Steven Koch is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, Mass Mutual, MetLife Securities, and Metropolitan Life Insurance Company. Outside of his advisory role, Koch is a shareholder in High Point Capital Group, Inc., and works as an independent insurance agent offering fixed products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization using a variety of programs and third-party managers.

Theresa Kratochvil is a financial advisor with LPL Financial in Oak Creek, WI, holding Series 65 and Series 63 licenses. She has one year of experience at LPL Financial and also has a background with BMO Bank, where she has worked since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by advanced operational and research tools.

Brian Thiet is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2007. Outside of his advisory role, he serves as an administrator or executor of estates or trustee of trusts for family and non-family members. 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 delivers advice through a network of Investment Adviser Representatives and offers a range of firm-offered and third-party programs, focusing on matching clients to suitable investment models and fiduciary services for qualified plans.

Jeffrey Dorward is a CFP® with 25 years of industry experience, currently affiliated with OSAIC in Brookfield, WI. His career includes roles at Royal Alliance Associates, Signator Investors, Mass Mutual Investors Services, and Equitable Advisors. In addition to advisory work, he operates a sole proprietorship focused on sales and marketing of fixed annuities, securities, and investment advisory products. OSAIC Wealth serves a diverse client base including retail, institutional, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, multi-affiliate structure, and a comprehensive platform that includes third-party money management and alternative investments.

Jason Atwater is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab & Co. since 2021. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and centralized operational support.

Scott Layeux is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2019, and has operated Nettworth Financial Group since 2003. In addition to his advisory work, he is an independent insurance agent for various companies through Financial Partners LLC. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, managing a multi‑billion dollar asset base and offering services across multiple platforms and custodians.

Patrick Buss is a financial advisor with J.P. Morgan Securities in Muskego, WI, holding a Series 66 designation and three years of industry experience. His career includes roles at J.P. Morgan Securities, JP Morgan Chase Bank, Michele Zurawski Tax, Cambridge Investment Research, and U.S. Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, manager searches, and customized performance reporting. Their process combines quantitative screens and qualitative research with forward-looking capital market assumptions and incorporates derivatives and commodities capabilities through various regulatory registrations and affiliations.

Monica Nichol is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Morgan Stanley in 2024, she worked at Robert W. Baird & Co., Inc. for seven years. She is also the owner of Monica Minor Solutions LLC, a non-investment related business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Scott Jenson is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 63 designation and 31 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is a certified group fitness instructor at the Wisconsin Athletic Club. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Colin Kavanaugh is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and with 14 years of industry experience. He has been with Robert W. Baird & Co. since 2015. 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 offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Clayton Morris is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility frameworks in its recommendations.

Mary Lee Hope is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Her prior work history includes roles at Williams Sonoma and Cleary Gull Advisors/Johnson Financial Group. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools such as artificial intelligence.

Connor Goodwin is a Series 66-credentialed financial advisor with Mass Mutual Investors Services in Wauwatosa, WI. He has two years of experience and has previously worked at Vitense Golfland and Edgewood University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that employ firm-approved analytical tools.

Daniel Kolb is a financial advisor with RBC Capital Markets in Brookfield, WI, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he has served as Vice President of the Board of Directors at Westmoor Country Club and was on the Board of Directors for The Guest House, a homeless shelter for men in Milwaukee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs with customized investment strategies that incorporate in-house and third-party managers, along with various portfolio management and financial planning services.

Joseph Gibson is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and previously worked five years at Northern Trust before joining Morgan Stanley in 2020. Gibson is currently based in Milwaukee, WI. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and corporate financial planning agreements.

Timothy Ryan is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. He previously worked at Gordon Flesh Company for seven years before joining Equitable Advisors in 2020. In addition to his advisory role, he serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment programs.

Michael Ratkovitch is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 15 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously spent eight years at B.C. Ziegler and Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group provides financial planning, portfolio management, and brokerage services, tailoring investment strategies to client goals and risk tolerances using a range of traditional and non-traditional approaches.

Christopher Leidel is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He has been with Robert W. Baird & Co. since 2008 and holds a Series 66 designation. Outside of his advisory role, he is employed in various non-investment delivery and service positions, including roles with the Milwaukee Brewers, Uber, DoorDash, Instacart, and Walmart Spark. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises 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, with a range of investment strategies from traditional to complex, including discretionary and non-discretionary management.

J Mclaughlin is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has been with Robert Baird & Co. since 1992. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax-management techniques, and utilizes internal research and technology, including artificial intelligence, in client advice.

Peter Anderson is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2002. 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 tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.