Andrew Armstrong is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and four years at Allspring Funds Management, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and provides both brokerage and advisory solutions through a large network of financial advisors.

Jacob Reinhart is a financial advisor at Equitable Advisors with 17 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at AXA Advisors. Reinhart serves on the investment advisory board of Holy Apostles Church and is involved with National Guardian Life's burial and funeral trust services. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party asset managers, offering a broad range of investments including mutual funds, ETFs, and select alternative investments.

Zachary Woolever is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Robert Baird & Co. since 2013. 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 provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Maria Suchomski is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Milwaukee, WI, bringing two years of industry experience. Prior to joining Baird in 2024, she worked at the Women's Care Center of Milwaukee and Ave Maria University, and has been involved with Floor Plan Imaging LLC since 2016. Outside of her advisory role, she serves as a respite care provider. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies and ongoing manager oversight, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Shea Mc Creight is a financial advisor at Robert Baird & Co. with six years of industry experience. He has been with Baird since 2018 and previously worked at The BonTon Stores Inc. for 18 years. Outside of his advisory role, he is employed at Live Nation Entertainment’s Alpine Valley Music Theatre on a part-time basis. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Michael Glaisner is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert W. Baird & Co. since 2005. 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 consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays, employing both traditional and complex investment strategies.

Anton Andriushchenko is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Truist. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Todd Krempasky is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with a range of investment options and client-tailored strategies.

Kendeicia Stephenson is a financial advisor with Wells Fargo Clearing in Milwaukee, WI. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank, N.A. since 2021. Prior to her current role, she worked in the retail and service industries, including positions at Wisconsin Apple Inc and Enterprise Holdings. 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad range of financial products.

Katie Orvis is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2008, accumulating 18 years of industry experience. She is based in Muskego, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

John Schreiber is a CFP® with 49 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2017. He previously operated his own advisory firm, Schreiber Investment Advisory Services, for nine years. Schreiber also owns John Schreiber Services Inc., where he works as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach utilizing risk profiling and modeling tools, and supports a broad network of advisors and affiliated firms.

Linda Cowan is a financial advisor with RBC Capital Markets in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with RBC Capital Markets since 2008 and also works with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through both in-house and third-party managers.

Henry Hessel is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Reinhart Partners, Inc. He has been with Raymond James & Associates since 2022. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Colin Juenger is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Halquist Stone for four years and Accurate Pattern for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, educational seminars, and recently added a standalone Divorce Planning offering.

Joseph Wilson is a financial advisor with Merrill in Milwaukee, WI, holding Series 63 and Series 65 licenses. He has 26 years of industry experience, including his current tenure at Merrill and Bank of America, N.A. since 2014. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm offers multiple investment management strategies and emphasizes tax-efficient capabilities, supported by its integration with Bank of America affiliates and capital-markets platform.

Colette Gregory is a financial advisor with Robert Baird & Co. in Menomonee Falls, WI, holding a Series 63 designation and 33 years of industry experience. She has been with Robert Baird & Co. since 1991 and concurrently serves at Marquette University. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a combination of in-house and third-party managers to implement a range of investment strategies from traditional to non-traditional approaches.

Jeffrey Pfannerstill Jr. is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial, Pumpers & Mitchell's, and various educational institutions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and written recommendations across multiple planning topics. The firm separates its planning services from managed accounts and does not provide portfolio management for institutional clients.

Alan Fischer is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at VOYA Financial Advisors and ongoing involvement with Sauvey & Sauvey since 2008. Fischer is also an independent insurance agent and serves as a New Member Engagement Partner for the Brookfield Chamber of Commerce. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing both affiliated and unaffiliated managers across various program structures.

Matthew Becker is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 21 years of industry experience, including prior roles at Prudential Insurance Company of America, OneAmerica Securities, and Thrivent Financial for Lutherans. Becker serves on the board of Pink Heals Sheboygan County, a nonprofit organization. LPL Enterprise, LLC 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 and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.

Alec Schaefer is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation. He has been with Robert W. Baird since 2023. Prior to his current role, Alec worked in various positions including at Benvenutos Italian Grille and Madison College. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored consulting and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.