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.

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.

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.

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.

Daniel Green is a financial advisor with Edward Jones in Wauwatosa, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, he owns and maintains a commercial building in Brookfield, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory programs and affiliated investment products through a large nationwide network of advisors and branch offices.

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.

Scott Freeze is a financial advisor with Edward Jones in Menomonee Falls, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Sun Life Financial (DentaQuest), SpringFour, and Kohl's Department Stores. Freeze is a shareholder of MortgageKeeper Referral Services, an S-Corp based in Chicago, IL. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

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.

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.”

Mark Stoffel is a financial advisor with LPL Financial in Germantown, Wisconsin, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Robert W. Baird and Ameriprise Financial Services. Outside of his advisory work, Stoffel is involved in property management through ownership of Stowan Farms, LLC. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management provided primarily through investment adviser representatives.

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.

Wendi Hall is a financial advisor at Cetera with Series 63 and Series 65 credentials and 21 years of industry experience. She has held roles at Avantax Insurance Services, Avantax Advisory Services, and currently serves as President of Hall Wehring CPAs, where she provides tax and accounting services. Hall is also involved with the Accounting and Financial Women's Alliance, serving in leadership roles focused on education and scholarship programs for women in accounting and finance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform allowing advisors to implement a range of investment strategies under various program structures and custodial relationships.

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.

Daniel Aiken is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following 13 years at B C Ziegler and Company. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Lisa Pugel is a financial advisor at Cetera with over 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Avantax Investment Services and DB Tax & Financial Services. Outside of advising, she is involved in tax preparation and consulting through Hall Wehring CPAs. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing advisors access to both affiliated and third-party investment strategies.

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.