John Foley is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with personalized portfolio management using both in-house and third-party investment managers.

Scott Howard is a financial advisor with Edward Jones in Mukwonago, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns and manages a family rental property business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory and investment strategies supported by a large national network of advisors and branch offices.

Carol Galewski is a financial advisor with Robert W. Baird & Co. in Waukesha, Wisconsin, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Robert W. Baird & Co. since 2017 and previously spent time at Sikich. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, 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 use of internal research and tools.

Sean O'Connell is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 investment modeling as part of its advisory process.

Bradley Olson is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Oak Tree Financial Services. Olson is also a board member of the Salvation Army of Waukesha. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paul K Ramus is a Series 66 licensed financial advisor with UBS Financial Services in Brookfield, WI, and has 22 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as Chairman of the Investment Subcommittee of Finance at St. Thomas More High School, overseeing management of the school's Endowment Fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to a wide range of investment products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies to clients’ objectives and risk profiles.

Daniel Krause is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2023. Outside of his advisory role, Krause is involved in lending activities in Chicago. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques.

Mary Williams is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds a Series 63 designation and has worked previously at Ameriprise Financial Services and UBS Financial Services. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and municipal clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, with a focus that includes public finance and municipal work.

Rachel Hastings is a financial advisor with Morgan Stanley Wealth Management in Milwaukee, Wisconsin. She holds Series 63 and 66 licenses and has 39 years of industry experience, including tenure at Citigroup Global Markets since 1993 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Zachary Walsh is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Ernst & Young, Baker Tilly, and Stifel, as well as entrepreneurial ventures with Pineapple Supply LLC and Mill Avenue Tacos LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Tracey Killoran is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2002. She is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a variety of investment strategies.

Caroline Strande is a financial professional at Cetera with Series 66 credentials and less than one year of industry experience. Her prior roles include positions at Fidelity Investments, Deerfield Financial Advisors, and Prime Financial Services. Outside of finance, she serves as a youth basketball official. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers.

Joshua Beaugrand is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, and he is also the owner and president of Beaugrand Tax & Accounting LLC, a tax preparation service in South Milwaukee. Additionally, he serves as treasurer for Hope Village International Inc., overseeing financial reporting and compliance. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified investment programs and financial services through a multi-manager platform supported by over 10,000 advisors nationwide.

Brittany Zeske is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 12 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2012. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, 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 traditional and non-traditional investment strategies.

Kyle Rossi is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at INVEST Financial Corporation and Iowa State Bank. Rossi is also affiliated with Johnson Bank where he serves as a financial advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Mary Sharon Deguzman is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, where she has worked since 2000. She has 24 years of industry experience. Deguzman serves on the investment and finance committees of several nonprofit organizations, including Catholic Charities Foundation, TEMPO Milwaukee, Divine Savior Holy Angels High School, and the Wauwatosa Public Library Foundation, and holds board roles in community and faith-based groups. She 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 consulting and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Doug Chellevold is a financial advisor with Wells Fargo Clearing in Waukesha, WI, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gary Garvin is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mass Mutual Life Insurance Company and with the Ho-Chunk Nation in various roles. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies alongside ongoing manager selection and internal research.

Richard Dallen is a CFP® with 39 years of industry experience and is currently with Ameriprise in Pewaukee, WI. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for Happy Snout Ranch, LTD, and is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet certain asset thresholds, delivering written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide these services and offers a broad range of advisory, brokerage, and insurance solutions.

Jake Zarling is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.