Chad Falkenstein is a financial advisor with Wells Fargo Clearing in New Berlin, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before continuing with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in buying, selling, and trading vintage collectible toys at the Chicago Toy Show. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. Their approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Jennifer Ewert is a financial advisor with Robert W. Baird & Co. in Wind Lake, Wisconsin, holding a Series 66 credential and 15 years of industry experience. She has been with Robert W. Baird since 2003. Outside of her advisory role, she serves as a Girl Scouts troop leader and treasurer and manages a local youth soccer team. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, and institutions. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Jeffrey Cardenas is a financial advisor at Osaic with 25 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services, Inc. for 17 years. Outside of his advisory role, he serves as president of VIZANCE, Inc., an independent insurance agency specializing in property and casualty as well as life and health insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Robert Zyzo is a CFP® professional with 30 years of experience in the financial services industry. He is currently affiliated with Osaic and has previously worked at Securities America Advisors, Inc., SSN Advisory, Inc., and has owned a tax preparation and planning business, Focused Tax Solutions, since 2002. He also owns a fixed insurance agency and a personal S-Corp managing staffing and administrative services. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on using asset-allocation tools, risk-tolerance assessments, and access to various managed-account solutions.

Mingming Hu is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, Hu worked at CreditEase for 14 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Global Investment Committee Secular Return Estimates and Monte Carlo simulations.

Craig Peotter is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Robert Baird & Co. since 1998. 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 with tailored consulting and portfolio services. The group offers a range of strategies including discretionary management, separately managed accounts, and overlay services, covering traditional and non-traditional investments.

Angela Stenklyft is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 14 years of industry experience. She 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 offers customized financial planning and portfolio management services using a range of strategies and investment options tailored to client goals and risk tolerances.

Jeffrey Feldhusen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PFS Investments, Inc. since 2010 and has been affiliated with Primerica Financial Services since 2004. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm focuses on a wrap-fee structure and curates third-party asset managers while retaining authority over model selection and management.

Neal Ignatowski is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017, and previously worked at Cetera Advisor Networks LLC from 2014 to 2016. Outside of advising, he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management services through a network of independent professionals, utilizing a variety of portfolio management platforms and strategies tailored to client objectives.

Naryan Leazer is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at multiple firms including Edward Jones and Minnesota Life Insurance Company. Outside of advising, he teaches business, management, and finance courses at Milwaukee Area Technical College and serves on the advisory board of the Greater Milwaukee Foundation. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, and institutional clients with various portfolio management and consulting services, supporting both discretionary and non-discretionary strategies across numerous program structures.

Christine Kennedy is a financial advisor with Ameriprise in Brookfield, WI, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior work includes positions at Morgan Stanley, Sendiks Food Market, and R&M Rehabilitation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team to deliver tax-efficient, research-driven retirement income recommendations, combining modeling techniques and algorithmic automation to support client planning.

Emily Allee is a Series 66-licensed financial advisor with LPL Financial, based in Elm Grove, WI. She has two years of industry experience, including roles at BMO Investment Services and BMO Bank. Additionally, she serves as a notary. 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 and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Kurtis Belongea is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2009, also maintaining a role with JPMorgan Chase Bank since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Arjun Singh is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Edward Jones and the University of Wisconsin-Madison. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and customized investment strategies.

Devon Norwood is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience and holds the Series 66 designation. He has been with Robert W. Baird since 2008. Outside of his advisory role, Norwood serves as Treasurer for Lannon Elementary School. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and custody services. Baird manages approximately $394 billion in regulatory assets and offers distinctive features such as municipal advisory services and strategic minority partnerships.

Darin Kochanski is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Crabel Capital Management and Artisan Partners. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Samuel Brinkman is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2020, with prior experience at Marquette University, Children's Hospital of Wisconsin, and service in the United States Army. He 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 through tailored consulting and portfolio services, including discretionary management and separately managed accounts.

Jacquelyn Niedermeier is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds the Series 66 designation 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 a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Robert Roenitz is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. Outside of his advisory work, he is involved as an officer in an investment-related finance entity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved analytical tools.

Nathan Laib is a financial advisor at Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Fox Valley Metrology and Laib Restoration Inc., as well as involvement with the Oshkosh Chamber of Commerce and University of Wisconsin-Whitewater. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual-registered model and utilizes various LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.