William Hensien is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

David Price is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding a Series 66 designation and 20 years of industry experience. He previously worked at Russell Financial Services for 13 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Antony Close is a financial advisor at Stifel with 21 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Andy Saeger is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, and has 23 years of industry experience. His prior roles include positions at BMO Bank NA, BMO Harris Financial Advisors, Ellenbecker Investment Group, and Charles Schwab. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gregory Thomson is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He has been with Robert Baird since 1994 and holds Series 63 and Series 65 licenses. 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, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, wrap programs, and custody and brokerage services.

Thomas Bagin is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously operated Bagin Music, LLC, providing DJ and audio services. His prior work includes service with the Village of Hartland Police Department and the City of Hartford Police Department. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across various fund structures.

Daniel Schnoll is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2014. Outside of his advisory role, he serves as Treasurer for the Cambridge Heights Condominium Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kaden Kubisz is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Wealthspire Advisors and has held positions in education and retail. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Nicholas Groff is a financial advisor with Robert W. Baird & Co. in Muskego, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Robert W. Baird since 2014. 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 tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing a range of investment strategies from traditional to complex allocations.

Kristopher Marlis is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, with a brief period at Wells Fargo Clearing Services, LLC. Outside of his advisory role, he owns and manages a rental property in Hartland, Wisconsin. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Jean Wangard is a financial advisor at RBC Capital Markets with 28 years of industry experience. Prior to joining RBC in 2024, he worked at Wintrust Investments, LLC for four years and Wells Fargo Advisors Financial Network LLC for eleven years. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Andrew Martineau is a Financial Consultant at Fidelity Investments, where he is part of the Wealth Management team. He focuses on creating personalized and holistic financial plans to help clients strive towards their goals. Andrew holds the Certified Financial Planner™ designation. His professional experience includes roles such as Vice President and Financial Consultant at Charles Schwab from 2021 to 2023, Investment Consultant at TD Ameritrade from 2020 to 2021, and Investment Specialist at Merrill from 2019 to 2020. Through these positions, he has developed expertise in financial planning and investment consulting. Outside of work, Andrew is an avid outdoorsman who enjoys boating, fishing, golfing, football, and traveling.

Charlene Wehring is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and 29 years of industry experience. She has a long career history including nearly three decades at Avantax Advisory Services and various roles running her own CPA and insurance businesses. Wehring is also involved in managing multiple business entities related to tax, wealth management, and disability insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Pamela Stubler is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63 and Series 65 designations and having 37 years of industry experience. She has worked at LPL Financial since 2018 and maintains a longstanding affiliation with Johnson Bank since 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationally. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

Andrew Epstein is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2012. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary management, and uses a range of investment strategies from traditional allocations to more complex approaches.

Lyle Fitterer is a CFA® charterholder with 20 years of industry experience, currently serving at Robert W. Baird & Co. since 2019. He previously worked for Wells Capital Management/Wells Fargo Asset Management for 14 years. Outside of his advisory role, he serves on the investment committee for Divine Savior Holy Angels High School’s endowment and is a partner in a family farmstead business. He is part of the DDK Group within Baird’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, ongoing manager monitoring, and incorporates internal research and artificial intelligence tools in its client advice.

Ryan Gill is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 66 and Series 63 licenses and 13 years of industry experience. Prior to joining Robert Baird in 2026, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2013 to 2026. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Ryan serves, provides financial planning, portfolio management, and advisory services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a variety of investment strategies and in-house research tools, managing approximately $394 billion in assets as of December 31, 2025.

Kurt Haugen is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing personalized financial planning and investment guidance to individuals, families, and business owners. His work focuses on modern investment strategies, tax-efficient planning, and long-term financial guidance, supported by collaboration with specialized planning and investment professionals to offer institutional-level resources to his clients. Kurt's expertise encompasses managing financial complexities that arise from personal and business successes. His approach emphasizes strong relationships, clear communication, and a client-first philosophy to simplify complex financial matters and help clients achieve their long-term goals. He holds a Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from the University of Wisconsin System. Beyond his advisory role, Kurt is active in the Milwaukee community and serves on the board of the Walkers Point Association. His personal interests include baseball, basketball, chess, cooking, fishing, football, hiking, music, spending time with his family, and traveling.

Jaime Corcoran is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Their career includes a decade at UBS Financial Services Inc. from 2007 to 2017, followed by roles at Morgan Stanley and UBS. Outside of advising, Jaime is a proprietor of a real estate business through the Corcoran Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations with proprietary research. The firm offers a broad range of wealth management and institutional trading capabilities, including advisory, principal trading, underwriting, and securities-backed lending programs.

Abigail Lindsay is a financial advisor with LPL Financial and holds a Series 66 designation. She has one year of industry experience and previously worked for the Milwaukee Bucks for twelve years and managed Bistro on The Glen for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and brokerage services, supported by research and technology-driven investment solutions.