Ross Kopfer is a financial advisor with Robert Baird & Co. in Oconomowoc, Wisconsin. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, having worked with Robert Baird & Co. since 1993. Ross is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Celene Funke is a CFP® and holds a Series 66 license, currently with Robert Baird & Co. in Waukesha, WI. She has four years of industry experience, including positions at Clearpath Financial of Raymond James and Roche. Outside of her advisory work, she coaches softball at D-BAT Brookfield. Celene is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporations, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and technology-driven tools.

John Matthews is a financial advisor at LPL Financial with 22 years of industry experience and holds a Series 66 designation. He previously worked at Wintrust Investments LLC, PNC Investments, CL Wealth Management LLC, and Cabot Lodge Securities LLC. In addition to his advisory role, Matthews is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eric Wegner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2019 and has previously worked at Provident Financial, LLC since 2009. Outside of his advisory role, Wegner is president of the Experimental Aircraft Association Chapter 320, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment solutions across multiple platforms and maintains proprietary model strategies alongside access to third-party managers.

Thomas Mehl is a financial advisor with Thrivent Investment Management in Hartland, Wisconsin, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning across a range of topics. The firm allows clients to integrate planning with managed accounts under a consolidated billing option while maintaining separate service structures.

Caleb Schmidt is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for three years and spent twelve years with Eaton Corporation. In addition to his advisory role, Schmidt is employed as a cashier at Kwik Trip. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—retirement plans, financial institutions, corporations, and nonprofits. The firm provides a range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and advanced technologies.

Alicia Albarran is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has eight years of industry experience. Her work history includes roles at Waukesha State Bank and affiliated entities since 2014. She is also involved in the sale of fixed insurance products through Waukesha State Bank’s insurance agency and provides occasional referrals to Prairie Trust/Waukesha State Bank Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports varied investment strategies and holds over $256 billion in assets under management.

Kevin Cosentino is a financial advisor with Equitable Advisors in Hartland, WI, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors, Llc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

James Kieckhaefer is a financial advisor with RBC Capital Markets based in Delafield, WI. He holds Series 63 and Series 65 designations and has 34 years of industry experience. His prior firms include Wells Fargo Advisors, Wells Fargo Clearing, and City National Bank. Kieckhaefer serves as co-trustee for his mother. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a mix of in-house and third-party investment managers.

Jonathan Ewart is a financial advisor at OSAIC with Series 66 credentials and one year of industry experience. His prior roles include positions at LPL Financial and IAG Wealth Partners, LLC. He also provides administrative support to IAG Wealth Partners, an independent investment advisory firm. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through an extensive network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Matthew Winters is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2021. Prior to his current role, he was involved with the Potawatomi Area Council Boy Scouts of America from 2010 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for its clients.

Wendy Petersen is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Keller Williams and has experience with Door Dash and Cielo Talent. Outside of finance, she is involved in managing vacation rental properties and serves as a Sunday School co-director at St. Paul's Lutheran Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, along with affiliated mutual funds and tax-efficient services.

Stephanie Johnson is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2021, she worked at Advia Credit Union and held various roles including work in athletics and retail. Outside of her advisory role, she is involved in a family-owned restaurant and bakery in Lake Geneva, Wisconsin, where she assists with baking and retail operations on weekends. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a wide range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Melissa Coppage is a financial advisor at Robert W. Baird & Co. with 28 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior roles include positions at Cetera, Avantax, and Signator Investors. Outside of advising, she teaches fitness classes at Wisconsin Athletic Club and Brooklyn Gyms. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs supported by ongoing manager selection and in-house research.

Michael Williams is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving at their Watertown, WI office. Williams also serves on the Board of Directors for Buckets for Hunger in Oregon, WI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Wendt is a financial advisor with LPL Financial in Johnson Creek, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior experience includes nine years at Cambridge Investment Research Advisors and five years at Investment Centers of America. He is also involved in insurance agency work and serves on the investment committee of Badger Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with discretionary and non-discretionary management and access to model portfolios and third-party research.

Kirstin Dorn is a financial advisor with Edward Jones in Hartland, WI, holding a Series 66 designation and over 12 years with the firm. She has three years of industry experience. Outside of her advisory role, she occasionally sells essential oils through a direct sales distributorship. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Zachary Arndt is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He holds a Series 66 designation and has been with Baird since 2017, previously working at Acuity Insurance. Outside of his advisory role, he is involved as an owner of Small World Threads LLC and works in a bartending capacity for Milwaukee World Festival Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Ashley Thomas is a Series 66–licensed financial advisor with Merrill in Waukesha, WI, and has 13 years of industry experience. She has worked at Merrill since 2010 and at Bank of America, N.A. since 2013. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shelly Rynearson is a CFP® with 40 years of industry experience, currently serving at LPL Financial since 2018. She previously worked at Invest - Delafield and Invest Financial Corporation from 1985 to 2018. Outside of her advisory role, she is a trustee of Holly Hock Hollow Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services, supported by research and model portfolios from multiple sources.