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 has held positions at U.S. Bancorp Investments, Inc. and Global View Capital Management, Ltd prior to joining RBC in 2017. She holds Series 65 and Series 63 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party 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 based in Milwaukee, WI, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, he provides solutions on fixed products through Crump Insurance Services and is a shareholder in Highpoint Capital Group. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, managed portfolios, and access to third-party money managers.

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.”

Jake Johnston is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial. Outside of his advisory role, he is involved with High Point Capital Group, focusing on portfolio management and client prospecting, and prepares tax returns seasonally through First Team Financial. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a variety of investment tools and platforms to construct and manage portfolios that include multiple asset types and supports both discretionary and non-discretionary account management.

Erik Stowers is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. He is also involved with Verdant Capital Inc, a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and technological tools to support advisors and clients.

Wendi Hall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. Her career includes roles at Avantax and various wealth and tax planning firms. She serves as president of Hall Wehring CPAs and participates as a director/officer with the Accounting and Financial Women's Alliance, a nonprofit supporting women in accounting and finance. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services with access to affiliated and third-party managers, supporting various program structures and account authorities.

Jonathan Gleason 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 held various roles within J.P. Morgan and JPMorgan Chase Bank since 2016. He is also involved with Pourfolio App since 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

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.

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.

Lesley Augustine is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 16 years of industry experience. She 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, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies and overlay services to meet diverse client goals and risk tolerances.

Abigayle Spitzer is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Target and Piggly Wiggly Midwest. Robert Baird & Co.'s DDK Group operates within the Private Wealth Management department, serving individual, corporate, pension, and charitable clients with a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies along with tax management and direct-indexing, managing approximately $394 billion in regulatory assets as of December 31, 2025.

James Johnson is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2011. Outside of his advisory role, Johnson owns Port Retro, a toy, hobby, and game business, and serves as treasurer for the Misty Ridge Community Association in Grafton, WI. Johnson is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet diverse client goals.