Patrick Bernauer is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. His prior work includes positions at Baker Tilly and several roles at the University of Minnesota - Twin Cities. Baird is a large institutional firm with approximately $394 billion in regulatory assets under management as of December 31, 2025. The DDK Group within Baird’s Private Wealth Management department serves individual, corporate, pension, and charitable clients, offering services such as financial planning, portfolio management, and separately managed account programs.

Peter Dahlquist is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, Inc. for 17 years. He is also involved with the Ake L. Dahlquist Scholarship Memorial Fund. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions, offering advisory programs, financial planning, and brokerage services through a national 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.

Spencer Simonen is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and 65 credentials. He has 30 years of industry experience, with 27 years at LPL Financial. Outside of his advisory role, his family owns a franchise business, Aswell Supply, offering fasteners and cleaning supplies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

Benjamin Wolfe is a financial advisor with Thrivent Investment Management in Watertown, WI, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Car Services LLC and Charter NEX Films. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Andrew Laudicina is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds the Series 66 designation and has been with Baird in various roles since 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies with an emphasis on ongoing manager selection and internal research.

Mark Gustin is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, where he has worked since 2010. He has 17 years of industry experience. 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 a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers, with strategies spanning traditional and non-traditional allocations.

Lane Albrecht is a financial advisor with Thrivent Investment Management in Oconomowoc, WI, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his financial advisory role, he is involved in farmland ownership, renting farmland on a cost-per-acre basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics without discretionary portfolio management or institutional services.

Kevin Rodden is a Senior Resident Director at Merrill, specializing in comprehensive wealth management strategies. He focuses on understanding clients' financial situations, families, and priorities to develop personalized approaches tailored to their goals. Kevin's client expertise spans college education and legacy planning, retirement income, portfolio management, family wealth management, liquidity management, small business strategies, and special needs planning. Kevin has been with Merrill since 2004. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Wisconsin System. Outside of work, Kevin enjoys baseball, golfing, hiking, music, skiing, and spending time with his wife and two children in Pewaukee.

Craig Schnuelle is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services Inc. and SII Investments. Outside of his advisory work, Schnuelle is involved in local community leadership as President of the Palmyra Lions Club and Chair of the Village of Palmyra zoning appeals board, and he volunteers at regional track meets. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing advanced asset-allocation tools and portfolio management strategies across a variety of investment types.

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.

Jeremy Wenzlow is a CFP® professional with 13 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at Bank Five Nine, First Bank Financial Centre, MML Investors Services LLC, and MassMutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

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.

Chad Osmanski is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 66 designation and with 25 years of industry experience. He has been with Robert W. Baird & Co. since 1999. Outside of his advisory role, Osmanski officiates high school basketball statewide and serves as an assistant basketball coach for the School District of Waukesha. 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 provides tailored consulting and portfolio services, using a combination of in-house and third-party managers to implement strategies across a range of traditional and non-traditional asset classes.

Adam Bickel is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Gustave A. Larson Inc and Dave Jones Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Erin Nowakowski Lubarsky is a financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, holding a Series 63 designation and 25 years of industry experience. She has been with Robert W. Baird & Co. since 1999. Outside of her advisory role, she is involved in youth soccer coaching and community activities through the Polonia Youth Soccer Club and the Wisconsin Youth Soccer Association. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a broad range of clients including high-net-worth individuals, families, and institutional clients. The group offers customized financial planning, portfolio management, and a variety of investment strategies tailored to client goals and risk tolerances.

Nolan Cohen is a CFP® professional with eight years of industry experience. He is currently affiliated with LPL Financial and Landmark Credit Union in Oconomowoc, WI. His prior experience includes roles at Northwestern Mutual and Bubs Brewing Company. Outside of his advisory work, he is involved in selling sports cards on a small scale. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Timothy Mittelstadt is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Mittelstadt serves as a middle and high school basketball referee and is a member of the Board of Directors for the Lighthouse Youth Center, participating in finance committee activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive, goal-based planning across various financial topics without discretionary trading authority.

Allen Dable is a financial advisor at Osaic with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including JP Morgan Securities and Thrivent Financial. Allen is also the owner of Highpointe Wealth Management, Inc., an investment-related S corporation. Osaic Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct portfolios that may include a range of securities and alternative investments.

Christopher Mallow is a financial advisor with Thrivent Investment Management in Watertown, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2012 and with Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering holistic, goal-based financial plans without discretionary trading authority and offering combined planning and managed-account services under a consolidated billing option called WealthPlan.