Hassan Akhtar is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Akhtar holds the Series 63, Series 65, and Series 66 credentials. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Scott Dolven is a financial advisor at OSAIC with 56 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he is a licensed insurance agent providing disability insurance, fixed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs various tools and third-party platforms to construct and manage diversified investment portfolios.

Frank Tenuta is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He worked at Stifel Independent Advisors, LLC for 20 years before joining Equitable Advisors in 2026. Outside of finance, he is the owner and manager of Tenuta's Italian Restaurant in Milwaukee. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and third-party managers.

Pamela Justus is a Series 66-credentialed financial advisor with seven years of industry experience. She is currently with Cetera and has previously worked at Avantax Insurance Agency LLC, Avantax Investment Services, and Stark Yager, LTD. In addition to her advisory role, she is employed at Acc-u-rite Tax Service and Acc-u-rite Tax & Financial Services, where she prepares individual tax returns and manages tax-related communications. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, enabling advisors to utilize various model portfolios and customized strategies.

Charlotte Ghazarian is a financial advisor with Thrivent Investment Management in Glendale, WI, holding a ChFC® designation and Series 63 and 65 licenses. She has 36 years of industry experience and has been with Thrivent and its affiliated firms since 2002. Outside of her advisory role, she serves on community boards and committees focused on economic development, education, and youth programs in Milwaukee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary portfolio management. The firm supports clients through standalone planning or combined planning and managed-account solutions under its “WealthPlan” offering.

Michael Ollmann is a financial advisor with Raymond James & Associates in Pewaukee, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional consulting and municipal finance activities.

Luke Junk is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he serves on the finance council of St. Eugene Congregation, where he assists with monitoring parish finances and budgeting. Robert W. Baird & Co. is an institutional firm that offers a range of financial planning and portfolio management services through its Private Wealth Management department. The firm serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, utilizing multiple managed account strategies and ongoing manager selection supported by internal research and technology.

Tiffany Davenport is a Series 66 licensed advisor with Robert W. Baird & Co. in Milwaukee, WI, with five years of industry experience. Her prior roles include positions at Equitable Advisors and Northwestern Mutual Investment Services, and she has ownership in KJTJ, LLC, a family investment entity. Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and brokerage services. The firm employs both manager-traded and model-traded strategies, incorporating tax management and direct indexing, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Kenneth Lobins is a CFP®-certified financial advisor with 35 years of industry experience, currently practicing at Ameriprise in Oak Creek, WI. He has been with Ameriprise and its affiliated entities since 1991. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves clients primarily through a centralized consulting team and emphasizes solutions involving Ameriprise-managed accounts and affiliated investment products.

Stanley Zurawski III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and previously was with SII Investments, Inc. and American Financial Services. Outside of his advisory role, he serves as a notary public and assists with tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform options.

Joseph Ketter is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2022. Prior to that, he was with Keder Solutions and Mortgage Guarantee Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Jason Gomolla is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and Scottrade. He has also been affiliated with the University of Wisconsin since 2000. 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, offering multi-asset model portfolios and alternative investments through a centralized and integrated operational structure.

Dustin Koehler is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at Edward Jones since 2009. Located in Sussex, WI, he holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Gregory Nebel is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2021. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over a decade. He is a board member and treasurer of the Financial Planning Association of Wisconsin. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including retirement, education, and niche services such as sports and entertainment planning. Advisors utilize proprietary research and planning tools to deliver tailored recommendations, with clients able to choose implementation through brokerage or advisory programs.

Adam O Malley is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and eight years of industry experience. He previously worked at Fisher Barton Specialty Products for three years. Outside of his advisory role, he serves as a board member of Heiliger Huegel Ski Patrol, Inc., a nonprofit organization. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and other advisory services supported by internal research, manager selection, and strategic partnerships.

Jason Dummert is a financial advisor with Equitable Advisors in Wauwatosa, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory work, he is involved with Frozen River Coaching, LLC, providing independent coaching and consulting services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and providing both advisory and brokerage channels.

Olivia Webers is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Uline for three years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicholas Galfano is a financial advisor at Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Johnson Controls, Apple, GE Healthcare, and Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Adam Bublitz is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan and its affiliated entities since 2015. Outside of his advisory role, he was involved with Oily Woodman from 2015 to 2018. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Thomas Kavanagh is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior experience includes six years at Citi Group before joining Baird in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and the use of artificial intelligence in client advice.