Jason Levin is a financial advisor at J.P. Morgan Securities in Milwaukee, WI, with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2010, following a year at Wells Fargo Investments. Levin serves on the boards and committees of several local nonprofit organizations, including Jewish Family Services of Milwaukee and the Milwaukee Jewish Federation, where he is involved in investment and finance oversight. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of wealth advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and includes ESG considerations, serving clients with centralized due diligence and a broad range of investment capabilities.

Tyge Olson is a financial advisor with Edward Jones in Grafton, Wisconsin, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Edward Jones in 2016, he worked at MissionSquare Retirement for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory strategies, notable for its extensive retail advisor and branch network and affiliated investment capabilities.

Thomas Linn is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Robert Baird & Co. since 1986. Outside of his advisory role, Linn serves as President and Chairman of the Board at The Women's Care Center of Milwaukee, a charitable nonprofit organization. He 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 offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Quinn O'Connor is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience in clinical research and health technologies. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a range of traditional and alternative investment strategies.

Pauline Kageni is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. She has worked at LPL Financial since 2021 and at BMO Bank NA since 2015. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Carlton Holland is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with Baird since 2014. Outside of his advisory role, he owns and operates several rental real estate businesses. The DDK Group, where Holland works, is part of Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment and consulting services, including portfolio management and financial planning, utilizing a range of traditional and alternative strategies.

Patrick Brown is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He has been with Robert W. Baird & Co. since 2014. He holds the Series 63 designation. Robert W. Baird & Co.’s DDK Group provides wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a variety of investment strategies, including separately managed accounts, overlay management, and tax-managed approaches, supported by internal research and ongoing manager monitoring.

Stephen Hayes is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at SagePoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. Hayes also serves as a financial advisor and wealth manager through several affiliated entities, including High Point Capital Group and TVG Advisors. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that supports a range of investment programs and strategies.

John Pelletier is a CFP® with 23 years of industry experience. He is currently with LPL Financial and has also worked at BMO Harris Financial Advisors and M&I Investment Management throughout his career. Pelletier maintains a DBA for LPL Business under the name BMO Investment Services. 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 a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Dailey is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent two years with Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with a workforce of more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Pamela Cain Henry is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 27 years of industry experience. She has been with Robert Baird & Co. since 1998. Outside of her advisory role, she manages a rental property in Milwaukee. 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 provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and access to a range of traditional and alternative investment strategies.

Patrick Mc Graw is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC in 2022, he worked at Ascension Wisconsin - Columbia St. Mary's from 2018 to 2022 and was involved with Badger Bath & Kitchens, LLC from 2015 to 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Thomas Naleid is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird since 2016. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by ongoing manager selection, internal research, and advanced tools such as artificial intelligence.

Allen Dearing is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Grove Point Investments, Elmbrook Associates, Annex Wealth Management, H. Beck, and Waterstone Financial Group. Dearing is also affiliated with Elmbrook Associates, which operates as a DBA for his LPL business. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non‑advisory financial product offering.

Alejandro Sanchez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch Private Wealth and Extreme Reach, among other roles. Outside of finance, he has been involved with the Belmont United Soccer Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Timothy Ferguson is a financial advisor at OSAIC Wealth, Inc. with 13 years of industry experience. His prior roles include positions at Royal Alliance, MAP Retirement, and GWFS Equities, Inc. He holds Series 63 and Series 65 registrations and operates an investment advisory and fixed insurance business through MK Financial Group, Inc. OSAIC Wealth serves a broad range of retail and institutional clients, offering both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports various client types through a multi-advisor platform and provides access to a diverse set of investment programs and third-party managers.

Brian Roell is a financial advisor with Mass Mutual Investors Services in Milwaukee, WI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. Outside of his advisory role, Roell serves as a trustee for two family trusts and is involved with Roell Capital Management LLC in the sale of individual life and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring financial planning as annual, collaborative engagements that emphasize written recommendations and goal-based analysis.

John O'Neil is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes positions at The Prudential Insurance Company of America, Pruco Securities LLC, and CIBC Bank USA. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales through affiliated entities.

Jennifer Binninger Gomez is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial since 2019. Outside of her advisory role, she volunteers as secretary for a local food pantry serving Ozaukee County residents and supports youth agricultural programs through a county 4-H livestock association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and ongoing planning relationships without discretionary portfolio management.

Scott Steinke is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. C. Ziegler and Company for 29 years before joining Stifel in 2018. Outside of his advisory role, he serves as an associate lecturer at the University of Wisconsin-Milwaukee, teaching finance courses. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and asset allocation guidance based on forward-looking market assumptions.