Joseph Stanislawski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. Outside of advisory work, he is an agent for non-variable insurance through Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Scott Layeux is a CFP®-certified financial advisor with 35 years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience with Nettworth Financial Group and Financial Partners, LLC. Layeux also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies along with both proprietary and third-party model solutions.

Craig Nichols is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2005, including roles at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Monica Nichol is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Morgan Stanley in 2024, she worked at Robert W. Baird & Co., Inc. for seven years. She is also the owner of Monica Minor Solutions LLC, a non-investment related business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Colin Kavanaugh is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and with 14 years of industry experience. He 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 serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Clayton Morris is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Mary Lee Hope is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Her prior work history includes roles at Williams Sonoma and Cleary Gull Advisors/Johnson Financial Group. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools such as artificial intelligence.

Matt Schouviller is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he focuses on fostering an environment where associates and clients feel valued in every interaction. He leads a team of financial professionals dedicated to partnering with clients to help them achieve their retirement goals. Prior to his current role, Matt served as the Director of the Investment Solutions Team at Fidelity Investments from 2021 to 2022. Before joining Fidelity, he was the Director of the Affluent Client Program at Wells Fargo Investments from 2011 to 2021. His experience spans leadership roles focused on investment solutions and client programs. Outside of his professional responsibilities, Matt has personal interests that include baseball, cars, food, golf, and music.

Erin Schmidt is a financial advisor with LPL Financial holding Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining LPL Financial in 2023, she worked at BMO Bank NA starting in 2020 and was involved with St John's Lutheran Church Preschool and Childcare from 2016 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and operational tools.

Mark Gregory is a financial advisor with Edward Jones in Cedarburg, WI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at BMO Harris Financial Group from 2015 to 2020 before joining Edward Jones in 2020. Outside of his advisory role, he owns rental properties in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Robert Hellman is a financial advisor at Stifel with 30 years of industry experience. He has held positions at Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2013 to 2018. Hellman serves on both the Finance Council and the Pastoral Council at St Joseph Church, providing financial guidance and assisting in parish direction. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ryan Becker is a financial advisor with Thrivent Investment Management in Slinger, Wisconsin, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent since 2014 and Thrivent Financial since 2015. Outside of his advisory role, Becker co-owns a business placing and maintaining ATMs for local businesses and serves as Treasurer of Honours Inc, a college scholarship fund for Slinger High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a wide range of financial planning topics without discretionary portfolio management.

Connor Goodwin is a Series 66-credentialed financial advisor with Mass Mutual Investors Services in Wauwatosa, WI. He has two years of experience and has previously worked at Vitense Golfland and Edgewood University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that employ firm-approved analytical tools.

Judith Schultz is a financial advisor at Stifel with 36 years of industry experience. She holds a Series 63 designation and has worked at Stifel since 2018, following a two-year tenure at B.C. Ziegler and Company. Outside of her advisory role, she works part-time in customer service at a grocery store. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and public entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Joseph Gibson is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and previously worked five years at Northern Trust before joining Morgan Stanley in 2020. Gibson is currently based in Milwaukee, WI. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and corporate financial planning agreements.

Gabriel Schneiss is a CFP® professional with 10 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2018. He previously worked at Voya Financial Advisors from 2016 to 2018. In addition to his advisory role, Schneiss is involved in independent insurance services and leads Schneiss Financial Advisors LLC and Schneiss Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Christopher Koshy is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having eight years of industry experience. His prior roles include positions at LPL Financial and Ease, as well as work with Elmbrook Church. He is based in Waukesha, Wisconsin. Koshy is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual and institutional clients including high net worth individuals, corporate and business entities, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of internally managed and third-party investment strategies.

Bryan Jansen is a financial advisor with Thrivent Investment Management in Germantown, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory work, he serves as a member of the Board of Trustees for the Leukemia and Lymphoma Society. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with its managed-account program under a consolidated billing option called “WealthPlan” while keeping these services separate.

Patrick McMahon is a CFP® with 29 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has prior experience at firms including CUNA Brokerage Services, CUNA Mutual Group, Wells Fargo Advisors, and Robert Baird & Co. McMahon operates an investment guidance business associated with his LPL practice. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Michael Ratkovitch is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 15 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously spent eight years at B.C. Ziegler and Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group provides financial planning, portfolio management, and brokerage services, tailoring investment strategies to client goals and risk tolerances using a range of traditional and non-traditional approaches.