Craig Bulluck is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gregory Hesse is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2020. Prior to this, he worked for UBS Financial Services from 2010 to 2020. He has served on the board of the Johnson Creek Education Foundation in Wisconsin, including roles as vice president and president. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutions, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-driven financial planning process.

Nicholas Langer is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at J.P. Morgan Securities for 13 years before joining LPL Enterprise in 2025. In addition to his advisory role, he is involved in a non-variable insurance agency based in Windsor, WI. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

John Mullen is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and eight years of industry experience. Prior to joining Baird in 2018, he worked at GE Healthcare for 20 years. Outside of his advisory role, he has been employed at Leff's during the Wisconsin State Fair. 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 a range of financial planning and portfolio management services, utilizing internal research and a mix of managed strategies, with approximately $394 billion in regulatory assets under management as of December 2025.

Zachary Poker is a financial advisor with OSAIC based in Pewaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, American Income Life, and PTC. Outside of his advisory work, he drives a pedal tavern, providing entertainment while steering groups through local venues. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios with various investment options on both discretionary and non-discretionary bases.

Mercedes Jensen is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and five years of experience at LPL Financial. She has also worked at BMO Harris Bank since 2017 and was previously with Bank Mutual from 2015 to 2017. Based in Waukesha, WI, Jensen’s career spans both banking and investment advisory roles. 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 financial planning and various advisory programs, with both discretionary and non-discretionary management, and employs diverse strategies supported by in-house and third-party research.

Jeffrey Wangard is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 15 years. Outside of his advisory role, he is the owner of Wangard Investment Consulting, where he performs proforma work related to soccer facilities development. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm designs investment strategies tailored to clients’ risk profiles and manages portfolios using both in-house and third-party managers, with access to a variety of investment options and integrated banking services.

Aaron Henry is a financial advisor with LPL Financial in Milwaukee, WI, holding Series 63, 65, and 66 licenses and 13 years of industry experience. His background includes roles at Old National Bank, Wells Fargo Clearing, and public service with the Milwaukee County Sheriff's Office as well as law enforcement positions with the Village of Wind Point Police Department and the City of Racine. He continues to serve with the Village of Wind Point Police Department in a non-investment related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research-driven strategies, alongside additional services such as retirement plan consulting and brokerage solutions.

Hannah Park is a financial advisor at Equitable Advisors with three years of industry experience. She holds the Series 66 designation and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Before entering the financial services field, she was involved with Global Repair Group LLC and XSport Fitness. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Justin Behm is a financial advisor with Equitable Advisors in Port Washington, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2011, previously associated with Axa Advisors. Outside of advising, he serves as treasurer for the Community Education Foundation of Port Washington and is a silent partner involved in event planning activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Matthew Schembari is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Baird, he worked at AbleLight and attended Marquette University. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations using a range of financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies with ongoing manager selection supported by internal research and utilizes strategic minority investments and partnerships.

Daniel Green is a financial advisor with Edward Jones in Wauwatosa, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, he owns and maintains a commercial building in Brookfield, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory programs and affiliated investment products through a large nationwide network of advisors and branch offices.

Scott Freeze is a financial advisor with Edward Jones in Menomonee Falls, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Sun Life Financial (DentaQuest), SpringFour, and Kohl's Department Stores. Freeze is a shareholder of MortgageKeeper Referral Services, an S-Corp based in Chicago, IL. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Jacob Baker is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Sagepoint Financial, Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, he is a shareholder at Highpoint Capital Group and provides fixed product solutions through Crump Insurance Services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Mark Stoffel is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Robert W. Baird and Ameriprise Financial Services. Outside of his advisory work, he is involved in property management through ownership of Stowan Farms, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research from internal and third-party sources.

Jake Johnston is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial. Outside of his advisory role, he is involved with High Point Capital Group, focusing on portfolio management and client prospecting, and prepares tax returns seasonally through First Team Financial. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a variety of investment tools and platforms to construct and manage portfolios that include multiple asset types and supports both discretionary and non-discretionary account management.

Erik Stowers is a financial advisor with LPL Financial in Pewaukee, WI, holding a Series 66 designation and 20 years of industry experience. He previously worked at J.P. Morgan Securities for five years before joining LPL Financial in 2017. Outside of his advisory role, he is involved with Verdant Capital Inc, a business entity for tax and investment purposes. 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 advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Wendi Hall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. Her career includes roles at Avantax and various wealth and tax planning firms. She serves as president of Hall Wehring CPAs and participates as a director/officer with the Accounting and Financial Women's Alliance, a nonprofit supporting women in accounting and finance. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services with access to affiliated and third-party managers, supporting various program structures and account authorities.

Jonathan Gleason is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has held various roles within J.P. Morgan and JPMorgan Chase Bank since 2016. He is also involved with Pourfolio App since 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Daniel Aiken is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following 13 years at B C Ziegler and Company. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.