Matthew Conway is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations to assist clients in financial decision-making.

Erik Knutson 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 LPL Financial, BMO Harris Bank, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kimberly Devries is a financial advisor with Primerica Advisors in Milwaukee, WI, holding Series 63 and Series 65 registrations with six years of industry experience. She has been with Primerica Advisors since 2020 and previously worked with Primerica Financial Services starting in 2019. Outside of advisory work, she has experience in direct sales, including roles with Mary Kay, and is involved in the sale of home-related products through affiliated companies. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies and discretionary separately managed accounts, supported by third-party asset managers and custodians.

Matthew Gizelbach is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Robert W. Baird since 2015. He is part of The DDK Group, a team within Robert W. Baird’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, tailoring advice around client goals and risk tolerances and employing a variety of investment strategies, including discretionary management and separately managed accounts.

William Evans is a financial advisor at Robert Baird & Co. based in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Baird in 2024, he held various roles across multiple sectors including retail and education. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services utilizing a combination of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and tools.

Ryen Ryba is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. His background includes roles in education and retail, such as positions at University of Wisconsin–Milwaukee, Madison Area Technical College, and Ace Hardware. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Tyler Parks is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously spent two years at Third Bridge. He holds a Series 66 designation. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Kevin Barry is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC for eight years. Outside of his advisory role, Barry serves as a trustee and holds financial power of attorney for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party asset managers, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Alan Sternberg is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis and combines large institutional advisory operations with brokerage and investment management capabilities.

Kellcy Anderson is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has held positions at Robert W. Baird & Co. since 2017 and worked at Wells Fargo Funds Distributor, LLC from 2016 to 2017. Anderson holds Series 63 and Series 65 licenses. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs supported by ongoing manager selection and internal research.

Jennifer Haldemann is a CFP® professional with 23 years of experience in the financial industry, currently serving at Robert W. Baird & Co. since 2003. She holds Series 63 and Series 66 licenses and is based in Milwaukee, WI. In addition to her advisory role, she acts as a co-trustee of the Hannah Hoch 2018 Trust. She 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. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and a variety of investment strategies.

John Lewenauer is a financial advisor with Robert Baird & Co. in Mequon, WI, holding a Series 63 designation and having 38 years of industry experience. He has been with Robert Baird & Co. since 1987. Lewenauer serves as a board member for several charitable foundations, including the Dorothy and Margaretha Schmidtbauer Foundation and the Gladys Gores Charitable Foundation, where he is involved in investment policy and charitable grant decisions. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored investment strategies using a combination of in-house and third-party managers, providing services ranging from financial planning to discretionary portfolio management and specialized overlays.

Maureen Patterson is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding Series 63 and Series 66 designations and five years of industry experience. She has held prior roles at UBS Financial Services Inc. and Sanford C. Bernstein & Co., LLC. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by in-house research and investment tools.

Tyson Abert is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. Before joining Morgan Stanley in 2018, he worked at Wells Fargo & Company from 2013 to 2018. Outside of his advisory role, he is a partner in Abert Asset Management LLC, an investment-related business. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs supported by firm-approved planning tools and methodologies.

John Woodin is a financial advisor with Ameriprise in Shorewood, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior firms include Equitable Advisors, Axa Advisors, and COURI Financial. He serves as Board Chairman of the Wisconsin Fellowship of Christian Athletes. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement planning through a centralized consulting team.

Jacob Taylor is a financial advisor with Ameriprise in Brookfield, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for the City of Waukesha for nine years. Outside of his advisory role, he is a co-owner of Midwest Agave Spirits, Inc., a tequila brand based in Guadalajara, Mexico. Ameriprise serves clients with a focus on retirement-income planning, offering specialized services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Michael Thelen Jr. is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and offering various discretionary and non-discretionary management solutions.

Shane Evans is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2019 and previously worked in finance and promotions roles. Outside of his advisory work, Evans is involved in buying and selling collectible cards, managing a small for-profit business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Laurie Ufnowski is a financial advisor with Ameriprise in New Berlin, WI, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley and UBS Financial Services. Laurie serves on the boards of the Polish Heritage Alliance and Polanki, nonprofit organizations based in Wisconsin. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Dylan Miller is a financial advisor with Cetera, holding a Series 66 designation and based in Milwaukee, WI. He has one year of industry experience and has been with Cetera since 2026. Prior to his current role, his work history includes positions at various companies unrelated to finance. Cetera Investment Advisers LLC is a large nationwide advisory firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.