Michael Kaniok is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Edward Jones since 2008. Outside of his advisory role, he partners with clients in real estate investments focused on purchasing properties to flip or rent. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Bryan Reed is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Allstate Financial Services and Allstate Insurance Co. In addition to his advisory role, he is employed at Festival Foods. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Michael Mc Kinney is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Mount Pleasant, WI. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Michael Lambert is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside his advisory role, he operates a sole proprietorship, Lambert & Associates, and receives non-investment compensation from affiliated companies for mortgage loan sales and home security product referrals. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by third-party asset managers and supports account custody and trade execution through established partners.

Deborah Besenhofer is a CFP®-designated financial advisor with Edward Jones, based in Kenosha, WI, and has 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she manages a rental property in Florida. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Elizabeth Lambert is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1992. Outside of her advisory role, she receives compensation for referrals related to loan products, home security, and automation services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with thousands of advisors and offices and employs third-party asset managers alongside custodial support from Pershing.

Brittany Lee is a Series 66-licensed financial advisor at Robert W. Baird & Co. with three years of industry experience. She has held positions at several firms including Planners Financial Group and Professional Wealth Advisors. Outside of her advisory work, she is a co-owner of Fluid Jiu Jitsu Mount Pleasant. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing model-traded strategies, tax management techniques, and manager selection supported by internal research and technology.

Andrew Heller is a financial advisor with LPL Financial in Kenosha, WI, holding Series 63 and 66 licenses and seven years of industry experience. He previously worked at Woodbury Financial Services and OSAIC, and has experience outside finance including a role at Lumen Christi Catholic School. He is also the owner of a business called Just A Little Kick. 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 advisory and brokerage services, including financial planning and access to model portfolios, with advice delivered primarily through a large network of investment adviser representatives.

Paul Gwidt is a CFP®-certified financial advisor with six years of industry experience. He is currently with Raymond James & Associates, where he has worked for three years. His prior experience includes roles at Wells Fargo Clearing Services, The VanderBloemen Group, and the University of St Thomas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit entities. The firm provides non-discretionary financial planning and investment consulting, offering a range of portfolio management styles supported by affiliated research and sub-advisers.

Stephen Levonowich is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, he worked at Woodbury Financial Services and Spectrum Wealth Advisors. Outside of financial advising, he is the owner and president of SJL Tax & Accounting, a tax preparation and accounting services firm. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Robert Wickenkamp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes two years at Edward Jones and ongoing roles at RJW Investment Consultants since 2009. Outside of advisory services, he owns and operates independent insurance and college funding counseling businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Hollie Nelson is a financial advisor at Robert Baird & Co. with 31 years of industry experience. She has been with Robert Baird & Co. since 1998 and holds Series 63 and Series 65 designations. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a range of investment strategies and manager options.

Anthony Stella is a financial advisor with Stifel in Racine, WI, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2001. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Morrisey is a CFP® professional with 29 years of experience in the financial industry. He has worked at Robert Baird & Co. since 1997. 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 and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning and consulting, portfolio management, and specialized account programs, supported by internal research, manager selection, and advanced tools such as artificial intelligence.

Quinn Landl is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to his current role, he had positions at The Prudential Insurance Company of America and Pruco Securities LLC. He also spent time working at the Krannert Art Museum and in the retail sector before entering finance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

David Besenhofer is a financial advisor with Edward Jones in Union Grove, WI, holding a Series 66 designation and seven years of industry experience. He joined Edward Jones in 2018 after working at Family Heritage and Washington National Insurance. Outside of his advisory role, he manages a seasonal rental property in Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Kevin Polheber is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Calton & Associates, Inc., LaSalle Financial Services, Inc., and Securities America. Outside of his advisory role, he serves as president of the Loaves & Fishes Genoa City Food Pantry and is a board member of Berean Grace Church. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization strategies and supports various program types including Unified Managed Accounts and third-party money manager programs.

Stephanie Chirbas is a financial advisor at LPL Financial with eight years of industry experience. She has held positions at BMO Bank NA since 2018 and previously worked at BMO Harris Bank NA from 2004 to 2018. Chirbas holds Series 63 and Series 65 credentials. 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 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.

Sean Welsh is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Spectrum Wealth Advisors. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by sophisticated tools and multiple manager options.

Katherine Shalbrack is a financial advisor at Robert Baird & Co. with 42 years of industry experience, including 33 years at her current firm. She holds a Series 63 designation. Outside of her advisory role, she serves on the Finance Committee of St. Joseph Congregation in Racine, WI, contributing to financial decisions affecting the church and school. Robert Baird’s DDK Group, where she works, 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 supported by internal research, manager selection, and innovative investment strategies.