Joseph Wilson is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder of The Wilson Group & Associates. He began his career in financial services in 1999 with Salomon Smith Barney and joined Merrill in 2014 to adopt a goals and advice-driven approach to client service. In 2019, he established his own team to enhance personalized advice and emphasize sustainable investing. Wilson specializes in personal retirement planning, socially responsible and values-based investing, including Environmental, Social, and Governance (ESG) strategies, as well as retirement income planning. He holds the Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from Kenyon College. His team assists affluent individuals and families in aligning their investments with their values and navigating significant life transitions. Outside of his professional work, Wilson enjoys boating on Milwaukee's rivers and Lake Michigan, reading, and swimming. He resides on Milwaukee’s East Side and has three adult children.

Colette Gregory is a financial advisor with Robert Baird & Co. in Menomonee Falls, WI, holding a Series 63 designation and 33 years of industry experience. She has been with Robert Baird & Co. since 1991 and concurrently serves at Marquette University. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a combination of in-house and third-party managers to implement a range of investment strategies from traditional to non-traditional approaches.

John Denecke is a ChFC® credentialed financial advisor with 40 years of industry experience, currently serving at Thrivent Investment Management in Milwaukee, WI. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a committee member on the Village of Brown Deer Finance and Personnel Committee, where he participates in reviewing financial updates and budgetary matters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers integrated planning and managed-account options under consolidated billing.

Alan Fischer is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at VOYA Financial Advisors and ongoing involvement with Sauvey & Sauvey since 2008. Fischer is also an independent insurance agent and serves as a New Member Engagement Partner for the Brookfield Chamber of Commerce. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and unaffiliated managers across various program structures.

Christopher Doughty is a CFP® with 30 years of industry experience, currently serving at Raymond James Financial. His career includes roles at Gentian Financial, Alliance Wealth Management Mequon Inc, and Raymond James Financial Services. Outside of advising, he is an author focused on educational materials about personal development and serves as a board member at The River Club of Mequon. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes tailored financial plans through fact-finding and risk profiling, with a distinctive advisory model that often supports clients without discretionary management.

Matthew Becker is a financial advisor at LPL Enterprise with 20 years of industry experience and holds the Series 66 designation. His prior work includes roles at Prudential Insurance Company of America, OneAmerica Securities, and Thrivent Financial for Lutherans. He also serves as a board member for Pink Heals Sheboygan County, a nonprofit organization. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Alec Schaefer is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with Robert W. Baird since 2023. Prior to his current role, Alec worked in various positions including at Benvenutos Italian Grille and Madison College. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Matthew Mc Guire is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird since 2021. Prior to this, he held roles at Ete Reman, The Ruby Tap, and DLS Lawn & Garden. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by offering tailored consulting and portfolio services, including discretionary and non-discretionary management and a variety of investment strategies.

Melissa Ringwall is a financial advisor with UBS Financial Services in Brookfield, WI, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has been with UBS Financial Services since 2012. Outside of her advisory role, she is the owner of a nonprofit real estate venture, Stabbin Cabin LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary market assumptions and research to tailor investment strategies.

Douglas Hafemann is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Merrill Lynch Wealth Management, Baird, Northwestern Mutual, and Ritholtz Wealth Management. Outside of his advisory roles, he has been involved with Foogmeela Enterprises LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Amanda Thompson is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI with six years of industry experience. She has held positions at Baird since 2018 and previously worked at Educated Solutions Corp, Kohl's Department Stores, and Quarles & Brady LLP. Outside of her advisory role, she serves as a caregiver for the Wisconsin Department of Health Services. Baird’s Private Wealth Management department, including the DDK Group to which Amanda belongs, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services that incorporate manager-traded and model-traded strategies with ongoing home-office investment oversight.

Tamara Gessay is a financial advisor at RBC Capital Markets with 19 years of experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2007. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Laura Hebert is a financial advisor with Robert Baird & Co. in Racine, WI, holding a Series 63 designation and 26 years of industry experience. She has been with Robert Baird & Co. since 1998. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Mylan Olson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Jacey Moreau is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2025. Prior to her financial career, she held positions at Johnson Controls, Sweetgrass Golf Club, Marquette University, and Walgreens. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jody Chalhoub is a financial advisor at Stifel with 22 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

Steven Sensiba is a financial advisor with OSAIC based in Brookfield, WI, holding a Series 63 designation and bringing 35 years of industry experience. His career includes roles at Securities America Advisors and CRG Financial Services, Inc. Outside of advisory work, he has been involved in insurance sales since 1990. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of asset types and management options.

Conner Crawford is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in New Berlin, WI. He has eight years of industry experience, including prior roles at UW-Whitewater and The Sprinkler Company. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Phillip Askot is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 46 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Financial West Group. He also serves in a fiduciary capacity for the Melvin M Askot Trust and Will. 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, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with research-supported model portfolios and various investment strategies.

Benjamin Kallo is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Benjamin 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, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.