Michael Ovsak is a financial advisor with LPL Financial in Brookfield, WI. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Ameriprise for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio strategies.

Jason Pokorny is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Wells Fargo in various advisory roles. In addition to his advisory work, he is also licensed as an insurance agent involved in the sale and service of accident and health insurance, fixed annuities, and traditional life insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Walter Taylor is a financial advisor with RBC Capital Markets in Mequon, WI, holding a Series 66 designation and 1 year of industry experience. He previously worked at Baird from 2019 to 2024. Outside of his advisory role, he serves on the Board of Directors for Safe And Sound, a nonprofit focused on community safety in Milwaukee, and coaches high jumpers and sprinters for The University School of Milwaukee track team. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering tailored investment strategies through a variety of advisory programs and portfolio management options.

Princess Davis is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Her prior roles include four years at Baird and positions at Principal Financial Group, Humach, and Metro Market. Outside of advising, she is a limited partner in Golden Root Colective, a recreational enterprise based in Milwaukee. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including comprehensive financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning services.

Lance Lesage is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and North Shore Bank. Outside of his advisory role, he is an assistant swim coach at Schroeder Aquatics. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Cody Ganchar is a financial advisor with Edward Jones in Germantown, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he coached youth hockey with the Milwaukee Jr. Admirals and worked at Johnson Controls. He continues to serve as a youth hockey coach in Milwaukee outside of his advisory role. 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 supported by a large nationwide network of advisors and branch offices.

Donald Sonsalla is a financial advisor with RBC Wealth Management in Mequon, WI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with RBC Wealth Management since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management options and integrates in-house and third-party investment resources.

Patrick Fennelly is a financial advisor with Morgan Stanley in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he serves as a forensics judge at Brookfield East High School and is a board member and vice chairman of the finance committee at Penfield Children’s Center, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and scenario modeling, primarily acting in an advisory capacity.

Wendy Wolfe is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds Series 63 and Series 66 designations and 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, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services to meet client goals and risk tolerances.

Benjamin Haddorff is a Series 66-registered financial advisor at LPL Financial with 21 years of industry experience. He previously worked with Waddell & Reed, Inc. and various insurance carriers under W & R Insurance Agencies from 2004 to 2021. He also engages in non-variable insurance activities related to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutional clients. The firm offers diverse advisory programs and financial planning services, combining proprietary research and third-party subadvisors to support both discretionary and non-discretionary portfolio management.

Eric Oleson is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly to individuals and through employer agreements.

Brian Sandblom is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 credentials and worked at Pruco Securities, LLC for 35 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management arrangements, and a broad range of brokerage and insurance products through an integrated platform.

Sean Stockman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2025, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2021 to 2025, and has experience with Primerica and other firms. Outside of his advisory role, he was involved with Corner Street Communications, LLC. 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, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from various sources to support diversified and alternative investment strategies.

David Dziubek is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 39 years of industry experience, including six years at Ameriprise and four years at Ameriprise Financial Services, Inc. He is based in Brookfield, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Crystal Sdano is a financial advisor with Osaic Wealth, Inc., holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has worked with firms including Woodbury Financial Services Inc and Cetera Advisor Network and serves as CEO and financial advisor at Dream Plan Enjoy LLC, doing business as Savaglia Financial Advisors. Her outside business activities include life, health, and disability insurance sales as well as document notarization for clients. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, managed accounts, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports multiple platform solutions, serving individual investors, corporations, pension plans, and charitable organizations.

Maria Mc Dermott is a financial advisor with Robert W. Baird & Co. in Cedarburg, WI, holding a Series 63 designation and bringing 24 years of industry experience. She has worked at Robert W. Baird & Co. since 2006. She 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 customized consulting and portfolio services, including financial planning and discretionary management, and implements strategies using both in-house and third-party managers across a range of traditional and non-traditional asset classes.

Connor Wiesner is a financial advisor at Wells Fargo Clearing in Milwaukee, WI, holding the CFP®, CFA®, and ChFC® designations with nine years of industry experience. His prior roles include positions at Principal Life Insurance Company, U.S. Bancorp Investments, and Lincoln Financial Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Alison Couch is a financial advisor with Robert Baird & Co. in Milwaukee, WI. She holds a Series 65 designation and has six years of industry experience, including prior roles at Heck Capital Advisors, LLC and Aflac. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, using a blend of manager-traded and model-traded strategies supported by internal research and technology.

Thomas Niswonger is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has been with Baird since 2019. Prior to his current role, he worked at Rexnord Power Transmission from 2017 to 2019. He 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, consulting, and portfolio management services, utilizing a mix of manager-traded and model-traded strategies along with overlay management and tax-management capabilities.

David Kelnhofer is a financial advisor at Robert W. Baird & Co. with 7 years of industry experience and holds a Series 66 designation. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves as a board member for Pewaukee Parks & Recreation and is involved in marketing survey work. 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 offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies.