Tyson Abert is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 65 and Series 63 licenses with eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018, following prior experience at Wells Fargo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilize firm-approved tools and methodology to help clients develop comprehensive strategies.

John Woodin is a financial advisor with Ameriprise in Shorewood, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior firms include Equitable Advisors, Axa Advisors, and COURI Financial. He serves as Board Chairman of the Wisconsin Fellowship of Christian Athletes. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement planning through a centralized consulting team.

Erin Keller is a Planning Consultant with experience in the financial services industry. She has held several roles at Fidelity Investments, including Investment Consultant from 2020 to 2021, Financial Representative in 2020, and Client Experience Associate in 2020. Erin focuses on understanding the unique personal and financial goals of clients to identify strategies that fit their lifestyles. She works collaboratively to analyze current strategies, create comprehensive plans aimed at achieving long-term objectives, and implement clear and manageable courses of action.

Michael Thelen Jr. is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and with 13 years of industry experience. He has been with Robert W. Baird & Co. since 2013. The DDK Group, where he works, is part of Baird’s Private Wealth Management department and serves a diverse client base, including individuals, corporate clients, pensions, and charitable organizations. The firm combines manager-traded and model-traded SMA strategies, tax-management, and direct-indexing capabilities with ongoing investment manager oversight and proprietary research to deliver its advisory services.

Shane Evans is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2019 and previously worked in finance and promotions roles. Outside of his advisory work, Evans is involved in buying and selling collectible cards, managing a small for-profit business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Julie Rafenstein is a financial advisor with LPL Financial in Cedarburg, WI, holding Series 63 and Series 65 designations and bringing eight years of industry experience. She previously worked at BMO Harris Financial Advisors Inc. for seven years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

Timothy Windler is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. His work history includes several roles within Cetera and affiliated firms since 2015. Outside of advising, he serves as a referee and board member for the Wisconsin Basketball Officials Association and works as an insurance agent selling life and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment program options, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Dylan Miller is a financial advisor with Cetera, holding a Series 66 designation and based in Milwaukee, WI. He has one year of industry experience and has been with Cetera since 2026. Prior to his current role, his work history includes positions at various companies unrelated to finance. Cetera Investment Advisers LLC is a large nationwide advisory firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

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.

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.

Joseph Stanislawski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. Outside of advisory work, he is an agent for non-variable insurance through Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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.

Craig Nichols is a financial advisor with J.P. Morgan Securities in Fox Point, WI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes multiple roles within the JPMorgan organization dating back to 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of wealth advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

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.

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.

Matt Schouviller is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he focuses on fostering an environment where associates and clients feel valued in every interaction. He leads a team of financial professionals dedicated to partnering with clients to help them achieve their retirement goals. Prior to his current role, Matt served as the Director of the Investment Solutions Team at Fidelity Investments from 2021 to 2022. Before joining Fidelity, he was the Director of the Affluent Client Program at Wells Fargo Investments from 2011 to 2021. His experience spans leadership roles focused on investment solutions and client programs. Outside of his professional responsibilities, Matt has personal interests that include baseball, cars, food, golf, and music.

Erin Schmidt is a financial advisor at LPL Financial with two years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at BMO Bank NA and at St John's Lutheran Church, Preschool and Childcare. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its network of over 22,900 advisors with various operational and research tools.