Christopher Reed is a financial advisor with OSAIC in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Sagepoint Financial, Inc., Mass Mutual Investors Services, and Metlife Securities, Inc. Outside of his advisory role, he coordinates youth baseball activities with the Oak Creek Little League. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and advisory services. The firm employs various portfolio construction tools and offers access to multiple investment platforms and third-party managers.

Robert Blair is a Certified Financial Planner (CFP®) with over 33 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and has been with JPMorgan Chase Bank, N.A. since 1989. Based in Milwaukee, WI, Mr. Blair holds Series 65 and Series 63 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies.

Piper Meek is a financial advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, Piper worked in education and community-oriented roles, including positions at Gonzaga University and Generation Alive. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with specialized investment tools and ongoing manager oversight.

Melissa Hofmeister is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2016, following eight years at Stadia New Church Strategies. Outside of her advisory role, she is active as a public speaker in ministry settings and serves on the board of Catapult, an organization focused on expanding gospel outreach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning that covers a wide range of topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its planning engagements.

Carl Schemm is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. Prior to joining Baird, he worked at KeyBanc Capital Markets Inc., Longbow Research, and the State of Wisconsin Investment Board. The DDK Group at Robert W. Baird & Co. operates within the firm's Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and technology tools.

Phillip Holahan is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2006. Outside of his advisory role, he serves as the director of a youth sports league, Lake Country Flag Football, where he organizes and manages league activities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also manages model portfolios and offers advisory services to registered investment companies and charitable funds.

Joshua Baade is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and Scottrade, Inc. He is based in Brookfield, Wisconsin. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and comprehensive due diligence on alternative investments.

Amy Walters is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, she spent 11 years as a homemaker. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Timothy Magner is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at firms including BMO Harris Bank, UW Credit Union, Mass Mutual Investors Services, Bank of America, and Merrill. He is also a commissioned notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Kelly Kontowski is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 1999. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services through a variety of strategies, including traditional and non-traditional investments, using both in-house and third-party managers.

Florence Prospero is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and 24 years of industry experience. She worked previously with Wells Fargo Advisors and Wells Fargo Clearing for a total of ten years prior to joining Raymond James in 2019. Outside of her advisory role, she is a joint owner of a rental duplex with her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a focus on tailored, non-discretionary strategies supported by extensive research and multiple portfolio management styles.

Matthew Conway is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations to assist clients in financial decision-making.

Alexander Bray is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prime Financial Services and Equitable Advisors, among others. He serves as a board member of the Just Fore Kids Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Kimberly Devries is a financial advisor with Primerica Advisors in Milwaukee, WI, holding Series 65 and Series 63 licenses and having six years of industry experience. She has been with Primerica Advisors since 2020 and Primerica Financial Services since 2019. Outside of advising, she has experience in sales related to loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Matthew Gizelbach is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Robert W. Baird since 2015. 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, tailoring advice around client goals and risk tolerances and employing a variety of investment strategies, including discretionary management and separately managed accounts.

William Evans is a financial advisor at Robert Baird & Co. based in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Baird in 2024, he held various roles across multiple sectors including retail and education. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services utilizing a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and tools.

Ryen Ryba is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. His background includes roles in education and retail, such as positions at University of Wisconsin–Milwaukee, Madison Area Technical College, and Ace Hardware. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Tyler Parks is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously spent two years at Third Bridge. He holds a Series 66 designation. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Kevin Barry is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors. Outside of his advisory role, he serves as a trustee and financial power of attorney for his parents. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Matthew Roffers is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2017, following a one-year tenure at HC Technologies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.