Danila Danesi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked with J.P. Morgan entities since 2018 and previously spent five years at Racon Capital Partners. Danesi serves on the boards of the Honkamp Family Foundation, which focuses on philanthropy in children’s education in Milwaukee, and the Women’s Fund of Greater Milwaukee, an organization dedicated to supporting women over 35 in achieving college degrees. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund research, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers broader capabilities in derivatives and commodities through its regulatory registrations and affiliate relationships.

Jon Hafemann is a financial advisor at Osaic Wealth with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Merrill, and Bank of America. Hafemann is also the owner of Hafemann Financial Services LLC. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk assessment tools and offers both discretionary and third-party managed strategies.

Katie Drenzek is a financial advisor with Charles Schwab & Co., Inc. in Oak Creek, WI, holding a Series 66 designation and has one year of industry experience. Her prior work includes roles within Charles Schwab’s Independent Branch and part-time employment outside the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence.

Katherine Costigan is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with 10 years of industry experience. She has been with Robert W. Baird & Co. since 2015. She 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 other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Leah Davis is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 14 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2011. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers along with various investment strategies and overlays.

Melinda Marohl is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Wells Fargo Funds Distributor, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Wasikowski is a financial advisor with J.P. Morgan Securities in Franklin, WI, holding a Series 66 designation and bringing 16 years of industry experience. His career includes prior roles at Associated Investment Services, Morgan Stanley, and Merrill. Since 2013, he has been with JPMorgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, supported by centralized due diligence and broader derivatives and commodities capabilities.

Patrick Lawton is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 63 designation and 45 years of industry experience. He has been with Robert Baird since 1988. Outside of his advisory role, he serves as chairman and director at Water Stone Bank. Robert Baird’s DDK Group, part of its Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing internal research and technology to support its advisory approach.

Sean Drinan is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has experience at several firms including LPL Financial, IAG Wealth Partners, and Richmond Investment Services. Prior to his advisory roles, he worked at Loras College and Germantown High School. Sean 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 through a range of consulting and portfolio management services tailored to client goals and risk tolerances.

James Alioto is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously spent three years with Wells Fargo Clearing. 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 diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning, investment consulting, and municipal advisory services.

Tiffany Mitchell Detvan is a ChFC®-credentialed financial advisor with Edward Jones, based in Greenfield, WI, and has 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as an assistant membership leader at the Lake Country Women's Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Meghan Slocum is a Financial Advisor at Merrill Lynch Wealth Management, joining the ST Group in 2022. She has over 20 years of experience in the financial services industry, including roles in Asset Management and Commercial Banking. Meghan uses her background and resources to assist clients in achieving their financial goals through a consultative process focused on providing attentive service. Her expertise encompasses areas such as college education planning, family wealth management strategies, liquidity management, personal retirement planning, and strategies for small businesses and women in wealth. Meghan's approach aims to help clients streamline their financial lives to focus on priorities such as family, businesses, travel, or philanthropic interests. Meghan earned her Bachelor of Arts in History from Duke University. She holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Meghan is involved in her community, serving on the boards of SHARP Literacy and the Heiliger Huegel Foundation for Outdoor Education. She resides in Mequon, Wisconsin with her husband and two children.

Matthew Wolf is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he helps high-net-worth clients develop and implement personalized financial strategies. He focuses on managing complex financial situations by coordinating a team of specialists to deliver comprehensive wealth plans aimed at meeting clients' life goals. Matthew's expertise includes equity compensation services, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. He serves as a Senior Portfolio Advisor and a member of The Wolf Group's investment committee, managing custom investment strategies and model portfolios on a discretionary basis. He holds a Bachelor of Arts in Entrepreneurial Management from the University of Wisconsin - Eau Claire, earned in 2008, and professional designations such as Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Matthew is a member of the UW - Eau Claire Alumni Association and is actively involved in community organizations including the St. Boniface Stewardship Committee, Soles for Catholic Education, and Carmen School of Science & Technology. He resides in Wauwatosa, WI with his wife, son, and their yellow lab, and competes in Ironman triathlons at the 70.3 distance.

Mary Pelkofer is a financial advisor with Thrivent Investment Management in Muskego, Wisconsin, holding a Series 66 license and six years with Thrivent after prior experience at Northwestern Mutual. She has over eleven years working with Spahn Executive Search and serves as president of Parks Edge Preschool, where she oversees board meetings and supports operational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses and planning without implementation, delivered through a large network of advisors with periodic plan reviews.

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.

Gregory Hesse is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2020. Prior to this, he worked for UBS Financial Services from 2010 to 2020. He has served on the board of the Johnson Creek Education Foundation in Wisconsin, including roles as vice president and president. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutions, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-driven financial planning process.

Nicholas Langer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at J.P. Morgan Securities and Chase Investment Services Corp. He is involved in a non-variable insurance business in Windsor, WI. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

John Mullen is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and eight years of industry experience. Prior to joining Baird in 2018, he worked at GE Healthcare for 20 years. Outside of his advisory role, he has been employed at Leff's during the Wisconsin State Fair. 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 a range of financial planning and portfolio management services, utilizing internal research and a mix of managed strategies, with approximately $394 billion in regulatory assets under management as of December 2025.

Mercedes Jensen is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and based in Waukesha, WI. She has been with LPL Financial since 2021 and has prior experience at BMO Harris Bank from 2017 and Bank Mutual from 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Jeffrey Wangard is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 15 years. Outside of his advisory role, he is the owner of Wangard Investment Consulting, where he performs proforma work related to soccer facilities development. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm designs investment strategies tailored to clients’ risk profiles and manages portfolios using both in-house and third-party managers, with access to a variety of investment options and integrated banking services.