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Money is personal, and it’s powerful. The Social Xchange: A Financial Forum creates space for open, honest conversations about wealth-building, budgeting, and investing—no jargon or judgment included.

This event is designed to help you take actionable steps toward your financial goals. Hear from a dynamic lineup of local professionals, ask real questions, and make meaningful connections through small group networking.

Topics Include:

• Budgeting & Saving for Greatness: Brianna Hoskins – Financial Advisor, Baird

• Invest This, Build Wealth With That: Brent Adams – Founder, One Tree Hill Advisor

• Those Oh So Common Financial Misconceptions: Walter W. Taylor – WE Wealth Management Group, RBC

Schedule:

• 5:00–6:00 PM | Registration + Networking

• 6:00–7:30 PM | Presentations

• 7:30–8:00 PM | Speed Networking

Light appetizers and beverages will be served.

Featured Speakers

Brianna Hoskins – Financial Advisor, Baird
As a licensed financial advisor and proud UW-Milwaukee alum, Brianna supports individuals and families in building secure financial futures. She brings a thoughtful, people-centered approach to wealth planning and is deeply invested in uplifting her Milwaukee community through financial empowerment.
Baird

Brent Adams – Founder, One Tree Hill Advisors
Brent has helped hundreds of families create confident retirements. With a personalized approach to financial planning, he focuses on reducing risk and creating long-term value. A Marquette graduate, Brent is passionate about education, family, and community-focused service.
One Tree Advisors

Walter W. Taylor – WE Wealth Management Group, RBC
Walter brings years of experience in private wealth and business transformation, alongside deep community involvement. He leads Next Gen initiatives, manages team events, and promotes inclusive access to financial knowledge. Walter is an active mentor and board member in Milwaukee.
RBC Wealth Management

Sponsors: Lubar Entrepreneurship Center | One Tree Advisors | Baird | RBC