Brittany Lee is a Series 66-licensed financial advisor at Robert W. Baird & Co. with three years of industry experience. She has held positions at several firms including Planners Financial Group and Professional Wealth Advisors. Outside of her advisory work, she is a co-owner of Fluid Jiu Jitsu Mount Pleasant. 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 financial planning, portfolio management, and brokerage services, utilizing model-traded strategies, tax management techniques, and manager selection supported by internal research and technology.

Andrew Heller is a financial advisor with LPL Financial in Kenosha, WI, holding Series 63 and 66 licenses and seven years of industry experience. He previously worked at Woodbury Financial Services and OSAIC, and has experience outside finance including a role at Lumen Christi Catholic School. He is also the owner of a business called Just A Little Kick. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, with advice delivered primarily through a large network of investment adviser representatives.

Paul Gwidt is a CFP®-certified financial advisor with six years of industry experience. He is currently with Raymond James & Associates, where he has worked for three years. His prior experience includes roles at Wells Fargo Clearing Services, The VanderBloemen Group, and the University of St Thomas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit entities. The firm provides non-discretionary financial planning and investment consulting, offering a range of portfolio management styles supported by affiliated research and sub-advisers.

John Griggs is a financial advisor with Equitable Advisors in Twin Lakes, WI, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC from 2015 to 2020. Outside of his advisory work, he serves as a consultant in medical insurance and benefit premium sales and works as a broker for life settlements. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs, including third-party managers and proprietary tools, focusing on matching clients with models based on their personal and plan information and risk tolerance.

Tyler Johnson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, JPMorgan Securities LLC, and Raymond James Financial. He has a power of attorney role in an unrelated personal capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Levonowich is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, he worked at Woodbury Financial Services and Spectrum Wealth Advisors. Outside of financial advising, he is the owner and president of SJL Tax & Accounting, a tax preparation and accounting services firm. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Russell Kortendick is a financial advisor with Edward Jones in Racine, WI, holding a Series 66 credential and six years of industry experience. He has worked at Edward Jones since 2019 and has prior experience in various roles at firms including CliftonLarsonAllen LLP and Seda Packaging. He is also a passive stockholder and board member of Kortendick Ace Hardware, a family hardware store in Racine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Thomas Bode is a CFP® and PFS™ credentialed financial advisor with over 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and is also president and owner of Bode Financial Group, Ltd. In addition to his advisory work, he is a CPA providing tax preparation and planning services and serves as the 2nd Vice Chairman of the 1st Congressional District Republican Party of Wisconsin. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management and maintains proprietary model strategies through its Founders Gate Capital brand.

Hollie Nelson is a financial advisor at Robert Baird & Co. with 31 years of industry experience. She has been with Robert Baird & Co. since 1998 and holds Series 63 and Series 65 designations. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a range of investment strategies and manager options.

Brendan Flynn is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His prior work includes roles at JP Morgan Chase Bank, JP Morgan Securities, and US Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it serves as an advisor to multiple registered investment companies with established governance and proxy-voting procedures.

Adam Obluck is a financial advisor with Raymond James & Associates in Waterford, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously at Wells Fargo Clearing Services. Outside of his advisory role, he has been involved in political activities since 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities with a variety of advisory and consulting services, employing tailored, non-discretionary financial planning supported by firm research and diverse portfolio management styles.

Robert Viau is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc for 20 years. He holds Series 63 and Series 65 designations and operates out of Burlington, Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on a range of investment strategies and comprehensive support tools.

Anthony Stella is a financial advisor with Stifel in Racine, WI, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2001. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Morrisey is a CFP® professional with 29 years of experience in the financial industry. He has worked at Robert Baird & Co. since 1997. He 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, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning and consulting, portfolio management, and specialized account programs, supported by internal research, manager selection, and advanced tools such as artificial intelligence.

Ronald Knaflic is a CFP® certificant and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010, based in Waterford, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

David Besenhofer is a financial advisor with Edward Jones in Union Grove, WI, holding a Series 66 designation and seven years of industry experience. He joined Edward Jones in 2018 after working at Family Heritage and Washington National Insurance. Outside of his advisory role, he manages a seasonal rental property in Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Todd Sprecher is a CFP® credentialed financial advisor with 30 years of industry experience. He is currently with LPL Financial and has previously worked at firms including BMO Harris Financial Advisors, Chase Investment Services Corp., and Banc One Securities Corporation. Sprecher also has ongoing roles with M&I Trust, M&I Insurance Services, and M&I Brokerage Services. 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, model portfolio programs, and institutional platforms, with advice implemented through various strategies and supported by proprietary research and technology tools.

Kevin Polheber is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Calton & Associates, Inc., LaSalle Financial Services, Inc., and Securities America. Outside of his advisory role, he serves as president of the Loaves & Fishes Genoa City Food Pantry and is a board member of Berean Grace Church. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization strategies and supports various program types including Unified Managed Accounts and third-party money manager programs.

Stephanie Chirbas is a financial advisor at LPL Financial with eight years of industry experience. She has held positions at BMO Bank NA since 2018 and previously worked at BMO Harris Bank NA from 2004 to 2018. Chirbas holds Series 63 and Series 65 credentials. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Sean Welsh is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Spectrum Wealth Advisors. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by sophisticated tools and multiple manager options.