William Furlow is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Baird since 2021. Prior to that, he was employed by Wells Fargo Clearing and Wells Fargo Funds Distributor, LLC. The DDK Group, part of Baird’s Private Wealth Management department, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services through various separately managed account programs, employing an investment approach that combines manager-traded and model-traded strategies with ongoing manager selection, tax management, and direct indexing.

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.

Greg Schroeder is a CFP® professional with over 31 years of experience in the financial industry. He is currently affiliated with OSAIC since 2024 and previously worked at Woodbury Financial Services Inc and Sii Investments. Schroeder is the owner of Schroeder Financial Services, LLC, and serves as an instructor of personal finance at Madison Area Technical College. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, and corporations. The firm provides integrated brokerage and advisory services utilizing various investment platforms, with a focus on asset allocation, risk management, and access to third-party money managers.

Robert Johnston is a financial advisor with J.P. Morgan Securities in Oconomowoc, WI, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management functions, delivering advice through a centralized due-diligence framework.

Erin Stai is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Watertown, WI, and has three years of industry experience. Prior to her current role at Thrivent, she worked at Honey Acres Inc and Seljan Company. She serves as a board member for Cornerstone of Grace, a nonprofit supporting women and children, and the Educational Foundation of Watertown, which promotes educational opportunities in the local school district. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations on a wide range of financial planning topics without discretionary trading authority.

Joseph Buday is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 1993. Outside of his advisory role, he is a partner in Red Door Remodeling LLC, a real estate investing and remodeling business. 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, and charitable organizations. The group offers tailored investment strategies and a range of consulting and portfolio services, including discretionary and non-discretionary management and tax- and goal-based overlays.

Ashley Brown is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Robert W. Baird & Co. since 2008. Brown is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay services, with a range of traditional and complex investment strategies.

Vaughn Retkowski is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at AT&T and PTP Manufacturing. Outside of his advisory role, he reviews products for brands on Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Robert Russ is a financial advisor at Robert W. Baird & Co. with seven years of industry experience and a Series 66 designation. He has been with Baird since 2017 and also has prior experience with Northwestern Mutual. Robert W. Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Sara Spaulding is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity affiliates since 2013. Outside of her advisory role, she is a distributor for AdvoCare, a health and wellness company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios and registered investment companies.

Creighton Dracca is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. His prior roles include positions at Wintrust Investments LLC and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Kurt Kuettel is a financial advisor with RBC Capital Markets in Delafield, WI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charities, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Matthew Rose is a financial advisor at Edward Jones in Hartland, WI, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones, he worked in education and tutoring roles, including positions at Mathnasium, Ace Tutoring Academy, Carnegie Learning, and the Whitefish Bay School District. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michele Olshanski is a financial advisor with Edward Jones, holding a Series 63 designation and 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1997. Outside of her advisory role, she is involved in several talent agencies focused on modeling and acting as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Menzel is a financial advisor at OSAIC with 30 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc, Union Financial Inc., PRINCIPAL LIFE INSURANCE COMPANY, and Princor Financial Services Corporation. Outside of his advisory work, he serves as a board member for Journeys Lutheran School and coaches girls’ golf at Lake Country Lutheran High School. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk assessments, and automated portfolio rebalancing to build diversified investment strategies tailored to client needs.

Charles Tinder is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the country.

Christopher Brock is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2016. Outside of his advisory role, he serves on the membership committee of the Brookfield Business Builders Networking Group. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies with ongoing manager selection and monitoring by home-office investment professionals.

Melissa Corbeg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with several firms including Waddell & Reed and EMC Financial, LLC. Outside of her advisory role, she has served as a notary public since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a wide range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

John Hopp is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at LPL Financial since 2018 and was previously with SII Investments for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Bryan Johnson is a financial advisor with Robert W. Baird & Co. Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2006. Outside of his advisory role, he is a passive member of Gameday Men's Health. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through customized financial planning and portfolio management services. The firm offers a range of investment strategies, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.