Elsa Wagoner is a financial advisor at RBC Capital Markets with a Series 66 designation. She has experience working at the Office of the Comptroller of the Currency and CCFBank prior to joining her current firm. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles using a combination of in-house and third-party investment managers.

Diane Bloxdorf is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Robert Baird since 2023. Robert Baird’s DDK Group, where Diane works, serves individuals, families, pensions, corporations, and other institutional clients by providing consulting and portfolio management services tailored to client goals and risk tolerances. The group employs a range of investment strategies including traditional and non-traditional allocations and offers both discretionary and non-discretionary management options.

Michael Schiek is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and its Private Bank division since 2014. He is based in Waukesha, Wisconsin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and access to various investment platforms.

Heriberto Rios is a financial advisor with Robert Baird & Co. in Oak Creek, WI, holding a Series 66 designation and five years of industry experience. He has been with Baird since 2017, following brief roles at TCF Bank and Woodman's Food Market. Outside of his advisory work, he is an owner and landlord of a rental property. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional asset allocation to more complex approaches, including private funds and real-asset exposures.

Colleen Lamb is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes proprietary planning tools alongside its Financial Advisors and specialized groups.

Anthony Vetter is a financial advisor at J.P. Morgan Securities with Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan, he worked at Equitable Financial Life Insurance Co and Equitable Advisors LLC. Outside of finance, his work history includes roles in the hospitality and retail sectors. 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. The firm delivers these services alongside brokerage, distribution, and investment management capabilities through a combination of institutional advisory operations and market-facing registrations.

David Christensen is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and its affiliates since 1999. Prior to his financial advisory career, he spent seven years with the Milwaukee Journal-Sentinel. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, financial planning, and access to third-party managers, managing over $256 billion in assets.

Dante Vogel is a financial advisor with Thrivent Investment Management in Waukesha, WI. He holds Series 66 and Series 63 credentials and has eight years of industry experience. Prior to joining Thrivent, he worked at University Prep Schools for three years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements, addressing a broad range of topics and allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Chad Falkenstein is a financial advisor with Wells Fargo Clearing in New Berlin, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before continuing with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in buying, selling, and trading vintage collectible toys at the Chicago Toy Show. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. Their approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Jennifer Ewert is a financial advisor with Robert W. Baird & Co. in Wind Lake, Wisconsin, holding a Series 66 credential and 15 years of industry experience. She has been with Robert W. Baird since 2003. Outside of her advisory role, she serves as a Girl Scouts troop leader and treasurer and manages a local youth soccer team. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, and institutions. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Jeffrey Cardenas is a financial advisor at Osaic with 25 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services, Inc. for 17 years. Outside of his advisory role, he serves as president of VIZANCE, Inc., an independent insurance agency specializing in property and casualty as well as life and health insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Robert Zyzo is a CFP® professional with 30 years of experience in the financial services industry. He is currently affiliated with Osaic and has previously worked at Securities America Advisors, Inc., SSN Advisory, Inc., and has owned a tax preparation and planning business, Focused Tax Solutions, since 2002. He also owns a fixed insurance agency and a personal S-Corp managing staffing and administrative services. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on using asset-allocation tools, risk-tolerance assessments, and access to various managed-account solutions.

Mingming Hu is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, Hu worked at CreditEase for 14 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Global Investment Committee Secular Return Estimates and Monte Carlo simulations.

Craig Peotter is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Robert Baird & Co. since 1998. 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, and institutional clients with tailored consulting and portfolio services. The group offers a range of strategies including discretionary management, separately managed accounts, and overlay services, covering traditional and non-traditional investments.

Angela Stenklyft is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Robert Baird & Co. since 2010. 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, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies and investment options tailored to client goals and risk tolerances.

Jeffrey Feldhusen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PFS Investments, Inc. since 2010 and has been affiliated with Primerica Financial Services since 2004. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm focuses on a wrap-fee structure and curates third-party asset managers while retaining authority over model selection and management.

Neal Ignatowski is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017, and previously worked at Cetera Advisor Networks LLC from 2014 to 2016. Outside of advising, he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management services through a network of independent professionals, utilizing a variety of portfolio management platforms and strategies tailored to client objectives.

Naryan Leazer is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at multiple firms including Edward Jones and Minnesota Life Insurance Company. Outside of advising, he teaches business, management, and finance courses at Milwaukee Area Technical College and serves on the advisory board of the Greater Milwaukee Foundation. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, and institutional clients with various portfolio management and consulting services, supporting both discretionary and non-discretionary strategies across numerous program structures.

Ashley Amstadt is a financial advisor at LPL Financial in Germantown, WI, holding a Series 66 designation with 11 years of industry experience. Her prior work history includes roles at BMO Harris Bank, Morgan Stanley, and U.S. Bancorp Investments among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services along with access to model portfolios and research from LPL and third-party sources.

Christine Kennedy is a financial advisor with Ameriprise in Brookfield, WI, holding Series 63 and Series 66 designations and 16 years of industry experience. Her prior work includes positions at Morgan Stanley, Sendiks Food Market, and R&M Rehabilitation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team to deliver tax-efficient, research-driven retirement income recommendations, combining modeling techniques and algorithmic automation to support client planning.