Zachary Bernarde is a financial advisor with Raymond James Financial in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. He has held roles at Raymond James Financial Services, LPL Financial, Manchester Investments, and Alliance Wealth Management Milwaukee, where he currently provides a range of services and analysis. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and multiple implementation options.

Scott Cayo is a CFP®-credentialed financial advisor with Edward Jones in Brookfield, WI, where he has worked since 2010. He has 15 years of industry experience and holds the Series 66 license. Outside of his advisory role, he is a co-owner of rental properties in Milwaukee, involving occasional upkeep tasks. 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 strategies, including discretionary and non-discretionary wrap fee programs, and provides additional services such as tax-efficient portfolio management and securities-based lending.

Michael Olszewski is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 65 and Series 63 credentials and 18 years of industry experience. He has worked at R.W. Baird since 2024 and previously held positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Outside of his advisory role, he is the owner and operator of Green Ridge Stable. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, with investment strategies supported by internal research and manager oversight.

Keith Sierra is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. Outside of his advisory role, he serves on the boards of the Catholic Community Foundation and Journey House Inc., both nonprofit organizations based in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs and portfolio management services tailored to client risk profiles, using a combination of in-house and third-party investment managers.

Susan Heitman is a financial advisor at UBS Financial Services with 23 years of industry experience. She has worked at UBS since 2019 and previously spent seven years at BMO Harris Financial Advisors. She holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Christopher Weber is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, as well as prior experience at H. Beck, Inc. and Annex Wealth Management. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as private funds and principal trading activities.

Dayton Hoell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, following two years at Morgan Stanley & Co. LLC. 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 brokerage, distribution, and investment management capabilities.

Louis Lukic is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2020. Outside of his advisory role, Lukic is the sole proprietor of Louies Limbs LLC, an agriculture business, and Louis Enterprises LLC, which focuses on property management and hunting activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Alicja Lemieux is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with nine years of industry experience. She has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, using both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Mary Bessler is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. 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 advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tess Glasspool is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2012. Outside of her advisory role, she serves as the treasurer for Cub Scouts Pack 3731 in Appleton, WI. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bennett Love is a financial advisor at Robert W. Baird & Co. with Series 63 and Series 65 licenses. He joined Baird in 2026 after a one-year position at T. Rowe Price. Bennett has no prior industry experience before entering the financial sector. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of wealth management services including financial planning, portfolio management, and custody and brokerage. The firm combines manager-traded and model-traded strategies with internal research and technology to provide advisory services.

Bailey Adkins is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with six years of industry experience. Prior to joining Baird in 2020, Bailey worked at Camp Olson YMCA and Peaceful Valley Montessori Academy and attended the University of Minnesota. Bailey is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and oversees approximately $394 billion in regulatory assets under management.

Bryan Nill is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Peoples State Bank. Outside of his advisory role, he is the owner of BGN Properties LLC, a rental real estate business. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing a range of implementation strategies supported by extensive research and a broad affiliate network.

Evan Holmstrom is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he has worked in various capacities including at Swag Guys and Winona State University. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, 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 profiles.

Brian Nethery is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Robert W. Baird since 2015. 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 offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of investment strategies.

Alicia Lantz is a financial advisor with LPL Financial and holds the CFP® and Series 66 designations. She has 19 years of industry experience, including prior roles at Robert W. Baird, Northwestern Mutual, and U.S. Bancorp Investments. Alicia also maintains a wealth management role at UW Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by in-house and third-party research.

Bruce Ratay is a CFP® and ChFC® with 40 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns Magic Financial Publications, which produces financial advisor reference guides, and serves as Assistant Fire Chief for the Elm Grove Fire Department. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sierra Elleseg is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. She has worked at Robert W. Baird since 2019, with a brief period at NewRez LLC, and is also involved as a coach with Elite Tumbling - Element Athletics. She 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 by providing tailored financial planning and portfolio management services that include traditional and alternative investment strategies.

Elizabeth Menteur is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, including a role with Morgan Stanley Private Bank, N.A. since 2022. Her prior experience includes positions at Starpoint Solutions and Fidelity Brokerage Services LLC. 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, including tailored financial planning services that incorporate firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.