Chas Hartman is a Financial Consultant currently working at Fidelity Investments since 2020. He partners with individuals and families at various stages of their lives to develop plans aimed at achieving their financial goals. His approach involves listening and understanding clients to help build appropriate financial strategies. Prior to his current role, Chas held positions as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020, a Financial Advisor at Northwestern Mutual from 2016 to 2017, and a Financial Advisor at Edward Jones from 2014 to 2016. Throughout his career, he has gained experience in financial consulting and advising. Outside of his professional work, Chas has interests in baseball, fishing, football, golf, soccer, and traveling.

Jacqueline Fritz is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Rachel Albrecht is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Baird, she held positions with the Milwaukee Bucks, Workiva, and Iowa State University Athletics Department. She 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 consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of traditional and non-traditional investment strategies.

Tina Wisialowski is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Based in Milwaukee, WI, she has a long tenure at the firm specializing in wealth management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 utilizes structured planning tools and scenario analysis as part of its financial planning process.

Debra Holewinski is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1983. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize firm-approved tools and modeling techniques without providing individual security recommendations as part of the standalone planning program.

Stephanie Friemoth is a financial advisor with Raymond James & Associates in Delafield, WI, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones from 2009 to 2023. Outside of finance, she is a co-owner of a brunch restaurant in Delafield. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients.

Katherine Cavanaugh is a Series 66-credentialed financial advisor with Thrivent Investment Management in Waukesha, WI, where she has worked since 2019. She has four years of industry experience and previously worked at Children’s Wisconsin for seven years. Cavanaugh serves on the board of Family Voices of Wisconsin, a nonprofit supporting families of children with special health care needs through education and advocacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping services separate.

Jared Linskens is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously been involved with KK Landscape and Design LLC and worked at the University of Wisconsin Eau-Claire. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Donald Conrad Jr. is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Baird, he worked at Michael Best Strategies and Advocate Aurora Health. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and manager monitoring.

Timothy Orth is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 17 years of industry experience. He has been with Robert Baird & Co. since 2012. 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, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, employing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Jodi Arenal is a financial advisor with Wells Fargo Clearing in Sheboygan, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has a longer tenure at Wells Fargo Bank, NA dating back to 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven advisory process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services and includes insurance-related vehicles and bank deposit sweep options among its investment menu, serving a broad institutional client base.

Timothy Carr is a financial advisor with Morgan Stanley in Mequon, Wisconsin, holding Series 63 and Series 65 licenses and bringing 59 years of industry experience. He has been with Morgan Stanley since 2009, including roles with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Carr serves on the City of Mequon's Economic Development Board. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools.

Paula Reinholtz is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked for eight years at Simon Family Eye Care. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for assets held in Ameriprise-managed accounts.

Stephen Sliwa is a Financial Consultant currently working at Fidelity Investments since 2023. He has held multiple roles in the financial services industry, including positions as a Financial Consultant at E*TRADE from 2022 to 2023, an Investment Consultant at Charles Schwab in 2022, and a Financial Solutions Advisor at Bank of America-Merrill from 2018 to 2022. Stephen focuses on building trust with clients by understanding their unique financial situations and co-creating financial plans that align with their personal and financial goals. He emphasizes financial education and guidance to help clients develop, implement, and maintain plans that instill confidence. Outside of his professional responsibilities, Stephen has interests in concerts, fitness, music, pets, reading, and yoga.

Kenneth Reske is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with LPL Financial since 2009 and is also co-owner of Reske Consulting, LLC, a family business established in 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jorden Trochelman is a financial advisor with Thrivent Investment Management based in Brookfield, WI. He holds Series 63 and Series 66 credentials and has 24 years of industry experience. His prior work includes roles at Fidelity Brokerage Services and RUSSELL Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers a consolidated billing option for planning combined with managed-account services.

Terry Thompson is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 1991. Outside of his advisory role, Thompson is involved with Resurrection Lutheran Church as Council President and is a business owner of a recording studio. 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 customized financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Kelli Downs is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Robert W. Baird & Co. since 1996. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, including high net worth clients, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and tax-management strategies, supported by internal research and tools including the use of artificial intelligence.

Michael Klein is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, he is the owner of Ripple Records LLC. Michael Klein 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 customized financial planning and portfolio management services using a range of investment strategies and overlays tailored to client goals and risk tolerances.

Louis Henneck is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Merrill since 1980 and has also been with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a local chapter membership director and board member for Ducks Unlimited, a wetland preservation organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.