Richard Butler is a Series 66-credentialed financial advisor with Morgan Stanley, based in Mequon, WI, and has 27 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Butler serves as Treasurer and Finance Chairman for the Columbia St. Mary’s Foundation, where he manages the quarterly finance committee meetings and reviews investment performance and financials. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and maintains diversified offerings including advisory, brokerage, and structured product services.

Steven Sievers is a financial advisor with Thrivent Investment Management in Cedarburg, WI, holding a Series 66 designation and 14 years of industry experience. He has worked with Thrivent since 2012 and Thrivent Financial for Lutherans since 2013. Outside of his advisory role, Sievers serves on the board of directors for the Badgerland Waterski Show Team, a recreational waterski show group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers services such as retirement, tax, estate, and special needs planning through a network of financial advisors.

Thomas Gerger is a financial advisor at Stifel with 52 years of industry experience. He has been with Stifel since 2012 and holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology for asset allocation and planning, providing clients with analysis to support their decision-making.

Benjamin Hemer is a CFP® with eight years of industry experience, currently serving at Robert W. Baird & Co. since 2025. His prior experience includes roles at JP Morgan Chase Bank, N.A. and JP Morgan Securities, LLC, where he worked for five years. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, discretionary and non-discretionary portfolio management, and custody services to individuals, corporate and business clients, pension plans, and charitable organizations. The firm manages approximately $394 billion in regulatory assets and offers a range of investment strategies and municipal advisory services.

Bruce Lanser is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, Lanser serves on the board of Junior Achievement of Wisconsin and chairs its Investment Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, employing proprietary research and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management and offers services such as portfolio management, financial planning, and capital markets activities.

Trent Muller is a Series 66-licensed financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a board member and treasurer for the Black String Triage Ensemble, an organization involved in art, culture, disaster relief, public safety, and individual rights and liberties in Milwaukee. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including financial planning services that utilize structured discovery conversations and firm-approved tools to develop tailored plans.

Scott Waechter is a financial advisor with OSAIC in Brookfield, WI, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Alliance America, United Advisors America, and FSB Premier Wealth Management, among others. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment approach that incorporates risk tolerance assessments, portfolio optimization, and multiple portfolio management options.

Scott Leutenegger is a financial advisor with LPL Financial based in Cedarburg, WI. He holds a Series 66 designation and has 18 years of industry experience, having previously worked at BMO Harris Financial Advisors, Charles Schwab, and Robert Baird & Co. 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, with advice delivered primarily by investment adviser representatives who use various portfolio strategies and tools.

Timothy Wachter is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He previously worked at LPL Financial and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as Vice Chairman of the Franklin Economic Development Commission and is the owner of Victory Creek Accounting LLC, which provides tax preparation services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a combination of investment research, third-party data, and algorithmic tools to provide clients with written recommendations and ongoing advice.

Raluca Stanescu is a Series 66-licensed financial advisor with Morgan Stanley in Milwaukee, WI, and has 10 years of industry experience. She previously worked at Northwestern Mutual in both their investment management and life insurance divisions from 2015 to 2019. Outside of her advisory role, she serves as treasurer for the Whitefish Bay chapter of AFS-USA, a nonprofit organization supporting exchange students and host families. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and models and offers both retail and institutional investment solutions.

Ryan Jaeger is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird since 2004. Outside of his advisory role, Jaeger serves as a ski coach for the Ausblick Ski Race Team. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, 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 tolerances.

Jeri Albrecht is a financial advisor at Merrill with Series 63 and Series 65 licenses and 37 years of industry experience. She has worked at Merrill since 1988 and at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ashley Iwinski is a Series 66-credentialed financial advisor at Robert W. Baird & Co. with one year of industry experience. Her prior roles include positions at Cetera Wealth Services, Avantax Advisory Services, and DBHW Wealth Partners. She is also associated with DB Wehring Wealth LLC and Wehring & DB Tax and Wealth LLC, businesses offering retirement planning and tax services. She works within The DDK Group at Robert W. Baird, which serves individuals, corporate clients, pension plans, and charitable organizations. Baird provides a range of financial planning and portfolio management services using a variety of strategies, including separately managed accounts and tax-managed approaches, supported by ongoing manager selection and internal research.

Thomas Ewing is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He began his advisory career in 2025 and has held various roles at firms including Republic Finance and Goshen Health prior to joining Baird. Robert Baird & Co.’s DDK Group serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of separately managed account programs supported by in-house research and investment professionals.

Debra Stefl is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2012, including time at Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is a 50% owner of Equipmentfax, a business tool for tracking liens on off-highway equipment. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

David Lange is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 credentials and one year of industry experience. Before joining Mass Mutual, he worked at Alto Financial Group and BetterLife Insurance, among other positions. Outside of financial services, he has been involved with Lange Medical LLC for over a decade. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools and structured annual engagements to deliver written recommendations and offers specialized planning services including divorce planning and estate settlement.

Dawn Panas is a financial advisor at Morgan Stanley in Waukesha, WI, with 37 years of industry experience. She has held her current position at Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients with various investment strategies, managing approximately $2.74 trillion in assets.

Angela Hutter is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Outside of her advisory role, she is involved with the Greater Milwaukee Power League in a recreational capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and structured financial planning that incorporates firm-approved tools and market analysis.

Erik Pinter is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2011 and previously spent 25 years with Anchor Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors with a range of advisory and brokerage services.

Anna Ferkel is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with six years of industry experience. She has worked at Baird since 2018 and previously at Northwestern Mutual in 2017. Outside of her advisory role, she was involved with the Cedarburg Community Pool from 2013 to 2017. She 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 provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to complex non-traditional investments.