Jennifer Roettgers is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2013. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of financial planning and portfolio management services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Jacquilyn Egholm is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Robert W. Baird since 2014. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and other advisory services, supported by internal research and a mix of manager-traded and model-traded strategies.

Julianna Rodewald is a financial advisor at Merrill based in Burlington, WI, with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 1999, including 13 years at Bank of America. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rachel Lazewski is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has been with Robert W. Baird since 2016 and holds a Series 66 designation. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio management services using a combination of in-house and third-party strategies, including traditional and non-traditional investment approaches.

Steven Russ is a financial advisor with Robert W. Baird & Co. Inc. in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Robert W. Baird since 2005. Outside of his advisory role, Russ serves on the boards of several nonprofit and religious organizations, including Congregational Home, Inc., and First Congregational Church of Wauwatosa, where he participates in finance and investment committees. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and nonprofit clients, providing tailored financial planning and portfolio management services through a mix of in-house and third-party managers.

Cole Froistad is a financial advisor at Edward Jones in Waukesha, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Gustave A. Larson and Kohl's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Timothy Martens is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Before joining Edward Jones, he worked at Georgia-Pacific and spent time in full-time education. He is also a football assistant coach for the Lutheran High School Association of Greater Milwaukee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Rickey Fong is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2002. Outside of his advisory role, he is a Dale Carnegie course instructor in Wisconsin, dedicating about 20 hours per month to teaching. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Stephanie Snyder is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and previously worked for seven years at Fidelity Title Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Patrick Bernauer is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has held prior roles at Baker Tilly and the University of Minnesota—Twin Cities. The DDK Group at Baird serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies supported by internal research and ongoing investment monitoring.

Peter Dahlquist is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He previously worked at Waddell & Reed, Inc. from 2004 to 2021. Dahlquist is also involved with the Ake L. Dahlquist Scholarship Memorial Fund. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kathy Ledvina is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ledvina serves on the boards of Novitas Solutions Inc., GuideWell Source, and First Coast Service Options, Inc., where she holds roles including Audit and Compliance Committee Chairperson. Ameriprise offers retirement-income planning services targeting clients with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations. As a large institutional firm, it delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Curtis Holbrook is a financial advisor with LPL Financial in Waukesha, WI, holding a Series 66 designation. He began his career in the financial industry in 2025 and has worked at firms including R&R Wealth Management and Commonwealth Financial Network. Outside of finance, he operated Holbrook Court Services for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Joseph Spierenburg is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked in educational roles at several schools, including Burlington Catholic School Inc. and Catholic Central High School. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Spencer Simonen is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, his family is involved in a franchise business called Aswell Supply, which offers fasteners and cleaning supplies. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Andrew Laudicina is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and five years of industry experience. He has worked at Baird since 2018, with a brief period away from the industry during 2019-2020. Prior to his advisory career, he was employed at Schnuck's Markets and attended Illinois State University and Rock Valley College. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and investment technology.

Gary Martens is a financial advisor with Edward Jones who holds a Series 63 designation and has 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Mark Mattiacci is a financial advisor with Edward Jones in Waukesha, WI, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a silent partner in Catalina Farms LLP and receives residual commissions from prior insurance sales through Mattiacci & Associates, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tom Driscoll is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at multiple firms including Commonwealth Financial, Avantax, and NFP Advisor Services. In addition to his advisory role, he is involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad range of advisory and brokerage services through a large network of investment adviser representatives.

Katherine Higgins is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Merrill in Waukesha, WI. She has held positions at Merrill since 2007 and has also worked at Old National Bank and Bank of America, N.A. since 2024. 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 institutional investors.