Russell Zarling is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 26 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that incorporate Social Security strategies, tax-smart withdrawals, and asset analysis. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary recommendations, primarily for clients with assets managed within Ameriprise.

Amedee O'gorman is a Series 66–licensed financial advisor at OSAIC with five years of industry experience. Prior to joining OSAIC, he worked at Woodbury Financial Services, The Manitowoc Company, Inc., and Deloitte. Outside of his advisory role, he provides private baseball instruction to youth players. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Jonathan Pultz is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, he worked at BMO Harris Bank and US Bank GFS. Outside of his advisory role, he has part-time employment as a bartender at Malone's on Brady and Harp in Milwaukee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Randall North is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he serves on the investment committees for Catholic Memorial High School and Community Care, Inc. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of in-house and third-party managers and strategies tailored to client goals and risk tolerances.

Mary Ellen Stanek is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2000. Outside of advising, she serves as a trustee for Faith in Our Future and as a board member and finance committee member for Wisconsin Energy Corporation. Baird’s DDK Group, where Stanek works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and provides services that include municipal advisory, discretionary and non-discretionary management, and the use of advanced research tools in client advice.

Samantha Leber is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, she worked at Cornerstone Community Bank and held roles at Mead Public Library and Blue Harbor Resort. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Jay Cunningham is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2021, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Jay worked as a Financial Advisor at Wells Fargo Advisors from 2017 to 2021 and at PNC Investments from 2015 to 2017. He also served as Associate Regional Director at Wells Fargo Advantage Funds between 2013 and 2015. Jay is a CERTIFIED FINANCIAL PLANNER4 professional with 13 years of experience in the financial industry. He emphasizes building trust through personalized financial planning and works closely with clients to develop tailored plans focused on their goals and priorities. Jay and his team provide ongoing guidance and clear communication to help clients navigate financial decisions confidently over the long term. Outside of his professional work, Jay's interests include family activities, football, golf, parenthood, running, and traveling.

Rodger Premeau is a financial advisor with Equitable Advisors, holding a Series 66 credential and bringing 22 years of industry experience. He has worked with Equitable Advisors since 2006, including its predecessor, Axa Advisors. Outside of his advisory role, he serves as a board member for a family computer consulting business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services, focusing on a broad range of investment options without sponsoring its own wrap fee program.

Gregory Baumgardt is a CFP® professional with 19 years of industry experience, currently working at Edward Jones since 2010. Prior to Edward Jones, he spent two years at Robert Baird & Co. Outside of financial advising, he serves as Vice President of a commercial painting contractor, Everywhere You Look, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Donald Smiley is a CFA® charterholder with seven years of industry experience. He has worked at Robert W. Baird & Co. since 2017 following a period as a full-time student. Based in Milwaukee, WI, he is part of The DDK Group within Baird’s Private Wealth Management department. The DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and advisory services. Baird manages approximately $394 billion in regulatory assets and employs a combination of manager-traded and model-traded strategies, internal research, and technology, including artificial intelligence, in its investment approach.

Mark Bloomer is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He worked at Stifel Independent Advisors, LLC for 23 years before joining OSAIC in 2026. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm combines brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party managers, utilizing advanced asset-allocation tools and automated rebalancing to construct diversified portfolios.

Peter Duback is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 credential with 17 years of industry experience. He has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement traditional and complex investment strategies.

Barbara Nelson is a financial advisor with Robert Baird & Co. in Elm Grove, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Robert Baird & Co. since 1995. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of investment strategies and overlays, including both traditional and non-traditional asset allocations.

Hye Kwon is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and having one year of industry experience. Prior to joining Baird, Kwon held various roles including positions at American Marketing & Publishing, LLC, Central Cafe, and comprehensive healthcare and restaurant settings. Outside of financial advising, Kwon is the president of Press. Waffles. The DDK Group at Robert W. Baird & Co., where Kwon works, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through various separately managed account programs, and uses internal research and technology, including artificial intelligence, in delivering investment advice.

James Lemmenes is a financial advisor with Edward Jones in Elm Grove, WI, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a co-owner of a real estate business in Estero, Florida. 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 solutions supported by a nationwide network of over 23,700 financial advisors.

Ryan Haslbeck is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor Axa Advisors. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Eric Leonard is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has prior experience at Edward Jones and roles associated with professional soccer organizations Chicago Fire FC and Forward Madison FC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

David Drozdowicz is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Outside of his advisory role, he serves on the finance committee of Saint Theres Church in Milwaukee. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Zachary Bernarde is a financial advisor with Raymond James Financial in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including LPL Financial, Manchester Investments, and Alliance Wealth Management Milwaukee, where he continues to provide various client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, employing tailored planning and analytical tools to support client goals.

Scott Cayo is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2010. He is based in Brookfield, WI. Outside of his advisory role, he is a co-owner of residential rental properties in Milwaukee, involving occasional upkeep activities. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and strategies, with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide.