Amy Walters is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, she spent 11 years as a homemaker. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Timothy Magner is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including BMO Harris Bank, UW Credit Union, MassMutual, Bank of America, and Merrill. Outside of his advisory role, he is also a commissioned notary. 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 portfolios, third-party asset management, and institutional platforms.

Kelly Kontowski is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 1999. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services through a variety of strategies, including traditional and non-traditional investments, using both in-house and third-party managers.

Matthew Conway is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations to assist clients in financial decision-making.

Kimberly Devries is a financial advisor at Primerica Advisors in Milwaukee, WI, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with Primerica Advisors since 2020 and previously worked with Primerica Financial Services starting in 2019. Outside of her advisory role, she has been involved in sales of home security and automation products through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offers model-driven investment strategies supported by third-party asset managers and custodians.

Matthew Gizelbach is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and having 10 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, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring advice around client goals and risk tolerances and employing a variety of investment strategies, including discretionary management and separately managed accounts.

William Evans is a financial advisor at Robert Baird & Co. based in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Baird in 2024, he held various roles across multiple sectors including retail and education. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services utilizing a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and tools.

Ryen Ryba is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. His background includes roles in education and retail, such as positions at University of Wisconsin–Milwaukee, Madison Area Technical College, and Ace Hardware. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Tyler Parks is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously spent two years at Third Bridge. He holds a Series 66 designation. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Kevin Barry is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC for eight years. Outside of his advisory role, Barry serves as a trustee and holds financial power of attorney for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party asset managers, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Alan Sternberg is a financial advisor with J.P. Morgan Securities in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, M&I Financial Advisors, Chase Investment Services, and Banc One Securities. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm's approach includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Kellcy Anderson is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has held positions at Robert W. Baird & Co. since 2017 and worked at Wells Fargo Funds Distributor, LLC from 2016 to 2017. Anderson holds Series 63 and Series 65 licenses. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual clients, 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 separately managed account programs supported by ongoing manager selection and internal research.

Jennifer Haldemann is a CFP® with 24 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2003. She also serves as Co-Trustee of the Hannah Hoch 2018 Trust. Baird’s Private Wealth Management department, including the DDK Group where Haldemann works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes a range of strategies supported by internal research and manager monitoring.

Maureen Patterson is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations and five years of industry experience. She has held prior roles at UBS Financial Services Inc. and Sanford C. Bernstein & Co., LLC. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by in-house research and investment tools.

Tyson Abert is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 65 and Series 63 licenses with eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018, following prior experience at Wells Fargo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilize firm-approved tools and methodology to help clients develop comprehensive strategies.

John Woodin is a financial advisor with Ameriprise in Shorewood, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior firms include Equitable Advisors, Axa Advisors, and COURI Financial. He serves as Board Chairman of the Wisconsin Fellowship of Christian Athletes. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement planning through a centralized consulting team.

Jacob Taylor is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for the City of Waukesha for nine years. Outside of his advisory role, he is a co-owner of Midwest Agave Spirits, Inc., a tequila brand based in Guadalajara, Mexico. Ameriprise serves clients with a focus on retirement-income planning, offering specialized services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Michael Thelen Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and with 13 years of industry experience. He has been with Robert W. Baird & Co. since 2013. The DDK Group, where he works, is part of Baird’s Private Wealth Management department and serves a diverse client base, including individuals, corporate clients, pensions, and charitable organizations. The firm combines manager-traded and model-traded SMA strategies, tax-management, and direct-indexing capabilities with ongoing investment manager oversight and proprietary research to deliver its advisory services.

Shane Evans is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2019 and previously worked in finance and promotions roles. Outside of his advisory work, Evans is involved in buying and selling collectible cards, managing a small for-profit business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Laurie Ufnowski is a financial advisor with Ameriprise in New Berlin, WI, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley and UBS Financial Services. Laurie serves on the boards of the Polish Heritage Alliance and Polanki, nonprofit organizations based in Wisconsin. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.