Mylan Olson is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Ameriprise from 2012 to 2014 before joining Wells Fargo in 2016. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs extensive research and portfolio theory in its investment approach and offers a mix of brokerage and advisory solutions.

Jacey Moreau is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2025. Prior to her financial career, she held positions at Johnson Controls, Sweetgrass Golf Club, Marquette University, and Walgreens. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jody Chalhoub is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2010 and was previously with Robert Baird & Co. from 2004 to 2010. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Steven Sensiba is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and CRG Financial Services, Inc. Sensiba also serves as president of CRG Services, Inc., an insurance sales agency. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Brett Schaumberg is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a broad range of topics and allows clients to combine planning with managed-account services while keeping them separate.

Phillip Askot is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Western International Securities, Inc. and Financial West Group. He also serves in a fiduciary capacity for the Melvin M Askot Trust and Will. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Benjamin Kallo is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Benjamin is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

Andrew Whaley is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 12 years of industry experience. He has been with Robert W. Baird & Co. since 2012. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, utilizing both traditional and non-traditional investment strategies.

Brian Magennis is a financial advisor at Cetera with 31 years of industry experience and holds the Series 66 designation. He has worked at several firms including Voya Financial Advisors and Lewis Financial Group, where he also serves as an Investment Service Manager. Outside of his advisory role, he works as a driver for DoorDash. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and investment strategies.

Jordan Bathey is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds the Series 66 designation and previously worked at Ernst & Young for two years before joining Baird in 2017. Baird’s DDK Group serves 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, tax management, and internal research tools, including artificial intelligence, to support client advice.

Joel Guinane is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 17 years of industry experience. He holds the Series 66 designation and 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 advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Nicholas Webster is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of his advisory role, he is a hands-off owner of a residential property managed by a family member. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a variety of in-house and third-party investment resources.

Alexander Smith is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has been with Robert Baird & Co. and R.W. Baird since 1995. Outside of his advisory role, he is a member of SCHO Investments LLC, a passive investment entity. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a variety of investment strategies.

Kirk Thode is a financial advisor with LPL Financial in Milwaukee, WI, holding a Series 66 credential and 20 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities from 2006 to 2026. Outside of his advisory role, he is a sole proprietor involved in property management related to personal property rental. 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 financial planning and asset management solutions, with advisors utilizing both proprietary and third-party strategies supported by advanced operational and research tools.

Deborah Cecsarini is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Mequon, WI, where she has worked for seven years. Prior to joining Baird, she held various roles in theatre and audio production and has maintained a freelance voice-over and acting business since 2003. She also serves as an investment committee member for the Milwaukee Repertory Theatre. The DDK Group at Robert W. Baird & Co. serves individuals, businesses, pensions, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm combines internal research, manager-traded strategies, and tax-management tools to deliver tailored wealth management solutions.

Brian Stray is a financial advisor with Thrivent Investment Management in Waukesha, WI. He holds a Series 66 designation and has 19 years of industry experience, all with Thrivent Financial for Lutherans and its investment management division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning on a broad range of topics, delivering these services separately from managed-account programs.

Martin Fahler is a financial advisor with LPL Financial in Germantown, Wisconsin, holding a Series 63 designation and 26 years of industry experience. His work history includes roles at LPL Financial since 2015, Sii Investments, and Packerland Brokerage Services. Outside of his advisory work, he is a partner in Windy Hill Timber, LLC, a real estate rental venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Jerry Huggett is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. In addition to his advisory role, he also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Roy Carrera is a financial advisor with LPL Enterprise holding Series 63 and 65 licenses and 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and several other firms dating back to 2007. He is a member of the board of directors for the Sports Car Club of America’s Milwaukee Region. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by in-house and third-party strategists and offers financial planning, access to asset managers, and brokerage services.

Lloyd Frick Jr. is a financial advisor at Stifel with 17 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Stifel in 2019, he worked for Kevin Bay Investments, LLC for 10 years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.