feel assured in. Outside of his professional work, Nathan enjoys family activities, fitness, golf, movies, museums, and reading.

Andrew Gusho, Jr. Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He is part of The Gusho Wallace Group, which follows a disciplined, goals-based wealth management process. They focus on understanding clients' whole life situations, unpacking their concerns and priorities before making financial decisions. This approach allows them to develop personalized strategies that consider risk tolerance, time horizon, liquidity needs, investment objectives, and the cost of recommendations. The group conducts regular reviews with clients to monitor progress and adjust strategies as needed based on life or business changes. Andrew holds a Bachelor of Science degree in Business Administration with a focus in Finance from the University of Denver. He also has a Personal Investment Advisor (PIA) designation. Originally from Marquette University High School, he currently resides in Lakeview East, Illinois. Outside of his professional duties, he enjoys golfing, skiing, spending time with family and friends, and remains active in his community.

Andrew Lafontain is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities. He serves on the Board of Directors for the Education Foundation of New Berlin and is working on authoring a financial and educational book for public distribution. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations.

Megan Roraff is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 13 years of industry experience. She has been associated with Wells Fargo entities since 2012 and has maintained a role at Abrasive Specialties since 2000. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Phillip Pratt is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 65 and Series 63 registrations and previously worked at Northwestern Mutual Investment Services for four years. Outside of his advisory role, he serves as a committee chair for Trail Life USA Troop 1689, a nonprofit organization. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by its in-house research and alternative investments platform.