Mark Filla is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2016, following seven years at Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Steven Craig is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools without providing individual security recommendations as part of standalone planning services.

Brooklyn Levenhagen is a financial advisor with Robert W. Baird & Co. and holds the Series 66 designation. Brooklyn joined Baird in 2024 and has prior experience working at Walgreens and in educational roles. Brooklyn is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations using a range of financial planning, portfolio management, and advisory services.

Matthew Witkowski is a financial advisor with Thrivent Investment Management in Milwaukee, WI, holding a Series 66 credential and bringing 20 years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2011. Outside of his advisory role, Witkowski serves as a board member for Athletes Before Christ, coaches varsity basketball at Catholic Memorial High School, and is president of the Rolling Meadows of Vernon Homeowners Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option known as “WealthPlan.”

Dirk Robichaud is a financial advisor with Wells Fargo Clearing in Milwaukee, WI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside his advisory role, he serves as co-trustee for family trusts in Wisconsin and Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Thometz is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2009, including the Private Bank since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Don Dahlman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include significant tenures at BMO Harris Financial Advisors and various entities within the M&I organization, as well as a brief period at TD Ameritrade. 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 and access to third-party asset management and institutional platforms, supported by a large network of investment adviser representatives.

Dana Larsen is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Paul Purifoy Robertson is a financial advisor with Merrill in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Northwestern Mutual, and UMB Fund Services. 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 strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dena Guthrie is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert W. Baird since 2018. Prior to her current role, she worked at Port Washington High School and held positions at Baskin Robbins and Concordia University Wisconsin. Robert W. Baird’s DDK Group, where Guthrie works, serves individuals including high-net-worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services utilizing both manager-traded and model-traded strategies, supported by internal research and technology including artificial intelligence.

William Hensien is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Robert Derks is a financial advisor with LPL Financial in West Bend, WI, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. His prior work includes 16 years at IC Advisory Services, Inc. and 18 years with The Investment Center, Inc. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Pamela Stubler is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at LPL Financial since 2018 and has a long tenure with Johnson Bank dating back to 1992. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jason Willms is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has been with Thrivent and its related entities since 2020, including roles at Carr Services and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive planning across various financial topics without discretionary portfolio management, combining goal-based analysis with an option to integrate managed accounts under a consolidated billing program called WealthPlan.

David Vollmar is a financial advisor with Stifel in West Bend, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2014 to 2018. He also provides notary services to clients free of charge for certain paperwork, such as rollover and lost certificate documents. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipalities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Kathryn Fisher Davies is a Series 66 licensed advisor with Robert W. Baird & Co. in West Bend, WI, where she has worked since 2000, totaling 26 years of industry experience. She serves as a board member of the Holy Angels School Trust Fund, overseeing investment policy and performance reviews for the charitable fund. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with ongoing investment monitoring and research.

Gary Dunco is a financial advisor with Ameriprise who holds CFP® and CFA® designations and has 32 years of industry experience. He has worked at Ameriprise Financial Services since 2009, including his current role at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Fritz is a financial advisor at Robert W. Baird & Co. with a Series 66 credential. He joined Baird in 2026 and has prior experience in technology and defense firms, including Blue Canyon Technologies and Northrop Grumman. The DDK Group, part of Baird’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, managing approximately $394 billion in regulatory assets as of year-end 2025.

Joseph Moore is a financial advisor with Wells Fargo Advisors in West Bend, WI, holding a Series 66 designation and 22 years of industry experience. He has worked across multiple Wells Fargo entities since 2009. Outside of his advisory role, Moore serves as a volunteer firefighter in Winchester, WI, and is a professional high-performance driving instructor through Xtreme Xperience LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including business-owner transition and special-needs analysis. The firm supports tailored recommendations developed with proprietary research and tools, delivered through meetings and written summaries, with optional implementation through various brokerage and advisory programs.

Frank Vaeth is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes positions at U.S. Bancorp Investments, Wells Fargo Clearing Services, Merrill, and Robert W. Baird & Co. Frank is based in Thiensville, WI. 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, third-party asset management, and institutional platforms.