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.

Steven Winter is a financial advisor with Morgan Stanley in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Kathleen Langston Forbes is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Hannah Park is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Prior to her financial services career, she was involved with Global Repair Group LLC and worked at XSport Fitness. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, using a variety of investment vehicles and endorsements from third-party asset managers and advisory programs.

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.

Alan Barnes is a Certified Financial Planner® with 28 years of industry experience. He is currently with LPL Financial and also has a role at Landmark Credit Union. His prior work includes positions at CUNA Brokerage Services and Cuso Financial Services. 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.

Matthew Schembari is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Baird, he worked at AbleLight and attended Marquette University. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations using a range of financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies with ongoing manager selection supported by internal research and utilizes strategic minority investments and partnerships.

Julie Brandt is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including U.S. Bancorp Investments, Global View Capital Management, Northwestern Mutual Investment Management, Merrill, and Red Granite Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a tailored approach based on clients’ Advisory Risk Profiles and a mix of internal and external investment managers.

Jacob Baker is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023, following previous roles at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, he is a shareholder in Highpoint Capital Group and provides fixed product solutions through Crump Insurance Services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services and uses a model-based investment process emphasizing asset allocation and portfolio optimization.

Jeffrey Rotfeld is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jessica Ebler is a financial advisor with Thrivent Investment Management in Muskego, Wisconsin. She holds a Series 66 designation and has six years of industry experience. Prior to joining Thrivent, she worked at The Design Coach from 2016 to 2018. 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 across a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Michelle Bridge is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding the Series 63 and Series 66 designations with 29 years of industry experience. She has been with Baird since 2019, including her current role since 2021, and previously worked at JJB Hilliard WL Lyons LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management, serves individuals, corporate clients, pensions, and charitable organizations, offering a range of financial planning and portfolio management services through customized strategies and ongoing manager oversight.

Jake Johnston is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial. Outside of his advisory role, he is involved in tax preparation through a separate business during tax season. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization across multiple platforms.

Susy Suarez Lemcke is a CFP® professional with 12 years of industry experience, currently working at Edward Jones since 2014. She holds the Series 66 designation and is based in Waukesha, WI. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Gleason is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 designations and is based in Milwaukee, WI. His career includes roles at JPMorgan Chase Bank, N.A. and various J.P. Morgan Securities entities since 2016, as well as work with Pourfolio App. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative and qualitative research to deliver customized asset allocation advice and manager searches, supported by a centralized due diligence team.

Carter Amundson is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including North Star Resource Group and Securian Financial Services. Outside of his advisory role, he serves as an elected board member of Buena Tierra MKE Inc., a nonprofit focused on community engagement. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across various program structures.

Christine Jasso is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 10 years of industry experience. She has worked at Robert W. Baird & Co. since 2017 and previously at Northwestern Mutual Investment Management from 2015 to 2017. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Dylan Krause is a financial advisor with LPL Enterprise holding a Series 66 designation and has less than one year of industry experience. His prior work includes roles at Northwestern Mutual and running an independent venture, Two Dog Enterprise. He has also been involved in education at several institutions including the University of Wisconsin La Crosse and Muskego High School. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Michael Dearing is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Grove Point Investments, Grove Point Advisors, Elmbrook Associates, H. Beck, Inc., and Johnson Controls. 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 broad range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and operational tools.

Brian Jacobs is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with eight years of industry experience. Prior to joining Baird in 2018, he worked at PricewaterhouseCoopers, LLP for two years. He serves as Chief Financial Officer on the board of the Raymond School Foundation, a nonprofit organization. The DDK Group at Robert W. Baird, where Jacobs works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies with ongoing investment monitoring.