Berent Kowarick is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for three years before joining J.P. Morgan in 2018. Outside of his advisory role, he is a partner in Investors Associated LLP, a real estate partnership managing properties in select secondary markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation supported by affiliated investment-management entities.

Rezart Ismolli is a financial advisor at Wells Fargo Clearing with 12 years of industry experience and holds the Series 66 designation. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Benjamin Smith is a financial advisor with LPL Enterprise in Hales Corners, WI, holding Series 63 and Series 65 registrations and having 17 years of industry experience. He previously worked at Pruco Securities, LLC from 2008 to 2024 and has been associated with LB Financial Corp. since 2008. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities, typically implementing investment strategies through model portfolios and offering access to third-party asset managers and insurance products.

Daniel Halstead is a financial advisor with J.P. Morgan Securities in Wauwatosa, WI, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at various J.P. Morgan entities and Wells Fargo, with his tenure at J.P. Morgan spanning from 2015 to the present. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Lisa Duerr is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Robert Baird & Co. since 2012. Outside of her advisory role, she is an owner/member of Common Investment Partners LLC, a passive investment entity. The DDK Group at Robert W. Baird & Co. serves a diverse client base, including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a range of separately managed account programs, supported by internal research and technology-assisted investment strategies.

Isaac Brewer is a financial advisor with Robert Baird & Co. in Wauwatosa, WI, holding Series 63 and Series 65 credentials and over 29 years of industry experience. He has been with Robert Baird & Co. since 1995. Brewer serves as a board member of WCCF, a charitable organization, where he has held roles including past chair of the Governance Committee. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, pension plans, corporations, and charitable organizations. The firm offers a range of investment strategies and overlays, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

James Longe is a financial advisor with LPL Financial in New Berlin, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and M&I Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Amy Ley is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services Inc, Girard Securities, Inc., and Matrise, Polzin & Company. In addition to her advisory role, she serves as a shareholder and board member of Midwest Planning Company and is involved in fixed insurance sales and health insurance agency activities. OSAIC Wealth provides a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a variety of managed portfolio programs delivered through a complex network of affiliated entities.

Elizabeth Lailer is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and totaling 26 years of industry experience. Her prior roles include positions at Johnson Wealth Inc, Robert W. Baird, and LPL Financial. She is based in Milwaukee, WI. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Daniel Bowerman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Angelo Gonzales is a financial advisor with LPL Financial in Brookfield, WI, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at BMO Harris Bank and Wells Fargo Clearing, as well as Wells Fargo Bank, N.A. He is also a commissioned notary for the State of Nebraska. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services platform.

David Lindberg is a financial advisor with Morgan Stanley in Milwaukee, WI, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior work includes positions at Citigroup Global Markets from 1993 to 2009 and extensive tenure at Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009. He serves on the board of BIOLOGIQ, Inc., a company specializing in the development and manufacture of biodegradable plastics. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and investment committee resources.

Laura Gilbert is a Series 66 licensed financial advisor at Robert W. Baird & Co. with five years of industry experience. She has been with Baird since 2021 and previously worked in educational roles including positions at Line Range Preschool and Menomonee Falls School District. Laura 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 a range of advisory services including financial planning, portfolio management, and separately managed account programs, utilizing ongoing manager selection and internal research tools.

Kelli Stuckart is a Series 66 licensed financial advisor with Edward Jones in Waukesha, WI, where she has worked since 2018. She has prior experience with M2K Investments LLC and Melton Investments LLC, and she was involved with Tadpoles for 17 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Michael Poludniak is a Resident Director at Merrill, specializing in retirement planning and investment management. He began his career in finance in 2001, providing consultative services in 401(k) plans and benefit services. Since joining Merrill in 2010, he has expanded services and resources for both business and personal clients. Michael holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He delivers comprehensive plan governance services, guiding clients in establishing and maintaining efficient and compliant retirement plans. His expertise includes retirement income strategies, social security claiming techniques, long-term care guidance, college savings analysis, and planning for special needs children. He works with for-profit and not-for-profit organizations, offering Fiduciary Advisory Services and customized plan strategies. He earned a Bachelor's degree from the University of Wisconsin System. Michael is also involved in professional and community organizations such as the Independent Business Association of Wisconsin, where he serves as a board member, the Rotary Club of Burlington, for which he is also a board member, as well as the Burlington Chamber of Commerce and the Waukesha County Business Alliance. Additionally, he dedicates time to coaching youth soccer through UpWards Sports and the Waukesha Community Soccer League.

Seth Paradowski is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds the Series 66 designation and has been with Baird since 2019. Prior to joining Baird, he worked at U.S. Bank, Baker Tilly Search & Staffing, Dick's Sporting Goods, and the University of Wisconsin-Whitewater. Outside of his advisory role, he volunteers as a youth athletic coach at Prospect Training Academy. 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 a range of consulting and portfolio services tailored to client goals, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

Darryl Witkowski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including discretionary and non-discretionary retirement plan solutions informed by research and modern portfolio theory.

John Trepanier is a CFP® professional with 10 years of industry experience, currently affiliated with MassMutual Investors Services in Milwaukee, WI. His prior roles include positions at Cambridge Investment Research, Prudence Harker, and AXA Advisors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning supported by firm-approved analytical tools.

Robert Filetti is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Robert Baird since 2012. He 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 consulting and portfolio services, including discretionary and non-discretionary management, using a mix of in-house and third-party strategies across traditional and alternative asset classes.

Jessica Vecitis is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and three years of industry experience. She previously worked at Dunham Trust Company and Dunham & Associates Investment Counsel for two years and spent seven years at the University of Kentucky. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, providing a range of investment strategies from traditional to non-traditional approaches.