Peter Klein is a financial advisor with Edward Jones in Grafton, WI, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at MillerCoors for nine years. Outside of his advisory role, he writes and sells books on Amazon and co-owns an Etsy store with his daughter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael Schiek is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and its Private Bank division since 2014. He is based in Waukesha, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and access to various investment platforms.

Heriberto Rios is a financial advisor with Robert Baird & Co. in Oak Creek, WI, holding a Series 66 designation and five years of industry experience. He has been with Baird since 2017, following brief roles at TCF Bank and Woodman's Food Market. Outside of his advisory work, he is an owner and landlord of a rental property. He 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. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional asset allocation to more complex approaches, including private funds and real-asset exposures.

Colleen Lamb is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes proprietary planning tools alongside its Financial Advisors and specialized groups.

Anthony Vetter is a financial advisor with J.P. Morgan Securities in Germantown, WI. He holds the Series 66 designation and has two years of industry experience, including prior roles at Equitable Financial Life Insurance Co and Equitable Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

David Christensen is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and its affiliates since 1999. Prior to his financial advisory career, he spent seven years with the Milwaukee Journal-Sentinel. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, financial planning, and access to third-party managers, managing over $256 billion in assets.

Dante Vogel is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Thrivent Financial and Thrivent Investment Management since 2018. Prior to that, he spent three years at University Prep Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account programs as separate but coordinated services.

Chad Falkenstein is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent four years at Allspring Funds Management, LLC. Outside of his advisory work, he is involved in buying, selling, and trading vintage collectible toys at the Chicago Toy Show. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

Jennifer Ewert is a financial advisor with Robert W. Baird & Co. in Wind Lake, Wisconsin, holding a Series 66 credential and 15 years of industry experience. She has been with Robert W. Baird since 2003. Outside of her advisory role, she serves as a Girl Scouts troop leader and treasurer and manages a local youth soccer team. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, and institutions. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Robert Zyzo is a CFP® professional with 30 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Securities America Advisors, SSN Advisory, and Transamerica Financial Advisors. Zyzo is also the owner of Focused Tax Solutions, a firm specializing in tax preparation and planning. OSAIC Wealth serves a broad range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Mingming Hu is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, Hu worked at CreditEase for 14 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Global Investment Committee Secular Return Estimates and Monte Carlo simulations.

Craig Peotter is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Robert Baird & Co. since 1998. He 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 with tailored consulting and portfolio services. The group offers a range of strategies including discretionary management, separately managed accounts, and overlay services, covering traditional and non-traditional investments.

Angela Stenklyft is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Robert Baird & Co. since 2010. 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 offers customized financial planning and portfolio management services using a range of strategies and investment options tailored to client goals and risk tolerances.

Jeffrey Feldhusen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PFS Investments, Inc. since 2010 and has been affiliated with Primerica Financial Services since 2004. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm focuses on a wrap-fee structure and curates third-party asset managers while retaining authority over model selection and management.

Neal Ignatowski is a financial advisor with Cambridge Investment Research Advisors in Pewaukee, WI, holding Series 65 and Series 63 licenses. He has 18 years of industry experience, including prior positions at Cetera Wealth Services and Cambridge Investment Research. In addition to his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement advisory services. The firm supports both discretionary and non-discretionary management and features proprietary and third‑party model strategies.

Naryan Leazer is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at multiple firms including Edward Jones and Minnesota Life Insurance Company. Outside of advising, he teaches business, management, and finance courses at Milwaukee Area Technical College and serves on the advisory board of the Greater Milwaukee Foundation. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, and institutional clients with various portfolio management and consulting services, supporting both discretionary and non-discretionary strategies across numerous program structures.

Ashley Amstadt is a financial advisor with LPL Financial in Germantown, WI, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at BMO Harris Bank, Morgan Stanley, U.S. Bancorp Investments, and Kroll. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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 a large network of advisors and extensive operational resources.

Christine Kennedy is a financial advisor with Ameriprise in Brookfield, WI, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior work includes positions at Morgan Stanley, Sendiks Food Market, and R&M Rehabilitation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team to deliver tax-efficient, research-driven retirement income recommendations, combining modeling techniques and algorithmic automation to support client planning.

Emily Allee is a Series 66-licensed financial advisor with LPL Financial, based in Elm Grove, WI, and has two years of industry experience. She previously held roles at BMO Bank and BMO Investment Services, where she also performs notary services as an outside business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various portfolio strategies supported by operational tools and research.

Kurtis Belongea is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2009, concurrently working at JPMorgan Chase Bank since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research to build model asset allocations and may include an ESG eligibility framework.