Evan Holmstrom is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he has worked in various capacities including at Swag Guys and Winona State University. He 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 offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk profiles.

Brian Nethery is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Robert W. Baird since 2015 and previously spent nine years at Stifel. Nethery is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, including artificial intelligence.

Alicia Lantz is a CFP®-certified financial advisor with 20 years of industry experience. She is currently affiliated with LPL Financial and UW Credit Union, having previously worked at U.S. Bancorp Investments, Northwestern Mutual, Robert W. Baird, Citigroup Global Markets, and Ameriprise. She holds the Series 66 designation. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Sierra Elleseg is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. She has worked at Robert W. Baird since 2019, with a brief period at NewRez LLC, and is also involved as a coach with Elite Tumbling - Element Athletics. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services that include traditional and alternative investment strategies.

Elizabeth Menteur is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Morgan Stanley since 2017, including four years with Morgan Stanley Private Bank, N.A. Her prior experience includes roles at Starpoint Solutions, Fidelity Brokerage Services LLC, and McAdam LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides financial planning that incorporates structured discovery conversations and modeling tools but generally does not make individual security recommendations as part of standalone plans.

Jacqueline Fritz is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Rachel Albrecht is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Baird, she held positions with the Milwaukee Bucks, Workiva, and Iowa State University Athletics Department. She 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 consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Tina Wisialowski is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Based in Milwaukee, WI, she has a long tenure at the firm specializing in wealth management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario analysis as part of its financial planning process.

Jared Linskens is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior work includes operating KK Landscape and Design LLC across multiple years and roles in educational and service organizations. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Donald Conrad Jr. is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Baird, he worked at Michael Best Strategies and Advocate Aurora Health. He 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. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and manager monitoring.

Timothy Orth is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 17 years of industry experience. He has been with Robert Baird & Co. since 2012. 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, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, employing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Richard Hopf Jr. is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is a certified yoga instructor who teaches a weekly community yoga class and has a background as a professional volleyball player. 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, third-party asset management access, and institutional platforms.

Jodi Arenal is a financial advisor with Wells Fargo Clearing in Sheboygan, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has a longer tenure at Wells Fargo Bank, NA dating back to 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven advisory process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services and includes insurance-related vehicles and bank deposit sweep options among its investment menu, serving a broad institutional client base.

Timothy Carr is a financial advisor at Morgan Stanley with 60 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities within Morgan Stanley since 2003. Carr also serves on the City of Mequon's Economic Development Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling.

Paula Reinholtz is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked for eight years at Simon Family Eye Care. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for assets held in Ameriprise-managed accounts.

Kenneth Reske is a financial advisor with LPL Financial in West Allis, WI, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at LPL Financial since 2009 and also co-owns Reske Consulting, LLC, a family business. 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.

Jared Greanya is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds a Series 66 designation and previously worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2012 to 2022 before joining Thrivent in 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping these services separate.

Margaret O'Brien is a financial advisor with Edward Jones in Shorewood, WI. She holds a Series 66 designation and has one year of experience at Edward Jones, following five years at Choose Chicago and prior roles in project management and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Jorden Trochelman is a financial advisor with Thrivent Investment Management based in Brookfield, WI. He holds Series 63 and Series 66 credentials and has 24 years of industry experience. His prior work includes roles at Fidelity Brokerage Services and RUSSELL Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers a consolidated billing option for planning combined with managed-account services.

Terry Thompson is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 1991. Outside of his advisory role, Thompson is involved with Resurrection Lutheran Church as Council President and is a business owner of a recording studio. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.