Kevin Gerard is a financial advisor at Charles Schwab with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab since 2011. In addition to his advisory role, Gerard serves on the boards of two residential condominium associations, Mariners Pointe Condominium Association and Tower 100 at Kalea Bay Condominium Association. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management options alongside brokerage, custody, and financial planning services.

Kenneth Schimpf III is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Board of Directors for the Wisconsin Basketball Officials Association and works as an independent contractor officiating and assigning officials for sporting events. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mary Levar is a financial advisor at Robert W. Baird & Co. in Oak Creek, WI, holding a Series 66 designation with 21 years of industry experience. She has been with Robert W. Baird & Co. since 2007. The DDK Group, part of Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing tailored consulting and portfolio services that include financial planning, discretionary and non-discretionary management, and separately managed account programs.

Connie White is a financial advisor at Thrivent Investment Management with Series 63 and Series 66 credentials and five years of industry experience. Her prior work includes roles at R.W. Baird & Co and a long-term self-employed business with Mary Kay Cosmetics. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics. The firm combines planning with managed-account programs through a consolidated billing option while maintaining planning and portfolio management as separate services.

Brian Carter is a financial advisor with LPL Financial based in New Berlin, WI. He holds Series 65 and Series 63 licenses and has over a decade of experience in the financial industry, including roles at BMO Bank and BMO Harris Bank. Carter has been with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services through a national network of investment adviser representatives.

Joseph Pirozzolo is a CFP® with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities LLC since 2014. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Gary Tsoumas is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he serves as president of BME Enterprises, where he consults and advises other financial professionals on business and practice development. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap accounts and educational seminars, with planning engagements centered on collaborative, goal-based analysis and written recommendations.

Robert Allbright is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2021. He has held roles at BMO Harris Financial Advisors, BMO Harris Bank, and several M&I entities since 2010. Outside of his advisory work, he serves on the board of the St. Joseph Congregation in Brookfield, WI, and participates as a poll worker for the City of Brookfield. 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 various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with research support from multiple sources.

Justin Klawitter is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

Burt Reinhold is a Series 66-licensed financial advisor with Edward Jones, based in Muskego, WI, with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Craig Kennison is a financial advisor with Robert W. Baird & Co. in Cedarburg, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Robert W. Baird since 1999. Outside of his advisory role, Kennison serves as a senior advisor on the advisory board of goHomePort Repairs, LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which 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 with options for discretionary and non-discretionary management.

Allison Sloggy is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2016. She 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, pension plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager‑traded and model‑traded strategies supported by internal research and tools.

Timothy Bartelt is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Raymond James since 2008 and has been involved with vestedfortomorrow.com as an independent contractor since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized advisory programs.

Wende Wozny is a financial advisor at Morgan Stanley in Waukesha, WI, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Melissa Wahlen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Edward Jones for 10 years before joining Raymond James in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through non-discretionary advisory programs and institutional fiduciary solutions.

Brayden Naef is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His work history includes positions at OSAIC, Woodbury Financial Services Inc., and MPC Advisers. Outside the financial sector, he has experience working at Woofmans Lodge Pet Resort and the Red Oak Restaurant. OSAIC serves a diverse range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a variety of integrated brokerage and advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct customized investment portfolios.

Tyler Giddings is a financial advisor at Osaic Wealth, Inc. with one year of industry experience and holds a Series 66 designation. He has worked in various roles including previous positions at MPC Advisers and Good Karma Brands. Outside of his advisory work, he occasionally bartends at Blackstone Creek Golf Club in Germantown, WI. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

David Lownik is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, having previously worked at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning delivered by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Jack Simpson is a financial advisor with Raymond James Financial in Milwaukee, WI, holding a Series 63 designation and 45 years of industry experience. He has been with Raymond James Financial and its affiliates since 1999. Outside of advising, he is a 40% owner of an investment support company, RJ-Milwaukee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers non-discretionary planning and consulting tailored to client goals, using advanced risk profiling and modeling tools.

Ryan Eastman is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with five years of industry experience. He has worked at Robert W. Baird since 2020 and previously held positions at U.S. Bank, Quad Graphics, and the Milwaukee Brewers. Baird’s Private Wealth Management department, including the DDK Group where Eastman serves, provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, employing a variety of strategies such as separately managed accounts and overlay management, supported by internal research and technology including artificial intelligence.