William Hienz Jr. is a financial advisor with Robert W. Baird & Co. in Waukesha, WI, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Robert W. Baird & Company since 2000. 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 provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies and overlay services.

Colin Schultz is a financial advisor with Thrivent Investment Management in Oconomowoc, WI. He holds the Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he was involved with businesses including K6 Apparel and Promos LLC and Shine and Drive LLC. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Jamie Spindler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Sii Investments, Inc. for five years before joining LPL Financial in 2018. Outside of his advisory role, he serves as a successor trustee for a family trust and manages Spindler Investments LLC, an investment-related business entity. 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, supported by research and model portfolios from LPL Research and third-party subadvisors.

Kristen Metcalf is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, where she has worked since 1999, accumulating 21 years of industry experience. She is involved in the leadership and planning of the Children's Ministry at Thirst4Jesus Church. Kristen is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers, and provides a range of traditional and non-traditional investment strategies.

Ryan Kieckhaefer is a financial advisor with RBC Capital Markets based in Delafield, WI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with tailored investment strategies and a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Eric Corbeg is a CFP® with 14 years of industry experience, currently associated with LPL Financial since 2021. His prior experience includes roles at EMC Financial LLC and Waddell & Reed, Inc., as well as involvement with the Safari Club International-Wisconsin Chapter and the Waukesha Gun Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support various investment strategies.

Troy Deibert is a financial advisor with Edward Jones in Pewaukee, WI, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at HNTB Corporation for 16 years. Outside of finance, he was involved with the Pewaukee Sussex United Soccer Club for seven years. 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 programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Rebecca Hammer is a CFP® with 15 years of industry experience, currently affiliated with OSAIC since 2024. Her prior experience includes roles at Securities America Advisors, Inc. and SSN Advisory, Inc. In addition to her advisory work, she provides tax preparation and tax planning services through Courts Financial Strategies. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a broad array of investment options and utilizes proprietary tools and third-party platforms to support portfolio construction and management.

Jeremy Bisick is a Series 66 licensed financial advisor with Edward Jones, based in Sussex, WI, and has 23 years of industry experience. He has been with Edward Jones since 2006. 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, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kelly Ebbole is a financial advisor with Primerica Advisors in Waukesha, WI, holding a Series 66 designation and 21 years of industry experience. She has worked at Primerica Advisors since 2019 and has prior experience with firms including E*Trade Securities LLC and OptionsHouse. Outside of her advisory role, she owns a gift business and is involved in real estate brokerage and consulting through her ownership of KMLE Group, LLC and Strategic Focus Consulting. 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 curates third-party asset managers and employs a tiered wrap fee structure for its services.

Caile Wilson is a financial advisor at Robert W. Baird & Co. in Hartland, WI, holding Series 63 and Series 66 designations with 14 years of industry experience. She has been with Robert W. Baird since 2013. Outside of her advisory role, Wilson promotes healthy living and wellness through sales and marketing of whole food-based nutrition products with The Juice Plus Company. 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 with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Elise Petty is a financial advisor at Ameriprise with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Schreiber Financial Services - Raymond James for eight years. Outside of her advisory role, she is employed as a waitress at Johnny's Pizza in Oconomowoc, WI. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning through detailed recommendation reports and ongoing advice. The firm’s approach combines investment research, algorithmic tools, and a distinctive selection process that includes managed account assets and affiliated product options.

Rusty Coyle is a financial advisor with LPL Financial in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Waddell & Reed and various insurance carriers over nearly two decades, as well as running his own practice from 2018 to 2021. Outside of advising, he manages a farm in Nashotah, WI. 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 both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

Samuel Burkart is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual of Omaha and Securities America. Outside of his advisory role, he is the founder of Burkart Financial, an insurance sales business. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing a range of tools and third-party solutions to construct and manage client portfolios.

Andrew Dadisman is a financial advisor with Primerica Advisors in Waukesha, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Bonfe, Tena Companies, and Wells Fargo Bank NA. He is also involved in sales of non-investment products such as home security and automation through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure.

Alexandra Ebert is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and previously worked at Wintrust Wealth Management for eight years and Town Bank for one year. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Garrett Larson is a financial advisor with Cetera in Whitewater, WI, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Cetera, he held positions at First Citizens State Bank and Bergstrom Chevrolet of Madison. He serves as Treasurer for the Whitewater Rotary Club, managing financial transactions and member dues. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program platforms and third-party managers.

Andrew Lien is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert W. Baird & Co. since 2005. Outside of his advisory role, he is a passive investor in DMS Supplements LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, using a combination of in-house and third-party managers and offering various investment strategies including traditional and non-traditional allocations.

Keith Black is a CFP® with 33 years of industry experience, currently affiliated with Robert Baird & Co. since 2025. He previously worked at Heritage Investment Services, Inc. and Commonwealth Financial Network from 2008 to 2025. Outside of advisory work, he is a notary public and the sole owner of Heritage Investment Services, Inc. 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 offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, including traditional and non-traditional investment strategies.

Scott Greening is a CFP® with 14 years of industry experience, currently serving as an advisor at Raymond James Financial. His prior experience includes roles at Thrivent Financial and UBS Financial Services. He is also the Chief Investment Officer of Pinnacle Wealth Management and RBG Ventures LLC, two support companies he owns in Hartland, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support tailored client recommendations.