Frank Tenuta is a financial advisor at Equitable Advisors with 35 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 20 years and STIFEL for 2 years. Outside of finance, Tenuta owns and manages Tenuta’s Italian Restaurant in Milwaukee, WI. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of third-party asset managers and advisory programs to implement client investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Pamela Justus is a financial advisor with Cetera in Milwaukee, WI, holding a Series 66 license and eight years of industry experience. She has worked with Avantax Insurance Agency LLC and Avantax Investment Services, Inc., and also provides tax preparation services through Acc-u-rite Tax Service and Acc-u-rite Tax & Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Charlotte Ghazarian is a financial advisor with Thrivent Investment Management in Glendale, WI, holding a ChFC® designation and Series 63 and 65 licenses. She has 36 years of industry experience and has been with Thrivent and its affiliated firms since 2002. Outside of her advisory role, she serves on community boards and committees focused on economic development, education, and youth programs in Milwaukee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary portfolio management. The firm supports clients through standalone planning or combined planning and managed-account solutions under its “WealthPlan” offering.

Michael Ollmann is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Luke Junk is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he serves on the finance council of St. Eugene Congregation, where he assists with monitoring parish finances and budgeting. Robert W. Baird & Co. is an institutional firm that offers a range of financial planning and portfolio management services through its Private Wealth Management department. The firm serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, utilizing multiple managed account strategies and ongoing manager selection supported by internal research and technology.

Tiffany Davenport is a Series 66 licensed advisor with Robert W. Baird & Co. in Milwaukee, WI, with five years of industry experience. Her prior roles include positions at Equitable Advisors and Northwestern Mutual Investment Services, and she has ownership in KJTJ, LLC, a family investment entity. Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and brokerage services. The firm employs both manager-traded and model-traded strategies, incorporating tax management and direct indexing, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Kenneth Lobins is a CFP®-certified financial advisor with 35 years of industry experience, currently practicing at Ameriprise in Oak Creek, WI. He has been with Ameriprise and its affiliated entities since 1991. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves clients primarily through a centralized consulting team and emphasizes solutions involving Ameriprise-managed accounts and affiliated investment products.

Stanley Zurawski III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and previously was with SII Investments, Inc. and American Financial Services. Outside of his advisory role, he serves as a notary public and assists with tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

Joseph Ketter is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2022. Prior to that, he was with Keder Solutions and Mortgage Guarantee Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Rachel Boylan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Beacon Business Group, Barre District Milwaukee LLC, and von Briesen & Roper, s.c. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Gomolla is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and Scottrade. He has also been affiliated with the University of Wisconsin since 2000. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investments through a centralized and integrated operational structure.

Dustin Koehler is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at Edward Jones since 2009. Located in Sussex, WI, he holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Gregory Nebel is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2021. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over a decade. He is a board member and treasurer of the Financial Planning Association of Wisconsin. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including retirement, education, and niche services such as sports and entertainment planning. Advisors utilize proprietary research and planning tools to deliver tailored recommendations, with clients able to choose implementation through brokerage or advisory programs.

Adam O Malley is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and eight years of industry experience. He previously worked at Fisher Barton Specialty Products for three years. Outside of his advisory role, he serves as a board member of Heiliger Huegel Ski Patrol, Inc., a nonprofit organization. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and other advisory services supported by internal research, manager selection, and strategic partnerships.

Jason Dummert is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including during its prior registration as Axa Advisors, LLC. Outside of advising, he is involved in independent coaching and consulting through Frozen River Coaching, LLC, and participates in community activities such as assisting local farmers markets and serving as an associate at Field Workshop. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models, including third-party programs and discretionary management, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Olivia Webers is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Uline for three years. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Adam Bublitz is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan and its affiliated entities since 2015. Outside of his advisory role, he was involved with Oily Woodman from 2015 to 2018. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Thomas Kavanagh is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior experience includes six years at Citi Group before joining Baird in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and the use of artificial intelligence in client advice.

Jillian Culver is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Old National Bank, First Midwest Bank, Park Bank, and Wells Fargo. Culver serves as a board member of the Milwaukee Parks Foundation, where she participates in the investment and finance committee overseeing cash management and budget review. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicholas Wong is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds a Series 66 designation and has previously worked at Venzee Technologies and Epic Systems. Outside of his advisory role, he is involved with the Posse Foundation and Capital Fitness. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed account programs, and uses internal research and tools, including artificial intelligence, in client advice.