Don Dahlman is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 66 credentials. His career includes positions at BMO Harris Financial Advisors, BMO Harris Bank, and multiple M&I financial services firms. 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 wide range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

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 at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company and UMB Distribution Services, LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Dena Guthrie is a financial advisor with Robert W. Baird & Co. in Mequon, WI, holding Series 63 and Series 66 licenses and having six years of industry experience. She has been with Robert W. Baird since 2018. Prior to that, she held various roles including positions at Port Washington High School, Baskin Robbins, and Concordia University Wisconsin. 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 charitable organizations. The group offers a range of consulting and portfolio services, tailoring strategies to client goals through both in-house and third-party managers and providing options from traditional allocations to more complex investment approaches.

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, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked with IC Advisory Services, Inc. and The Investment Center, Inc. since 2008 and 2009, respectively. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Pamela Stubler is a financial advisor with LPL Financial in Menomonee Falls, WI, holding Series 63 and Series 65 designations and having 37 years of industry experience. She has worked at LPL Financial since 2018 and maintains a longstanding affiliation with Johnson Bank since 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationally. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

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.

Edwin Wincek is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in non-variable insurance agent activities related to fixed life insurance through Prudential Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products via its integrated platform.

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 financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She has been with Robert W. Baird & Co. since 2000 and holds a Series 66 designation. In addition to her advisory role, she serves as a board member for the Holy Angels School Trust Fund, where she participates in overseeing investment activity and reviewing performance. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services using a range of investment strategies and overlay services.

Caroline Strande is a financial professional at Cetera with Series 66 credentials and less than one year of industry experience. Her prior roles include positions at Fidelity Investments, Deerfield Financial Advisors, and Prime Financial Services. Outside of finance, she serves as a youth basketball official. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with access to affiliated and third-party managers.

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.

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 11 years of industry experience. His prior work includes positions at U.S. Bancorp Investments, Wells Fargo Clearing Services, Merrill, and Robert W. Baird & Co. He is based in Thiensville, Wisconsin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, supported by model portfolios, research, and technology-driven strategies.

Wayne Pipkorn is a financial advisor at Cetera with 34 years of industry experience and holds a Series 63 designation. He previously worked at Avantax Advisory Services and Avantax Investment Services for over three decades. Outside of his advisory role, he serves as an elected official in the Town of Cedarburg and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services, utilizing a multi-manager platform with both affiliated and third-party managers, and oversees more than $256 billion in assets.

Blaine Gibson is a CFP® professional with 21 years of industry experience, currently with RBC Capital Markets in Brookfield, WI. His prior experience includes roles at City National Bank and Robert W. Baird & Co. He serves on the boards of several nonprofit organizations, including Asset Builders of America, which promotes financial literacy for high school students, and he is president of the board for the Cedarburg Art Museum. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients offering a range of advisory programs with tailored investment strategies, incorporating both in-house and third-party managers. The firm provides comprehensive financial planning, portfolio management, and custody services across multiple account structures.

Andrew Wiziarde is a CFP®-designated financial advisor with 29 years of industry experience. He has worked at Stifel since 2018 and previously with B.C. Ziegler and Company from 2016 to 2018. Outside of his advisory work, Wiziarde serves as Finance Chair for Big Brothers Big Sisters Ozaukee County and is a board member and head coach for the Grafton Gladiators youth football program. Stifel serves a broad client base 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.

Peter Kapler is a financial advisor with Thrivent Investment Management in West Bend, WI. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Peter has been with Thrivent Financial and Thrivent Investment Management since 2014. He serves on the Wisconsin Lutheran College Alumni Board, focusing on career development, and is also a board member of the Seed of Hope Center, which provides community support and marketing guidance. Additionally, he participates in the governance of Good Shepherd Lutheran School through its Council for Christian Education. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm’s approach features holistic, goal-based analyses addressing various planning topics, without providing portfolio management for institutional clients.

Grace Durham is a Series 66 licensed financial advisor with Robert W. Baird & Co., based in Mequon, WI. She has eight years of industry experience, including four years at Indiana University and nine years with Robert W. Baird. Grace is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a blend of manager-traded and model-traded strategies along with internal research tools to support client advice.