Jordan Hopp is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at SII Investments, Inc. for five years before joining LPL Financial in 2018. Outside of advising, Hopp is employed as a carpenter with Ironwood Builders in Waukesha, WI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Robert Di Donato II is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves clients through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jacalyn Brown is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 33 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she is a co-owner of a family rental property in Tomahawk, Wisconsin. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Villanueva is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously worked at the Federal Deposit Insurance Corporation. Outside of finance, he has experience in education, including roles at the University of Wisconsin - Milwaukee and local schools. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing tailored consulting and portfolio management services across a range of investment strategies.

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 12 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird since 2014. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers to implement a range of investment strategies.

Darren Boyce is a financial advisor with Robert W. Baird & Co. holding a Series 66 credential and has accumulated one year of industry experience. His previous roles include positions at ISP Capital Markets, Quad, and Marshall & Stevens Incorporated. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research.

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.

Amy Williams is a CFP®, ChFC®, and holds a Series 66 license. She has 16 years of industry experience and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

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.

Andrew Stromwall is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. He has worked at RBC Capital Markets since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves on the board of the Waukesha County Community Dental Clinic, a nonprofit focused on providing dental care to those in need. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

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.

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.

Gary Martens is a financial advisor with Edward Jones in Mukwonago, WI, holding the Series 63 designation and 33 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 over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.